Latest News

5 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

Brazil's first round goes to a runoff, with Flávio Bolsonaro at 47.48% and Lula at 44.63% after 96.78% of polling stations reported

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@Reuters

Yemen's President Rashad al-Alimi announces military operations to retake the territory the Houthis hold

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@Reuters

Brent crude rises to $103.06 after the Houthis say they struck Aramco sites in Riyadh and Khurais

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@Reuters

OPEC+ keeps November oil output targets unchanged

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@Reuters

Iran's oil minister Mohsen Paknejad resigns and Hamid Bovard becomes acting minister

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@Reuters

Germany's Friedrich Merz agrees a new aid package of more than €1.3 billion on a visit to Kyiv

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@Reuters

The United States removes its B-1 bombers from RAF Fairford after a suspected terror plot

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@Reuters

Turkey, Saudi Arabia, and Pakistan meet in Riyadh on Monday under the Mecca defence pact

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@Reuters

The Times says Britain is preparing tariffs on Chinese electric cars

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@AFP

Milorad Dodik says his party kept power in Republika Srpska and its seat on Bosnia's joint presidency

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@Reuters

South Korea's President Lee Jae Myung orders an investigation of data leaks at banks and finance firms

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@Reuters

Britain's Green Party votes to class Zionism as a form of racism, and Israel bars leader Zack Polanski

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@Reuters

Elon Musk says he will rename SpaceXAI to SpaceXSI

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@Reuters

Latvia's Prime Minister Andris Kulbergs is set to form another pro-Ukraine coalition after United List's election win

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@Reuters

Trump names John Coale special presidential envoy for hostage affairs

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@Reuters

The US Supreme Court opens its term with Exxon and Suncor's bid to throw out Boulder's climate suit

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@BBCWorld

Japan arrests a US Marine on suspicion of murdering a woman in a Naha hotel

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@AJEnglish

Iran's foreign minister Abbas Araghchi says only negotiations can end the war with the United States

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@BBCWorld

Australia investigates the Flydubai co-pilot's links to the country

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@Reuters

Swiss glaciers lose more than 5% of their ice in a year

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@BBCWorld

Queen's University Belfast tells staff to review collaborations after an MI5 warning about a Chinese institute

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@QuantaMagazine

A Lean-checked proof posted by an Anthropic researcher claims a long-open percolation conjecture in dimensions three through ten

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