JUST IN: Three stories are moving markets today. KOSPI closed up 3.1% after South Korea's Q3 GDP beat forecasts, with Samsung up 4.2% and SK hynix up 5.2%. The AI chip trade is back. Anthropic's IPO filing shows $131.7B in cash and short-term investments, which keeps the compute spending story alive. Qatar is pushing a 5-day deal to reopen Hormuz. Nothing is agreed, and Brent is still above $115. FOMC pause is expected tomorrow, with futures putting the odds at 88% of a Pause. The real question is December, where traders see about an 70% chance of a hike.