Finance - Market Trends

Since the Fed began announcing policy decisions on the day of FOMC meetings in 1994, they've never hiked within six months of a negative NFP print. September would be the first if they do.

Key points

• The Fed has never hiked rates within six months of a negative NFP print. • This trend has held since 1994. • A negative NFP print in September would be the first time the Fed has hiked rates within six months of such an event.

Sources

• Original post URL - Original source
• FOMC Meetings - FOMC meeting schedule

Relative strength charts tell the story: Energy and Health Care have been outperforming, while Industrials, Utilities, the two Consumer sectors, Real Estate, and Comm. Services have been lagging. Tech has been sideways.

Key points

• Energy and Health Care have been outperforming in recent market trends. • Industrials, Utilities, and other sectors have been lagging. • Tech has been experiencing sideways movement.

Sources

• Original post URL - Original source
• Relative Strength Charts - Relative strength index explanation

Nutrition begins long before the first bite. By the time food reaches our plates, it has already travelled a complex journey. From the farm to aggregation, quality checks, logistics, and processing, there are several points where time, efficiency, and even food can be lost.

Key points

• Nutrition begins long before the first bite. • Food travels a complex journey from farm to plate. • Several points in the journey can result in time, efficiency, and food loss.

Sources

• Original post URL - Original source
• Food Journey - Food journey explanation

What would change for your company if four weeks were focused on execution? More revenue. A stronger fundraise. A new market. The right partner. That's what Brinc Virtual Accelerator Cohort 4 is built for.

Key points

• Four weeks focused on execution can lead to significant changes for a company. • Execution can result in increased revenue, a stronger fundraise, and new market opportunities. • Brinc Virtual Accelerator Cohort 4 is designed to help companies achieve these outcomes.

Sources

• Original post URL - Original source
• Brinc Virtual Accelerator - Brinc virtual accelerator program

@cradlewise , an AI-first consumer health and wellness company focused on infant and child sleep, has raised $12 million in a Series A funding round led by 3one4 Capital and Prudent Investment Management. Traditional infant monitors require parents to intervene manually after a

Key points

• @cradlewise has raised $12 million in a Series A funding round. • The company is focused on infant and child sleep using AI technology. • Traditional infant monitors require manual intervention.

Sources

• Original post URL - Original source
• Cradlewise - Cradlewise company website

Cutting jobs is one way for $UBER to improve margins, but ultimately they have to nail self-driving otherwise they'll never see "muh rerate" and continue trading at discounted valuations just like $GRAB .

Key points

• Cutting jobs can improve margins for $UBER. • Self-driving technology is crucial for $UBER's long-term success. • $UBER's valuation may be affected by its ability to develop self-driving technology.

Sources

• Original post URL - Original source
• Self-Driving Technology - Uber self-driving technology explanation

• $SOI.PA surged after Soitec raised its FY27 Q2 revenue growth outlook from more than 30% YoY to roughly 50%. > This looks less like a simple semiconductor rebound and more like a genuine re-rating of Soitec from an RF-SOI/mobile story into an AI photonics infrastructure

Key points

• $SOI.PA surged after Soitec raised its revenue growth outlook. • The surge is not just a semiconductor rebound, but a re-rating of Soitec. • Soitec is transitioning from RF-SOI/mobile to AI photonics infrastructure.

Sources

• Original post URL - Original source
• Soitec - Soitec company website

An announcement that means a lot to me: w3hub becomes @circuit_ber . Early 2023, we moved into the empty floors at Möckernstrasse 120. I never thought I'd be the person running a coworking space and an event company. Figuring out how to arrange tables and hang lights. Learning

Key points

• w3hub has become @circuit_ber. • The company has moved into a new coworking space at Möckernstrasse 120. • The space will be used for coworking and events.

Sources

• Original post URL - Original source
• Circuit Ber - Circuit Ber company website

You are exactly right! @PhotonCap $SIVE just underwrote 100 million+ CW DFB lasers a year. This is the tell. InP lasers are leaving “specialty photonics” and entering high-volume semiconductor land — 1.6T, 3.2T, CPO, external laser sources. Timeline: • Build starts H2’26

Key points

• @PhotonCap has underwritten 100 million+ CW DFB lasers a year. • InP lasers are transitioning from specialty photonics to high-volume semiconductor land. • The timeline for this transition is H2’26.

Sources

• Original post URL - Original source
• InP Lasers - InP lasers explanation