Tech: From Terrific To Terrified

Everyone is suddenly terrified of tech. AI fragility is approaching historic extremes. Taiwan is getting crushed. But here's the twist: upside convexity is starting to look very interesting.

Stocks mixed on AI rebound ahead of US midterms - Newsquawk US Market Wrap

REAR VIEW: Washington reportedly approved the draft MoU that the Qatari delegation presented to Iran; both sides made concessions re. the Iranian nuclear programme and frozen funds; Iran's Rezaei said the US's response to Iran's rights and demands was not convincing; AAPL falls on margin outlook; META launches $15bln 5-parter; Strong US JOLTS; RBA hikes 25bps as expected, but gives no further guidance; Hotter-than-expected Swiss CPI.
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