Traders & Quants

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Fair Isaac Fell 26.5% | OpenAI Launched Dots to Rival Muse | Consumer Confidence Hit a 12-Year Low

Sep 29, 2026

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6 min read

Fair Isaac Fell 26.5% | OpenAI Launched Dots to Rival Muse | Consumer Confidence Hit a 12-Year Low

Fair Isaac fell 26.5% after Fannie and Freddie put VantageScore on FICO's pricing grid. OpenAI launched dots to rival Meta's Muse. Conference Board confidence hit its lowest since 2014, and Carnival jumped 13% on record 2027 bookings.

Dio Pouerie, +1

AMD Bought World Labs | Anthropic Filed IPO | Burry Is Moving Up His AI Bear Timeline

Sep 29, 2026

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5 min read

AMD Bought World Labs | Anthropic Filed IPO | Burry Is Moving Up His AI Bear Timeline

AMD acquired AI firm World Labs for $8.2 billion. Anthropic's IPO filing warned of existential AI risk. Michael Burry is accelerating his bearish AI thesis. Futures are mixed. Yields are holding near 19-year highs.

Dio Pouerie, +1

Boeing Has Software Glitch | Meta Enterprise AI | Cook Said AI Won't Cool Inflation

Sep 28, 2026

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6 min read

Boeing Has Software Glitch | Meta Enterprise AI | Cook Said AI Won't Cool Inflation

Meta hired MongoDB's CEO to lead enterprise AI sales. Boeing confirmed a navigation software glitch on its next jet. Fed Governor Cook said AI is adding to inflation, not reducing it. Software stocks fell broadly.

Dio Pouerie, +1

Trump Rejected Iran's Hormuz Offer | Nvidia's $150B Buyback | Oil Back Above $95

Sep 28, 2026

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6 min read

Trump Rejected Iran's Hormuz Offer | Nvidia's $150B Buyback | Oil Back Above $95

Trump rejected Iran's ceasefire proposal and expects strikes to resume after midterms. Nvidia announced a $150 billion share buyback. WTI surged back above $95. Futures are down sharply.

Dio Pouerie, +1

Sep 27, 2026

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7 min read

Market Tell — Weekly Intelligence

Institutional tools, refinement, and analysis for traders who refuse to stay reactive. Transcripts, filings, insider clusters, and options flow, distilled into a single weekly signal map.This is what it looks like to treat your portfolio like a responsibility, not a hobby.

Dio Pouerie, +1

Sep 27, 2026

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5 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

Wednesday's Inflation Print Comes With a New Ruler

Dio Pouerie, +1