Latest News

8 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

A Russian missile strike on an apartment building in Pryluky has killed 13 people, the regional governor says.

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@Reuters

The Houthis attacked Aden's international airport with ballistic missiles and drones as a flight from Cairo was due to land.

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@Reuters

The International Energy Agency will speed the oil still outstanding from its March stock release and put diesel first.

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@AFP

The Kremlin calls most reporting of a second plague case in Siberia false, while the WHO still wants that report checked.

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@Reuters

Tropical Storm Isaias is forecast to reach the northern Gulf Coast as a hurricane early Saturday.

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@Reuters

The Reserve Bank of India raises its repo rate by 25 basis points to 5.5 percent, the first increase since February 2023.

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@FT

Samsung Electronics guides third-quarter operating profit of 107.4 trillion won, about $80 billion.

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@WatcherGuru

The People's Bank of China added 740,000 ounces of gold in September, a 23rd straight month of buying.

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@QuantaMagazine

The chemistry Nobel goes to Henri Kagan and Kenso Soai for work that drives a reaction toward one mirror-image molecule.

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@WatcherGuru

Trump will award the National Medal of Science on Thursday to Elon Musk, Sergey Brin, Jensen Huang, and Lisa Su.

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@BBCWorld

A New York appeals court heard Saudi Arabia ask it to keep the 9/11 families' lawsuit from going to trial.

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@MIT

Margaret Hamilton, who led the MIT team that wrote the Apollo flight software, has died at 90.

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@TheRegister

Attackers who compromised the operators of .gh, .sl, and .as obtained unauthorized HTTPS certificates for Google and other brands.

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@semafor

China is moving to improve ties with the United States ahead of two leader summits due by the end of the year.

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@AJEnglish

A Nashville judge ordered Tennessee to preserve the drugs, syringes, equipment, and recordings from Christa Pike's failed execution.

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@Reuters

Cornell's administration and president face pressure over the school's handling of an alleged 2024 gang rape.

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@satyanadella

Microsoft says a new Windows release will run a 137-billion-parameter coding model on the PC and let Copilot act on the machine.

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@simonw

Anthropic priced Claude Haiku 5.5 at 10 cents per million input tokens and 50 cents per million output tokens up to 100,000 tokens.

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@Core_LN

Core Lightning 26.06.9 fixes a vulnerability that can lose funds on nodes running 26.06.8 or earlier.

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