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Securities through Arete Wealth Management; advisory services through Arete Wealth Advisors. More at https://aretewealth.com/disclosures/….

All posts are my opinion only & do not represent AWM. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures -management-disclosures.

10/30/2026

Shield AI is building a new facility in Des Moines, Washington, in the Puget Sound region, to produce its X-BAT, an uncrewed, AI-piloted fighter jet that takes off and lands vertically. The site is under construction and is slated to begin operations in March 2027, according to KOMO News.

The company is targeting a mission-capability demonstration in 2028 and full production in 2029. The Des Moines site will build airframes, components, test vehicles, systems and avionics, while flight testing and maintenance will be based at Shield AI's facility in Newton, Kansas, with flight testing expected to begin around the end of 2026.

Shield AI's Armor Harris says the U.S. Navy is driving the program, with $200 million in development funding already committed. The company projects about 8,000 jobs in the region by 2030; those figures are company estimates, contingent on the plan proceeding as laid out.
The X-BAT is flown by Shield AI's Hivemind autonomy software, a notable step as the company moves toward producing its own aircraft at scale.

Shield AI is a holding of HUDSONPOINT capital clients.

Read more: https://hubs.li/Q04CVxQS0

10/28/2026

Brown Brothers Harriman's second annual Private Markets Investor survey finds that 84% of institutional investors and wealth advisors plan to increase their private markets investments within two years, and more than a quarter expect to allocate over 30% of their investments to the asset class within five years.

Among those planning to increase, private equity is the top target at 54%, up 16 points year over year, followed by private credit at 44%, up 20 points. Respondents also named liquidity terms and clearer reporting as priorities.

The survey covered 500 investors and advisors across the US, UK, Germany, Switzerland and Japan.

Read more: https://hubs.li/Q04CF0-90

10/27/2026

Anduril and Qualcomm have unveiled BlueChip, a hardened laptop built to withstand rain, dust and other harsh conditions for military, government, first-responder and law enforcement users.

The laptop runs on a Qualcomm Snapdragon X Series chip made at TSMC’s new Arizona facility. About 90% of first-generation components are expected to come from the U.S. or allied countries, with a long-term goal of fully domestic production. Anduril is also working to support Windows apps and the legacy software some agencies still run.

Preorders open in 2027. Pricing hasn’t been announced, though founder Palmer Luckey estimates it will cost roughly 20% more than a typical high-end PC.

Anduril is a holding of HUDSONPOINT capital clients.

Read more: https://hubs.li/Q04CtbgH0

10/26/2026

S&P 500 companies are on track for 29.5% blended earnings growth in the third quarter, a third straight quarter above 25%, according to FactSet's October 23 earnings season update.

With 24% of the index having reported, 83% have beaten EPS estimates, ahead of the five-year average of 78%. Blended revenue growth stands at 12.7%, and 10 of 11 sectors are showing year-over-year earnings growth, led by Energy, Information Technology, Communication Services and Materials.

Analysts expect 29.2% earnings growth for Q4, with 179 more S&P 500 companies, including 10 Dow components, scheduled to report this coming week.

Read more: https://hubs.li/Q04ChLZL0

10/15/2026

TSMC reported third-quarter net profit of NT$763.06 billion (about US$23.55 billion), up nearly 69% from a year earlier and ahead of analyst expectations of NT$746.3 billion. It is the chipmaker's sixth consecutive quarter of record earnings.

Revenue came in at US$46.72 billion, up 41.2% year over year. Advanced chips drove the mix: 3nm accounted for 33% of wafer revenue and 2nm for 8%.

CEO C.C. Wei said the AI market "continues to be very strong," pointing to growing demand tied to agentic AI. For the fourth quarter, TSMC guided to revenue of US$52.3 billion to US$54.3 billion.

Read more: https://hubs.li/Q04BgShT0

10/14/2026

Social Security and Supplemental Security Income (SSI) benefits will increase 3.6% in 2027, the Social Security Administration announced on October 14. For the average retired worker, that works out to about $75 more per month.

The cost-of-living adjustment (COLA) applies to nearly 72 million Social Security beneficiaries and about 7.3 million people receiving SSI. Higher Social Security payments begin in January 2027, while increased SSI payments begin on December 31, 2026.

By law, the annual COLA is tied to the increase in the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), as determined by the Bureau of Labor Statistics. September's inflation data, released the same morning, supplied the final figure.

COLA notices will appear in online my Social Security accounts starting in late November, with paper notices mailed in December. To view the notice online, beneficiaries need an account and must opt in to paperless notices by November 18. The 2027 Medicare premium amount will also be posted to the my Social Security Message Center starting in late November, a natural point at which many retirees revisit their budgets for the year ahead.

Read more: https://hubs.li/Q04BbJJZ0

10/13/2026

About $124 trillion in wealth is expected to change hands by 2048, according to Cerulli Associates figures cited at Fortune’s Most Powerful Women conference. Of that, an estimated $54 trillion is projected to go to women, $52 trillion to children and $18 trillion to charity.

For families, the numbers are a reminder of why planning matters: documented wishes, up-to-date beneficiary designations and open conversations between generations are among the ways many people prepare for a transfer of wealth.

Read more: https://hubs.li/Q04B04f00

10/12/2026

SpaceX launched 21 Northrop Grumman-built satellites for the Space Development Agency on Saturday, Oct 10, lifting off from Vandenberg Space Force Base at 12:39 a.m. PDT. It was the fourth Tranche 1 mission to carry production satellites for the agency’s Transport Layer.

The Falcon 9 booster, on its sixth flight, landed at Vandenberg about 7.5 minutes after liftoff. It was the 668th Falcon booster landing overall. An earlier attempt on Oct 5 was halted by an automatic abort with under a minute left on the countdown.

SpaceX is a holding of HUDSONPOINT capital clients.

Read more: https://hubs.ly/Q04zVGlP0

10/09/2026

Wells Fargo is in talks with Payward, the parent company of Kraken, about an arrangement in which Payward would supply liquidity for crypto trades, according to a CoinDesk report published October 7. Both companies declined to comment, and the report notes either side could still decide not to proceed.

Payward's institutional platform lets banks offer crypto trading through their own interfaces while Payward handles ex*****on, custody, compliance and settlement. Its banking product advertises ex*****on across more than 600 assets.

The reported talks follow a busy stretch of institutional activity for Payward: Nasdaq Ventures' $100 million investment in September at a reported $21 billion valuation, and reported talks with BNY on a broader infrastructure partnership. Payward reported $508 million in adjusted revenue for the second quarter, with 6.6 million funded accounts.

Kraken is a holding of HUDSONPOINT capital clients.

Read more: https://hubs.li/Q04zNmjz0

10/08/2026

Lambda is raising up to $4 billion at a $14.5 billion pre-money valuation, according to The Wall Street Journal, in what may be the AI cloud provider's last private round before a planned 2027 IPO. Coatue Management and Blackstone are leading the raise.

The round follows a sharp rise in Lambda's contracted business. A letter to investors reviewed by the Journal shows its backlog grew from $15 billion in June to $50 billion in September, driven largely by the $35 billion commitment Anthropic signed with Lambda in late August.

The equity raise also comes just a week after Lambda secured an additional $1 billion in senior secured fixed-rate debt financing.

The Nvidia-backed company would join neoclouds CoreWeave and Nebius in the public markets, adding another pure-play AI compute provider to a growing field.

Lambda Labs is a holding of HUDSONPOINT capital clients.

Read more: https://hubs.li/Q04zDlY20

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