📈 The S&P 500 Enters Year Five
The S&P 500 has gained 118% since the bull market began in October 2022. That makes it the third-best start to a bull market at its fourth birthday, based on analysis... Read more →
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Open in Telegram US private fixed investment in information processing equipment and software reached a record 5.05% of US GDP, up 1.08 percentage points since Q3 2023.
Investment rose $531 billion to a record annual... Read more →
Investment rose $531 billion to a record annual... Read more →
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Ⓜ️ Agent Commerce Could Lift Shopping Frequency
Mark Zuckerberg says his AI agent increased his Instacart orders from “twice a year” to “twice a week”, about 50x more often, by making shopping... Read more →
Mark Zuckerberg says his AI agent increased his Instacart orders from “twice a year” to “twice a week”, about 50x more often, by making shopping... Read more →
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📈 AI Stocks Drive Market
Since the start of 2024, 42 AI stocks have generated 67% of the S&P 500’s price return, contributing 22 percentage points of its 33% gain. The other 458 stocks added 11... Read more →
Since the start of 2024, 42 AI stocks have generated 67% of the S&P 500’s price return, contributing 22 percentage points of its 33% gain. The other 458 stocks added 11... Read more →
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🔐 Ledger Implant Case Remains Unresolved
By 11 October, Bitquery estimated $93.2M stolen from 315 wallets linked to Ledger buyers and authorised reseller CryptoBilis in Southeast Asia. Ledger... Read more →
By 11 October, Bitquery estimated $93.2M stolen from 315 wallets linked to Ledger buyers and authorised reseller CryptoBilis in Southeast Asia. Ledger... Read more →
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🏦 Treasury’s Debt Gamble Moves Short
10-year Treasury yields have reached 5.23%, while 30-year yields moved above 5.6%, levels not seen in more than two decades. That comes despite Scott Bessent... Read more →
10-year Treasury yields have reached 5.23%, while 30-year yields moved above 5.6%, levels not seen in more than two decades. That comes despite Scott Bessent... Read more →
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🚀 The Full Space Value Chain
Heading into 2028, space spans launch, manufacturing, spectrum and services.
🖱️ $RKLB: rockets, satellite manufacturing, defense, Iridium global spectrum, 2.55M+ existing... Read more →
Heading into 2028, space spans launch, manufacturing, spectrum and services.
🖱️ $RKLB: rockets, satellite manufacturing, defense, Iridium global spectrum, 2.55M+ existing... Read more →
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💰 AI Infrastructure Debt Is Getting Tighter
JPMorgan expects $5.5T of AI spending through 2030, including $4.1T funded with debt. Morgan Stanley estimates private credit will fund over half of the... Read more →
JPMorgan expects $5.5T of AI spending through 2030, including $4.1T funded with debt. Morgan Stanley estimates private credit will fund over half of the... Read more →
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