Why did #Anthropic choose $AKAM's edge infrastructure over centralised hyperscaler capacity? Because distributed, latency-sensitive AI workloads need a different architecture. If that thesis holds, $AKAM could reshape how the cloud AI stack gets built. thecorequant.com/will-anthro…

Truce runs to Jan 10, 2027, shorter than the 6mo+ many expected heading into the summit. Rare earths still have no standard licensing process despite the truce. $MP $BA $NVDA #USChina

$IONQ closed its SkyWater acquisition, revenue guidance now $450-460M (SkyWater-driven; standalone guidance held at $280-290M). $RGTI + $QBTS each secured up to $100M in CHIPS Act funding. Tech is moving faster than the stock prices are. #Quantum #AI

US futures rise as oil retreats and Iran’s Hormuz proposal eases pressure. Treasury yields and Fed hike bets matter. $AKAM leads tech, with $FSLY $NET gaining; $NKE $COST to watch. #WallStreet #StockMarket $SPX $NDX $QQQ thecorequant.com/wall-street…

Trump and Xi just extended their trade truce to Jan 2027, but rare earth licensing, Boeing orders, and chip controls remain unresolved. 5 stocks investors should be watching now: $MP $BA $NVDA $ADM $LNG #USChina #RareEarths #StockMarket #AI thecorequant.com/trump-xi-su…

BREAKING: Iran’s Speaker of the Parliament Ghalibaf makes a post celebrating the US 10Y Note Yield rising above 5.10%. “Happy 5.1% 10Y America, we’ll return you to 1970s rates,” he says.

BREAKING: Google launching TPUs in space NEXT WEEK on SpaceX falcon 9 to test AI data centers orbit ITS HAPPENING

Total investment in data centers and related AI infrastructure is projected to total $10.3 trillion from 2025 to 2032, or 3.6% of GDP per year, according to new estimates. That would dwarf other huge U.S. infrastructure projects such as the railroads, the highway system and the plumbing for the internet.

#ASX PRE-MARKET | SEPT. 25 #SPI200 -0.33% | #US10Y 5.21% | #Brent $107
$BHP Escondida shutdown | $WDS $STO #oil boost |
$CBA $ANZ $NAB $WBC face #yield pressure | #RBA hike odds 95% Rate shock still hitting the ASX?👇 thecorequant.com/asx-pre-mar… #ASX200 #Mining $SPX $NDX $QQQ

#WALLSTREET WRAP | SEPT. 24 #YIELDS HIT MULTI-DECADE HIGHS #Nasdaq +0.01% | S&P -0.02% | #Dow -0.31% 
#10Y 5.21% | #Brent $107
$AKAM +19.8% AH | $ORCL -3% | $MGM -11% | $ARM -7.9% Are 5%+ yields the new market risk? #TrumpXi #Fed #AI $SPX $NDX $QQQ thecorequant.com/the-wall-st…

#Quantum stocks are closing Q3 2026 with progress on every front, but share prices are not keeping pace. $IONQ closed SkyWater and lifted its revenue outlook to $450-$460M. $RGTI and $QBTS each secured up to $100M in CHIPS Act funding. thecorequant.com/quantum-com…

#WALLSTREET Pre-Market: $SPX $NDX $DJI Futures as Treasury #yields hit multi-year highs. $MGM -9%, $ORCL -4.2%, $META -2%; $P +6%, $BB +2%. #Oil rises, Oct #Fed hike bets >75%. Trump-Xi Jinping summit in focus. #Stocks #Fed #AI #Oil $Gold #China thecorequant.com/wall-street…

#ASX Post-Market: #ASX200 -0.72% as #yields surge & unemployment hits 4.6%. $CBA.AX $BHP.AX $EVN.AX $NWS.AX $PPT.AX $AUB.AX $VEA.AX in focus. #RBA hike bets rise as Brent tops US$103, $GOLD falls. Xi Jinping visits the US. #ASX #RBA #Stocks #Markets thecorequant.com/asx-post-ma…

#ASX PRE-MARKET | SEPT. 24 #SPI200 futures -1.18%
$BHP $RIO $XRO $CBA in focus
#Copper +8% in 6 sessions | #Brent $103
#US10Y #yield 5.11%, highest since 2007
Jobs data + #RBA decision ahead thecorequant.com/asx-pre-mar… $SPX $NDX $QQQ #Mining #AustralianStocks #Oil #Gold

#WALLSTREET WRAP | SEPT. 24 $MCD -4.8% after Investor Day |
#Nasdaq -1.13% | S&P -0.75%
#10Y 5.11% | #Brent +4.2% | $Gold +1.8%
$PANW +5% | $CRWD +5%
Oct. #Fed hike odds 73% Is 5%+ #yields the new market risk? 👀 thecorequant.com/the-wall-st… #Oil #Stocks $SPX $QQQ $NDAQ