Finance Cockpit

The AI build, and the rates and credit paying for it

Built 06 Nov 2026 · 02:02 CET
22 live

Business briefing

10 outlets · 06 Nov 2026 · 02:02 CET

Written by claude-opus-5 from headlines 10 newsrooms ran in the last day — the only text on this board that no outlet published. Each line names the outlets it was compressed from, and a line citing a topic those outlets did not run is discarded before it reaches the page. Everything else here is a figure someone reported.

Capex ÷ Cash Flow

live
79.5%
+10.4+15.01%

The share of the hyperscalers' operating cash flow going into property and equipment. The closest thing here to a single bubble gauge: below roughly half is a business reinvesting, and a number climbing toward and past 100% is a build being financed by something other than the cash the business throws off. Both legs come from the filings, so it moves four times a year, not daily.

Prev 69.1As of 31 Mar 02:00
Read 06 Nov 2026 · 02:02 CET · fetched directly from the provider

Rates

4

US 10-Year Treasury

US10Y ↗
live
4.839%+0.002+0.04%
Day4.831 – 4.849
52w3.930 – 5.370
Prev 4.837Open 4.835As of 06 Nov 02:01

US 2-Year Treasury

US2Y ↗
live
4.474%-0.003+0.00%
Day4.455 – 4.480
52w3.370 – 5.030
Prev 4.477Open 4.459As of 06 Nov 02:01

US 30-Year Treasury

US30Y ↗
live
5.259%+0.008-0.13%
Day5.254 – 5.267
52w4.600 – 5.730
Prev 5.251Open 5.256As of 06 Nov 02:01

Real 10-Year Yield

us10y - cpi_yoy
live
0.84%-0.31-26.76%
Prev 1.14As of 01 Sep 02:00

Equities

3

S&P 500

.SPX ↗
live
7,353.73-334.89-4.36%
Day7,350.35 – 7,681.29
52w6,316.91 – 7,844.52
Prev 7,688.62Open 7,678.72As of 05 Nov 22:34

Nasdaq Composite

.IXIC ↗
live
24,315.00-1,421.52-5.52%
Day24,262.14 – 25,559.03
52w20,690.25 – 27,722.75
Prev 25,736.51Open 25,558.11As of 05 Nov 23:15
live
28.18+11.57+69.66%
Day16.70 – 28.36
52w13.38 – 35.30
Prev 16.61Open 17.14As of 05 Nov 22:15

Currencies & Commodities

4

EUR / USD

EUR= ↗
live
1.1218+0.0000+0.00%
Day1.1213 – 1.1234
52w1.1100 – 1.2100
Prev 1.1218Open 1.1217As of 06 Nov 02:01

USD / CHF

CHF= ↗
live
0.8162-0.0003-0.04%
Day0.8148 – 0.8169
52w0.7600 – 0.8400
Prev 0.8165Open 0.8165As of 06 Nov 02:02
live
$4,106.60-6.90-0.17%
Day4,080.40 – 4,116.20
52w3,879.30 – 5,586.20
Prev 4,113.50Open 4,098.50As of 06 Nov 01:51

WTI Crude

@CL.1 ↗
live
$91.10+0.58+0.64%
Day90.89 – 91.50
52w0.00 – 119.48
Prev 90.52Open 91.20As of 06 Nov 01:51

AI Bubble

8

Nvidia

NVDA ↗
live
$181.60-18.53-9.26%
Day181.46 – 196.25
52w164.27 – 243.37
Prev 200.13Open 196.07As of 05 Nov 22:00

Semiconductors

SMH ↗
live
$447.73-56.54-11.21%
Day445.59 – 483.93
52w315.05 – 671.83
Prev 504.27Open 482.14As of 05 Nov 22:15

Semis vs S&P 500

smh / spx * 1000
live
60.88-4.70-7.17%
Prev 65.59As of 05 Nov 22:15

High-Yield Credit Spread

BAMLH0A0HYM2 ↗
live
3.32%-0.08-2.35%
52w2.66 – 3.44
Prev 3.40As of 04 Nov 01:00

Investment-Grade Spread

BAMLC0A0CM ↗
live
0.91%-0.02-2.15%
52w0.77 – 0.94
Prev 0.93As of 04 Nov 01:00

Macro

2

US CPI (year on year)

CPIAUCNS ↗
live
4.00%+0.31+8.34%
52w2.31 – 4.47
Prev 3.69As of 01 Sep 02:00

Japan FX Reserves

TRESEGJPM052N ↗
live
$1.065 tn-0.018-1.67%
52w1.065 – 1.269
Prev 1.083As of 01 Sep 02:00
All values as a table
InstrumentSymbolLastChange%Day range52-week rangeSourceRead
US 10-Year TreasuryUS10Y4.839%+0.002+0.04%4.831 – 4.8493.930 – 5.370live06 Nov 02:02
US 2-Year TreasuryUS2Y4.474%-0.003+0.00%4.455 – 4.4803.370 – 5.030live06 Nov 02:02
US 30-Year TreasuryUS30Y5.259%+0.008-0.13%5.254 – 5.2674.600 – 5.730live06 Nov 02:02
Real 10-Year Yieldus10y - cpi_yoy0.84%-0.31-26.76%— – —— – —live06 Nov 02:02
S&P 500.SPX7,353.73-334.89-4.36%7,350.35 – 7,681.296,316.91 – 7,844.52live06 Nov 02:02
Nasdaq Composite.IXIC24,315.00-1,421.52-5.52%24,262.14 – 25,559.0320,690.25 – 27,722.75live06 Nov 02:02
VIX.VIX28.18+11.57+69.66%16.70 – 28.3613.38 – 35.30live06 Nov 02:02
EUR / USDEUR=1.1218+0.0000+0.00%1.1213 – 1.12341.1100 – 1.2100live06 Nov 02:02
USD / CHFCHF=0.8162-0.0003-0.04%0.8148 – 0.81690.7600 – 0.8400live06 Nov 02:02
Gold@GC.1$4,106.60-6.90-0.17%4,080.40 – 4,116.203,879.30 – 5,586.20live06 Nov 02:02
WTI Crude@CL.1$91.10+0.58+0.64%90.89 – 91.500.00 – 119.48live06 Nov 02:02
NvidiaNVDA$181.60-18.53-9.26%181.46 – 196.25164.27 – 243.37live06 Nov 02:02
SemiconductorsSMH$447.73-56.54-11.21%445.59 – 483.93315.05 – 671.83live06 Nov 02:02
Semis vs S&P 500smh / spx * 100060.88-4.70-7.17%— – —— – —live06 Nov 02:02
High-Yield Credit SpreadBAMLH0A0HYM23.32%-0.08-2.35%— – —2.66 – 3.44live06 Nov 02:02
Investment-Grade SpreadBAMLC0A0CM0.91%-0.02-2.15%— – —0.77 – 0.94live06 Nov 02:02
Nvidia Revenue (TTM)1045810/Revenues|RevenueFromContractWithCustomerExcludingAssessedTax$303.0 bn+49.5+19.52%— – —— – —live06 Nov 02:02
Hyperscaler Capex (TTM)789019+1652044+1018724+1326801/PaymentsToAcquirePropertyPlantAndEquipment|PaymentsToAcquireProductiveAssets$467.4 bn+101.6+27.76%— – —— – —live06 Nov 02:02
Hyperscaler Cash Flow (TTM)789019+1652044+1018724+1326801/NetCashProvidedByUsedInOperatingActivities$588.0 bn+58.7+11.09%— – —— – —live06 Nov 02:02
Capex ÷ Cash Flowhyper_capex / hyper_ocf * 10079.5%+10.4+15.01%— – —— – —live06 Nov 02:02
US CPI (year on year)CPIAUCNS4.00%+0.31+8.34%— – —2.31 – 4.47live06 Nov 02:02
Japan FX ReservesTRESEGJPM052N$1.065 tn-0.018-1.67%— – —1.065 – 1.269live06 Nov 02:02