Latest News & Earnings

MARKET OPEN
Asia
  • 🇭🇰 Hang Seng—
  • 🇨🇳 SSE Composite—

Hong Kong opens within half a point of its prior close, a stalemate that says Beijing's refusal to go big on stimulus is now priced in. The HKMA holding rates in step with the Fed leaves little for buyers to trade on.

DAILY MOVE
SOLSolana
$95.37
-6.78%

Solana lost 6.78% in a day to $95.37, surrendering the $100 line it had only just reclaimed this month. A year ago the token traded near $194, and the chart has not offered much footing since.

Sponsored

Reddit Pulser/wallstreetbets
Big Tech will bleed while Boomer dividend stocks inherit the AI revolution

$318.42 and you wrote all this like you're managing a family office, king shit the thesis actually makes sense but the position size absolutely sent me

A 2,000-word thesis on dark fiber feeding AI capex ends with the author's whole net worth deployed: $318.42. The growth to value rotation argument is worth arguing about, but the thread is a reminder that conviction writing is a separate skill from position sizing.

DATA RELEASE
10-Year Treasury Yield
5.05%
+6 bp

The long end is back above 5% the day after the Fed's decision, a reminder that cuts at the front end are not pulling borrowing costs down. Mortgages, long-duration bond funds, and high-multiple equities all reprice off this number.

Source: FRED · DGS10

Sponsored

the cybersecurity wars · 5y
$10K invested in each — worth today:
PANW$44.9K4.5×
FTNT$20.7K2.1×

Five years in the cybersecurity wars: $10,000 in Palo Alto Networks is now $44,853, while the same bet on Fortinet sits at $20,678. Same sector, same window, more than double the payoff.