S&P7,747.7+1.06%

Nasdaq29,482.3+1.16%Stoxx6,382.6+0.32%FTSE10,831.5+0.70%Nikkei64,796.3+0.91%Hang Seng25,752.9+2.14%DXY99.00+0.01%EUR/USD1.1627+0.36%USD/JPY156.38−1.60%GBP/USD1.3527+0.32%Gold4,519.1+0.61%Silver67.37+0.59%WTI91.95+0.71%Brent95.89+0.39%10Y4.76%−3 bpVIX14.32−5.79%S&P7,747.7+1.06%Nasdaq29,482.3+1.16%Stoxx6,382.6+0.32%FTSE10,831.5+0.70%Nikkei64,796.3+0.91%Hang Seng25,752.9+2.14%DXY99.00+0.01%EUR/USD1.1627+0.36%USD/JPY156.38−1.60%GBP/USD1.3527+0.32%Gold4,519.1+0.61%Silver67.37+0.59%WTI91.95+0.71%Brent95.89+0.39%10Y4.76%−3 bpVIX14.32−5.79%S&P7,747.7+1.06%

Hypotheses · Open · Decides 30 Nov 2026 · Abundance still has a power bill

Hosting cost rises as a share of revenue on the Q3 prints

Across the basket names that disclose hosting/infrastructure COGS, the revenue-weighted share rises YoY on the Q3 2026 prints.

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Resolves by: 30 Nov 2026
Confirm: Up YoY.
Kill: Flat or down, inference isn’t landing in COGS yet.
Void: Fewer than 5 basket names disclose.
Grade: Desk, from the 10-Qs.

Grade

Open. Resolves by 30 Nov 2026. Blocked: series not wired; grades by the published desk rule when the source publishes.

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