An official account of TCQ, Industry-leading commentary on Global Markets, expert analysis, news & insights | Email us: [email protected]thecorequant.com England, United KingdomJoined August 2024
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-anthropic…
Wall Street Wrap | Sept 25
Stocks shrug off a 2007-level bond selloff to close the week higher. $SPX +0.51% $IXIC +0.5% $DJI +0.93% 10Y yield: highest since 2007 $META +14% this week
Full breakdown in the reply 👇
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
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#AIthecorequant.com/trump-xi-summi…
$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
#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-comput…
📊 Breadth check: avg ASX 200 stock now 22.9% below its 52-wk high.
Tech hit hardest (median stock -43% from highs). $WTC.AX, $360.AX, $XRO.AX all down 50%+.
Financials & Industrials holding up best, down a comparative -16-17%.
#TechStocks#StockMarket
🌏 Global backdrop: Trump-Xi summit delivered only a 2-month trade truce extension, short of hopes for more. Next big test: APEC in Shenzhen, Nov 18-19.
Oil eased as US-Iran reportedly discuss reopening the Strait of Hormuz. Brent back near $106.
#Trump#China#Oil#Markets
ASX Post Market: SEPT. 25
$XJO.AX closes at 8,665.0 (-0.43%), lowest since June 11.
Bond yields surging: US 10-yr hits 5.225%, highest since 2007. RBA hike to 4.6% nearly priced in.
Tech -1.78% $HLS.AX +5.5% $NWL.AX -8.1%
Full wrap: thecorequant.com/asx-post-marke…#ASX#RBA#ASX200
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#AIthecorequant.com/trump-xi-summi…
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.
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.
#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-comput…
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