The Risk Of AI Isn't Skynet
Just as a reminder of what's being gambled on AI supremacy: it's not just financial capital, it's everything.
Toyota Motor Corporation Stock Rises After Tariff Hit As Outlook Strengthens
Toyota stock gains after $3B tariff blow as automaker raises full-year guidance and unveils final chapter of GRIP anime campaign.
U.S. Stocks Fall As AI Favorites Drag Markets Lower Amid Valuation Concerns
The Nasdaq Composite slid 1.39%, with the Nasdaq 100 down more than 2% since last Friday’s close, on track for its worst week since early April.
Trying To Outrun Inflation With Speculation
The results of inflation we see everywhere. But, while we try to out-race higher prices with speculation, we never know when the crash will come.
China Sees Massive Demand For USD Bond Issuance, Priced In Line With USTs For First Time
China’s return to the dollar bond market generated enough demand to cover the deal almost 30 times over, with a $118.1 billion order book.
Market Talk - Thursday, Nov. 6
The major European stock markets had a negative day today.
Stablecoin Revolution To Make The Dollar More Dominant Than Ever?
We discuss the rise and future role of USD stablecoins, which are being heartily embraced by the Trump Administration.
The Best Way To Trade FAA Flight Cuts
The FAA just cut 10% of flights from major metropolitan areas starting Friday. Traders are already pricing the obvious hits.
Dow Jones Industrial Average Drops 250 Points Amid Continued AI Selloff
The Dow Jones shed weight on Thursday as the AI rally withers further.
Is DraftKings Really Better Suited To ESPN Than Penn Entertainment?
ESPN has replaced Penn with DraftKings as its exclusive sportsbook partner.
Why The U.S. Treasury Can’t Afford An AI Bubble Collapse
Artificial intelligence isn’t just the latest tech fad—it’s the new battleground for global supremacy.
Superman Can’t Save Warner Bros From Revenue Miss, Stock Falls
Disappointing sales on the TV side of the business brought revenue down.
SoFi Technologies Had A Great Run But Here’s Why Caution Is In Order
At a time when many tech enterprises have struggled due in part to bubble fears, SOFI stock has managed to rise above this wall of worries.
Cost Cutting Hits Jobs. October Layoffs Surge To Highest Level In 20 Years
The jobs hit parade is running in reverse. Hiring lowest in 14 years.
Russell 2000 Earnings Dashboard 25Q3 - Thursday, Nov. 6
The 25Q3 Y/Y blended earnings growth estimate is 57.9%. If the energy sector is excluded, the growth rate for the index is 55.7%.
Global Trade: Respite But No Relief
Tentative signs of a truce in the trade tensions between the U.S. and China have given hope that the period of excitement and volatility in global trade is over and a more normal period will begin.
Grains Report - Thursday, Nov. 6
Wheat closed higher on hopes for additional demand, but there were no new demand news or rumors.
FX Today: U.S. Flash U-Mich Gauge And The Canadian Jobs Report Come To The Fore
The US Dollar Index (DXY) retreated for the second consecutive day on Thursday.
Weak Challenger And Revelio Data Pour Cold Water On ADP’s Strength
The government’s closure is leading to cautious hiring decisions by employers as well as weakening household confidence, as the public sector’s stimulative forces are significantly impaired until a resolution is struck.
Gold Holds Near $4,000 As U.S. Shutdown, Layoffs Boost Safe-Haven Demand
Gold peaks $4,019 as a weaker U.S. Dollar and lower Treasury yields lift Bullion.

