Market Signals

Oracle: OpenAI Is Back, But Wall Street Is Sleeping

OpenAI admits response to Australian government hacks 'not good enough'

TSMC Q3 Preview: The Margin Guide Matters More Than The Print

Options market points to 50% chance Nvidia hits $6T market cap this month

How big tech is building a military–industrial complex in the age of AI

Euro area retail sales missed on both counts — +0.8% Y/Y vs 1% expected, +0.1% M/M vs 0.2% consensus. The consumer is still spending, just not at fore

Verastem: A Two-For-One Clinical Readout In October And A Commercial Launch

Ray Dalio flags China and Japan pulling back from U.S. debt - report

Nvidia: Inventory Doesn't Lie And Says Downgrade

Pentagon Raises Combat Pay For First Time Since 2002 As Iran War Persists

📊 Real Yield Trend: 2.92% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.92 % (+0.04pp)

📊 10Y-3M Treasury Spread: 119.1 bp (+1bp)

📊 10Y-2Y Treasury Spread: 50.0 bp (+4bp)

📊 10-Year Breakeven Inflation: 2.36 % (+0.00pp)

Schneider Electric: Paying A Shocking Price For PTC

U.S. regulator offers proposal for crypto market oversight

UBS trims profit estimates on the rail sector to account for elevated diesel prices

O-I Glass slides as UBS downgrades as European profit plunges

Senator Moreno warns Anthropic CEO of 'catastrophic' approach to AI

Ukraine claims its strikes have taken out more than half of Russia's oil refining capacity

LAZR: How To Buy Anthropic Before The IPO Via This ETF

Broadcom Has A New Problem: Anthropic

Caterpillar: Data Center Tailwinds Are Real, But The Valuation Is Too Steep For Me

VivoPower: The Norway Data Center Could Be The Catalyst For Its AI Infrastructure Pivot

Mobix Labs to add $53m-backed U.S. rare earth company through an SPD deal.

Schneider Electric is buying PTC for $22.6B in cash — $205 a share, a 42.3% premium — and its own stock got hammered on the news. It's the largest dea

Meta Muse could soon drive up to 8% of revenue by 2030: Deutsche Bank analyst

Synopsys is front-loading $1B of buyback through an accelerated share repurchase with JPMorgan. ASRs get done when management wants the shares retired

'Not again': Arrest of US marine for murder reignites protests in Japan's Okinawa

Cathie Wood's Ark Invest weekly recap: loads up on Nvidia, Intellia; pares AMD

Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO says

Star Bulk Carriers Corp. lists on Euronext

Ben Jennings on Andy Burnham’s suggestion that the Brexit question could be revisited – cartoon

US Treasury Grants Sanctions Waiver For Some Iranian Flights To Iraq

📊 Real Yield Trend: 2.88% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.88 % (-0.05pp)

📊 10-Year Treasury Yield: 5.283 % (+0.04pp)

📊 10-Year Breakeven Inflation: 2.36 % (+0.00pp)

Iran's crude loadings crashed to zero in August from ~250k bpd, and Bessent says Tehran will have "no oil on the water this week." Goldman's desk flag

Trump, campaigning in Ohio, says the midterms will bring a ‘big surprise’

Kuaishou is carving Kling AI out into its own company, naming Yu Yue (Gai Kun) director and CEO to run it full-time, while founder Cheng Yixiao takes

War, Cyber Attack Could Trigger Next Financial Crisis, RBI Says - Bloomberg.com

New York Times: Beware Of Expensive Legacy Stocks With No Moat

Anthropic, you're here to advertise Zhipu, aren't you!

Polymarket’s Alpha traders

Geopolitical disruptions and strait navigation: A review of the core dynamics in the crude oil market this week

Hemnet Group AB (publ) (HMNTY) Discusses Strategic Plan Including Free Listing Format, Paid Package Changes, and Operational Restructuring - Slideshow

DOJ isn't reopening criminal probe into former Fed chair Powell - report

U.S., China And The Race For Global AI Leadership