Nasdaq fell 4.5% last week, ending 4 weeks of gains.
Investors sold AI and chip stocks hard. They worry companies are spending too much on AI infrastructure and may not get returns fast enough.
Hotter inflation and higher oil prices added pressure, raising fears of more rate hikes.
UK week. Unemployment Tuesday, CPI Wednesday - two releases that could shape the next BoE call.
Full schedule below. 🗓️
Cars have kept 4 wheels on the ground for over a century.
Tesla’s new Roadster wants to change that.
Would you drive it, or just watch it take off?
Europe’s gas benchmark hit 85-87 EUR per MWh, its highest level in nearly 4 years.
Storage at about 74% and Middle East supply risks are keeping prices elevated.
Over 97% of advanced dexterous hands for humanoid robots come from Chinese makers.
Hands are among the hardest components to build, so this is a part of the supply chain worth watching as the humanoid race develops.
The dollar is extending its run. EURUSD has slipped back below the downtrend line in place since September 9 and is heading toward 1.115, a new low for the move. The pair is down about 4.5% from that point.
$NDX and $SPX are lower.
bitcoin:native is falling as well and has come back to around $83,000, the area of its May 2026 high. That level capped the price in spring and is now being tested from above.
Hotter CPI lifts the dollar again
September inflation came in above expectations, with core holding its pace for a second month. The dollar is up, and risk assets are under pressure. 🧵
We unpack these market moving events every week in our show Between Candles to help you separate headline noise from real trading opportunities.
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