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Intel (INTC.O) CEO says Crescent Island GPU is set to receive formal customer commitments soon.
2026-10-30
Intel (INTC.O) CEO says Crescent Island GPU is set to receive formal customer commitments soon.
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2026-10-29
Wall Street's recent risk-off and reduced equity exposure may set the stage for a sharp rebound if an Anthropic IPO rekindles investor interest in AI, with technology likely to lead. Deutsche Bank data show investors have trimmed equity exposure to r
Wall Street's recent risk-off and reduced equity exposure may set the stage for a sharp rebound if an Anthropic IPO rekindles investor interest in AI, with technology likely to lead. Deutsche Bank data show investors have trimmed equity exposure to roughly historical norms; active managers' exposure to US equities is at a one-month low and quant-driven funds have reduced positions, leaving room for fresh buying if confidence returns. Hedge funds have increased bearish bets: Goldman says its hedge fund clients have sold short about $5 for every $1 of gross purchases this month, and securities-on-loan used to bet against stocks are near five-year highs — positioning that could amplify a rally via short-covering if markets turn up.
2026-10-29
September PCE rose 0.5% MoM and 3.6% YoY, matching forecasts; core PCE rose 0.3% MoM and 3.1% YoY. The print follows the Fed leaving rates unchanged yesterday. Dow futures are down about 0.4%, S&P 500 futures down 0.5% and Nasdaq futures down 1.3% as
September PCE rose 0.5% MoM and 3.6% YoY, matching forecasts; core PCE rose 0.3% MoM and 3.1% YoY. The print follows the Fed leaving rates unchanged yesterday. Dow futures are down about 0.4%, S&P 500 futures down 0.5% and Nasdaq futures down 1.3% as markets digest the data.
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