Latest News

10 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

President Trump said Russia will supply diesel to US and world markets, and the Treasury licensed those imports through 7 April 2027.

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@semafor

The Nobel Peace Prize went to Navi Pillay for her work on peace and international law.

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@ap

President Trump formed a committee to investigate Federal Reserve governor Lisa Cook and set a closed hearing for 5 November.

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@tphuang

EU Trade Commissioner Maroš Šefčovič said China will cut hybrid-car exports to the EU by more than half over four years.

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@ajenglish

Iran's Revolutionary Guard said it struck the LPG tanker NV Sunshine south of Hormuz and will pursue ships outside the strait.

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@semafor

Russia raised its 2026 defense budget to a record $200 billion.

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@satyanadella

Microsoft released Decision-1, a model that scores fixed choices for routing and classification.

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@semafor

Zambia signed a five-year health pact that commits $1.5 billion from the United States and $975 million from Lusaka.

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@JohnCantrell97

Ledger told recent buyers from the reseller CryptoBilis to hold off setup while it investigates drained wallets.

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@watcherguru

Canada lost 68,000 jobs in September and the unemployment rate rose to 6.5 percent.

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@NatureMedicine

A Stanford urine test detected localized bladder cancer with 95 percent sensitivity at 90 percent specificity.

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@TheRegister

One prompt to an Amazon Bedrock AgentCore agent was enough to obtain credentials for every agent in the same account and region.

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@semafor

Rwanda is in line to host Africa's first Formula 1 Grand Prix since 1993.

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@doomslide

About 77 percent of the manuscripts in OpenAI's October math drop have no Lean certificate.

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