AI infrastructure is still booming, but exceptional margins may be harder to sustain. Supply constraints are supporting ...
Novo Nordisk reports on 4 November 2026. Why its options at Saxo sit on the NYSE ADR, and how a cash-secured put and a ...
US spot bitcoin funds recorded net outflows of about USD 773m across 22 and 23 October, ending a three-day run of inflows, ...
Amazon, Alphabet and Microsoft face a trillion-dollar AI test. Can soaring cloud demand and record infrastructure spending ...
Microsoft fell after five of its last eight reports, yet its biggest move went up. Two mirror-image spreads show which way ...
VIX 17.52 | VIX FUTURES: 19.000 (Nov) | TERM STRUCTURE: CONTANGO | SKEW: ELEVATED (149.22) | MARKET REGIME: TRANSITIONING | ...
Anthropic filed its S-1 IPO prospectus yesterday, October 26, putting numbers behind what we already know about AI: demand is ...
The S&P 500 expiry holding the Fed decision prices 0.60%, below Thursday and Friday, while implied correlation holds at the ...
The average US 30-year fixed mortgage rate fell 9 bps to 7.41% in the week to October 16, 2026, its first decline in 11 weeks ...
Friday’s S&P 500 expiry lost 16 points of premium beyond decay in a session, while implied correlation came off the highest ...
FOMC – a modest dovish surprise The US dollar weakened slightly and the US Treasury yield curve steepened late Wednesday in the wake of the FOMC statement release and Warsh press conference, with the ...
AI jitters weigh on copper, Middle East tensions lift oil, and gold struggles as commodities diverge, while supply risks ...