Latest News

2 October 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%————
@BBCWorld

Trump and Bessent tell Europe to release diesel reserves as Washington weighs a ban on US diesel exports

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@WatcherGuru

Chinese refiners have suspended October fuel exports beyond Hong Kong and Macau

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@AJEnglish

Iran's Strait authority says several tankers were attacked in Hormuz, and UKMTO reports a projectile strike and a fire

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@WatcherGuru

Trump says he might take government stakes in OpenAI and Anthropic, on the pattern of the Intel share purchase

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@WSJ

OpenAI has dismissed three safety researchers for sharing confidential information with an outside safety group

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@WatcherGuru

The SEC proposes a crypto custody rule for investment advisers and regulated funds

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@Reuters

The 30-year gilt yield touches 6 percent, the highest since 1998, and UK bank shares fall about 4 percent

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@Reuters

The 10-year Treasury yield hits 5.34 percent after the bond market's worst quarter since 1994

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@Reuters

Nike forecasts a high-single-digit revenue drop for fiscal 2027 and says more jobs will go in a plan called Pace

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@WSJ

Captain Smit Machchhar, stabbed on flydubai Flight 1073, is credited with opening the cockpit door before the jet landed in Tabuk

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@WatcherGuru

A Congressional Research Service reading of the Senate CLARITY Act would open 11 crypto activities to banks and credit unions

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@Reuters

EU regulators are asking Binance how it is still serving customers after missing the MiCA licence deadline

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@BBCWorld

Carney puts a 1,250-kilometre oil pipeline to the Pacific on a one-year federal approval clock

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@straits_times

Zelensky says Ukraine has used its FP-7 ballistic missile in combat for the first time

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@semafor

Burnham plans to set out a faster UK approach to the EU at a November summit

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@WatcherGuru

Illinois agrees to push its 0.2 percent digital-asset tax from January 2027 to July 2027 while a lawsuit proceeds

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@News24

Tennessee governor Bill Lee pauses the state's remaining execution this year after Christa Pike survived two doses of pentobarbital

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@Reuters

The third estimate puts US second-quarter growth at a 2.2 percent annual rate, up from 1.5 percent

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@WatcherGuru

Reporting this week details how former Fed adviser John Harold Rogers was blackmailed before a jury convicted him of lying about China ties

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@AFP

Garry Kasparov says US and Lithuanian security services warned him that his life is in danger

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@TheRegister

Cloudflare has released open-weight Clef models that take text, images, and video

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@TheRegister

Stanford professor John Ousterhout is arguing that AI clusters should run on the Homa protocol

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