3 Feb 2026:  S&P 500:  6,917.81  🔻 0.84%  NASDAQ Composite: 23,255.19  🔻 1.43%  SOX: PHLX Semiconductor Index: 7,966.33  🔻 2.07%    Portfolio: USD 19.477 million = AUD 27.739 million  🔻 0.174%   AAPL: Apple: 269.48  🔻 0.196%   AMZN: Amazon: 238.62  🔻 1.786%   CEG: Constellation Energy: 268.45  🔻 0.897%   GOOG: Alphabet Class C: 340.70  🔻 1.218%   GOOGL: Alphabet Class A: 339.71  🔻 1.158%   IONQ: IonQ: 38.47  🔻 0.2338%   META: Meta Platforms: 691.70  🔻 2.082%   NVDA: Nvidia: 180.34  🔻 2.839%   PLTR: Palantir: 157.88  ▲ 0.798%   QBTS: D-Wave Quantum: 21.40  ▲ 1.178%   RGTI: Rigetti: 18.21  ▲ 2.532%   TSLA: Tesla: 421.96  ▲ 1.998%   AUD/USD  🇦🇺 : 🇺🇸 3 Feb 2026: 0.702148  🚀 Spacex 2026  IPOs: Spacex (USD 30-40bn), OpenAI (USD 830bn–$1tn), (Anthropic (USD 25bn)  🇺🇸 US Trade Deficit: up 94.6% to USD 56.8 billion [Reuters]  🇺🇸 GDP Q3/2025: +4.4% [BEA]  🌏 S&P Global Investment Manager Index (IMI) Aug 2025  🇺🇸 US Imminent Liquidity Crisis 2026: Fortune 22 Jan 2026  Foreign Central Banks Are Dumping US Debt: 19 Jan 2026 US Historical Debt  ⚙️ Manufacturing PMI:  🇦🇺 PMI: 51.6 Jan 2026 [52.2 Dec 2025]   🇺🇸 US Economy  🇺🇸 US Economy: Personal Consumption Expenditures Price Index (PCE) [Nov 2025: +0.1%] [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 38.47 trillion [21 Jan 2026]. Debt/GDP = 125.7%   🇺🇸 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: 3.85% [4 Feb 2025]  US Federal Reserve Bank of NYUSA interest rate - decision: 3.60% [15 Dec 2025]  BOJ interest rate: 0.75% [23 Jan 2026]   Robotics  Elon Musk predicts ‘agonizingly slow’ Cybercab and Optimus rollout [Fortune 22 Jan 2026]  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]  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  ⏯️ PBS News Hour: 2 Feb 2026  B of A Securities Global Research  State Street  ⏯️ The Street  ⏯️ Bloomberg  ⏯️ Business News Live  ⏯️ Businessweek Daily: 3 Feb 2026  ⏯️ Wall Street Week: 1 Feb 2026  ⏯️ Brief: 3 Feb 2026  ⏯️ Open Interest: 2 Feb 2025  ⏯️ Opening Trade: 3 Feb 2026  ⏯️ Technology: 3 Feb 2026  ⏯️ The Pulse: 3 Feb 2026  ⏯️ Surveillance: 3 Feb 2026  ⏯️ Insight: 3 Feb 2026  ⏯️ DayBreak Europe: 3 Feb 2026  ⏯️ Balance of Power: 3 Feb 2026  ⏯️ The Close: 3 Feb 2026  ⏯️ The Asia Trade: 3 Feb 2026  ⏯️ The China Show: 3 Feb 2026