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The S&P 500 Telecommunication Services index fell 8.5% yesterday.

T-Mobile fell 12%, while Verizon and AT&T each fell 11%.

SpaceX bought a nationwide 800 MHz low-band spectrum portfolio and plans to... اقرأ المزيد ←

📈 AI Big 10 Reach Record Share

The “AI Big 10” now accounts for a record 42% of US stock market cap, including the Magnificent 7, Broadcom $AVGO, AMD $AMD, and Micron $MU.

This figure has more than... اقرأ المزيد ←

Michael Burry says every bull-market top follows the same grieving cycle, with denial lasting 6 to 9 months or longer. He argues stimulus checks and broader monetary and fiscal support have delayed... اقرأ المزيد ←

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US banks seized 42% more homes in August than last year as more borrowers failed to repay loans.

30-year mortgage rates reached 7.60%, the highest since Nov 2023.

Home ownership is no longer... اقرأ المزيد ←

The White House and the Fed are taking opposite positions on interest rates.

The Fed raised rates to 3.75%-4.00% in September, with every voting member backing the move.

🖱️ Fed: Most officials expect... اقرأ المزيد ←

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US high-yield credit market stress is rising sharply, with spreads for CCC-rated and lower corporate bonds up to 12.0%, their widest level since November 2022.

Over the last 5 months, spreads surged... اقرأ المزيد ←

Diversification is dying.

For every $1 invested in the S&P 500, its 10 largest stocks get about 41 cents: Nvidia ($NVDA) 8 cents, Apple ($AAPL) 7 cents, Microsoft ($MSFT) and Alphabet ($GOOGL) 6 cents... اقرأ المزيد ←

The S&P 500 just hit its 28th record high of 2026, crossing $71 trillion in market cap for the first time.

🖱️ 10-, 20- and 30-year Treasury yields are at 24-year highs.

🖱️ Inflation is 3.4%, above... اقرأ المزيد ←