• Ronny Mor
  • •
  • 6 Min Read
  • •
  • 18 hours ago

SKN | Marvell to Acquire Lumentum in $115 Billion Megadeal: Can Optical Interconnects Dominate the AI Hardware Race?

Semiconductor designer Marvell Technology Inc. announced a definitive agreement on Monday, November 2, 2026, to acquire optical components leader Lumentum…
SKN | Marvell to Acquire Lumentum in $115 Billion Megadeal: Can Optical Interconnects Dominate the AI Hardware Race?
  • omer bar
  • •
  • 6 Min Read
  • •
  • 19 hours ago

SKN | Anthropic Preps Australian Retail Tranche for Landmark IPO: Can Global Retail Demand Offset Capex Jitters?

Artificial intelligence lab Anthropic is preparing to include an Australian retail offering as part of its blockbuster initial public offering,…
SKN | Anthropic Preps Australian Retail Tranche for Landmark IPO: Can Global Retail Demand Offset Capex Jitters?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 19 hours ago

SKN | S&P 500 Pulls Back as Apple Dips Ahead of Crucial Earnings and Pre-Election Jitters Mount

The benchmark S&P 500 closed lower on Monday, November 2, 2026, as an early-session rally unraveled under renewed pressure in…
SKN | S&P 500 Pulls Back as Apple Dips Ahead of Crucial Earnings and Pre-Election Jitters Mount
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | Asian Equities Bend Under AI Capex Fatigue as Markets Brace for Critical Apple Earnings Test

Asian share markets retreated on Monday, November 2, 2026, as institutional investors extended their reassessment of the generative artificial intelligence…
SKN | Asian Equities Bend Under AI Capex Fatigue as Markets Brace for Critical Apple Earnings Test
  • orshu
  • •
  • 6 Min Read
  • •
  • 5 days ago

SKN | Nvidia in Talks to Back Nscale’s Anthropic Deal: Is Vendor Financing Powering the AI Boom?

Nvidia Corporation is in talks to provide billions of dollars in credit guarantees to specialized cloud infrastructure provider Nscale, according…
SKN | Nvidia in Talks to Back Nscale’s Anthropic Deal: Is Vendor Financing Powering the AI Boom?
  • sagi habasov
  • •
  • 7 Min Read
  • •
  • 5 days ago

SKN | Tech Multiple Jitters and Macro Data Pull Equities and Yields Lower: Are Allocators Repricing the Cycle?

Global financial markets experienced synchronized pressure on Friday, October 30, 2026, as equity benchmarks retreated alongside sovereign bond yields in…
SKN | Tech Multiple Jitters and Macro Data Pull Equities and Yields Lower: Are Allocators Repricing the Cycle?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 6 days ago

SKN | Tech Multiple Jitters Sweep Asia as Alphabet Profit Miss Knocks Wall Street Futures

Asian equity benchmarks retreated on Thursday, October 29, 2026, as a steep selloff in Alphabet Inc. shares knocked Wall Street…
SKN | Tech Multiple Jitters Sweep Asia as Alphabet Profit Miss Knocks Wall Street Futures
  • omer bar
  • •
  • 5 Min Read
  • •
  • 6 days ago

SKN | Cash Flow Is King Again: How Investors Are Drawing New Battle Lines in Big Tech’s AI Capex Race

Global equity markets are redrawing the investment landscape around artificial intelligence, shifting scrutiny from sheer computational ambition toward the durability…
SKN | Cash Flow Is King Again: How Investors Are Drawing New Battle Lines in Big Tech’s AI Capex Race
  • omer bar
  • •
  • 5 Min Read
  • •
  • 7 days ago

SKN | Tech Optimism Drives Global Equity Rebound as Dollar Consolidates Ahead of Fed Decision

Global equity markets rebounded on Wednesday, October 28, 2026, as an artificial intelligence-led rally across semiconductor hardware balanced cautious positioning…
SKN | Tech Optimism Drives Global Equity Rebound as Dollar Consolidates Ahead of Fed Decision
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 7 days ago

SKN | Tech Momentum Drives Global Equities Higher as Fed Decision and Megacap Earnings Converge

Global equity markets advanced across major trading centers on Tuesday as investors positioned for a high-stakes convergence of corporate reporting…
SKN | Tech Momentum Drives Global Equities Higher as Fed Decision and Megacap Earnings Converge
  • Ronny Mor
  • •
  • 4 Min Read
  • •
  • 1 week ago

SKN | From Cloud Giants to Sovereign Billions: Who Owns Anthropic Ahead of Its Capital Milestones?

The escalating race to finance frontier foundation models has turned private AI capitalization into a balance-sheet confrontation between Silicon Valley’s…
SKN | From Cloud Giants to Sovereign Billions: Who Owns Anthropic Ahead of Its Capital Milestones?
  • Lior mor
  • •
  • 5 Min Read
  • •
  • 2 weeks ago

SKN | Is Instacart Becoming a Strategic Acquisition Target for Uber or DoorDash?

  Instacart is exploring a potential sale as consolidation pressures reshape the U.S. online delivery and e-commerce landscape, according to…
SKN | Is Instacart Becoming a Strategic Acquisition Target for Uber or DoorDash?

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+13.17%
Technology31.45%+17.55%
Financial Services13.75%+2.99%
Industrials10.56%+42.35%
Healthcare10.14%+22.08%
Consumer Cyclical9.63%+1.81%
Communication Services8.09%-12.18%
Energy5.12%+41.08%
Consumer Defensive4.76%+15.38%
Basic Materials2.50%+5.48%
Real Estate2.03%+7.72%
Utilities1.97%+6.20%