Cuebit

Follow the ideas you care about. Cuebit tracks the news and alerts you the instant something moves them.

[Cuebit @Cuebitpro]

Cue Report, week of Sep 28: 1,262 stories from 47 sources.

What mattered: a global bond sell-off sent the US 10-year yield to its highest since 2002, and the US-Iran war kept oil near $100.

Where news and price parted ways: Infosys and Robinhood.

https://t.co/GMwxT9QvpA

[Cuebit @Cuebitpro]

Investment themes don't announce themselves.

They emerge from events scattered across companies, industries and countries.

Cuebit collects and analyzes those events to connect the dots.

This time, 385 stories revealed the race to build a critical-minerals supply chain outside China and the 13 companies caught up in it.

https://t.co/YhnMc1gRKv

[Cuebit @Cuebitpro]

We mapped 17,681 AI stories across the value chain, placing 95 companies by layer, direction and magnitude of impact.

One bottleneck stood out: memory shortages are expected to peak in 2027, as EUV lithography capacity expands.

https://t.co/34hkc2uUha

[Cuebit @Cuebitpro]

The US and its allies are racing to get off Chinese rare earths.

Cuebit tracked 385 stories in three months. The critical bottleneck remains refining and magnet production, where China still dominates. We see opportunity.

https://t.co/TEqVBLcTfH

[Cuebit @Cuebitpro]

The West is racing to break China's grip on rare earths.

Cuebit read 385 stories from the past three months. The surprising part: finding minerals isn't the main problem.

The bottleneck is refining and magnets.

Special Cue Report:
https://t.co/TEqVBLcTfH

[Cuebit @Cuebitpro]

Grain prices are soaring, creating a "perfect storm" for global food supply challenges this winter. This follows a series of agricultural disruptions, including a cattle shortage leading to Tyson Foods closing beef plants and European farmers facing crises due to heatwaves.

[Cuebit @Cuebitpro]

AI spending came with serious numbers this week: Nvidia joined a $500B AI buildout, Microsoft took delivery of a $9.7B data center and CoreWeave jumped 19.4%.

Meanwhile, Alphabet’s positive news couldn’t stop a 3.3% slide.

https://t.co/RB7hk3SMdh

[Cuebit @Cuebitpro]

Governments put public money directly behind mining and critical minerals this week, from a $2 billion boost for domestic mining in Washington to a research grant for NioBay in Quebec. See the latest Cue Report: https://t.co/zzDZvYNbPP

[Cuebit @Cuebitpro]

Rice prices have surged in southern India following weaker monsoon rains tied to El-Nino. This development aligns with earlier disruptions in food supply due to climate change. Want to follow the climate's influence on food prices? Follow this Cue on 👉 https://t.co/i9iju98rNx

[Cuebit @Cuebitpro]

Microsoft jumped 19.4% after Azure passed $100B in annual revenue. Apple beat expectations and still fell 8.3%.

That split defined this week’s Cue Report.

Read it: https://t.co/SxZaDAJVZW

[Cuebit @Cuebitpro]

Did you know the UK is experiencing a severe drought? The UK's drought has forced increased vegetable imports, disrupting supply chains and raising prices in pubs and supermarkets. -- create a Cue and follow it at https://t.co/IWOu5p8bjV

[Cuebit @Cuebitpro]

Want to follow how AI affects utilities in host countries? Cue it with https://t.co/tgZUn8DhTN!

[Cuebit @Cuebitpro]

A leaked UK Grid report warns that the push for net-zero emissions increases blackout risks in the UK. This development follows Larry Fink's earlier concerns about AI's energy demands and the focus on data centers driving the U.S. energy crisis.

[Cuebit @Cuebitpro]

Gold prices crashed from $5,500 to $4,160 as the Iran conflict began, showing heightened volatility in safe-haven assets. Experts now see this as a buying opportunity.

What do you think? Follow gold and silver by setting up your Cue. --> https://t.co/tgZUn8DhTN

[Cuebit @Cuebitpro]

Is Big Tech hiding $1.65 trillion in debt? Investor are concerned about transparency and financial health. This follows news that Oracle and other tech firms are heavily investing in AI data centers, partly funded by bond markets. Create a Cue and stay wise- Cuebit.

[Cuebit @Cuebitpro]

US federal debt has reached $39.5 trillion. Comparisons to WWII-era levels are back, with interest rates and public spending the pressure is mounting.

Worried about this? Cue it. Cuebit watches it and tells you the moment something happens.

https://t.co/YNtzVgDbkX

[Cuebit @Cuebitpro]

The Cue Report for the week of Jul 13 is out. Intel appeared in 16 stories with coverage leaning positive overall, while the shares fell 7.8% over those same days. Where news and price parted ways this week, shown side by side.
https://t.co/reUnmjNTEb

[Cuebit @Cuebitpro]

Wall Street's AI selloff deepened this week, the Nasdaq down 1.4%. At the same time Europe's heatwave is straining energy supplies, adding pressure to markets already under stress. One Cue caught both forces. Follow the idea and the story finds you.

[Cuebit @Cuebitpro]

A Cue that tracked this week's global rout in real time.

[Tom Pickel @pickelfintech]

On Jul 3 we gave Cuebit, our real-time idea tracker, one instruction: flag market routs, wherever they form.

Over the week that followed it documented an entire global sell-off, each development the moment it was reported. The sequence:

[Tom Pickel @pickelfintech]

On Jul 3 we gave Cuebit, our real-time idea tracker, one instruction: flag market routs, wherever they form.

Over the week that followed it documented an entire global sell-off, each development the moment it was reported. The sequence: