Quant Market in Numbers: Stable Macro Condition Support Rotation Beyond AI Dennis DeBusschere & Sophia Wang November 3, 2026 8:41 AM
AI Mentions in Earnings Not Enough to Change AI Narrative Dennis DeBusschere November 3, 2026 8:04 AM
Anthropic: Amended S-1 Read-Through – Compute Peaks in 2027, Valuation Hinges on Revenue Trends and 2028 Dauvin Peterson November 2, 2026 4:58 PM
22V Afternoon Shoot Around: Factor Moves, AI Monitor, and China Update Dennis DeBusschere November 2, 2026 4:39 PM
China: Expect Only Modest Upside from Market Stabilization Efforts Michael Hirson & Houze Song November 2, 2026 3:13 PM
The Anti-Minsky Moment: How Constant Worry Keeps the AI Bubble From Forming Jordi Visser November 2, 2026 11:37 AM
