(Part 4 of 5) - leading news (19Oct2026)

KYHBKO
10-18 17:39

4 · Last week’s leading news

These are the main stories we are highlighting for readers this week, shown as they originally appeared so readers can judge them for themselves.

@Kalshi_Finance · 16 Oct — CoreWeave founders cashed out $3.3bn.

BigGo Finance · 15 Oct — CoreWeave founders’ $3.3bn cash-out; paper wealth down ~$15bn.

@unusual_whales · 17 Oct — IMF warning on an AI-bubble hit to global growth.

@WatcherGuru · 17 Oct — Bank of America on the AI investment cycle.

@unusual_whales · 17 Oct — call to delay Anthropic’s IPO over AI-safety concerns.

@coinbureau · 15 Oct — Anthropic Q3 revenue and IPO timing.

Yahoo Finance — Nvidia’s Jensen Huang on cutting off unsafe-AI customers.

@unusual_whales · 15 Oct — eight US states sue OpenAI.

WSJ, via Threads — Netflix cutting about 1,000 jobs.

@TripleNetInvest · 17 Oct — Denver office towers sold at a deep discount.

Bloomberg · 13 Oct — US-rate swap bets backfire on Chilean pension funds.

@MarioNawfal · 17 Oct — Indonesia equities slump; MSCI status under review.

CNBC — Taiwan to buy 30% of gas from the Alaska LNG project, per Trump.

News headline — US Navy chief’s grim vision of a war on Iran.

‘SpaceXAI reverse-engineering setup for Grok bot agents.’

@TigerStars

$Vanguard S&P 500 ETF(VOO)$

$Cboe Volatility Index(VIX)$

Others Rally, Memory Doesn't: Why Is Memory Lagging?
Semiconductors rose Tuesday; memory went the other way. SK hynix fell 6.39% to $182.56 ahead of Oct. 27 earnings, breaking technical support after a strong run: Seagate -9.18% to $805.63, Western Digital -6.93% to $411.04, SanDisk -2.56% to $1,660.46, Micron -1.73% to $1,045.56. Toshiba's expansion plan and a reported TDK magnetic-head bid, which Toshiba denied, stoked supply worries; Morgan Stanley flagged a power bottleneck that could delay data-center and memory deliveries. Bulls say added supply is priced in; bears say both supply and demand are unresolved. What's the market worried about?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • PeteLeacock
    10-19 11:44
    PeteLeacock
    VOO probably feels the bubble through multiple compression first, not earnings. VIX staying tame would matter more here
  • buythedip
    10-19 11:44
    buythedip
    Geopolitical risk piling up and VIX barely moved, that feels way too complacent
Leave a comment
2
2