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News

Extreme Equity Optimism Flags Drawdown Risk
COMMENTARY

Extreme Equity Optimism Flags Drawdown Risk

U.S. equity markets are trading at very high valuation levels, with the Shiller CAPE ratio recently sitting around the low-40s, near prior historical extremes.

SPXSPYQQQ+4

October 23, 2026

·1 min read
Unbranded GPU servers in a secure data center corridor illustrating new AI tools and security from CRWV
NEWS

CoreWeave rolls out new AI tools

Cloud GPU provider unveils data-isolating AI security and software templates amid a massive backlog and analyst split

CRWV

October 23, 2026

·3 min read
Medical researchers reviewing AI oncology data related to TEM and BMY in a modern research lab
NEWS

Tempus extends BMS AI oncology pact to 2031

Tempus inks AI oncology deal with Bristol Myers Squibb, granting BMS platform and GPU access; agreements with BMS and Pathos could total $192.5M.

BMYTEM

October 23, 2026

·4 min read
Stacked white urea fertilizer bags on a pallet in a warehouse as exports to France are halted amid trade tensions
NEWS

Algeria halts urea exports to France

Fertiliser shipments to an EU buyer halted as diplomatic fallout over a North African territory spikes trade tensions.

October 23, 2026

·2 min read
Electric eVTOL air taxi on rooftop pad above Texas skyline, illustrating ACHR urban air taxi network plans
NEWS

Archer plans Texas eVTOL taxi networks

Electric short-hop air taxis to link Austin hubs in 10–20 minute zero‑emission flights under federal, state pilots.

ACHR

October 23, 2026

·3 min read
Midterm Election Noise And Market Pricing
COMMENTARY

Midterm Election Noise And Market Pricing

With U.S. midterm elections approaching, equity and rate markets are trading under standard election-year uncertainty rather than a discrete regulatory shock.

October 23, 2026

·1 min read
Unbranded US dollar and Malaysian ringgit banknotes arranged to suggest a weaker ringgit against the dollar
NEWS

Ringgit edges lower vs US dollar

Malaysia's currency slips vs the dollar as AI stock swings and declining bond yields weigh; trading in a tight range.

October 23, 2026

·2 min read
Open-plan IT services office floor symbolizing INFY revenue growth guidance cut and steady margins
NEWS

Infosys trims FY27 growth outlook

Infosys flags slower revenue expansion but keeps margins steady, while landing a slate of sizable new deals.

INFY

October 23, 2026

·2 min read