Latest News

27 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%————
KLA★KLAC0.8%————
Arista★ANET0.8%————
Super Micro★SMCI0.6%————

AI platforms 11.1%

AppleAAPL2.1%————
MicrosoftMSFT2.4%————
AlphabetGOOGL1.9%————
AmazonAMZN1.7%————
Meta★META1.5%————
Oracle★ORCL1.5%————

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%————
Yaskawa6506.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%————
SilverSI=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%

STRCSTRC0.7%————
Realty IncomeO0.5%————
AltriaMO0.3%————
Philip MorrisPM0.3%————
BATBTI0.3%————
VerizonVZ0.3%————
AT&T★T0.3%————
EnbridgeENB0.4%————
Enterprise ProductsEPD0.4%————
Main StreetMAIN0.3%————
Coca-ColaKO0.4%————
PfizerPFE0.3%————
@LynAldenContact

Luiz Inácio Lula da Silva won Brazil's presidential runoff with 51.79 percent of valid votes, and Brazilian markets sold off.

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@m_adams

Anthropic filed a Form S-1 with the SEC for a proposed Nasdaq listing of Class A shares under the symbol ANT.

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@elonmusk

Latvia approved Tesla Assisted Driving, the tenth European Union country to clear the supervised system.

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@kyletorpey

Foundation sent phishing mail from its own domains after a backend breach, and Keystone will destroy 18,835 devices whose authenticity key was taken.

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@NicolasDorier

BTCPay Server 2.4.6 hardens dependencies against the Brotli decoder bug and the weak eMudhra certificate keys.

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@MIT

MIT, Harvard, and collaborators published Lumina, a simulation of the universe's first 2 billion years at the scale of a single galaxy and a volume 1.6 billion light-years wide.

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@QuantaMagazine

Chi-Min Ho's lab imaged the moving junction Plasmodium uses to enter a red blood cell.

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@phoronix

Linux 7.4 merged the first kernel support for CXL Dynamic Capacity Devices, and the feature stays off until the rest of the code lands.

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@phoronix

A Linux scheduler fix stops Cache Aware Scheduling from pinning heavy compiles to the small cores of the Ryzen AI 9 HX 370.

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@phoronix

Linux 7.4 takes its first pull from a new Core MM tree, splitting core memory management off Andrew Morton's MM branch.

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@phoronix

Linux 7.4's EFI stub writes the Boot Loader Interface variables when firmware starts the kernel directly.

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@phoronix

Jason Donenfeld released kwin-type 0.1, a Wayland tool that types text from standard input under KWin.

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@phoronix

An out-of-tree driver, Nouveau-DKMS, is adding reclocking for GeForce 400 and 500 Fermi cards that upstream Nouveau leaves slow.

read on X