板块反弹速度

The average Russell 1,000 stock is now 23% below its 52-week high. Consumer Discretionary, Industrials, and Technology are even weaker at -26% or worse.

The semis are now in their 4th 10%+ correction since early June. That's the most corrections inside a window that small since late 2002. $SOXX $SMH

Banks trailing S&P 500 by 11 percentage points in month leading up to earnings season. Since 2001, the only earnings seasons when they lagged by a wider margin were Q1 2023 (-25.5 ppts) and Q4 08 (-15.8 ppts).

AI demand is driving significant inflation pressure in consumer tech, as evidenced by the computers & peripherals category in today's CPI release:

Despite a 2% drop today, the Nasdaq 100 $QQQ managed to just barely hang onto its 50-DMA:

Today is on pace to be the first time since Dec 2022 that the 10-year yield moved up 10+ bps from the open and then fell 10+ bps from the intraday high, finishing lower on the day.

We’re going to hear lots of stories about which people, policies and rhetoric are to blame for the Democrats’ defeat. Some of those stories may even be true! But an underrated factor is that 2024 was an absolutely horr

Big news: Gemini 4 Argon (High) by @GoogleDeepMind just landed #1 in Text Arena with 1525 pts, and #8 in Code Arena: WebDev with 1679 pts! This release has reshaped the Text Arena Pareto frontier with a blended $8/MToke

Cursor can now search millions of files and find results in milliseconds. This dramatically speeds up how fast agents complete tasks. We're sharing how we built Instant Grep, including the algorithms and tradeoffs behi

wow. this post is crazy. here are two data points to reinforce the scale of this on amazon...

Do you need to believe in God to be moral and have good values? Views on this question vary widely around the world, according to our 2025 survey of 25 countries.

We estimate AI infrastructure could soon support hundreds of millions or even billions of AI agents. At the high end, that’s enough to rival the working hours of the global human workforce. The exact number of agents de