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China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback.

Bull Bear Daily October 10, 2026
a760d273-bf72-43be-83cc-f41ba2bde8ca
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Two Days This Week Will Set December Rate Hike Odds

Bull Bear Daily October 10, 2026
68e765f5-66a3-48c2-aac7-679e56be392d
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A $500,000-a-day Problem Hides This AI Stock

Bull Bear Daily October 10, 2026
0042eaa3-1300-48c0-b09b-b2f54b04dd86
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SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI

Bull Bear Daily October 10, 2026
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Nvidia’s 2027 Chip Math Just Changed. Here’s How Much.

Bull Bear Daily October 9, 2026
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  • China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback. f30d9b23-7cff-47f5-8bf1-844afb6bd891
    • Politics

    China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback.

    October 10, 2026
  • Two Days This Week Will Set December Rate Hike Odds a760d273-bf72-43be-83cc-f41ba2bde8ca
    • Top News

    Two Days This Week Will Set December Rate Hike Odds

    October 10, 2026
  • A $500,000-a-day Problem Hides This AI Stock 68e765f5-66a3-48c2-aac7-679e56be392d
    • Newsletters

    A $500,000-a-day Problem Hides This AI Stock

    October 10, 2026
  • SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI 0042eaa3-1300-48c0-b09b-b2f54b04dd86
    • Newsletters

    SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI

    October 10, 2026
  • AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now 195aeaf8-9686-458b-abef-1dbd1147a586
    • Uncategorized

    AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now

    May 28, 2026
  • Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now d0b8a28e-0a15-4449-86ec-9cb2033c33f7
    • Economy

    Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now

    May 28, 2026
  • TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You 3b2dbe38-2dd3-468d-8232-8e3e551300dc
    • Economy

    TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You

    May 28, 2026
  • New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give 23c3e628-9b66-49e4-85b8-0c1075444546
    • Politics

    New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give

    May 28, 2026
  • China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback. f30d9b23-7cff-47f5-8bf1-844afb6bd891
    • Politics

    China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback.

    October 10, 2026
  • Two Days This Week Will Set December Rate Hike Odds a760d273-bf72-43be-83cc-f41ba2bde8ca
    • Top News

    Two Days This Week Will Set December Rate Hike Odds

    October 10, 2026
  • A $500,000-a-day Problem Hides This AI Stock 68e765f5-66a3-48c2-aac7-679e56be392d
    • Newsletters

    A $500,000-a-day Problem Hides This AI Stock

    October 10, 2026
  • SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI 0042eaa3-1300-48c0-b09b-b2f54b04dd86
    • Newsletters

    SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI

    October 10, 2026
China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback. f30d9b23-7cff-47f5-8bf1-844afb6bd891
  • Politics

China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback.

Bull Bear Daily October 10, 2026
A November deadline is forcing battery buyers to qualify domestic silicon-carbon suppliers faster than anyone planned.
Read More Read more about China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback.
Two Days This Week Will Set December Rate Hike Odds a760d273-bf72-43be-83cc-f41ba2bde8ca
  • Top News

Two Days This Week Will Set December Rate Hike Odds

Bull Bear Daily October 10, 2026
Wednesday’s CPI and Warsh’s IMF appearance come before the Oct. 27-28 Fed meeting.
Read More Read more about Two Days This Week Will Set December Rate Hike Odds
A $500,000-a-day Problem Hides This AI Stock 68e765f5-66a3-48c2-aac7-679e56be392d
  • Newsletters

A $500,000-a-day Problem Hides This AI Stock

Bull Bear Daily October 10, 2026
A note from our friends at The Oxford Club(ad) Dear Reader, Every single day a new drug...
Read More Read more about A $500,000-a-day Problem Hides This AI Stock
SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI 0042eaa3-1300-48c0-b09b-b2f54b04dd86
  • Newsletters

SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI

Bull Bear Daily October 10, 2026
October 9, 2026 Son’s latest Gulf pitch sounds like PE with a robotics wrapper. Can it beat...
Read More Read more about SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI
Nvidia’s 2027 Chip Math Just Changed. Here’s How Much. 23cd4e5a-f33d-43d7-984b-fe800e55938d
  • Top News

Nvidia’s 2027 Chip Math Just Changed. Here’s How Much.

Bull Bear Daily October 9, 2026
OpenAI’s annualized revenue run rate is closer to $50B, not ~$70B. Investors now have to rebuild the...
Read More Read more about Nvidia’s 2027 Chip Math Just Changed. Here’s How Much.
Hurricane Isaias: Refineries, Not Platforms, Are the Real Fuel Price Risk 8d09d602-a47d-4225-b8f0-59ca787a8b7f
  • Politics

Hurricane Isaias: Refineries, Not Platforms, Are the Real Fuel Price Risk

Bull Bear Daily October 9, 2026
With 1.28 million barrels a day shut in offshore and diesel near $6.30 a gallon, the storm's...
Read More Read more about Hurricane Isaias: Refineries, Not Platforms, Are the Real Fuel Price Risk
Govt pouring billions into this AI stock eccef42c-047c-42cf-b48b-467664d8c217
  • Newsletters

Govt pouring billions into this AI stock

Bull Bear Daily October 9, 2026
A note from our friends at MarketWise(ad) Editor’s Note: We’re delighted to bring you the latest stock...
Read More Read more about Govt pouring billions into this AI stock
Blue Owl Keeps Capping Withdrawals 81d8695e-230e-4e1f-852c-f93a1779d680
  • Newsletters

Blue Owl Keeps Capping Withdrawals

Bull Bear Daily October 8, 2026
October 8, 2026 Three straight quarters of 5% gates at OCIC and OTIC raise a question: circuit...
Read More Read more about Blue Owl Keeps Capping Withdrawals
Freddie Mac’s New Survey Confirms Mortgages Are 7.28% 371a4864-370e-46c5-91b4-2ac79c979e98
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Freddie Mac’s New Survey Confirms Mortgages Are 7.28%

Bull Bear Daily October 8, 2026
The 10-year Treasury’s surge to a 2002 high has landed on homebuyers, and the transmission is still...
Read More Read more about Freddie Mac’s New Survey Confirms Mortgages Are 7.28%
The $260 Billion Data Center Cancellation Nobody Priced In 3c656a40-3527-4f8a-9558-3ad8e697dbc8
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The $260 Billion Data Center Cancellation Nobody Priced In

Bull Bear Daily October 8, 2026
Local opposition has killed $130B in Q3 alone, exposing suppliers
Read More Read more about The $260 Billion Data Center Cancellation Nobody Priced In

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Recent Posts

  • China’s Graphite Pause Expires in Weeks. U.S. Silicon Makers Are the Fallback.
  • Two Days This Week Will Set December Rate Hike Odds
  • A $500,000-a-day Problem Hides This AI Stock
  • SoftBank Wants $100B to Buy Ordinary Companies and Fix Them With AI
  • Nvidia’s 2027 Chip Math Just Changed. Here’s How Much.
  • Hurricane Isaias: Refineries, Not Platforms, Are the Real Fuel Price Risk
  • Govt pouring billions into this AI stock

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