PPL: price today and chart

Social media posts claim Russian bot traffic has fallen sharply after attacks on Yandex data centres, and some X users have run “bot tests” to show fewer automated replies. Cloudflare data does show bot traffic dropping, especially from Yandex, which fell to nearly zero on Sunday morning and has not fully recovered. However, the article argues this does not prove that automated accounts on social media have reduced their activity, since Cloudflare’s data measures all non-human traffic, including crawlers used by search engines and AI training. The widely shared charts therefore do not by themselves show less automated activity on social platforms.

The article compares Intel (INTC) and NVIDIA (NVDA) as AI stocks, weighing Intel’s turnaround effort against NVIDIA’s position as the leading GPU maker. Intel reported fiscal 2025 revenue of $52.9 billion, down 0.5%, a net loss of $267.0 million and negative free cash flow of $4.9 billion. NVIDIA’s fiscal year ended Jan. 25, 2026 brought revenue of $215.9 billion, up 65.5%, net income of $120.1 billion and free cash flow of $96.7 billion. Intel’s risks include rival AI innovation and regulatory scrutiny, while NVIDIA’s include customer concentration, geopolitical exposure in Taiwan, export controls and legal challenges over its $20 billion Groq deal. The author says they would choose NVIDIA between the two.

The IMF warned that government bond yields could spike in a disorderly way as rising inflation, mounting debt and AI-related borrowing pressure sovereign bond markets. Yields in several advanced economies have reached multidecade highs, driven partly by higher energy costs from the Middle East conflict, and global public debt is near its highest level since World War II. Hyperscalers’ share of global investment-grade bond issuance has risen to 10% from less than 1% since 2024, while hedge funds’ share of U.S. Treasuries rose to about 9% in 2025 from about 4% in 2022, which the IMF says leaves the market susceptible to a disorderly unwind. The fund also flagged “circular” AI financing: 14 disclosed deals since 2023 channeled about $300 billion of equity and $650 billion of debt, in exchange for $1.4 trillion of future revenue commitments.

Michael Burry warned that stocks at new highs could be a “bull trap,” but is holding back on adding shorts; about 10% of his portfolio is in puts, with most of the rest in longs and LEAPS. He has moved his Fannie Mae and Freddie Mac common shares into junior preferred stock, betting that a government resolution of Treasury’s roughly $388 billion senior preferred liquidation preference could lift returns four to five times from current levels. He expects a favorable resolution within two years, though he said the delay made him “antsy” given a deteriorating multifamily housing situation. FNMA and FMCC have fallen for seven straight weeks, down 68% and 69% year-to-date, respectively.

Syndax said its MAXPIRe Phase 2 trial of axatilimab in idiopathic pulmonary fibrosis failed to meet its primary endpoint of slowing lung function decline, so it will halt further IPF development for the drug while other trials continue. Safety in IPF was comparable to placebo, and ongoing studies and the approved chronic GVHD use of Niktimvo are unaffected. The article views the setback as a narrowing of axatilimab's opportunity rather than a franchise-level issue, with Revuforj and Niktimvo still the core commercial pillars. However, Syndax remains loss-making and spends roughly US$400 million a year on R&D and SG&A, so revenue growth is the key factor to watch.

Meta Platforms (META) slipped 0.5% in overnight trading after rising 3.4% in the regular session, its best day in about two weeks, amid a broader market selloff over AI durability fears. Jim Cramer called it a “monster long,” citing Sensor Tower data showing Meta's Muse AI assistant retained 73.3% of new users the day after installation, versus 41.3% for ChatGPT. Analyst Dan Ives said Meta remains a core AI name, while ARK Invest sold 4,520 META shares worth about $3.36 million on Monday. META is up 12.8% year to date.

SpaceX (SPCX) has seen its price-to-sales ratio fall from about 100 times trailing 12-month sales at its June public debut to 68 times now, after sales rose 92% in Q2 2026, its first report as a public company. Growth came from its rocket-launch, Starlink and xAI segments, which rose 55%, 32% and 213%, but only Starlink is profitable and the company posted a net loss of $541 million. Morgan Stanley analyst Adam Jonas calls the stock “Cheap and Getting Cheaper,” citing 30 times 2028 expected profit versus a median of 16 for big tech, and a growth-adjusted ratio of 0.3 versus a 0.5 median for large caps. He sets a $300 target against today’s $162 price, while Raymond James’ Brian Gesuale sees $800. The article cautions that expected growth is uncertain and that SpaceX remains expensive and risky on standard measures.

GFI Software has built its Eloquens AI assistant directly into GFI KerioConnect, the mail and collaboration server used by more than 30,000 organizations, announced in Prague on October 13, 2026. The feature targets organizations that run their own mail to control data, meet regulations or keep costs down, rather than moving to cloud services such as Microsoft 365 Copilot or Gmail’s Gemini. Eloquens AI sorts incoming messages within minutes: newsletters and notifications go to a “No Reply Needed” folder, decisions stay labeled in the inbox, and routine questions receive draft replies in the user’s own voice, each with its reasoning. It stays off until an administrator enables it, keeps mail on the customer’s own server, can be applied to selected mailboxes and turned off at any time, and offers a 30-day free trial with one click, which managed service providers can also offer to their customers.