--- title: Syz The Moment | Technology description: Technology | Syz The Moment --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. You can change your settings below to refuse the use of cookies. For more information, please refer to the [Cookies policy](https://www.syzgroup.com/en/legal-notices). Mandatory cookies Functional cookies Statistics & marketing I confirm I am not a US citizen residing in the US I confirm I am not accessing this site from the US I confirm that I am not a resident of Canada (except for Ontario, Quebec, British Columbia or Alberta). Agree and confirm ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… You chose the following profile. If you made a mistake, please change here USA Country Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country Language Language English French German Italian I confirm Legal information This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 20 Oct 2026 - - - #### China's soaring semiconductors exports and imports: all price, as volumes collapse Source: zerohedge Goldman Sachs Haver Analytics [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![China's soaring semiconductors exports and imports: all price, as volumes collapse](https://blog.syzgroup.com/hubfs/1792407547572.jpg) ![China's soaring semiconductors exports and imports: all price, as volumes collapse](https://blog.syzgroup.com/hubfs/1792407547572.jpg) 19 Oct 2026 - - - #### Another upward revision: Morgan Stanley now sees $1.6 trillion in total 2027 capex Source: zerohedge [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![Another upward revision: Morgan Stanley now sees $1.6 trillion in total 2027 capex](https://blog.syzgroup.com/hubfs/1792382657668.jpg) ![Another upward revision: Morgan Stanley now sees $1.6 trillion in total 2027 capex](https://blog.syzgroup.com/hubfs/1792382657668.jpg) 19 Oct 2026 - - - #### According to MS, AA-rated hyperscalers are "mostly price insensitive to higher interest rates," since they start from interest coverage above 30x. The problem is everyone else. In an illustrative exercise, MS has the high-quality hyperscalers issuing $400 billion at 7% next year, which takes coverage from 30.7x to a still-comfortable 11.9x. But give Oracle and SpaceX $120 billion at 8.5%, and their combined coverage collapses from 4.0x to just 1.8x. Source: zerohedge [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![According to MS, AA-rated hyperscalers are ](https://blog.syzgroup.com/hubfs/1792383204106.jpg) ![According to MS, AA-rated hyperscalers are ](https://blog.syzgroup.com/hubfs/1792383204106.jpg) 19 Oct 2026 - - - #### Elon Musk says he will give one of his personal SpaceX shares to every American kid next year Source: Kalshi [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Elon Musk says he will give one of his personal SpaceX shares to every American kid next year](https://blog.syzgroup.com/hubfs/1792418948258.jpg) ![Elon Musk says he will give one of his personal SpaceX shares to every American kid next year](https://blog.syzgroup.com/hubfs/1792418948258.jpg) 16 Oct 2026 - - - #### AI bubble fears meet rising GPU rental prices: Nvidia H100s now cost $2.85 per hour to rent, up 53% from the Feb 2025 low and the highest since 2024. Older chips were supposed to get cheaper as new ones arrived. This chart tells a different story. Source: HolgerZ, Bloomberg [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![AI bubble fears meet rising GPU rental prices:](https://blog.syzgroup.com/hubfs/1792123957591.jpg) ![AI bubble fears meet rising GPU rental prices:](https://blog.syzgroup.com/hubfs/1792123957591.jpg) 15 Oct 2026 - - - #### Neocloud stocks remain a risky place GARTNER: “.. By 2030, Gartner predicts that cost pressure and a lack of a differentiating business model will force over 80% of neocloud providers to cease independent operations.” Source: Carl Quintanilla [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Neocloud stocks remain a risky place](https://blog.syzgroup.com/hubfs/1792006962073.jpg) ![Neocloud stocks remain a risky place](https://blog.syzgroup.com/hubfs/1792006962073.jpg) 14 Oct 2026 - - - #### Smart money is now LONG small caps and SHORT Nasdaq 100. The Russell 2000 / Nasdaq 100 ratio recently reached its most oversold level since the pandemic, potentially confirming the setup. An interesting opportunity for the short to medium term??? Source: Guilherme Tavares i3\_invest [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Smart money is now LONG small caps and SHORT Nasdaq 100.](https://blog.syzgroup.com/hubfs/1791946293446.jpg) ![Smart money is now LONG small caps and SHORT Nasdaq 100.](https://blog.syzgroup.com/hubfs/1791946293446.jpg) 13 Oct 2026 - - - #### BLOODBATH in Asian Markets Almost $600 BILLION wiped out from Asian stock markets amid a massive sell-off in semiconductor and technology stocks. Here's why Asian markets are falling: 1. A tech sell-off on US markets triggers a broader decline across Asia after the US semiconductor index fell -2.7%. 2. Chinese chipmaker CXMT's progress in developing a new memory architecture raises fears of increased competition for global memory chipmakers. 3. Broadcom CEO Hock Tan warns AI investing has become like a casino, fueling fears that the AI rally has gone too far. 4. Investors are questioning whether massive AI spending can deliver sustainable profits as rising bond yields add pressure to tech valuations. Source: Bull Theory [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![BLOODBATH in Asian Markets](https://blog.syzgroup.com/hubfs/1791870017618.jpg) ![BLOODBATH in Asian Markets](https://blog.syzgroup.com/hubfs/1791870017618.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/42?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. Follow us ## **Thinking** out loud - - - - ## **Investing** with intelligence Our latest research, commentary and market outlooks #### [Weekly Market Update](https://blog.syzgroup.com/fast-food-for-thoughts/tag/weekly-market-update?hsLang=en) #### [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus?hsLang=en) #### [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights?hsLang=en) #### [Semi-annual Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/semi-annual-outlook?hsLang=en) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [Terms & conditions](https://www.syzgroup.com/sites/default/files/document/2021-12/001-2_en-general_terms_and_conditions_w.pdf) - [Data protection notice](https://www.syzgroup.com/en/data-protection-notice) - [Cookies policy](https://www.syzgroup.com/en/legal-notices) - [Syzgroup.com](https://www.syzgroup.com/)