Nasdaq futures fall, while Elice shares plunge more than 30% on their first day of trading. #TechnologyStocks
ByteDance, Alibaba and Tencent order more than 3 million Nvidia RTX PRO 5500 graphics cards, for a total of over $35 billion. #Chips
Investors are actively buying credit default swaps to protect their portfolios against a possible collapse of the AI boom. #FinancialMarkets
Amazon is buying billions of dollars’ worth of GPUs and waiting for data center capacity to come online before putting the equipment to use.
OpenAI seeks $30 billion in funding at a valuation that could exceed $1.4 trillion; Anthropic is expected to IPO in mid-November.
Netflix plans to cut about 1,000 jobs in its largest round of layoffs since 2022.
The yield spread between French and German 10-year government bonds widens to 156 basis points, while Brent crude hits a five-month high.
The UK will carry out defensive missions to protect Saudi Arabia from Houthi attacks.
Ryanair forecasts that European airfares will rise by a record amount next year.
Japan’s yttrium metal supply could be exhausted within months, prompting calls for the US to urge China to ease restrictions on rare earth exports.
Trump announces a new “Harvest Fuel Relief Program,” providing $8 billion in support to farmers.
The UK Chancellor rules out raising capital gains tax.
The Trump administration delays the transfer of Patriot interceptor missiles to Ukraine.
The US net long-short leverage ratio fell 3.2 percentage points last week, with the information technology sector seeing the largest net selling.
JPMorgan: Hedge funds are down 2.1% month to date, while core AI positions remain elevated.
Goldman Sachs raises its copper price forecast to $14,700 per ton by the end of 2026 and an average of $15,400 per ton in 2027.
ByteDance, Alibaba and Tencent order more than 3 million Nvidia RTX PRO 5500 graphics cards, for a total of over $35 billion. #Chips
Investors are actively buying credit default swaps to protect their portfolios against a possible collapse of the AI boom. #FinancialMarkets
Amazon is buying billions of dollars’ worth of GPUs and waiting for data center capacity to come online before putting the equipment to use.
OpenAI seeks $30 billion in funding at a valuation that could exceed $1.4 trillion; Anthropic is expected to IPO in mid-November.
Netflix plans to cut about 1,000 jobs in its largest round of layoffs since 2022.
The yield spread between French and German 10-year government bonds widens to 156 basis points, while Brent crude hits a five-month high.
The UK will carry out defensive missions to protect Saudi Arabia from Houthi attacks.
Ryanair forecasts that European airfares will rise by a record amount next year.
Japan’s yttrium metal supply could be exhausted within months, prompting calls for the US to urge China to ease restrictions on rare earth exports.
Trump announces a new “Harvest Fuel Relief Program,” providing $8 billion in support to farmers.
The UK Chancellor rules out raising capital gains tax.
The Trump administration delays the transfer of Patriot interceptor missiles to Ukraine.
The US net long-short leverage ratio fell 3.2 percentage points last week, with the information technology sector seeing the largest net selling.
JPMorgan: Hedge funds are down 2.1% month to date, while core AI positions remain elevated.
Goldman Sachs raises its copper price forecast to $14,700 per ton by the end of 2026 and an average of $15,400 per ton in 2027.