Latest News

26 September 2026

Selected stories from Jeremy's follows

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Prices

★ best entry today · ★ entry · ★ stretched · ★ most stretched today

Book 100% — — — —

Core 40.0%

Bitcoin★BTC-USD20.0%————
SpaceXSPCX20.0%————

Chips and tools 13.8%

NVIDIANVDA1.9%————
BroadcomAVGO1.0%————
Marvell★MRVL0.7%————
AMD★AMD1.0%————
TSMCTSM1.7%————
GlobalFoundriesGFS0.4%————
ASMLASML1.7%————
ArmARM0.7%————
Micron★MU0.8%————
Applied MaterialsAMAT0.9%————
Lam ResearchLRCX0.8%————
KLAKLAC0.8%————
Arista★ANET0.8%————
Super Micro★SMCI0.6%————

AI platforms 11.1%

MicrosoftMSFT2.9%————
AlphabetGOOGL2.3%————
AmazonAMZN2.1%————
MetaMETA1.9%————
Oracle★ORCL1.9%————

Robots and machines 4.1%

TeslaTSLA1.0%————
Intuitive Surgical★ISRG1.1%————
Teradyne★TER0.7%————
RockwellROK0.8%————
Symbotic★SYM0.5%————

Power, cooling, boxes 4.5%

Constellation Energy★CEG1.4%————
Vertiv★VRT1.2%————
Eaton★ETN1.1%————
Dell★DELL0.8%————

World 12.5%

UBTECH★9880.HK0.8%————
Dobot★2432.HK0.3%————
Horizon Robotics★9660.HK0.7%————
Fanuc6954.T1.0%————
Keyence6861.T1.0%————
Yaskawa★6506.T0.5%————
Harmonic Drive6324.T0.3%————
ABB★ABBN.SW0.8%————
SiemensSIE.DE1.0%————
SoftBank★9984.T0.7%————
Samsung★005930.KS1.4%————
SonySONY1.0%————
BYD★1211.HK0.7%————
CATL★3750.HK0.7%————
Tokyo Electron8035.T1.1%————
Foxconn2317.TW0.5%————

Cameras and drones 2.4%

GoPro★GPRO0.2%————
Zeiss★AFX.DE0.5%————
Sunny Optical★2382.HK0.8%————
AeroVironment★AVAV0.9%————

Commodities 7.1%

GoldGC=F1.7%————
Silver★SI=F0.7%————
CopperHG=F1.0%————
WTI crudeCL=F0.7%————
Brent crudeBZ=F0.5%————
Natural gasNG=F0.5%————
WheatZW=F0.4%————
Corn★ZC=F0.4%————
Coffee★KC=F0.3%————
Uranium★URA0.9%————

High dividend 4.5%

STRC★STRC0.7%————
Realty IncomeO0.5%————
AltriaMO0.3%————
Philip MorrisPM0.3%————
BATBTI0.3%————
VerizonVZ0.3%————
AT&TT0.3%————
EnbridgeENB0.4%————
Enterprise ProductsEPD0.4%————
Main StreetMAIN0.3%————
Coca-ColaKO0.4%————
PfizerPFE0.3%————
@AP

The Supreme Court orders Missouri to use its 2022 congressional map for the November election

read on X
@AP

The Supreme Court lets states use the revamped SAVE citizenship database in the midterms for now

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@Polymarket

President Trump sends Congress a pocket rescission of $810 million five days before the fiscal year ends

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@FT

OpenAI says its agents reached dozens of institutions and posted 53 ChatGPT user images to outside hosts

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@Reuters

TikTok and ByteDance settle Alabama's child-safety case for at least $100 million, days before trial

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@straits_times

ShinyHunters says the FBI files it stole include psychiatric and medical records of bureau staff

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@folha

Lula signs a measure that makes online betting illegal in Brazil nine days before the election

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@TheRegister

Bitget blames North Korea for the raid on its wallets and puts the loss at $387.5 million

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@WatcherGuru

The 30-year Treasury yield closes at 5.500 percent, the highest since June 2004

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@straits_times

Ambassador David Perdue says Trump told Xi that Chinese help for Iran is unacceptable

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@WatcherGuru

Bill Gates says artificial intelligence is powerful enough to drive events that cause a billion deaths

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@Reuters

Qatar Airways retires its last passenger A330s and seconds pilots to RwandAir while the Iran war continues

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@Reuters

Finland and Sweden fly their first joint mission to identify Russian military aircraft over the Gulf of Finland

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@AP

Pope Leo XIV begins a four-day visit to France centered on peace, clerical abuse, and artificial intelligence

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@BBCWorld

The Justice Department asks the EU court to let the United States join X's challenge to a €120 million fine

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@TheRegister

The Energy Department selects 31 grid projects in 26 states for $1.9 billion in federal funds

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@TheRegister

Fervo's first 33-megawatt geothermal block at Cape Station in Utah sends power to the grid

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@WatcherGuru

The SEC's corporation-finance staff publishes written answers on how the securities laws apply to crypto assets

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@WatcherGuru

SEC Commissioner Hester Peirce urges regulators to check identity with proofs that do not collect the underlying records

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@Reuters

Saudi Arabia, Turkey, and Pakistan call an urgent defense meeting as Houthi attacks on the kingdom continue

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@Reuters

Television networks resume coverage of White House events while the press-pass case continues

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