Recommended reading for the weekend:
1.
@jpmorgan — Credit markets look for AI’s weak links
2.
@BernsteinPWM — Climbing the Wall of Worry | 3Q Macro & Markets Insights
3.
@gdb — Towards securing the internet
4.
@AswathDamodaran — From Eyeballs to ARR: Buzzy Pricing Metrics and the AI Trade!
5.
@UBS — Higher oil and AI concerns drive risk-off move
6.
@neil_shah — NVIDIA GTC Berlin 2026 – Containers, Safety and Sovereignty
Rough week in the markets. Hope this weekend serves as some welcome respite!