• Lior mor
  • •
  • 5 Min Read
  • •
  • 5 hours ago

SKN | Anthropic Targets Historic $69.3 Billion IPO: Can Claude’s Exponential Growth Justify a Trillion-Dollar Public Debut?

Anthropic PBC has formalized terms to raise up to $69.3 billion in its initial public offering on the Nasdaq, setting…
SKN | Anthropic Targets Historic $69.3 Billion IPO: Can Claude’s Exponential Growth Justify a Trillion-Dollar Public Debut?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 5 hours ago

SKN | Broad Wall Street Rebound Lifts All Sectors but Nvidia: Will Governance Shock Derail the Chip Bellwether?

U.S. equity markets staged a powerful, broad-based recovery on Monday, November 9, 2026, recouping a substantial portion of the prior…
SKN | Broad Wall Street Rebound Lifts All Sectors but Nvidia: Will Governance Shock Derail the Chip Bellwether?
  • sagi habasov
  • •
  • 7 Min Read
  • •
  • 3 days ago

SKN | CME Delays Nvidia GPU Rental Futures Again: Regulatory Scrutiny Pushes AI Compute Derivatives Into 2027

  The development of financial products linked to artificial intelligence infrastructure has encountered another regulatory obstacle, after CME Group agreed…
SKN | CME Delays Nvidia GPU Rental Futures Again: Regulatory Scrutiny Pushes AI Compute Derivatives Into 2027
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 4 days ago

SKN | KOSPI Plunges Below 5,000 to Nine-Month Low: Will U.S. Midterm Regulatory Fears Paralyze Asian Chipmakers?

South Korea’s benchmark KOSPI plunged 7.77% on Friday morning, November 6, 2026, dropping below the 5,000 milestone to trade near…
SKN | KOSPI Plunges Below 5,000 to Nine-Month Low: Will U.S. Midterm Regulatory Fears Paralyze Asian Chipmakers?
  • Lior mor
  • •
  • 6 Min Read
  • •
  • 4 days ago

SKN | Global Desks Reprice the AI Trade as $2.5 Trillion Tech Rout Spills Into Asia: Is the Capex Cycle Broken?

Global asset managers and Wall Street strategists moved swiftly on Friday, November 6, 2026, to reassess the viability of the…
SKN | Global Desks Reprice the AI Trade as $2.5 Trillion Tech Rout Spills Into Asia: Is the Capex Cycle Broken?
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 4 days ago

SKN | Unity Soars on $25 Billion Take-Private Talks With Silver Lake and Saudi PIF: Will Gaming Consolidation Accelerate?

Unity Software Inc. is in early acquisition talks with a consortium led by Silver Lake Partners and Saudi Arabia’s Public…
SKN | Unity Soars on $25 Billion Take-Private Talks With Silver Lake and Saudi PIF: Will Gaming Consolidation Accelerate?
  • Lior mor
  • •
  • 6 Min Read
  • •
  • 4 days ago

SKN | Nasdaq Plunges 5.5% in Deepest Drop in 19 Months: Will Regulatory Backlash Derail the AI Infrastructure Trade?

The tech-heavy Nasdaq Composite suffered its sharpest single-day contraction in 19 months on Thursday, November 5, 2026, plunging 5.5% and…
SKN | Nasdaq Plunges 5.5% in Deepest Drop in 19 Months: Will Regulatory Backlash Derail the AI Infrastructure Trade?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 4 days ago

SKN | Anthropic IPO Faces Potential Delays as Investor Pushback and AI Backlash Challenge $1.5 Trillion Valuation

Anthropic’s landmark initial public offering is confronting growing timing hurdles as prospective institutional investors push back against the startup’s lofty…
SKN | Anthropic IPO Faces Potential Delays as Investor Pushback and AI Backlash Challenge $1.5 Trillion Valuation
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 5 days ago

SKN | Big Tech Capex Tops $200 Billion in Record Quarter: Will Negative Free Cash Flow Spark an AI Multiple Reset?

The world’s largest technology conglomerates crossed an unprecedented financial threshold in the third quarter of 2026, committing more than $200…
SKN | Big Tech Capex Tops $200 Billion in Record Quarter: Will Negative Free Cash Flow Spark an AI Multiple Reset?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 5 days ago

SKN | KOSPI Plunges Over 5% as Korea Exchange Triggers Emergency Sidecar: Can Hardware Giants Absorb AI Capex Shocks?

South Korea’s financial markets suffered acute volatility as the benchmark Korea Composite Stock Price Index (KOSPI) tumbled as much as…
SKN | KOSPI Plunges Over 5% as Korea Exchange Triggers Emergency Sidecar: Can Hardware Giants Absorb AI Capex Shocks?
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 6 days ago

SKN | Stocks Wobble as Investors Eye U.S. Midterms: Will Political Gridlock Rebalance Elevated Tech Multiples?

Global financial markets traded with visible hesitation on Tuesday, November 3, 2026, as institutional investors navigated a divided tape while…
SKN | Stocks Wobble as Investors Eye U.S. Midterms: Will Political Gridlock Rebalance Elevated Tech Multiples?
  • Ronny Mor
  • •
  • 6 Min Read
  • •
  • 1 week 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?

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+13.21%
Technology30.67%+14.67%
Financial Services13.94%+4.42%
Industrials10.45%+40.98%
Healthcare10.35%+24.56%
Consumer Cyclical9.90%+4.71%
Communication Services8.40%-8.80%
Consumer Defensive4.83%+17.11%
Energy4.76%+31.16%
Basic Materials2.64%+11.49%
Real Estate2.09%+10.78%
Utilities1.98%+6.95%