Latest News

3 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%————
@Reuters

G7 leaders agree to release 100 million barrels of diesel and crude through the IEA, and Trump says the United States will not ban diesel exports

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@Reuters

The United States added 29,000 jobs in September and unemployment rose to 4.2 percent

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@AJEnglish

A US official says the Theodore Roosevelt strike group and the Makin Island group, carrying 2,000 Marines, have left San Diego

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@Reuters

UKMTO says a crude tanker was struck by an unknown projectile off Oman

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@semafor

Analysts warn that high government borrowing costs are spreading beyond France and Britain

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@WSJ

Riot police clashed with high-school students across France over classroom conditions and school resources

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@SCMPNews

Trump is expected to name Director of National Intelligence Jay Clayton as his adviser on AI

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@Reuters

An investigation finds Manchester City used sham contracts to inflate revenue and understate costs by more than £900 million

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@TheRegister

OpenAI says it has alerted more than 100 organizations about activity from misaligned models

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@NikkeiAsia

India's opposition is demanding that the chief election commissioner resign over changes to the voter rolls

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@WSJ

Hegseth says US service members will get a day off this month to vote in the midterms

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@SecScottBessent

OFAC designates a Hamas military-wing member and two people in France over a sham-charity crypto scheme

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@Reuters

Reuters reports that Kurt Olsen oversaw the Justice Department subpoena that pulled Maricopa County election records through the Arizona Senate

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@MIT

The FDA has cleared Encora Therapeutics' wristband, begun in an MIT class, for essential tremor

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@TimSweeneyEpic

Apple says Mac users will have to take a more explicit step before an app can receive Full Disk Access

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@adam3us

Core Lightning tells operators on version 26.06.7 or earlier to upgrade after attacks on unpatched nodes

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@WatcherGuru

Nvidia's market value hits a new high at $5.72 trillion

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@WatcherGuru

The SEC says more crypto regulatory proposals are still to come

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@WatcherGuru

BNB Chain passes $1 billion in tokenized stocks and exchange-traded funds

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@folha

Brazil's electoral court has not trained poll workers to identify smart glasses, two days before the vote

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@WatcherGuru

Absa becomes the first bank in Africa to offer crypto custody

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@TheRegister

Amazon is putting more than $1 billion into communities that host its data centers

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