Latest News

17 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%————
@AP

Bend police said the 16-year-old who killed four people at Silver Rail Elementary School was a former student.

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@WSJ

Katie Zacharia left the White House press secretary job after five days.

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@ChristopherA

Anthropic traced the NIST elliptic-curve seeds to the C library generator lrand48, started from Unix timestamps in 1997 and 1998.

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@Reuters

IPCC chair Jim Skea suspended the 65th plenary in Addis Ababa, with the Seventh Assessment Report timelines and the budget still open.

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@mervenoyann

Reflection released Beam's weights, a mixture-of-experts model with 501 billion parameters and 23 billion active, under the Apache 2.0 license.

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@FT

The UK Competition and Markets Authority plans to propose that iPhones let people use tap-to-pay wallets besides Apple Pay.

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@MIT

An MIT and Woods Hole study of more than 15,000 Antarctic ice cliffs found that tall cliffs retreated quickly and then stabilized.

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@NatureMedicine

A University of Pennsylvania study found that patient labels cut a seizure detector's false alarms by 80 percent in a replay of 13 hospital stays.

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@NatureMedicine

Memorial Sloan Kettering built a cachexia atlas from 52,236 cancer patients and tied weight-loss episodes to blood tests and tumor genotypes.

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@elonmusk

Southwest Airlines said Starlink Wi-Fi will cover its entire fleet by fall 2027.

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@YouJiacheng

Microsoft's MAI-Base-2 write-up left the validation loss of its ladder checkpoints and the full training run in the page source.

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@adampbry

Dominion Energy added 100 docked Skydio drones for substation and transmission checks.

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@geoffreyhinton

Penguin lists 26 January 2027 for the hardcover of Geoffrey Hinton and Patchen Barss's Smarter Than Us.

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@ChristopherA

Christopher Allen's Open Integrity Forge gives each agent fork a one-hour signing key, and a merge to main requires a person's passkey.

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