This is market commentary from an investor account. The chart credits Bloomberg, and Bloomberg reported in September that Nvidia's forward multiple was near its lowest in more than a decade, but the post does not give the current figure or the chart's date.

On October 18, the investor account NoLimit posted that Nvidia is at its cheapest valuation in a decade.

The attached chart, titled Nvidia Stock Valuation Hits Multiyear Low and sourced to Bloomberg, plots Nvidia's forward earnings ratio since 2016. It peaks near 70 times around late 2021 and above 60 times in 2023, then trends down to the high teens in late 2026, where a dashed line marks it as the lowest point on the chart.

Bloomberg reported on September 22 that Nvidia traded at less than 17 times forward earnings, near its lowest in more than a decade, about half its 2025 multiple and down from above 25 times in May. It said revenue and net income were expected to grow about 90% this fiscal year, and cited margin pressure from rising memory chip costs as one reason for the discount. An Investing.com analysis on October 6 put the multiple at 17.1 times as the stock hit a record high.

Shares fell in the following weeks. Other outlets cited forward multiples of about 24 to 25 times in mid October, so the figure depends on the earnings period used. A Bank of America analyst said on October 16 that Nvidia, Broadcom and Micron trade at about 13 times forward earnings on average, according to MarketDash.

A day earlier, the investor account Dray posted a chart contrasting Nvidia's revenue with its falling multiple.

Watch Nvidia's November 17 earnings report, which will update the forward estimates behind these multiples and show whether margins hold as Vera Rubin ramps.

Also watch whether the chip selloff deepens or reverses as rate expectations shift, and whether more analysts argue the stock is cheap or that earnings estimates are too high. Bloomberg's own updated figures would show whether the multiple has fallen further since September.

This is secondhand: Bloomberg is relaying a Telegraph report, and Microsoft did not comment to either outlet. The Guardian and the Financial Times also reported the withdrawal, linking it to power supply delays at the Essex site.

On October 18, Bloomberg posted that Microsoft has pulled out of a UK data center deal with British neocloud Nscale at a critical time for the startup's IPO hopes, citing the Telegraph.

According to Bloomberg's report, the Telegraph did not give a specific reason, but said the site in Loughton, Essex has faced a series of delays and that authorities told Nscale they do not expect a power supply until the 2030s. It also reported that Nscale's flagship site in Norway is six months behind schedule, with 6.4 megawatts of a planned 30 megawatts running. Microsoft had been set to be the anchor tenant at the Essex site, and Nscale relies on Microsoft and Anthropic for about 85% of its contracts, according to its IPO filing. Bloomberg said Nscale is seeking to raise as much as $3 billion in its IPO.

An Nscale spokesperson told the Telegraph the company remains committed to the Loughton project and the UK, is exploring alternative power sources, and that its relationship with Microsoft remains strong and long term, with the grid issue having no impact on its other contracts.

The Guardian reported that ministers had heralded the project as the UK's largest AI data center when it was announced in 2025, and that it was planned to open next year. The FT reported Microsoft cancelled its agreement after it emerged the site was unlikely to have power until after 2030.

Watch whether Nscale changes the size or timing of its IPO, and whether it finds a new tenant or alternative power for the Essex site as its spokesperson suggested.

Also watch for comment from Microsoft and the UK government, which promoted the project, and whether other UK data center plans face similar grid delays. Investors will also look at Nscale's reliance on Microsoft and Anthropic as debt costs rise for neoclouds.

The plugin is real and official: it is published by the EpicGames organization on GitHub and was added to Anthropic's official Claude Code plugin marketplace in June 2026. RoundtableSpace presents it as new, but this is a resurfaced item rather than a new release, and no first hand Epic or Anthropic post about it was found.

On October 18, RoundtableSpace posted that Epic Games released an official plugin that lets Claude Code control Unreal Engine directly. It wrote that the plugin connects Claude Code to the Unreal Editor and exposes hundreds of editor tools across more than 30 toolsets, including actors, Blueprints, materials, Niagara effects, Control Rigs, Sequencer, State Trees, widgets, the Gameplay Ability System and automation testing. The post had about 2,500 bookmarks, and Epic CEO Tim Sweeney reposted it.

The plugin's GitHub repository belongs to the EpicGames organization and was created on June 8, 2026. A pull request adding it to Anthropic's official plugin marketplace was merged on June 26, 2026, listing the source as Epic's repository under the MIT license.

According to the repository, users install it from the official marketplace inside Claude Code, enable Unreal's ModelContextProtocol and AllToolsets plugins, and start the MCP server with the editor running. It supports macOS, Linux, and Windows through Git Bash or WSL. Anthropic's plugin page describes safety rules such as saving before and after bulk changes and running tools one at a time to avoid deadlocks.

Epic's documentation describes Unreal MCP as a way for any MCP compatible agent, such as Claude Code or Cursor, to drive the editor over a local connection. Sweeney said on October 12 that Epic is retooling its developers for maximum AI acceleration.

Watch whether Epic expands the toolsets or brings similar support to other agents, given that its documentation already describes Unreal MCP as working with any compatible agent.

Also watch how game studios use agents inside the editor, for example for level building, materials or automated testing, and whether Epic's broader push toward AI acceleration changes its tools for Unreal and Fortnite creators. Install counts on Anthropic's plugin page may show whether the renewed attention brings new users.

This is an opinion from Tesla's CEO, posted as a reply to an investor account. Optimus is Tesla's humanoid robot and the Cybercab is its planned robotaxi, and the post gives no figures or timelines.

Early on October 18, Elon Musk wrote that Optimus and Cybercab will be the vast majority of Tesla's value.

He added that the only things that will scale to incredible size economically, which he described as K2 and beyond, are superintelligence, robots, solar power and mass to space. He wrote that if you have the first two, the rest will follow, and ended by saying the Roadster is super cool, so Tesla is doing it anyway. The post does not define K2.

Musk was replying to Teslaconomics, who had written that people focused on the new Roadster's sales and margins were missing the point. That account, describing itself as a long term Tesla investor, wrote that it was looking at what Tesla and SpaceX can build together, and asked readers to imagine what could happen if the two companies merged.

Musk did not respond to the merger idea in his reply. A day earlier, he claimed the new Roadster will be sentient and able to perform its stunts autonomously on request, as covered in the Oct 17 deck.

The reply had drawn more than 20,000 likes. It includes no new production, pricing or delivery information for either product.

Watch Tesla's next earnings report and any updates on Optimus production and Cybercab deployment, which would show how close those products are to the scale Musk describes.

Also watch whether Musk or Tesla comment further on closer ties with SpaceX, which Teslaconomics raised, and how investors weigh the Roadster against the company's robotics pitch. Analysts' valuation models may shift if Tesla gives targets for robot or robotaxi revenue.