the market can hit record highs while the bond market is basically tapping you on the shoulder saying “hey, maybe slow down”
10y and 30y yields are still elevated, oil is back above $100 and the fed minutes are coming.
i'd pay attention to that tension.
@business seeing the same market trends show up in your own portfolio can be more useful than just looking at billionaire rankings... it makes the bigger picture feel a lot more real🙃
@NYSE@unconvAI@NaveenGRao using biology as inspiration for ai chips makes a lot of sense...our brains are verrry efficient.. sooo there’s probably a lot hardware designers can learn from them🤔
spotify wrapped is already creeping back into my life....
artists can start uploading their 2026 messages and it got me thinking about how smart wrapped is!!
spotify gives people their listening stats and we all do the marketing for them by sharing it.. genius!!!
fable being called vital to xbox while the same studio keeps getting hit with layoffs is such a weird situation 😬 makes the pressure on the game feel even biggerwhen it finally launches
NO FRANCHISE IS SAFE
xbox's fable lead calling the game 'vital to the platform's dna' while layoffs keep hitting the same studio.
microsoft's kept fable alive through years of cuts specifically because it needs a flagship rpg win
https://t.co/rtzaOtPYL4
@Forbes the charger situation is the real issue here 😬 having thousands of orders means very little if the infrastructure isn’t there to get the trucks on the road
YOUR BANK IS GETTING INTO INVOICING!!
lloyds is launching get paid..letting business customers create invoices, send payment links and track what's been paid
and there's no extra cost for lloyds business customers!!
@Gartner_inc ai costs are definitely becoming something companies have to think about more carefully...i think once coding agents start doing a lot more work on their own, usage can change quickly! 😬
here’s a money habit i wish more people tried🤑
give your savings a job before you start spending... set specific goals for things like a down payment, emergency fund, travel or education..
then track how close you are! seeing the progress makes saving feel much more real!!
TRADE MARGIN VETOED
almost sold into strength this morning off "fed's basically done hiking, cuts are next"
didn't take it. here's why
kalshi's showing 69% odds of another hike in october, an all-time high for that contract. i noticed the "pivot" narrative had no number behind it, but the hike odds did 🧐
checked the chart and guess what. that green line's been climbing since the fomc presser!!
lesson: check the actual contract before trading the narrative built on top of it
margin doesn't believe in pivots. she believes in dinner at 6pm sharp
https://t.co/XBLOOwWC4t
@tompeakycoder if an ai feature ships and gets pulled that quickly..clearly the output crossed a line they weren’t comfortable with!
that’s a useful lesson for anyone building generative design tools😅
@YahooFinance the shift away from alcohol is pretty noticeable... brands going after gen z really have to rethink what a "drink" looks like now, especially with non-carbonated options gaining ground🧐
the 10year hitting levels we haven’t seen in years matters because investors can now get a much better return from bonds
i think higher yields could put more pressure on expensive growth stocks, especially if this keeps going🫣
the AI slowdown debate is starting to matter for investors.
semiconductor stocks took a hit as markets questioned whether slower model development could mean slower infrastructure spending.
i’m watching $NVDA, $AMD and the data-center names closely. a change in capex expectations would hit earnings estimates pretty quickly.
Semiconductor stocks have been pressured as investors debate whether AI development could slow infrastructure spending, with Nvidia and other chipmakers falling recently.
@TheEconomist this is a much more interesting side of the ai jobs story..the impact isn't just replacing jobs, it's creating new ones around the technology🤩
oil is nearing $100 again, putting inflation back on investors’ radar..
watch oil prices and bond yields together. rising oil can push inflation higher, while higher yields can signal rates staying higher for longer
Brent briefly topped $99 and 10 year Treasury yield hit 4.8%