Market Signals

Big Tech Looks To Argentina As US Data Center Projects Face Resistance

AI IS FUELING COPPER DEMAND. KEVIN SIMPSON THINKS THIS VOLATILE MINER IS WORTH THE RISK - CNBC

OpenAI to Spend $750 Billion on Compute by 2030 — But It’s Short on Capacity

WHY UBS IS TELLING INVESTORS TO FORGET EUROPE’S ‘TIRED CARICATURE’ AND BUY ITS STOCKS - MARKETWATCH

Analog Devices to Acquire Alif Semiconductor for $1.35 Billion

THE DOWNLOAD: OPENAI’S TURNING POINT FOR MATH AND A BATTERY RECORD - MIT_TECHREVIEW

SILVER LAKE MERGES CEGID AND SILAE IN 10 BILLION EURO BET ON AI-ERA SOFTWARE - CNBC

GLOBAL MARKET: RECORD UK GILT YIELD RAISES FISCAL PRESSURE AHEAD OF OCTOBER BUDGET - ECONOMICTIMES

OIL HITS $100 A BARREL FOR FIRST TIME IN MONTHS AS MIDDLE EAST CONFLICT INTENSIFIES AGAIN - NBC

(URGENT) SEOUL SHARES END HIGHER ON CHIP GAINS DESPITE MIDDLE EAST TENSIONS - YONHAP

JAPAN’S RISING YIELDS STIR DEBATE OVER GROWING REPATRIATION RISK - MINT

NSE IPO: BANK OF BARODA TO DIVEST UP TO 35% OF HOLDING IN NATIONAL STOCK EXCHANGE THROUGH OFS IN EXCHANGE’S PUBLIC OFFER - MINT

AMD Guides to $70 Billion of 2027 Data Center Revenue

LIV GOLF FILES FOR CHAPTER 11 BANKRUPTCY PROTECTION - CNBC

Bank of America Sees ASML Stock's Next Big AI Trigger

ASTRAZENECA'S COPD DRUG SCORES TWO LATE-STAGE TRIAL WINS AS FULL DATA BOOSTS BLOCKBUSTER HOPES - CNBC

Google web traffic is 'steady,' while ChatGPT, Gemini see gains: BofA

STOCK MARKETS FALL FOR SECOND DAY AMID RISING OIL PRICES , WEST ASIA CRISIS ; SENSEX TANKS 555 POINTS

Mistral Lands $3 Billion AI Windfall: Samsung and BlackRock Join Investor List

AI Stocks: OpenAI Declares The 'AGI Era' Is Here Amid IPO Fervor

ZHIXIANG LAUNCHES EMBODIED WORLD MODEL HIDREAM-O1-EMBODIED, TOPPING THE ROBOCOLISEUM PERTURBATION ADAPTATION SUB-LEADERBOARD. - ZHIDX

STIP: SHORT-DURATION TIPS STILL HOLDS MERIT - SEEKINGALPHA

CGMS'S GOLDEN MOMENT: STRONG JOBS REPORT, OAS DECLINING - SEEKINGALPHA

NIFTY FALLS BELOW 23 , 800 ON CRUDE OIL SHOCK ; DEFENCE STOCKS IN FOCUS

SUBDUED START FOR SENSEX , NIFTY WITH CRUDE THREATS , GLOBAL TENSION IMPACTING MARKETS

NUBIA SETS SEPT. 16 LAUNCH FOR DOUBAO-POWERED NAVIX ULTRA - TECHNODE

PM MODI’S FIRST BOOKMYSHOW-REGISTERED EVENT IN VADODARA FOR ₹35K CRORE PROJECTS SELLS OUT IN AN HOUR, 42,000 WAITLISTED - MINT

FIELDS MEDAL WINNER ENTERS THE LARGE MODEL GAME! 4B MOBILE QWEN + CLOUD GLM DOMINATE ARC-AGI 3 - QBITAI

GPT-6 ISN’T JUST ASTRA! SOL’S INTERNAL TEST RESULTS REVEALED, 6X FASTER SPEED. - QBITAI

SENSEX , NIFTY FALL 0.5 % AS CRUDE SURGES TO USD 97 ; STRAIT OF HORMUZ TENSIONS WEIGH ON SENTIMENT

DEUTSCHE BANK WARNS OF GROWING MARKET DISLOCATIONS AS INFLATION AND RATE RISKS BUILD - SEEKINGALPHA

GAS PRICES IN U.S. HIT RECORD LABOR DAY HIGH, THANKS TO IRAN WAR AND REFINERY ISSUES - PBS

TotalEnergies Gains 1.5% After Cutting Papua LNG Exposure by One-Third

OIL PRICES RISE TO 6-WEEK HIGH AFTER IRAN AND U.S. TRADE BLOWS, SAUDI ARAMCO FACILITIES REPORTEDLY HIT - CNBC

COGNIZANT OUTLINES U.S. AI WORKFORCE PLANS - SEEKINGALPHA

GOLDMAN BOOSTS ASIA EX-JAPAN INDEX TARGET FOR ONE BIG REASON - CNBC

BITCOIN NETWORK SAYS $320 MILLION STOLEN IN LATEST CRYPTO HACK - BLOOMBERG.COM - GNEWS

DATA CENTER DEVELOPMENT HALTED IN MASOVIAN VOIVODESHIP, POLAND - TECH

Anthropic’s Ninth Compute Corridor Deepens Nvidia’s Grip as Supplier and Landlord

BITCOIN-BASED LIQUID NETWORK SAYS $320 MILLION WITHDRAWN IN HACK - REUTERS - GNEWS

EDWARDS LIFESCIENCES: $20 BILLION TAM AND A MEANINGFUL OPPORTUNITY TO COMPOUND - SEEKINGALPHA

Papua New Guinea: TotalEnergies Takes Decisive Steps Towards Final Investment Decision on Papua LNG

NVIDIA: NEW UPSIDE CATALYSTS EMERGE AND WHY I'M RAISING MY TARGET - SEEKINGALPHA

STOCK MARKET NEW RULES 2026: AT NSE, PRE-OPEN SESSION WILL BE DIFFERENT FROM MONDAY - WHAT HAS CHANGED NOW? - MINT

$TSLA

OpenAI pledges greater transparency after agents misused public wiki

My latest weekly note (one of the two links below) covers what is en even more interesting economic and market backdrop: strong U.S. data and yield mo

NVIDIA: 70% GROWTH GUIDANCE MAKES THIS A STRONG BUY - SEEKINGALPHA

NSE IPO TO US-IRAN WAR: 3 REASONS WHY SENSEX, NIFTY MAY SEE A FLAT-TO-WEAK START ON MONDAY | INDIAN MARKETS OUTLOOK - MINT

ISRO SCIENTISTS SEEK CLARITY OVER ‘PRIVATISATION’: READ WHAT IS HAPPENING AT INDIA’S PREMIER SPACE AGENCY - OPINDIA