Latest News

9 October 2026

Selected stories from Jeremy's follows

IBKR Open an account

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%————
@elonmusk

SpaceX agreed to buy Grain Management's nationwide 800 MHz spectrum so Starlink Mobile can operate as a major US carrier.

read on X
@SecScottBessent

The Treasury sanctioned 17 tankers in what it called the remnant of Iran's shadow fleet.

read on X
@sundarpichai

The Lancet published the first clinic study of Google's AMIE diagnostic chatbot, run with Beth Israel Deaconess.

read on X
@davidasinclair

Life Biosciences said one dose of ER-100 was tolerated for 56 days in three people with glaucoma, and two showed visual-field gains.

read on X
@shellenberger

Anthropic's new usage policy bars sustained cruelty toward its models and widens the bans on weapons software, surveillance, and election deception.

read on X
@TimechainIndex

A US government wallet moved 12,267 bitcoin from the Bitfinex seizure to a new address.

read on X
@semafor

The Federal Trade Commission is preparing civil investigative demands for frontier AI companies.

read on X
@techreview

Teams in Vienna and Beijing published the first two operating nuclear clocks, both built on thorium-229.

read on X
@QuantaMagazine

Dor Minzer and two students published a partial unique-games result days before OpenAI claimed a proof of the full conjecture.

read on X
@semafor

Coca-Cola is again looking for a buyer for Costa Coffee, the chain it bought for $5.1 billion in 2018.

read on X
@semafor

China rejected an EU request to cap exports of Chinese hybrid cars, and Berlin and Paris want other trade tools ready.

read on X
@satyanadella

President Trump presented the National Medal of Science to Elon Musk, Sergey Brin, Jensen Huang, and Lisa Su, and the National Medal of Technology and Innovation to Satya Nadella and Michael Dell.

read on X
@sundarpichai

Google introduced a single Gemini agent for work at a customer event for more than 700 companies inside NASA Hangar One.

read on X
@simonw

Microsoft released MxC, an open-source sandbox library for Windows, macOS, and Linux.

read on X
@mervenoyann

llama.cpp 0.6.0 adds multimodal models and a faster path on Apple's Metal graphics interface.

read on X
@Excellion

Samson Mow laid out a hash-based signature path for Bitcoin if elliptic-curve signatures break.

read on X
@TheRegister

TSMC agreed a $2 billion deal for GlobalFoundries to make silicon interposers in the United States.

read on X
@TheRegister

The Shai-Hulud worm appeared inside Tensorlake's software kit for AI agents.

read on X
@TheRegister

NASA wants a nuclear-powered Mars spacecraft by 2028 and a reactor on the Moon by 2030, with the Energy Department on the job.

read on X
@TheRegister

Anthropic said it will give security teams access to AI tools that attackers are already using.

read on X
@techreview

Energy Dome is selling grid batteries that store energy as liquid carbon dioxide and can run for up to 24 hours.

read on X
@DustinWalper

Valstad Ship is replacing a Jetson board and several programmable controllers with one real-time Linux computer that has 12 EtherCAT ports.

read on X
@semafor

Alphabet's Isomorphic Labs is in talks to raise money at a $40 billion valuation.

read on X
@bryan_johnson

US childhood obesity rose from 10 percent in 1988 to 21.1 percent in 2023, and severe obesity rose from 2.6 percent to 7 percent.

read on X
@NatureMedicine

A trial in Nigeria's Yobe State found that nutrient paste given with routine shots raised measles vaccination.

read on X
@jpsenescence

David Gems and colleagues argue in GeroScience that aging research should keep longer life as its goal.

read on X
@simonw

A North Carolina man received 18 months in federal prison in a music-streaming fraud the Justice Department described as super-intelligence-assisted.

read on X
@SquawkCNBC

NYU mathematician Tristan Buckmaster told CNBC that OpenAI used his Navier-Stokes advances ahead of the customers who supplied the work.

read on X
@tphuang

Huawei's Kirin K9050 stacks a newer compute die on top of an older die that holds memory and input-output circuits.

read on X
@AFP

The Pentagon will livestream the firing-squad execution of Nidal Hasan.

read on X