Stock market today: Dow, S&P 500, Nasdaq slip as tech slides ahead of jobs report

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• Interest rates are modestly restrictive and expects economy to pick up steam in 2026

  80% confidence

• Netflix's deal for Warner Bros. Discovery is solid and expected to clear regulatory hurdles

  80% confidence

• OpenAI will have a $207 billion funding gap by 2030 even if revenue multiplies as projected

  80% confidence

• Increase in volatility and retreat from AI theme may be required for value stocks to outperform next year

  80% confidence

• First eight months dominated by momentum and AI plays, then market shifted as valuations and sustainability concerns developed

  80% confidence

• Paramount's hostile takeover bid for Warner Bros. Discovery was entirely expected

  80% confidence

• We do not see evidence of an AI investment bubble and expect global AI capex to continue to rise over coming years

  80% confidence

• The race to artificial general intelligence could trigger a capex cycle where capex of enabling layer is dissociated from near-term monetization potential of application layer

  80% confidence

• Fed policymakers would consider Trump's opinions if he were chosen but would remain independent in setting rates

  80% confidence

• Bitcoin is more likely to continue trading in consolidation phase between $80,000 and $100,000 rather than entering strong bullish trend

  80% confidence

• The autonomous chapter has begun for Tesla

  80% confidence

• It's been a year where OpenAI hit day one of next phase and ecosystem starting to move toward them

  80% confidence

Data points we hold from this source