MKT OPEN05:57:51 ETCLOSE 4:00 PM · 10H 2M LEFT|SPY−0.31%VIX+4.2%DXY+0.18%10Y4.35%

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LIVE FEED · NYSE + WIRES
BLOOMBERG·2m ago·BREAKING6 tickers

Hyperscaler capex guide leaks 40% above consensus for FY26

Reads as broad-based AI infra bid — networking, memory, power and cooling all set up if confirmed at earnings.

↪ Does this confirm the AI infra bull case?CLICK A TICKER TO COMPOSE →
GOLDMAN SACHS·14m ago·ANALYST5 tickers

GS cuts XLE to Underweight, citing demand-side reset and OPEC+ overhang

+1
UNUSUAL OPTIONS·31m ago·FLOW4 tickers

MU Jan-26 $140 calls — 11k contracts, 4× open interest, swept at the offer

FED WHISPER·1h ago·MACRO4 tickers

10Y pushes through 4.35% as CPI whisper number leaks above print

DAN LOEB · 13F COMMENTARY·2h ago·QUOTE3 tickers

“The reflation trade isn't dead. It just took a coffee break while everyone fought over which AI chip wins.”

WSJ·48m ago·BREAKING4 tickers

Baillie Gifford trims TSLA 22% in 13F, rotates into BYD and ride-hail