TOPLEY'S TOP 10

5 Companies Revenues Most Tied to AI Build Out

September 22, 2026

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1. 5 Companies Revenues Most Tied to AI Build Out

Dave Lutz Jones Trading…"Some firms' revenue is almost existentially tied to the capex decisions of one or two players. Here's a chart showing the top five companies' revenue dependence on the ecoverse” FT reports

Dave Lutz Jones

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2. Semi Driving 62% of S&P Earnings Growth

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3. Margin Debt Still High But Cooling Off

Margin debt. "After reaching +50%, margin-debt YoY growth has steadily cooled to +37.2%. (Periods above +50% YoY are shaded in grey)."

Daily Chartbook

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4. MAG 7 Stocks Make New High….Catching S&P YTD

Stock Charts

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5. Non-Oil Energy Going Down While Energy Going Up……Clean Energy ETF -35% from Highs

Stock Charts

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6. TAN Solar -40% from Highs

Stock Charts

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7. XLU Utility ETF Negative for 2026…50day thru 200day to Downside

Stock Charts

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8. NYC Office Back on Top -Barron’s

Barron’s

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9. Residentail Investments Shrinking Slice of GDP

Advisor Perspectives

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10. Why A 10-Second Balance Test Helps Predict Longevity -Arnold

Adults who couldn't hold a 10-second one-leg stance had a higher death risk over 7 years.

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Fitness
Number You Won’t Forget: 10 Seconds

Many tests — from strength to VO2 max — are designed to assess longevity. But one test in particular requires no equipment whatsoever, and could highlight areas needed for improvement. 

Researchers found that a simple 10-second balance test could be one signal of your long-term health and is linked to a higher risk of early death

Scientists studied more than 1,700 adults and found that poor balance was strongly associated with all-cause mortality over the next 7 years. The test was pass/fail: you either held it for the full 10 seconds or you didn't. 

To do it, fold your arms across your chest. Lift one leg until your thigh is parallel to the floor. Then hold the position. If you lose balance, sway, or step down, that’s when the test ends.

Even after adjusting for age, sex, weight, and health conditions, those who couldn't balance on one leg had about an 84% higher risk of dying. 

If you can’t stand on one leg for at least 10 seconds, that doesn't mean you should prepare for the end. Instead, balance reflects many of the attributes that truly matter for longevity.

Researchers believe a one-leg balance test is an effective test because it reflects a mix of strength, coordination, and nervous-system function that tend to decline together as we age, making it a useful snapshot of overall physical resilience.

 

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