📉 Treasury Yields Fall as AI Sells Off
The 10-year Treasury yield dipped below 5% for the first time since September 23, touching 4.996%. It fell about 15 basis points on the day and is roughly 30... اقرأ المزيد ←
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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فتح في تيليجرام 📈 S&P 500 Earnings Concentration
Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of S&P 500 earnings growth in Q3 2026, contributing +5.2 and +4.6 percentage points to the index’s... اقرأ المزيد ←
Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of S&P 500 earnings growth in Q3 2026, contributing +5.2 and +4.6 percentage points to the index’s... اقرأ المزيد ←
1 صورة
🚀 SpaceX Clears Its IPO Price
SpaceX is above its IPO price after 90 trading days, unlike Facebook at the same point. The company’s roughly $75 billion IPO priced shares at $135, and the stock closed... اقرأ المزيد ←
SpaceX is above its IPO price after 90 trading days, unlike Facebook at the same point. The company’s roughly $75 billion IPO priced shares at $135, and the stock closed... اقرأ المزيد ←
1 صورة
⚠️ US Warship Passage Draws Chinese Protest
Near Sabina Shoal, China said it tracked and monitored the USS Charleston on 20th October, calling the passage illegal without Chinese approval. The... اقرأ المزيد ←
Near Sabina Shoal, China said it tracked and monitored the USS Charleston on 20th October, calling the passage illegal without Chinese approval. The... اقرأ المزيد ←
1 صورة
🛢 Oil Markets Trade on Rumors
Brent crude swung from $111.97 to $105.95 in three hours on one unconfirmed headline. WTI December futures made the same trip, falling from $101.37 to $95.25.
The report... اقرأ المزيد ←
Brent crude swung from $111.97 to $105.95 in three hours on one unconfirmed headline. WTI December futures made the same trip, falling from $101.37 to $95.25.
The report... اقرأ المزيد ←
1 صورة
📉 Hedge Funds Turn Defensive
Hedge fund net leverage has fallen to 43.7%, the largest weekly decline since Liberation Day in April 2025 and the 4th largest in 5 years. Net positioning is now at the... اقرأ المزيد ←
Hedge fund net leverage has fallen to 43.7%, the largest weekly decline since Liberation Day in April 2025 and the 4th largest in 5 years. Net positioning is now at the... اقرأ المزيد ←
1 صورة
⚠️ MSCI Warnings Hit National Markets
MSCI warnings have hit Turkey and Indonesia hard. Turkey’s stock market fell 23% after MSCI’s first warning in June. Indonesia’s fell 18% in 3 days after MSCI... اقرأ المزيد ←
MSCI warnings have hit Turkey and Indonesia hard. Turkey’s stock market fell 23% after MSCI’s first warning in June. Indonesia’s fell 18% in 3 days after MSCI... اقرأ المزيد ←
1 صورة
Ⓜ️ The Cost Gap in AI Intelligence
Meta's Muse Spark and Google's Gemini cost about $0.40 per AI task, versus $2.34 for Anthropic's Opus 5. That is a nearly 6x gap in the cost of intelligence.
Meta and... اقرأ المزيد ←
Meta's Muse Spark and Google's Gemini cost about $0.40 per AI task, versus $2.34 for Anthropic's Opus 5. That is a nearly 6x gap in the cost of intelligence.
Meta and... اقرأ المزيد ←
1 صورة