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LLOYD BUNTING
16 Jan 2026
:
S&P 500
:
6,940.01
🔻 0.06%
NASDAQ Composite
: 23,515.39
🔻 0.06%
SOX
: PHLX Semiconductor Index: 7,927.41
▲ 1.15%
Portfolio
: USD 19.588 million = AUD 29.301 million
🔻 0.388%
AAPL
: Apple
: 255.53
🔻 1.038%
AMZN
: Amazon
: 239.12
▲ 0.395%
GOOG
: Alphabet Class C
: 330.34
🔻 0.846%
GOOGL
: Alphabet Class A
: 330.00
🔻 0.835%
IBM
: IBM
: 305.67
▲ 2.591%
IONQ
: IonQ
: 50.80
▲ 6.812%
META
: Meta Platforms
: 620.25
🔻 0.089%
NVDA
: Nvidia
: 186.23
🔻 0.438%
PLTR
: Palantir
: 170.96
🔻 3.451%
QBTS
: D-Wave Quantum
: 28.83
▲ 0.383%
RGTI
: Rigetti
: 25.62
▲ 3.725%
TSLA
: Tesla
: 437.50
🔻 0.244%
AUD/USD
🇦🇺 : 🇺🇸 16 Jan 2026: 0.66850225
📉
🚀 Spacex 2026
IPOs: Spacex (USD 30-40bn), OpenAI, Anthropic
🇺🇸 USA Mid Term Election: 3 Nov 2026
🇺🇸 GDP Q3/2025: +4.3% [BEA]
🌏 S&P Global Investment Manager Index (IMI) Sep 2025
🇺🇸 US Imminent Liquidity Crisis 2026? 6 Nov 2025
Foreign Central Banks Are Dumping US Debt: 20 Dec 2025
US Historical Debt
⚙️ Manufacturing PMI
:
🇦🇺 PMI: 52.2 Dec 2025 [51.6 Nov 2025]
🇺🇸 US Economy
🇺🇸 US Economy: Personal Consumption Expenditures Price Index (PCE) [Sep 2025: +2.8%] [BEA]
🇺🇸 Consumer Sentiment (UMich) Jan 2026: 54.0 [Dec 2025: 52.9]
🇺🇸 Employment Situation (Jobs Report) Dec 2025
[BLS: 9 Jan 2026]
🇦🇺 Australian Economy
MYEFO: 2025/2026 [17 Dec 2025] - Deficit: $36.8 billion, Gross Debt Forecast: AUD 993bn = 37.0% of GDP, 2026/2027: AUD 1,069bn = 35.4% of GDP, 2027/2028: AUD 1,161bn = 36.9% of GDP, 2028/2029: AUD 1,223bn = 36.8% of GDP,
GDP - Year to Sep 2025: +1.7% [ABS: Dec 2025]
Unemployment: 4.3% [ABS: Nov 2025]
S&P Global Australia Manufacturing PMI: Nov 2025: 51.6
Consumer Price Index: Year to Oct 2025 Quarter: 3.8%
Productivity Commission advises Treasurer to lower company tax rate [ABC 1 Aug 2025]
🌎 Sovereign Wealth Funds
target = 'news'>
🇺🇸 US Government Debt
USD 38.375 trillion [23 Dec 2025]
.
Debt/GDP = 120%-125%
🇺🇸 US Government Monetary Policy: 30 Dec 2025. [
FOMC Minutes
] [
FOMC Statement
]
USD 38.375 trillion [23 Dec 2025]
.
🇺🇸 Australian Government Debt
Total Government: AUD 85.1 billion. Debt/GDP = 31.7% of GDP [24 Dec 2025]
🇦🇺 Australian Currency
RBA OCR unchanged again: 3.60% [9 Dec 2025]
Robotics
Unitree Robotics
⏯️
Conversation
⏯️
Development
Quantum
D-Wave Announces Formation of U.S. Government Business Unit: 2 Dec 2025
Nvidia’s New Product Merges AI Supercomputing with Quantum: [WSJ] 28 Oct 2025
D-Wave Advantage 2 European Growth: [Market Beat] 21 Oct 2025
Quantum supremacy: Google ran an algorithm on its Willow quantum chip that is verifiable and 13,000 times faster than today's best supercomputers [Google Quantum] 22 Oct 2025
D-Wave Advantage 2 European Growth: [Market Beat] 21 Oct 2025
D-Wave + IonQ: Q-Alliance - The Birth of the World’s Most Powerful Quantum Hub - Italy: 14 Oct 2025
National Quantum Initiative Reauthorization Act: 22 Sep 2025
Nvidia invests USD 1 billion in PsiQuantum [10 Sep 2025]
Rigetti Demonstrates Industry’s Largest Multi-Chip Quantum Computer; Halves Two-Qubit Gate Error Rate: 16 Jul 2025
Quantum computing over the next five years: Scenario planning for strategic resilience: Deloitte 11 Aug 2025
D-Wave Completes USD 400 million fund raise: 1 Jul 2025
AI
[S&P Global: 14 Dec 2025]
[AI Weekly: 4 Dec 2025]
Anthropic, Google Discuss Multibillion-Dollar Cloud Deal [Bloomberg: 22 Oct 2025]
Jensen Huang: Nvidia + OpenAI [CNBC: 9 Oct 2025]
Microsoft Agentic AI [Bloomberg Technology: 30 Sep 2025]
Nvidia will invest up to $100 billion in OpenAI [Reuters 22 Sep 2025]
D-Wave Introduces New Developer Tools to Advance Quantum AI Exploration and Innovation: 4 Aug 2025
🇦🇺 Biological AI
🇺🇸 StarGate [USD 500 billion]
❗️ GPT-5 [Sam Altman]: 7 Aug 2025
🇺🇸 Pentagon's Chief Digital and Artificial Intelligence Office (CDAO) Awards Up to USD200 Million in Contracts for AI to Google, OpenAI, XAI, Anthropic: 14 Jul 2025
A16Z 50 Leading AI Companies
27 Aug 2025 ⏯️
Top 100 [Gen AI] Consumer Apps: 2 Sep 2025
⏯️
Bloomberg AI: 2 Sep 2025
CrowdStrike 2025 Global Threat Report
AI Avatars
Synthesia: 23 Dec 2025
GPU+AI
GPU
Nvidia unveils Rubin, a new AI supercomputing platform [ZDNet 6 Jan 2026]
GPU
US allows Nvdia to sell H200 Chips to China [Bloomberg 10 Dec 2025]
AGI: Artificial General Intelligence
⏯️ Tesla xAI Colossus 2 (1 million Nvidia GPUs)
Robotics+AI
Nvidia Cosmos Transfer 2.5, Cosmos Predict 2.5, Cosmos Reason 2
Tesla Optimus Gen 3
Seeking Alpha
WSJ
Reuters
Military Drones
Drone Tactics: Ukraine
State Street
⏯️ The Street
⏯️ Bloomberg
⏯️ Business News Live
⏯️ Businessweek Daily: 16 Jan 2026
⏯️ Wall Street Week: 17 Jan 2026
⏯️ Brief: 16 Jan 2026
⏯️ Open Interest: 16 Jan 2025
⏯️ Opening Trade: 16 Jan 2026
⏯️ Technology: 16 Jan 2026
⏯️ Markets: 16 Jan 2026
⏯️ The Pulse: 16 Jan 2026
⏯️ Surveillance: 16 Jan 2026
⏯️ Insight: 16 Jan 2026
⏯️ DayBreak Europe: 16 Jan 2026
⏯️ Balance of Power: 16 Jan 2026
⏯️ The Close: 16 Jan 2026
⏯️ The Asia Trade: 16 Jan 2026
⏯️ The China Show: 15 Jan 2026