👀 If you haven't yet followed me yet via my Google Search Profile - you can do it here: A little request to Google for Creators: to start supporting LinkedIn (my 2nd largest platform) and integrate better with newsletters platforms like Kit, Beehiiv, or Substack too (it would be ideal to feature #SEOFOMO#, #MarketingFOMO# and #AImarketers# content there as well).

Anthropic has gone from a $461M valuation to $965B in just five years. Now, investors are eyeing a potential $2T IPO, which would make it the most valuable company ever to debut on a public stock exchange. 👀 #MarketingCommunication#

Nvidia has beaten revenue expectations for ten straight quarters, but the margin is narrowing. The latest beat came in at 3.4%, down from 8.4% at the start of the streak. Can $NVDA keep clearing an increasingly high bar? #MarketingCommunication#

The Fed is hiking again. 📈 Rates were raised for the first time since July 2023, bringing the target range to 3.75% - 4.00%. ◾ 12 of 18 officials expect one more hike this year ◾ Rates are projected to remain at 4.1% through 2027 ◾ Inflation dominated Chair Kevin Warsh’s press conference Go through the thread for the key takeaways from the September FOMC meeting 👇 #MarketingCommunication#

Anthropic is pulling ahead in the AI revenue race. 🤖 Its annualised revenue run-rate reached $74.3 billion in August, driven by rapid enterprise adoption of Claude Code. By the end of 2026, estimates place Anthropic at $100–120 billion, ahead of both OpenAI and SpaceX. Can it maintain its lead as the race for AGI intensifies? #MarketingCommunication#

NVIDIA’s investment portfolio has grown to $63.4 billion, up 3.4x in just one quarter despite no new trades in Q2. Intel remains its largest holding at $30 billion, while SpaceX has emerged as the second largest at $21 billion following its IPO. Here’s how the portfolio breaks down 👇 #MarketingCommunications#

The Swiss National Bank is betting big on tech. 🇨🇭 Technology and communications holdings have grown 16.6x since 2014, reaching a record 47.9% of its $191.4B US equity portfolio. Its largest positions: $NVDA, $AAPL, $GOOGL, $MSFT, and $AMZN. #MarketingCommunication#

Purer semiconductor exposure, now at 0% management fee. 3x Long Semiconductors ETP (SMH3) invests directly in a curated basket of 3x single-name chip ETPs, reducing fee layers while broadening reach beyond US names to global champions like Samsung and SK Hynix. AI compute, foundry, lithography, memory, analog and advanced equipment, in one ETP. #MarketingCommunication#

Europe's only 5x exposure to the DAX, long and short. Leverage Shares launches the only 5x Long (DAX3) and -5x Short (DAXS) DAX ETPs in Europe, completing its 5x coverage of the region's major benchmarks. The leveraged index range now spans 14 ETPs across 6 benchmarks: DAX, Nasdaq-100, S&P 500, FTSE 100, FTSE MIB, and EURO STOXX 50. #MarketingCommunication#

Five of the LSE’s top 10 ETPs by weekly turnover came from Leverage Shares. Memory-related products took four of those spots, with the Leverage Shares 3x Long Memory (DRAM) ETP ranking highest at #4# with £21.19 million in weekly turnover. ◾ 3x Long Memory (DRAM): £21.19M ◾ 3x Long Tesla: £16.59M ◾ 3x Long SK hynix: £15.17M ◾ 3x Long SanDisk: £12.99M ◾ 3x Long Memory (DRAM): £11.53M Memory remains one of the market’s most closely watched trades. 🧠📈 #MarketingCommunication#