MORGAN STANLEY SAYS U.S. STOCK SELLOFF MAY BE NEARING ITS END
Morgan Stanley strategist Michael Wilson says investors should prepare to buy the dip as the three-month equity correction approaches its final stages.
🔸 Quality stocks: +6% since mid-August
🔸 Equal-weight S&P 500: Nearly -4%
🔸 Cyclical stocks: Nearly -10%
Historically, quality stocks have outperformed by 7.5% over the following year under similar conditions.
The key takeaway: Wilson expects the correction to create buying opportunities rather than signal the end of the economic cycle.
The “Magnificent Seven” are now big enough to move the entire U.S. economy, per MW.
Meta, Amazon, Microsoft and Google alone are expected to spend about $750 billion this year, mostly on AI data centers, roughly 2% of U.S. GDP.
Jeff Bezos says AI could let Americans support a family working just three days a week.
He also predicts more single-income households, and even a labor shortage instead of mass job losses.
Amazon has cut about 30,000 jobs since late 2025.
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New voices. Better accents. And less "checking..."
GPT-Live-1.1 brings these updates to Voice in ChatGPT, Codex, and dots, with new voices in French, German, Hindi, Mexican Spanish, Korean, and Japanese.
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ANTHROPIC SECURES BB+ CREDIT RATING AS WALL STREET PREPARES $60 BILLION AI FINANCING
Anthropic received a BB+ credit rating from KBRA, just one notch below investment grade, ahead of a $35 billion chip financing deal.
Now, Wall Street banks are reportedly assembling another $60 billion financing package for AI chips developed by Google ($GOOGL) and Broadcom ($AVGO).
The company could also issue up to $42 billion in convertible notes to finance chip leases.
The key concern: Anthropic's massive AI expansion increasingly depends on access to affordable debt financing.
BREAKING: Investors are reportedly lowering their expectations for Anthropic’s IPO, per Reuters.
Some are now considering a $1.5 trillion valuation, down 25% from expectations of $2 trillion.
The company reported $16.8 billion in Q3 revenue, up 45% from the previous quarter, and said it was profitable on an adjusted basis.
$BTC and Alts
Thus far, price has largely played out as anticipated and in line with how I've positioned tactically.
Nowadays, I use charts more as a compass to frame areas of interest. Execution itself comes down to reading flows, positioning and how participants respond at key inflection points.
As for Bitcoin, keeping things relatively simple.
The September 21 breakout origin around 81.7k fuelled by short liquidations saw price push into 87s.
We've since rotated back into that area and tested it several times - (confluent with mondays lows)
In a market showing genuine upside conviction, you'd generally expect buyers to defend that origin and establish acceptance higher. Repeated tests without meaningful upside displacement aren't particularly encouraging from a tactical perspective.
Doesn't necessarily mean we break down, but it does raise questions about the underlying strength of demand....
For now, I'm positioned and hedged for potential downside continuation.
Acceptance back above the 85s would have me reassess and begin rolling off the hedge.
Equally, I'm interested in buying opportunities, but I'd want to see a shift in momentum, evidence of buyers stepping in with conviction and an ability to sustain higher prices....
Ultimately, no attachment to a directional bias. It's about recognising where the balance of control sits, how that changes and positioning accordingly.
If looks like a range, trades like a range then it probably is a _ _ _ _ _ <insert missing word>
Cheers
Tuesday marks a major shift. The US session held up strong above $83K after a V-shaped reversal during illiquid Asia hours.
We basically shrugged off all the major FUD of the past week, and all parties agree BTC is still worth $83K+ (the price at which the FUD originated).
Salsa is indeed bullish here. Bottom is in.
Pumpfun is slowly but surely realizing its vision of becoming the main venue for anything interesting happening onchain.
Pump started as a simple bonding curve launchpad built to solve trust and liquidity for new launches.
Since then, we've shipped products like PumpSwap, Creator Fees, the Pumpfun app, Custom Pairs, and Holder Rewards which have all helped turn Pumpfun into the L1 for onchain trading, launchpads, and crypto native experiments.
Our existing infrastructure enables builders to create novel products with custom mechanics. Creator Fees give teams a potential revenue stream, giving them the flexibility they need during their early stage to invest in their own growth or, for example, to support tokens launching on their launchpad.
Creator fees have recently paid well over $20m per week.
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The more products that launch on Pumpfun, the bigger Pumpfun gets, and the more builders we can attract to launch on Pumpfun.
If you’re building anything in crypto and want to access instant attention and liquidity to support the long term success of your product, the best place to do it is on Pumpfun.
it's crazy how $USELESS was the best-performing NEW memecoin of last year, if you exclude the high-profile $TRUMP launch
and now it's once again the top-performing memecoin among ALL established memecoins this year... and it's not even close
meanwhile, it's doing CEX volume on par with $DOGE on the biggest exchanges they're both listed on
all while doge trades at a 72x higher valuation
what else do y'all need to see to realize that this is THE memecoin of the cycle?
We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.
https://t.co/7N6TPlft1P
Ultrafast is rolling out today for GPT-6.1 Sol in the API, Codex, and ChatGPT Work.
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