Latest News

6 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

Yemen's government says Saudi-backed forces retook Mokha and secured the Bab al-Mandab Strait

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@straits_times

Yemen's Houthis say they struck Riyadh airport and other sites in Saudi Arabia

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@Reuters

Saudi Aramco's chief says replacing crude and fuel drawn from stocks could take two years

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@FT

The White House is preparing an order to widen access to tax-exempt red diesel

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@Reuters

Trump blames Democratic-led states and Ukrainian strikes on Russian refineries for higher U.S. gasoline prices

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@Reuters

Spain's Pedro Sánchez calls a snap election for 29 November after Congress rejects his housing decrees

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@BBCWorld

The Pentagon says it has stopped using Anthropic products

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@FT

Banks begin syndicating a $60 billion loan for Anthropic's chip lease from Broadcom

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@WatcherGuru

The CFTC proposes federal rules for leveraged retail crypto trades

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@WatcherGuru

FinCEN withdraws proposed rules on unhosted crypto wallets and on mixers

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@WatcherGuru

The SEC allows six funds that aim for three times the daily move in bitcoin, ether, and four commodities

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@Reuters

New York declares a statewide measles disaster emergency through 4 November

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@Reuters

A Reuters/Ipsos poll puts Trump's job approval at 32 percent, level with his low in the survey

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@BBCWorld

A 15-year-old boy loses a hand outside a school in Lens as protests close hundreds of French schools

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@BBCWorld

Romania says a Turkish-owned corn ship sank in the Black Sea after a drone strike, and two people are dead

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@BBCWorld

A technician at Russia's Irkutsk anti-plague institute dies, and the governor cites pneumonia of undetermined origin

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@AFP

Quebec votes, with the Parti Québécois ahead in the pre-election polls and a referendum pledge from its leader

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@AJEnglish

Israeli media say Britain will ask 27 Israeli diplomats to leave unless Israel reverses the closure of its East Jerusalem consulate

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@TheRegister

Citrix discloses another NetScaler flaw already under attack, and federal agencies have until 7 October to patch

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@folha

Former president Michel Temer endorses Flávio Bolsonaro before Brazil's 25 October runoff

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@tphuang

Chinese brands take 23.12 percent of new-car sales in Britain in September

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@AFP

Novelist and former Conservative MP Jeffrey Archer dies at 86

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