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The S&P 500 has never been more concentrated in just two stocks than it is today with Nvidia and Apple representing over 15% of the index

00:01 - 29/09/26

 

France's 10-Year Yield just hit the highest level since the Global Financial Crisis

  

The US Money Supply grew 5.7% over the last year, the biggest YoY increase since June 2022

 

This is pretty insane. The US has more data center capacity than the next 14 countries COMBINED

 

META now up more than 30% in September, on track for its best month in more than 13 years

 

 

 

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