Saudi Arabia, Yanbu, 4.19 million barrels per day, +185%, Strait of Hormuz closure, largest oil supply disruption in history, oil and natural gas price spiked, $166 a barrel, Iran mined the Strait of Hormuz
Saudi Arabia is ramping up oil exports amid the Strait of Hormuz closure: Crude oil shipments from Yanbu, a port on Saudi Arabia's Red Sea coast, are up to 4.19 million barrels per day. This marks a +185% increase from the ~1.47 million barrels per day that moved through the https://t.co/E4YvfHHtgW
Gold, worst week in years, Iran oil crisis, reduces expectations for rate cuts, $4,500, precious-metals prices, silver futures, worst daily declines on record Thursday
JUST IN: Gold is on pace for its worst week in years as the Iran oil crisis reduces expectations for rate cuts. 42% chance Gold crashes below $4,500 by the end of the month. https://t.co/ix500lTwQr
Japan agrees to up to $73 billion in US investments, small modular reactors (SMRs), GE Vernova Hitachi, natural gas generation, critical minerals marketplace
Japan agrees to up to $73 billion in US investments in small modular reactors by GE Vernova Hitachi, as well as natural gas generation - Joint Statement.
The average long-term U.S. mortgage rate climbed this week to its highest level in more than three months, a setback for prospective home shoppers this spring homebuying season. https://t.co/CLZdSk0gbe
Amazon $AMZN has acquired autonomous robotics startup Rivr Rivr was valued at $110 million in an August 2024 funding round which included investment from Jeff Bezos and Amazon - The Information https://t.co/yXAJjmLbVQ
🚨MAJOR INTERVIEW: Jensen Huang joins the Besties! The @nvidia CEO joins to discuss: -- Nvidia's future, roadmap to $1T revenue -- Physical AI's $50T market -- Rise of the agent, OpenClaw's inflection moment -- Inference explosion, Groq deal -- AI PR Crisis, Anthropic's comms https://t.co/5zLs9ll0Qm
FedEx $FDX, Q3 earnings beat, Revenue: $24.0B vs $23.43B est, Adjusted EPS: $5.25 vs $4.09 est, up ~1% in after hours, raised full-year profit forecast
FedEx $FDX stock is initially up by ~1% in after hours following its earnings 🟢 https://t.co/7EmvCzBRnk [QT @WOLF_Financial: FEDEX $FDX JUST REPORTED Q3 EARNINGS Topline Performance • Revenue: $24.0B vs $23.43B est 🟢 Profitability • Adjusted EPS: $5.25 vs $4.09 est 🟢 • Q3 Net Income: Included $99M Tax Benefit ($0.41 Per Diluted Share) From Certain Foreign Tax Loss Carryforwards Outlook • FY https://t.co/FyNJHcVUK6]
Kalshi has raised more than $1 billion at a valuation of $22 billion in a new financing round, according to a person familiar with the situation https://t.co/mPsPwYvK8A
S&P 500 closes below 200-day moving average, first time since May 9th, Major U.S. indexes fell Thursday, S&P 500 heads for fourth losing week, slashing expectations that the Federal Reserve will cut interest rates
The US Justice Department cleared the $3.5 billion deal for Nexstar Media to acquire rival Tegna, which would create the largest operator of local TV stations in the country, according to sources https://t.co/lS2u1z8lP9
Netanyahu says Israel will avoid future attacks on Iran’s energy infrastructure after Trump rebuked him over strike on a key gas field https://t.co/l6a1dkgamr
European Union leaders stepped up criticism of Donald Trump's war in Iran in a clear indication they don’t plan to heed the US president’s demand for allies to help the US military secure the Strait of Hormuz while fighting continues (translation via AP) https://t.co/pRUrFXCn7x https://t.co/BP9QHIp38f
That was easy [QT @Cointelegraph: 🇺🇸 TODAY: SEC Chair Paul Atkins clarifies that NFTs are generally treated as digital collectibles, not investment contracts and therefore fall outside securities laws.]
Bigly [QT @Cointelegraph: 🔥 UPDATE: Stablecoin supply on Solana has surpassed $17 billion, hitting a new all-time high per Artemis. https://t.co/qkGURQB6LD]
pendle PT tokens spike to 15%+ fixed yields during market panics when they normally trade at 8-9%. ethereum foundation just put $7.5m into morpho vaults using PT strategies. institutions want fixed rates. degens want variable. the spread between panic pricing and normal pricing
JUST IN: Gold is on pace for its worst week in years as the Iran oil crisis reduces expectations for rate cuts. 42% chance Gold crashes below $4,500 by the end of the month.
Iran war, oil soaring, largest oil supply disruption, Iranian/Israeli strikes on energy facilities, Qatar gas plant, EU energy price shock, years-long supply crunch
The U.S. Education Department is handing off a portion of its student loan portfolio to the Treasury Department, a first step toward shedding management of all student loans as Trump administration officials dismantle the federal education agency.
Three people were charged in New York with working to illegally divert billions of dollars’ worth of artificial intelligence technology from a US-based manufacturer to China
Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.
Investors are turning to AI chatbots like ChatGPT and Claude to try to understand the evolving complexities of the war in the Middle East. It's the first time AI is being used in this way. Ruth Carson explains
BREAKING: The value of US data centers under construction has officially surpassed the value of office buildings under construction for the first time in history. Data centers under construction are up+29% YoY, to a record $45.1 billion.
The US Justice Department cleared the $3.5 billion deal for Nexstar Media to acquire rival Tegna, which would create the largest operator of local TV stations in the country, according to sources
"We didn't tell anybody about [attacking Iran] because we wanted surprise. Who knows better about surprise than Japan?" the president responded while sitting next to Japanese Prime Minister Sanae Takaichi. "Why didn't you tell me about Pearl Harbor? Right?"
Iran has effectively closed the Strait of Hormuz to all but approved vessels. Here’s what to know about the waterway that’s a vital shipping route for oil, gas and other commodities
As the war with Iran nears the end of its third week, the Pentagon is considering asking Congress to approve $200 billion to fund the ongoing military operation.
🇺🇸 TODAY: SEC Chair Paul Atkins clarifies that NFTs are generally treated as digital collectibles, not investment contracts and therefore fall outside securities laws.
Gemini’s workforce reduction has reached roughly 30% since the start of the year following layoffs, with the crypto exchange saying it is deploying artificial intelligence tools to increase productivity
JUST IN: Gold is on pace for its worst week in years as the Iran oil crisis reduces expectations for rate cuts. 42% chance Gold crashes below $4,500 by the end of the month. https://t.co/ix500lTwQr
The European Union is bracing for a protracted energy price shock after Iran crippled a vital Qatar gas plant, raising the prospect of a years-long supply crunch https://t.co/H9OHPXlzg3
Sales of newly built homes in January dropped 17.6% month over month to a seasonally adjusted, annualized pace of 587,000 units, according to the U.S. Census Bureau. That is the slowest pace since 2022. Housing analysts had been expecting a much smaller decline. https://t.co/EGYcjZMFIG
BREAKING: The value of US data centers under construction has officially surpassed the value of office buildings under construction for the first time in history. Data centers under construction are up+29% YoY, to a record $45.1 billion. Meanwhile, the value of offices under https://t.co/1fNVjY0A5R
The ability of the Claude team to learn from things like OpenClaw and implement features like this on a daily basis is a very strong argument that, for AI-powered coding teams, a very different software development process is possible, with large strategic implications. [QT @trq212: We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone. https://t.co/sl3BP2BEzS]
I guess Unilever is in talks with everyone Unilever $UL is in talks to separate its food business and combine it with spice maker McCormick $MKC - WSJ https://t.co/toXge6M9Tr [QT @StockMKTNewz: UNILEVER $UL AND KRAFT HEINZ $KHC HELD TALKS OVER FOOD MERGER UNITING KETCHUP AND MAYO - Financial Times https://t.co/P82qbwdDN]
US stocks closed lower, with declines in Micron Technology and Tesla, as worries about inflation stemming from soaring oil prices left investors pessimistic about the potential for future interest rate cuts https://t.co/5LWGODvf1y https://t.co/E08zxsg5qR
Iran-Israel conflict, Strait of Hormuz closed, oil soaring, US public opinion >50% opposed to military action, Trump administration internal frustration
As the war with Iran nears the end of its third week, the Pentagon is considering asking Congress to approve $200 billion to fund the ongoing military operation. @LisaDNews spoke with @SenRickScott of Florida, who serves on the Armed Services Committee. https://t.co/bZIAhVBjQc
BREAKING: The value of US data centers under construction has officially surpassed the value of office buildings under construction for the first time in history. Data centers under construction are up+29% YoY, to a record $45.1 billion. Meanwhile, the value of offices under https://t.co/1fJNVj0A5R
Sales of newly built homes in January dropped 17.6% month over month to a seasonally adjusted, annualized pace of 587,000 units, according to the U.S. Census Bureau. That is the slowest pace since 2022. Housing analysts had been expecting a much smaller decline. https://t.co/EGYcjZMFIG
I would take the under on this ever becoming law. With that said, I believe there are not many ideas worse than lab nationalization, both because it would almost certainly slow down AI progress and, more importantly, because of the clear Constitutional risks to doing so. [QT @deredleritt3r: "develop proposed options for regulatory or governmental oversight, including potential nationalization... for preventing or managing the development of ASI if ASI seems likely to arise" The timeline is rapidly turning bad. https://t.co/tiyNB29QNh]
Super Micro $SMCI stock is down by more than 10% in after hours following the report 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/aCEFkBHUrk [QT @StockMKTNewz: SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE - CNBC https://t.co/mLieDc3Jos]
Alibaba and Tencent bled $66 billion of value in roughly 24 hours, after the market punished the twin leaders of China’s tech arena for failing to lay out clear visions for how to profit off AI https://t.co/Cq800RaCex
Three people associated with artificial intelligence server maker Super Micro Computer, including its co-founder, were charged with helping smuggle at least $2.5 billion of US AI technology to China in violation of export laws, the US Justice Department said
Iranian strikes on oil and gas facilities across the Persian Gulf sent shockwaves through global energy markets a day after Israel struck Iran's main natural gas complex. President Trump sought to reassure Americans as gas prices surge, even as the Pentagon appears poised to ask https://t.co/DRufT79AMs
Iran has effectively closed the Strait of Hormuz to all but approved vessels. Here’s what to know about the waterway that’s a vital shipping route for oil, gas and other commodities https://t.co/UOK8ZGFZQQ
BREAKING: The value of US data centers under construction has officially surpassed the value of office buildings under construction for the first time in history. Data centers under construction are up+29% YoY, to a record $45.1 billion. Meanwhile, the value of offices under https://t.co/1fJNVj0A5R
Iranian strikes, Persian Gulf oil and gas facilities, Israeli strike, Qatar gas plant, EU energy price shock, US releasing sanctioned Iranian crude, airlines passing fuel bills
Iranian strikes on oil and gas facilities across the Persian Gulf sent shockwaves through global energy markets a day after Israel struck Iran's main natural gas complex. https://t.co/fQTY7aDuNB
Surging global oil prices stemming from the war with Iran have put China on the cusp of exiting a record streak of deflation well ahead of schedule. But it’s not clear if the economy is better off. https://t.co/EOcK3ATYBn
Alibaba and Tencent bled $66 billion of value in roughly 24 hours, after the market punished the twin leaders of China’s tech arena for failing to lay out clear visions for how to profit off AI https://t.co/Cq855RaCex
Exclusive: Tesla is looking to buy equipment worth $2.9 billion for manufacturing solar panels and cells from Chinese suppliers including Suzhou Maxwell Technologies, as CEO Elon Musk aims to add 100 gigawatts of solar capacity in the United States https://t.co/2iQ3yWTmHw
Three people associated with artificial intelligence server maker Super Micro Computer, including its co-founder, were charged with helping smuggle at least $2.5 billion of US AI technology to China in violation of export laws, the US Justice Department said
North Korea, new battle tanks, Kim Jong Un, war preparations, offensive tactical drill
此举反映出朝鲜持续增强军事实力并提升战备状态的决心，可能进一步加剧东北亚地区的紧张局势和军备竞赛。
North Korea unveiled new battle tanks that it claimed were capable of blocking missiles and drone attacks as leader Kim Jong Un urged the military to step up war preparations, state media reported https://t.co/H6uQARBPoM
President Trump has sought to reassure Americans as gas prices surge, even as the Pentagon appears poised to ask Congress for up to $200 billion for the war effort. https://t.co/BER23rCT38
Thank you, President @realDonaldTrump, for your warm hospitality today at the White House and at this evening’s dinner. We had substantive and forward-looking discussions across a wide range of issues, reaffirming the strength of the Japan-U.S. Alliance. It was a truly https://t.co/ce0e2iRSl0
Surging global oil prices stemming from the war with Iran have put China on the cusp of exiting a record streak of deflation well ahead of schedule. But it’s not clear if the economy is better off.
Wall Street is becoming increasingly concerned about Big Tech CapEx: 22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record. Since 2005, the only higher reading was 33% in February 2026. In the prior 20 years of the survey, https://t.co/kjl9GzGg3n
Exclusive: Tesla is looking to buy equipment worth $2.9 billion for manufacturing solar panels and cells from Chinese suppliers including Suzhou Maxwell Technologies, as CEO Elon Musk aims to add 100 gigawatts of solar capacity in the United States https://t.co/2iQ3yWTmHw
Thank you, President @realDonaldTrump, for your warm hospitality today at the White House and at this evening’s dinner. We had substantive and forward-looking discussions across a wide range of issues, reaffirming the strength of the Japan-U.S. Alliance. It was a truly https://t.co/ce0e2iRSl0
Iranian strikes on oil and gas facilities across the Persian Gulf sent shockwaves through global energy markets a day after Israel struck Iran's main natural gas complex. https://t.co/fQTY7aDuNB
Oil dropped from its highest close since July 2022, as the leaders of the US and Israel sought to reassure investors rattled by damage to major Persian Gulf energy facilities https://t.co/tjCC9ubOf4
India’s rupee weakened past 93 per dollar to a fresh low, as prospects of a prolonged Middle East conflict raise concerns over a widening current-account gap https://t.co/V8DYbRQ0ls
The Bank of Russia is set to extend its monetary easing cycle with another half-point cut, seeking to support a weakening economy while remaining cautious due to inflation risks, including from the Middle East conflict https://t.co/k5VZriCC46
OpenAI is developing a desktop application to bring together its popular ChatGPT chatbot, coding tool and web browser in an effort to keep users engaged in the face of fierce competition from rivals like Anthropic https://t.co/9MrOW0wMHc
Exclusive: Tesla is looking to buy equipment worth $2.9 billion for manufacturing solar panels and cells from Chinese suppliers including Suzhou Maxwell Technologies, as CEO Elon Musk aims to add 100 gigawatts of solar capacity in the United States https://t.co/2iQ3yWTmHw
Wall Street is becoming increasingly concerned about Big Tech CapEx: 22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record. Since 2005, the only higher reading was 33% in February 2026. In the prior 20 years of the survey, https://t.co/kjl9GzGg3n
Alibaba and Tencent bled $66 billion of value in roughly 24 hours, after the market punished the twin leaders of China’s tech arena for failing to lay out clear visions for how to profit off AI https://t.co/Cq855RaCex
Israel launched a fresh wave of attacks on Iran on March 20, a day after President Trump told it not to repeat its strikes on Iranian natural gas infrastructure, which sharply escalated the US-Israeli war on Iran, per Reuters
Three people associated with artificial intelligence server maker Super Micro Computer, including its co-founder, were charged with helping smuggle at least $2.5 billion of US AI technology to China in violation of export laws, the US Justice Department said
Sanae Takaichi warned her summit with Donald Trump in Washington could be “extremely difficult,” after the US asked her to deploy warships to Iran. Instead, she showcased Japan’s deep ties with the US—and her own agility on the world stage https://t.co/uONp5BROGu
14,500 AI agents deployed across crypto in 90 days executing arbitrage, LP rebalancing and yield optimization 24/7. EIP-4844 dropped L2 fees 95% making agent micropayments profitable. hyperliquid crossed $1b stablecoins with 20-30% agent driven. the trade isnt buying AI tokens.
crvUSD held $1.00 with zero bad debt during the 30% ETH crash. DAI depegged to $0.95. CRV got commodity classification march 17. market moved -0.03%. protocol generates $2.93m monthly fees and burns more than it emits. $356m market cap for battle tested infrastructure that just
Oil dropped from its highest close since July 2022, as the leaders of the US and Israel sought to reassure investors rattled by damage to major Persian Gulf energy facilities
OpenAI is developing a desktop application to bring together its popular ChatGPT chatbot, coding tool and web browser in an effort to keep users engaged in the face of fierce competition from rivals like Anthropic https://t.co/9MrOW0wMHc
14,500 AI agents deployed across crypto in 90 days executing arbitrage, LP rebalancing and yield optimization 24/7. EIP-4844 dropped L2 fees 95% making agent micropayments profitable. hyperliquid crossed $1b stablecoins with 20-30% agent driven. the trade isnt buying AI tokens.
SF's tech scene is finally discovering Telegram has 1 billion MAU Which why it's finally in Claude (And of course thanks to @steipete) https://t.co/mP9H61L7O1
its actually hilarious how much of singapore>china h100/h200 smuggling was an open secret [QT @kakashiii111: Today, my work over the years received another validation. The DoJ, together with the FBI, announced charges against three executives of SuperMicro (SMCI) for Conspiracy to Violate the Export Control Reform Act. Since at least early 2024, SMCI's executives built a https://t.co/pg0eT78ekL]
Thank you, President @realDonaldTrump, for your warm hospitality today at the White House and at this evening’s dinner. We had substantive and forward-looking discussions across a wide range of issues, reaffirming the strength of the Japan-U.S. Alliance. It was a truly https://t.co/ce0e2iRSl0
Israel new attacks on Iran (March 20), Trump's request, US-Israeli war on Iran escalated, Iran uranium enrichment capacity destroyed, no new attacks on South Pars gas field
Israel launched a fresh wave of attacks on Iran on March 20, a day after President Trump told it not to repeat its strikes on Iranian natural gas infrastructure, which sharply escalated the US-Israeli war on Iran, per Reuters
⭕️In response to yesterday’s events in which Druze civilians were attacked, the IDF struck a command center and weapons in military compounds belonging to the Syrian regime in southern Syria. The IDF will not tolerate harm towards the Druze population in Syria and will continue
European gas prices have doubled since the start of the Iran war, ECB will need to consider hiking rates as soon as next month, J.P. Morgan sees ECB hiking rates in April, July, China's long fight with deflation risks, war in Iran could spark ‘bad inflation’
The ECB will need to consider hiking rates as soon as next month if price pressures build further due to the Iran war, according to Governing Council member Joachim Nagel
oil stored at sea ... running down fast, IEA Report recommends working from home, 特朗普政府表示不考虑石油出口禁令, 卡塔尔拉斯拉凡天然气设施严重受损, 占全球液化天然气供应量五分之一, 欧洲的天然气价格都不太可能像2022年那样飙升, War in the Middle East is forcing Asia to turn to coal, India’s natural gas retailers are trying to expand their market share
India’s rupee weakened past 93 per dollar to a fresh low, as prospects of a prolonged Middle East conflict raise concerns over a widening current-account gap
World Models, raised more than $1B, star of GTC, real path to embodied AI, NVIDIA GTC 2026, Jensen Huang, Supermicro, Charles Liang, 20 years of partnership
There is a tremendous amount of progress happening in World Models. Multiple labs have raised more than $1B. WMs were the star of GTC. They are a real path to embodied AI.
Novartis agrees to buy an experimental breast cancer drug for as much as $3 billion, Unilever is in discussions to sell its food business to McCormick, Five Chinese firms seek $680 million in Hong Kong listings, 中国收紧“低质量”公司在港上市, private bank ... may be coming up for sale
WATCH: Global delivery company FedEx said that global demand is steady in March despite Iran war, while fuel surcharges are sheltering profits from surging fuel costs. It also raised its full-year profit forecast on strong fiscal earnings for the quarter
Israel launched fresh wave of attacks on Iran on March 20, Trump told it not to repeat its strikes on Iranian natural gas infrastructure, US-Israeli war on Iran, Iran’s internet shutdown, 美以联合打击已摧毁伊朗铀浓缩能力, 以色列已同意不再对伊朗的南帕尔斯气田发动新攻击
Israel launched a fresh wave of attacks on Iran on March 20, a day after President Trump told it not to repeat its strikes on Iranian natural gas infrastructure, which sharply escalated the US-Israeli war on Iran, per Reuters
$2 million fee, Strait of Hormuz, Iran is now charging 'favored' countries millions per oil tanker, India-flagged LPG tankers, closure of the Strait of Hormuz, 伊朗部分开放霍尔木兹海峡，允许少数船只通行
BREAKING: An oil tanker operator paid Iran a $2 million fee for safe passage through the Strait of Hormuz on Wednesday, per FT. Iran is now charging "favored" countries millions per oil tanker for safe passage through Hormuz.
Taiwan says China's military buildup has not slowed, $40 billion in extra defense funding, US soybeans reached Chinese shores, delay of President Donald Trump’s visit to Beijing
14,500 AI agents deployed across crypto in 90 days executing arbitrage, LP rebalancing and yield optimization 24/7. EIP-4844 dropped L2 fees 95% making agent micropayments profitable. hyperliquid crossed $1b stablecoins with 20-30% agent driven. the trade isnt buying AI tokens.
India’s rupee weakened past 93 per dollar to a fresh low, as prospects of a prolonged Middle East conflict raise concerns over a widening current-account gap https://t.co/V8DYbRQ0ls
The International Energy Agency, which this month agreed a record release of oil from strategic stockpiles to deal with the effects of the US-Israeli war with Iran, outlined proposals to ease oil price pressures on consumers, such as working-from-home and avoiding air travel.
The ECB will need to consider hiking rates as soon as next month if price pressures build further due to the Iran war, according to Governing Council member Joachim Nagel https://t.co/hwaLEOYKPm
World Models, raised more than $1B, star of GTC, real path to embodied AI
这突显了世界模型领域的巨大投资和技术进步，使其成为未来AI发展，尤其是具身AI的关键方向。
Self recommending. [QT @packyM: There is a tremendous amount of progress happening in World Models. Multiple labs have raised more than $1B. WMs were the star of GTC. They are a real path to embodied AI. https://t.co/DJnKX6ePc2]
Good night to everyone: [QT @unusual_whales: BREAKING: We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want. Pull https://t.co/q3PXVL2Z1A]
Unilever is in discussions to sell its food business to McCormick
这项潜在交易标志着联合利华的重大战略转变，将一些知名食品品牌整合到味好美旗下。
Unilever said it was in talks with U.S.-based McCormick & Company about selling its foods business, in a potential deal that would bring together its Hellmann's and Knorr brands with McCormick's iconic Cholula hot sauce https://t.co/o3cSTwVhkK
Iran war wages on; Trump invokes emergency powers with $23 billion in Gulf arms sales; Iran’s internet shutdown; oil stored at sea running down; Asia to turn to coal; UK budget deficit jumped; China's long fight with deflation risks
IDF struck a command center and weapons in military compounds belonging to the Syrian regime in southern Syria
以色列国防军此举是对德鲁兹人口受攻击的回应，表明其采取行动保护叙利亚德鲁兹人口的政策。
⭕️In response to yesterday’s events in which Druze civilians were attacked, the IDF struck a command center and weapons in military compounds belonging to the Syrian regime in southern Syria. The IDF will not tolerate harm towards the Druze population in Syria and will continue
欧洲央行管理委员会成员Joachim Nagel指出，如果伊朗战争导致物价压力进一步上升，欧洲央行最早可能在下个月加息。同时，另一成员Makhlouf表示理解市场对两次加息的预期，并已将其纳入央行的基线情景，尽管他强调没有预设的利率路径，也否认有紧缩倾向。JPMorgan预测欧洲央行将在4月和7月加息，而法国央行行长Villeroy de Galhau重申了2%的通胀目标承诺。
The ECB will need to consider hiking rates as soon as next month if price pressures build further due to the Iran war, according to Governing Council member Joachim Nagel
European gas prices doubled, 20% weekly surge, Strait of Hormuz, oil at sea depleting, Qatar LNG, IEA record oil release, WFH/air travel recommendations
The International Energy Agency, which this month agreed a record release of oil from strategic stockpiles to deal with the effects of the US-Israeli war with Iran, outlined proposals to ease oil price pressures on consumers, such as working-from-home and avoiding air travel.
There is a tremendous amount of progress happening in World Models. Multiple labs have raised more than $1B. WMs were the star of GTC. They are a real path to embodied AI.
IDF strike Syria, Israel energy infrastructure, Iran gas field, Trump $23B Gulf arms sales, Kharg Island occupation/blockade consideration, Iran internet shutdown, Netanyahu 'ground component'
Oil is headed for another weekly gain as the war in the Middle East drags on, with the Strait of Hormuz all-but-closed, strikes continuing across the region, and analysts warning the crisis may deepen.
AMAZON $AMZN IS REPORTEDLY DEVELOPING A NEW MOBILE PHONE, ITS FIRST SINCE 2014’S FIRE PHONE The latest effort, known internally as “Transformer,” is being developed within its devices and services unit “The phone is seen as a potential mobile personalization device that can https://t.co/TwcSkVjiUk
Unilever said it was in talks with U.S.-based McCormick & Company about selling its foods business, in a potential deal that would bring together its Hellmann's and Knorr brands with McCormick's iconic Cholula hot sauce https://t.co/o3cSTwVhkK
Uber’s $1.25 billion Rivian deal is another example of the ride-sharing platform hedging its bets in the autonomous-vehicle space, @liamdenning says https://t.co/70rPH5qhCC
🔴ELIMINATED: Ali Mohammad Naini, the Spokesperson and Head of the Public Relations Array of the IRGC. Naini served in several propaganda and public relations roles. In his role as the IRGC's main propagandist for the past 2 years, he disseminated the regime's terrorist https://t.co/e29Elb16FS
Israel said it would no longer target energy infrastructure after an attack on Iran’s largest gas field sparked retaliatory strikes https://t.co/JbVWm4f2PI
Oil refineries are paying increasingly huge premiums to snap up particular types of crude they need to replace missing cargoes from the Middle East https://t.co/i3g2QbUZb
Italy is in talks with Algeria to buy more natural gas from the North African nation with the Iran war squeezing energy shipments, according to people familiar with the matter.
For the first time in its 250-year history, America might see a decline in population — and US workers and businesses will suffer for it (via @opinion) https://t.co/8RaBfPCTgY
WATCH: Anduril Industries will begin building its new FURY high-speed combat drones in the coming days at a new facility in Ohio, as the US military's interest in unmanned aircraft surges following battlefield successes in Ukraine and Iran https://t.co/3pMjeL5z6r https://t.co/QfrIs8AbXC
Nvidia’s $20 billion licensing deal with AI startup Groq is being probed by a pair of Democratic senators over whether it violates antitrust laws https://t.co/pwmBH5qNS
Uber’s $1.25 billion Rivian deal is another example of the ride-sharing platform hedging its bets in the autonomous-vehicle space, @liamdenning says (via @opinion) https://t.co/4KT9R3Qx7w
🔴ELIMINATED: Ali Mohammad Naini, the Spokesperson and Head of the Public Relations Array of the IRGC. Naini served in several propaganda and public relations roles. In his role as the IRGC's main propagandist for the past 2 years, he disseminated the regime's terrorist https://t.co/e23Elb16FS
LINK got commodity classification march 17 and traded flat. chainlink oracles power amundi's $100m tokenized fund, mastercard crypto integration, and RWA pricing across defi. every protocol using chainlink just had counterparty risk cut. infrastructure for the 16 commodity tokens
solana flipped ethereum in RWA holders for the first time. 163k vs 153k. $4b monthly transfer volume up 80x YoY. sounds bullish until you realize at $0.00047 per tx that entire volume generates almost nothing in fees. maple has $450m on kamino earning lending spread. backed earns
WATCH: Anduril Industries will begin building its new FURY high-speed combat drones in the coming days at a new facility in Ohio, as the US military's interest in unmanned aircraft surges following battlefield successes in Ukraine and Iran
At this point, in 2026, applying to YC implies something fairly clear about how you expect to make money. [QT @ohryansbelt: Delve, a YC-backed compliance startup that raised $32 million, has been accused of systematically faking SOC 2, ISO 27001, HIPAA, and GDPR compliance reports for hundreds of clients.]
🔴ELIMINATED: Ali Mohammad Naini, the Spokesperson and Head of the Public Relations Array of the IRGC. Naini served in several propaganda and public relations roles. In his role as the IRGC's main propagandist for the past 2 years, he disseminated the regime's terrorist https://t.co/e2Elb16FS
30000$ drones destroying billions of dollars of infrastructure [QT @Osinttechnical: Early this morning, multiple Iranian attack drones hit Kuwait’s Mina Al-Ahmadi oil refinery, setting several areas of the refinery complex ablaze and causing a partial shutdown. https://t.co/9HwqC0fHZi]
LINK got commodity classification march 17 and traded flat. chainlink oracles power amundi's $100m tokenized fund, mastercard crypto integration, and RWA pricing across defi. every protocol using chainlink just had counterparty risk cut. infrastructure for the 16 commodity tokens
Gas prices in the US have moved up to $3.91/gallon, their highest level since October 2022. The 33% spike over the last month ($2.93/gallon to $3.91/gallon) is the biggest we've seen in the past 30 years.
Gas prices in the US have moved up to $3.91/gallon, their highest level since October 2022. The 33% spike over the last month ($2.93/gallon to $3.91/gallon) is the biggest we've seen in the past 30 years. https://t.co/oI8wTDHxnD https://t.co/ukIZuRAlpI
Fed rate hike is now back in play if oil shock continues, cautious about how surging oil prices will impact inflation, break-even rate for employment is ~zero is another challenge, supports three interest-rate cuts in 2026.
Traders boosted wagers on ECB interest-rate hikes, fully pricing three quarter-point increases this year, doesn't rule out an increase in interest rates next month, signal vigilance over inflation.
Strait of Hormuz remains effectively closed, TRUMP ADMINISTRATION IS CONSIDERING PLANS TO OCCUPY OR BLOCKADE IRAN'S KHARG ISLAND, release 172 million barrels from SPR, remaining 244 million barrels, legal threshold 252 million barrels.
War in Iran threatens fresh food-price shock across developing world, Indian asset managers dump government bonds at record pace on oil shock, meat cargo to Gulf halted, aviation fuel shortages.
I was especially heartened by this section and heartily concur with the White House that Congress should act to prevent government coercion over the free speech rights of AI developers and users alike. https://t.co/7g6MjT01lP [QT @deanwball: The White House’s proposal for a nationwide AI law is a thoughtful document that will serve as an excellent foundation for the legislative work ahead. I would be happy to see these principles, if translated well into statute, become law. Congratulations to those involved! https://t.co/cfnpQohcLM]
Nvidia’s $20 billion licensing deal with AI startup Groq is being probed by a pair of Democratic senators over whether it violates antitrust laws https://t.co/pwmBHB5qNS
Ecolab has agreed to buy CoolIT, a company that develops cooling technology for AI data centers, in a $4.75 billion all-cash deal. https://t.co/HP9wUG5Szl
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
We need a moratorium on boomers getting access to ai. Here is why 👇 [QT @SenSanders: I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up. https://t.co/rUGwuZLAye]
LOs net sold a massive -$9.6bn and ran a 50% sell skew, the largest day of net selling in our data set's history, going back to 2022 and a 5 sigma event.
'5 Sigma Event' LOs net sold a massive -$9.6bn and ran a 50% sell skew Goldman - "the largest day of net selling in our data set's history, going back to 2022 and a 5 sigma event." https://t.co/VoL41z4AYd
Unilever is in talks to sell its foods business to smaller rival McCormick & Company, a potential deal that would unite the British company's Hellmann's and Knorr brands with the US spice maker's Cholula hot sauce.
Unilever is in talks to sell its foods business to smaller rival McCormick & Company, a potential deal that would unite the British company's Hellmann's and Knorr brands with the US spice maker's Cholula hot sauce https://t.co/QWrHHryeOs https://t.co/DQ7jR2xzte
Warner Bros Discovery CEO David Zaslav could receive up to $887 million after the company's sale to Paramount Skydance, Uber plans to invest up to $1.25 billion in electric vehicle maker Rivian.
Warner Bros Discovery CEO David Zaslav could receive up to $887 million after the company's sale to Paramount Skydance, while Uber plans to invest up to $1.25 billion in electric vehicle maker Rivian. Here's a round up of the big financial stories from the week https://t.co/I4urAtP12b
47% spike in public CEO exits, Public companies extremely scrutinized. Shareholders & boards demanding faster results, social media shortened window for reputational recovery & shifting government regs creating new funding uncertainties.
On 47% spike in public CEO exits @ChallengerGray “Public companies extremely scrutinized. Shareholders & boards demanding faster results, social media shortened window for reputational recovery & shifting government regs creating new funding uncertainties for many organizations.”
U.S. forces continue to degrade Iranian combat capabilities by striking military targets deep inside Iran, IDF troops continue targeted ground operations in southern Lebanon against Hezbollah and have struck +2,000 terror targets.
Strait of Hormuz remains effectively closed, TRUMP ADMINISTRATION IS CONSIDERING PLANS TO OCCUPY OR BLOCKADE IRAN'S KHARG ISLAND TO PRESSURE IRAN TO REOPEN THE STRAIT OF HORMUZ.
封锁或占领哈尔克岛应该就是可能性最大的计划。验证了自己之前的推演。 [QT @FirstSquawk: TRUMP ADMINISTRATION IS CONSIDERING PLANS TO OCCUPY OR BLOCKADE IRAN'S KHARG ISLAND TO PRESSURE IRAN TO REOPEN THE STRAIT OF HORMUZ - AXIOS]
Israel’s new foothold against the Houthis? Israel is now quietly planning for a potential base at the mouth of the Red Sea from which to strike one of the Iran’s last proxies still operating.
Is Somaliland Israel’s new foothold against the Houthis? After becoming the first UN member to recognise the breakaway territory oIsrael is now quietly planning for a potential base at the mouth of the Red Sea from which to strike one of the Iran’s last proxies still operating
Russia is moving to allow the use of its armed forces to protect citizens facing arrest or prosecution overseas, underscoring Moscow’s hostility toward foreign courts pursuing cases against Russians.
Russia is moving to allow the use of its armed forces to protect citizens facing arrest or prosecution overseas, underscoring Moscow’s hostility toward foreign courts pursuing cases against Russians. https://t.co/7kyNyXG6Ue
LINK got commodity classification march 17, Chainlink oracles power Amundi's $100m tokenized fund, Mastercard crypto integration, and RWA pricing across defi.
LINK got commodity classification march 17 and traded flat. chainlink oracles power amundi's $100m tokenized fund, mastercard crypto integration, and RWA pricing across defi. every protocol using chainlink just had counterparty risk cut. infrastructure for the 16 commodity tokens
solana flipped ethereum in RWA holders for the first time. 163k vs 153k. $4b monthly transfer volume up 80x YoY. sounds bullish until you realize at $0.00047 per tx that entire volume generates almost nothing in fees. maple has $450m on kamino earning lending spread. backed earns
You can’t make this up: The market now sees a 50% chance of a US Fed rate HIKE by the end of 2026. Just months ago, markets saw as many as four rate CUTS this year. As oil prices surge to $100+/barrel, inflation expectations are rapidly rising, with gas prices up nearly +50%
Gas prices in the US have moved up to $3.91/gallon, their highest level since October 2022. The 33% spike over the last month ($2.93/gallon to $3.91/gallon) is the biggest we've seen in the past 30 years.
Welcome to March 20, 2026 The Singularity is designing its own silicon. Verkor announced Design Conductor, an AI agent that autonomously built a 1.5-GHz Linux-capable RISC-V CPU from concept to tape-out-ready GDSII in 12
Super Micro $SMCI stock is down by almost 30% so far today 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 [QT @StockMKTNewz: SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE - CNBC https://t.co/mLieDc3Jos]
2026 could be off to a better start for the global stock market [QT @LeverageShares: Which markets have fallen the most since the Iran conflict began? Drawdown by index since Feb 27: $KOSPI (Korea) −11.1% $NIKKEI (Japan) −8.7% $CAC (France) −7.5% $IBEX (Spain) −6.9% $DAX (Germany) −6.8% $SPX (USA) −2.6% The markets with few https://t.co/SZra0fDJuL]
'5 Sigma Event' LOs net sold a massive -$9.6bn and ran a 50% sell skew Goldman - "the largest day of net selling in our data set's history, going back to 2022 and a 5 sigma event."
🔴ELIMINATED: Esmail Ahmadi, Head of the Intelligence Division of the Basij Force, as well as several other senior commanders in a strike on the senior leadership of the Basij Force in the heart of Tehran. Ahmadi played a central role in advancing and executing terror attacks https://t.co/M9mwVmlvH7
BREAKING: The US Pentagon is sending thousands of additional Marines and three warships to the Middle East. Up to 2,500 Marines from the USS Boxer group are being deployed.
30000$ drones destroying billions of dollars of infrastructure [QT @Osinttechnical: Early this morning, multiple Iranian attack drones hit Kuwait’s Mina Al-Ahmadi oil refinery, setting several areas of the refinery complex ablaze and causing a partial shutdown. https://t.co/9HwqC0fHZi]
If Hormuz stays closed another 3-4 weeks, it all begins to crumble...into an already-teetering global sovereign debt problem & consumer credit problem. Based on what I'm hearing, it is highly likely Hormuz will remain closed for at least another 3-4 weeks. Let's watch.
LINK got commodity classification march 17 and traded flat. chainlink oracles power amundi's $100m tokenized fund, mastercard crypto integration, and RWA pricing across defi. every protocol using chainlink just had counterparty risk cut. infrastructure for the 16 commodity tokens
The market now sees a 50% chance of a US Fed rate HIKE by the end of 2026. Just months ago, markets saw as many as four rate CUTS this year. As oil prices surge to $100+/barrel, inflation expectations are rapidly rising, with gas prices up nearly +50%
Gas prices in the US have moved up to $3.91/gallon, their highest level since October 2022. The 33% spike over the last month ($2.93/gallon to $3.91/gallon) is the biggest we've seen in the past 30 years.
The arid Persian Gulf is hardly the world’s breadbasket. Yet the conflict in the region is sending shockwaves through the global food industry — from growers to packaging firms and distributors — with major implications for food security and living standards.
You don’t SAY. This zero bound fails miserably too On @CNBC Waller said research suggesting that the break-even rate for employment is ~zero is another challenge for assessing labor-market strength “My brain understands the math, but I can’t get through my gut that this is OK”
Welcome to March 20, 2026 The Singularity is designing its own silicon. Verkor announced Design Conductor, an AI agent that autonomously built a 1.5-GHz Linux-capable RISC-V CPU from concept to tape-out-ready GDSII in 12
Apple has quietly halted App Store updates for popular AI "vibe-coding" applications most notably the $9 billion startup Replit and mobile app builder Vibecode. After months of pushback, Apple is reportedly demanding major UX changes. Replit is being asked to force its https://t.co/gSrIcEUxNv
Ecolab has agreed to buy CoolIT, a company that develops cooling technology for AI data centers, in a $4.75 billion all-cash deal. https://t.co/HP9wUG5Szl
Super Micro $SMCI stock is down by almost 30% so far today 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/jIz2obsSMz [QT @StockMKTNewz: SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE - CNBC https://t.co/mLieDc3Jos]
BREAKING: The Nasdaq 100 falls over -1% as the US announces up to 2,500 additional Marines are being deployed to the Middle East. https://t.co/d059qha8Kc
'5 Sigma Event' LOs net sold a massive -$9.6bn and ran a 50% sell skew Goldman - "the largest day of net selling in our data set's history, going back to 2022 and a 5 sigma event."
Nexstar plans to sell $5.12 billion of bonds to help fund the acquisition of fellow TV-station owner Tegna, marking a shift in the financing plans for the deal.
🔴ELIMINATED: Esmail Ahmadi, Head of the Intelligence Division of the Basij Force, as well as several other senior commanders in a strike on the senior leadership of the Basij Force in the heart of Tehran. Ahmadi played a central role in advancing and executing terror attacks https://t.co/M9mwVmlvH7
BREAKING: The US Pentagon is sending thousands of additional Marines and three warships to the Middle East. Up to 2,500 Marines from the USS Boxer group are being deployed.
Iranian military spokesman: Israeli and American officials and military personnel won't be safe in resorts and tourist centres around the world, after Iranian officials killed in strikes- State media
We have Chinese spies in every major organization and the US military… Our "openness" is being taken advantage of. China would never allow a guy named John Smith with blond hair anywhere near something related to their national security. [QT @mrbcyber: The Super Micro scandal shows just how massive China's espionage operations are in America Fake servers were built and shown to auditors. Very wealthy people engaged in high risk criminal activity. We really face an unprecedented espionage threat in the US. https://t.co/K4up9XVvJR]
You can’t make this up: The market now sees a 50% chance of a US Fed rate HIKE by the end of 2026. Just months ago, markets saw as many as four rate CUTS this year. As oil prices surge to $100+/barrel, inflation expectations are rapidly rising, with gas prices up nearly +50%
The US National Debt has now increased by $2.8 trillion since the Debt Ceiling was raised last July. The Federal Government continues to borrow from our future to spend money like drunken sailors today. Next stop: $40 trillion...
Softbank is working to build a massive AI data center on federally owned land in Ohio that it’s planning to power with roughly $33 billion worth of natural gas-fired electricity to be installed by the end of the decade https://t.co/JnywzrVUWj
Welcome to March 20, 2026 The Singularity is designing its own silicon. Verkor announced Design Conductor, an AI agent that autonomously built a 1.5-GHz Linux-capable RISC-V CPU from concept to tape-out-ready GDSII in 12
Nvidia $NVDA to sell 1M AI chips, other products to Amazon Web Services $AMZN by the end of 2027 [QT @RalliesNews: Nvidia $NVDA will deliver 1 million GPUs along with Spectrum, ConnectX and Groq chips to Amazon Web Services $AMZN from 2024 through 2027 https://t.co/iPCCslvmOO]
We have Chinese spies in every major organization and the US military… Our "openness" is being taken advantage of. China would never allow a guy named John Smith with blond hair anywhere near something related to their national security. [QT @mrbcyber: The Super Micro scandal shows just how massive China's espionage operations are in America Fake servers were built and shown to auditors. Very wealthy people engaged in high risk criminal activity. We really face an unprecedented espionage threat in the US. https://t.co/K4up9XVvJR]
Super Micro $SMCI stock is down by almost 30% so far today 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/jIz2obsSMz [QT @StockMKTNewz: SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE - CNBC https://t.co/mLieDc2Jos]
BREAKING: The Nasdaq 100 falls over -1% as the US announces up to 2,500 additional Marines are being deployed to the Middle East. https://t.co/d059qha8Kc
Esmail Ahmadi, Mehdi Rastami Sh'mastan, Basij Force, Iranian Ministry of Intelligence, Tehran strike
此次袭击是对伊朗高级军事和情报领导层的重大打击，标志着地区冲突的显著升级，可能引发伊朗的强烈回应。
🔴ELIMINATED: Esmail Ahmadi, Head of the Intelligence Division of the Basij Force, as well as several other senior commanders in a strike on the senior leadership of the Basij Force in the heart of Tehran. Ahmadi played a central role in advancing and executing terror attacks https://t.co/M9mwVmlvH7
Iranian missile fire, Old City Jerusalem, Temple Mount
这一事件表明伊朗的导弹袭击波及了敏感的宗教圣地和民用区域，加剧了地区紧张局势和冲突的不可预测性。
❗️What you see here is the result of Iranian missile fire. The Old City in Jerusalem, right near the Temple Mount, was impacted by Iranian missile fragments. The Iranian regime once again proves they fire indiscriminately—whether at civilian areas or holy sites—all with the https://t.co/mACbtCNbkN
BREAKING: The US Pentagon is sending thousands of additional Marines and three warships to the Middle East. Up to 2,500 Marines from the USS Boxer group are being deployed.
The 10Y Note Yield is now up 45 basis points in 3 WEEKS. If April 2025 taught us anything, it’s that President Trump does not want the 10Y Yield above 4.50%. We are 10 basis points away.
BREAKING: The odds of the US entering a recession in 2026 have surged to 36%, per Polymarket. US gas prices are on track to hit $4.00/gallon next week.
BREAKING: The IEA has issued a warning stating that the Iran War is the greatest threat to global energy "in history." Details include: 1. The IEA says it could take 6 months or longer to fully restore oil and gas flows from the Gulf 2. Roughly 18 million barrels of daily
Nvidia $NVDA to sell 1M AI chips, other products to Amazon Web Services $AMZN by the end of 2027 [QT @RalliesNews: Nvidia $NVDA will deliver 1 million GPUs along with Spectrum, ConnectX and Groq chips to Amazon Web Services $AMZN from 2024 through 2027 https://t.co/iPCCslvmOO]
BREAKING: The S&P 500 ETF, $SPY, and the Nasdaq 100 ETF, $QQQ, have seen combined outflows of -$64 billion over the last 3 months, the most on record. This marks a sharp reversal from +$50 billion in 3-month inflows posted in November. This is also almost DOUBLE the previous
❗️What you see here is the result of Iranian missile fire. The Old City in Jerusalem, right near the Temple Mount, was impacted by Iranian missile fragments. The Iranian regime once again proves they fire indiscriminately—whether at civilian areas or holy sites—all with the
BREAKING: The IEA has issued a warning stating that the Iran War is the greatest threat to global energy "in history." Details include: 1. The IEA says it could take 6 months or longer to fully restore oil and gas flows from the Gulf 2. Roughly 18 million barrels of daily
30y treasury just hit 4.943%. that's the highest since the iran strikes began. market is demanding nearly 5% to lend the US government money for 30 years. fed is frozen. this is the bond market calling the stagflation bluff.
BREAKING: The odds of the US entering a recession in 2026 have surged to 36%, per Polymarket. US gas prices are on track to hit $4.00/gallon next week.
The 10Y Note Yield is now up 45 basis points in 3 WEEKS. If April 2025 taught us anything, it’s that President Trump does not want the 10Y Yield above 4.50%. We are 10 basis points away.
"Anywhere from $40 billion to $150 billion of leveraged loans packaged into US collateralized loan obligations could be disrupted by the AI boom," per JPMorgan
Guest post by @_Mantic_AI on training LLMs to predict world events in Tinker [QT @tinkerapi: Mantic used Tinker to RL gpt-oss-120b on judgmental forecasting; the result outperformed frontier models on event predictions. Combined with @_Mantic_AI's forecasting architecture, task-specific training takes us to the cusp of automated superforecasting.]
Tesla self driving approved in Netherlands on April 10th After that every EU country can essentially "copy" the approval and instantly approve it in their country too So by end of 2026 it's likely we'll have Tesla Full Self Driving in most of the EU 🇪🇺
Gooor $GOOGL CEO Sundar Pichai just posted this: “Google is now the first cloud provider to integrate 1 GW of flexible demand into long-term utility contracts.”
NASA is revising its moon-landing plans, reducing Boeing’s role while elevating SpaceX’s Starship rocket to do the job of propelling astronauts to lunar orbit, people familiar with the matter said. @EdLudlow reports on the new proposal
Anduril is ready to roll its first uncrewed Fury fighter off a production line in Ohio this summer, producing the computer-brained plane with a novel techniques: made-by-hand assembly without complicated machinery or robotics
BREAKING: The S&P 500 ETF, $SPY, and the Nasdaq 100 ETF, $QQQ, have seen combined outflows of -$64 billion over the last 3 months, the most on record. This marks a sharp reversal from +$50 billion in 3-month inflows posted in November. This is also almost DOUBLE the previous
NextEra Energy plans to build up to 10 gigawatts of natural gas-fired generation in Texas and Pennsylvania to meet soaring demand driven in part by the data center boom
Holy. Shit. Unknown drones are now flying over our largest military bases on US soil. We can’t stop them. It’s not an exaggeration to say we have been completely infiltrated at this point.
hyperliquid's transparency shows exact whale liquidation levels. $25m BTC long liquidates at $61.3k. $21m ETH short liquidates at $2,841. the whole market can see these positions at 95%+ margin utilization. set alerts. when one breaks the others follow. thats not a bug thats the
BREAKING: The UK's 10Y Government Bond Yield has officially risen above 5.00% for the first time since 2008. Europe is bracing for another wave of inflation amid a worsening energy crisis. https://t.co/RVrXx18KfM
IEA, Iran War, greatest threat to global energy, 6 months+, 18 million barrels of daily, Gulf, Federal Reserve Bank of Dallas, global economic growth, -2.9 percentage points, Q2, Fitch Ratings, oil prices, $120/bbl, Saudi Arabia’s crude loadings, Yanbu, Red Sea, QatarEnergy CEO, North Field expansion project, delayed by more than a year
BREAKING: The IEA has issued a warning stating that the Iran War is the greatest threat to global energy "in history." Details include: 1. The IEA says it could take 6 months or longer to fully restore oil and gas flows from the Gulf 2. Roughly 18 million barrels of daily https://t.co/d8e13o08u8
BREAKING: The odds of the US entering a recession in 2026 have surged to 36%, per Polymarket. US gas prices are on track to hit $4.00/gallon next week. https://t.co/0JlBkkgatu
Gold prices, below $4,500/oz, -$1,100/oz, record high, January, February 2nd, largest weekly decline since 1983, -11.2%, 30yr swap spreads, severely negative, Italy’s bonds, weakest link in the euro area, Fed rate hike, soar above 50%, US municipal bond market, worst month of performance in a year, wholesale prices, rising
Jensen Huang: Physical AI is a $50T industry, in 3-5 years robots will be everywhere Nvidia's CEO on the coming explosion of robots in society Jensen: “ Physical AI, as a large category, is the technology industry's first opportunity to address a $50 trillion industry that has https://t.co/Tl8dFwqyS1
NextEra Energy plans to build up to 10 gigawatts of natural gas-fired generation in Texas and Pennsylvania to meet soaring demand driven in part by the data center boom https://t.co/y0cGAZiSht
White House, nationwide AI law, Australia, restrict social media, users under 16, global test case, Mantic, Tinker, RL, gpt-oss-120b, judgmental forecasting, outperformed frontier models, automated superforecasting, Tesla Full Self-Driving (Supervised), Netherlands, April 10th, UN R-171 approval, EU approval, NASA, moon-landing plans, Boeing’s role reduced, SpaceX’s Starship rocket elevated, ARC-AGI-3 launch
Mantic used Tinker to RL gpt-oss-120b on judgmental forecasting; the result outperformed frontier models on event predictions. Combined with @_Mantic_AI's forecasting architecture, task-specific training takes us to the cusp of automated superforecasting.
Russell 2000 index, technical correction, -10%, record high, Long-only funds, sold -$9.6 billion, US stocks, largest amount on record, 5-sigma event, S&P 500, breaks under 200-day moving average, SPX Spot-Vol Beta: 1.06
美国股市近期遭遇强烈抛售，小型股指数率先进入调整区间，市场波动性加剧，暗示投资者情绪趋于谨慎。
BREAKING: The Russell 2000 index officially enters a technical correction, now down -10% from its record high. https://t.co/FNRtmgfL5E
Strait of Hormuz, Iranian officials, US-Israeli attacks, DIA assessment, 1 to 6 months closure, IEA, greatest threat to global energy, 18 million barrels of daily, global economic growth, -2.9 percentage points, Q2, Fitch Ratings, oil prices, $120/bbl
BREAKING: Iranian officials have "become reluctant" to even discuss reopening the Strait of Hormuz as they "focus on surviving" US-Israeli attacks, per Bloomberg. https://t.co/3uQiogA9D4
Trump Administration, US ground forces, Iran, CBS News, White House 'no plans', Pentagon chief Pete Hegseth, $200 billion, Iran War, Trump, staying longer, never rebuild
BREAKING: The Trump Administration has made "detailed preparations" for deploying US ground forces into Iran, per CBS News. Details include: 1. Senior military commanders have sent Trump specific requests aimed at preparing for a ground invasion 2. Trump has been
Iran's top military spokesman, worldwide, not safe, Tehran's enemies, Iraq, force majeure, oilfields, foreign oil companies, QatarEnergy CEO, North Field expansion project, delayed by more than a year, NATO’s non-combat advisory mission in Iraq, relocated all its personnel, Middle East, Europe, Germany’s Chancellor Merz, Trump, Middle East, Strait of Hormuz
> solana founders: “the solana foundation should stop competing with us” > solana foundation: “ok, we’ll start glazing hyperliquid instead” [QT @tokens: JUST IN: Hyperliquid now trades more oil, gold, and silver than crypto.]
BREAKING: The UK's 10Y Government Bond Yield has officially risen above 5.00% for the first time since 2008. Europe is bracing for another wave of inflation amid a worsening energy crisis.
BREAKING: Gold prices fall below $4,500/oz for the first time since February 2nd. Gold is now down -$1,100/oz from its record high seen in January. https://t.co/FKpELATk0g
A halt in Strait of Hormuz oil shipments that persists through June due to the Iran war would reduce global economic growth by an annualized 2.9 percentage points in the second quarter, according to the Federal Reserve Bank of Dallas https://t.co/aNHPQSiAaC
If xAI went full Palantir and deployed an FDE army of hardcore missionaries, they could really start penetrating the enterprise [QT @business: Elon Musk’s xAI is sending engineers directly into the offices of prospective corporate clients in an attempt to claw business customers away from rivals OpenAI and Anthropic PBC. https://t.co/ormPXBqynJ]
Trump Admin detailed preparations for US ground forces into Iran; hundreds of Marines to Middle East; weighing seize Iran’s oil export hub; weeks ahead of schedule on Iran strikes
BREAKING: The Trump Administration has made "detailed preparations" for deploying US ground forces into Iran, per CBS News. Details include: 1. Senior military commanders have sent Trump specific requests aimed at preparing for a ground invasion 2. Trump has been
Iranian officials reluctant to discuss reopening Strait of Hormuz; DIA assessment: Iran could shut Strait for 1-6 months; Trump: US does not need Strait of Hormuz; needs 'a lot of help' to open; nice if China gets involved
—>> “A recent internal assessment from the Defense Intelligence Agency that was circulating inside the Pentagon in recent weeks determined that Iran could potentially keep the passage shut for anywhere from one to six months, four sources familiar with the document told CNN.”
Qatar warned US; Trump criticized UK's 'late response' & NATO's lack of help; US Interior Sec. Burgum: Japan wants US energy, European allies 'less reliable'; German Chancellor Merz to speak with Trump; Sri Lanka denied US combat aircraft access
Qatar seems pissed. [QT @phildstewart: !! The head of Qatar's natural gas company tells Reuters he warned the US about the dangers of provoking Iran: "I was always warning, talking to executives from oil and gas that are partnered with us, talking to the U.S. Secretary of Energy, to warn him of that consequence and]
Current situation: 1. US inflation expectations have surged to 5.2%, 3-year high 2. The Russell 2000 is officially in a technical correction 3. US gas prices have risen nearly +45% in four months 4. Interest rate futures are now pricing-in potential rate HIKES 5. Gold prices
BREAKING: Gold prices fall below $4,500/oz for the first time since February 2nd. Gold is now down -$1,100/oz from its record high seen in January. https://t.co/FKpELATk0g
In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and
Softbank CEO: The Ohio data center will be a $500 billion project. [QT @financialjuice: Trump Admin announces partnership with Softbank and AEP Ohio. Softbank plans a giant Ohio AI data center powered by gas plants]
The Esfahan Khomeynishahr Drone Production Plant produced Shahed one-way attack drones that have been used by the Iranian regime to attack targets across the region. The photo dated March 3, 2026, shows the plant before U.S. strikes. The photo taken on March 12, 2026 shows the https://t.co/nXxYpv2eyw
Trump Administration, "detailed preparations" for deploying US ground forces into Iran, specific requests from senior military commanders, hundreds of Marines heading to Middle East, plan to seize Iran’s oil export hub
BREAKING: The Trump Administration has made "detailed preparations" for deploying US ground forces into Iran, per CBS News. Details include: 1. Senior military commanders have sent Trump specific requests aimed at preparing for a ground invasion 2. Trump has been
Trump says U.S. does not use Strait of Hormuz, does not need it, Iran "finished" militarily, Strait will "open itself", no ceasefire, China needs to be involved
US inflation expectations surged to 5.2%, 3-year high; US gas prices risen nearly +45% in four months; Interest rate futures pricing-in potential rate HIKES
Current situation: 1. US inflation expectations have surged to 5.2%, 3-year high 2. The Russell 2000 is officially in a technical correction 3. US gas prices have risen nearly +45% in four months 4. Interest rate futures are now pricing-in potential rate HIKES 5. Gold prices
Iraq, force majeure, oilfields, Strait of Hormuz, crude exports disrupted; Basra Oil Company production reduced from 3.3 mln bpd to 900,000 bpd
BREAKING: Iraq declared force majeure on all oilfields developed by foreign companies as the region's military operations disrupted navigation through the Strait of Hormuz, preventing most of its crude exports from moving, per Reuters
President Trump, Executive Order, December, national framework for AI, "One Rulebook," 50 different state regulatory regimes
Thank you to our hardworking and thoughtful AI White House leaders @DavidSacks @sriramk and colleagues. This framework is a big step forward, sensible, protects people in the right ways, and encourages builders to build. Long America. 🇺🇸 [QT @DavidSacks: In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and]
Softbank, $500 billion project, Ohio AI data center, gas plants, Trump Admin, AEP Ohio
Softbank CEO: The Ohio data center will be a $500 billion project. [QT @financialjuice: Trump Admin announces partnership with Softbank and AEP Ohio. Softbank plans a giant Ohio AI data center powered by gas plants]
PyTorch 2.10, optimized for Intel Core Ultra Series 3, Xe3 architecture, Arc B-series GPUs, 120 XMX TOPs, TorchAO integration
PyTorch 2.10 is now optimized for @Intel Core Ultra Series 3 processors to bring high-performance AI to the PC and edge. This release leverages the new Xe3 architecture and Arc B-series GPUs to deliver up to 120 XMX TOPs. Native TorchAO integration enables seamless int4
S&P 500, >-2% on the day, -$1.1 trillion market cap (daily), -$3.2 trillion market cap (since Iran War); lowest close of 2026; down 7.6% from January peak; biggest four-week percentage losses since April 18th; Dow drops 600 points; Nasdaq in correction territory; Russell 2000 in technical correction.
noticing https://t.co/zM9XkIlfxg [QT @ForwardGuidance: The largest options expiry in history is March 20th Bears are heavily hedged while "TACO" buyers keep stepping in, creating a standoff that could break around March 20th's triple witching. @fejau_inc https://t.co/BuQApOUj9J]
Elon Musk defrauded Twitter investors when he disparaged the company in 2022 in an effort to buy the social media platform for a lower price than his original $44 billion bid, a jury concluded. @jmathieureports reports https://t.co/9ZoPbNGa0s https://t.co/5nonRzZbio
Super Micro Computer, new charges from US authorities, co-founder Yih-Shyan "Wally" Liaw, resignation from board, Nvidia smuggling charges.
Bloomberg Intelligence's Mandeep Singh discusses the recent developments surrounding Super Micro Computer, highlighting new charges from US authorities and the resignation of co-founder Yih-Shyan "Wally" Liaw from the board https://t.co/K0cuN149AK https://t.co/VRRoH0ek4Q
US strikes, Esfahan Khomeynishahr Drone Production Plant, Shahed one-way attack drones, Iranian space program damaged, potential ground troops in Iran, Trump: "we've won", "weeks ahead of schedule", Iran "finished" militarily, considering "winding down".
The Esfahan Khomeynishahr Drone Production Plant produced Shahed one-way attack drones that have been used by the Iranian regime to attack targets across the region. The photo dated March 3, 2026, shows the plant before U.S. strikes. The photo taken on March 12, 2026 shows the https://t.co/nXxYpv2eyw
Trump, Strait of Hormuz, "U.S. does not need it", "open itself", rejects ceasefire, UK "very late response", NATO "hasn't had the courage to help".
“Our mess, your problem” is a heckuva pitch to “invest in America.” 🇺🇸 [QT @HQNewsNow: Trump: We don't use the Strait. We don't need it. Europe needs it, Korea, Japan, China. So they'll have to get involved on that one https://t.co/yp3Vndpa21]
NATO, pulled security advisory mission out of Iraq, relocated personnel to Europe, Iran attacks, British, French, Italian bases.
NATO has pulled its security advisory mission out of Iraq and relocated several hundred personnel involved in the effort to Europe. The move came after a series of attacks from Iran on other troops at British, French and Italian bases in northern Iraq. https://t.co/obkOQRjsuy
Senior Iranian religious leaders, nuclear weapons "halachic necessity", attacking energy plants in Gulf, "economic jihad".
“对美发动经济圣战”，这不是我前几天提过的词嘛，伊朗人读过我的推？🤣 [QT @FirstSquawk: SENIOR IRANIAN RELIGIOUS LEADERS SAY THAT GETTING NUCLEAR WEAPONS IS A "HALACHIC NECESSITY" AND THAT ATTACKING ENERGY PLANTS IN GULF COUNTRIES IS CONSIDERED "ECONOMIC JIHAD" AND THEREFORE JUSTIFIED.]
Current situation: 1. US inflation expectations have surged to 5.2%, 3-year high 2. The Russell 2000 is officially in a technical correction 3. US gas prices have risen nearly +45% in four months 4. Interest rate futures are now pricing-in potential rate HIKES 5. Gold prices
Operation Epic Fury; market bet broke; Brent Crude Oil highest weekly close since April 2022; Gold prices drop below $4,500/oz; steepest weekly drop in 14 years
Since Operation Epic Fury began, markets have clung to a comforting bet: that the disruption to oil supply would be brief, the Strait of Hormuz would reopen, and the Federal Reserve’s monetary-easing cycle would resume. On Friday, that bet broke https://t.co/j1yu8uYiDR
Roughly 111 million people — half of all Americans with a credit card and over 40% of adults — are unable to pay off their credit card bills each month, per MorePerfectUnion
Panama Canal top capacity with 36-38 daily transits; increase in LNG vessels; US acting as an alternative source; Japan committed to invest $550 billion across America
President Trump signed an Executive Order; national framework for AI, One Rulebook; 50 different state regulatory regimes; 5 GPU providers being completely sold out for a single node of 8xH100s
In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and
Softbank CEO: The Ohio data center will be a $500 billion project. [QT @financialjuice: Trump Admin announces partnership with Softbank and AEP Ohio. Softbank plans a giant Ohio AI data center powered by gas plants]
PyTorch 2.10 is now optimized for @Intel Core Ultra Series 3 processors to bring high-performance AI to the PC and edge. This release leverages the new Xe3 architecture and Arc B-series GPUs to deliver up to 120 XMX TOPs. Native TorchAO integration enables seamless int4 https://t.co/i6FQkRYEzj
S&P 500 -2% on the day; -$1.1 trillion in market cap; lowest close of 2026; -$3.2 trillion in market cap since Iran War; Dow drops 600 points; Nasdaq in correction territory; 4th straight weekly losses; biggest four-week percentage losses; Russell 2000 ends 10.3% below record closing high
BREAKING: The S&P 500 officially posts its lowest close of 2026, erasing -$3.2 trillion in market cap since the Iran War began. https://t.co/IR9o9cMuIm
Elon Musk defrauded Twitter investors; disparaged the company in 2022; lower price than his original $44 billion bid; a jury concluded
这一法律判决认定马斯克在收购推特过程中存在财务不当行为，可能对其个人声誉和未来的商业交易产生影响。
Elon Musk defrauded Twitter investors when he disparaged the company in 2022 in an effort to buy the social media platform for a lower price than his original $44 billion bid, a jury concluded https://t.co/lx6F896hvVH
Bloomberg Intelligence's Mandeep Singh discusses the recent developments surrounding Super Micro Computer, highlighting new charges from US authorities and the resignation of co-founder Yih-Shyan "Wally" Liaw from the board https://t.co/K0cuN149AK https://t.co/VRRoH0ek4Q
Electronic Arts; $25 billion of demand; nearly $15 billion debt offering; fund a buyout
这表明投资者对艺电的债券需求强劲，也预示着该公司即将进行一次大规模的并购活动。
Electronic Arts has attracted about $25 billion of demand from investors for a nearly $15 billion debt offering to fund a buyout of the company https://t.co/CzM4ivVzFz
Canadian stocks erased all of their gains for the year; gold producers tumbled; central banks may not rush to cut interest rates; inflationary effects of the Iran war
这表明伊朗战争的全球影响正在波及加拿大市场，不仅冲击了特定行业，也改变了市场对货币政策走向的预期。
Canadian stocks erased all of their gains for the year as shares of gold producers tumbled and traders bet that central banks may not rush to cut interest rates due to the inflationary effects of the Iran war https://t.co/6IDpAD2HwP
Trump considering 'winding down' Iran military effort; close to achieving objectives; US official: not signal an imminent end to the war; US is striking hard and continuously; a couple of weeks
US official on Trump's Truth Post: I don't think Trump's post signals an imminent end to the war. [QT @financialjuice: Trump: We're getting very close to meeting our objectives as we consider winding down our great military efforts in the Middle East]
伊朗警告称，如果其波斯湾岛屿再次从阿联酋的拉斯海马（Ras Al Khaimah）地区遭受袭击，将对该地进行打击，伊斯兰革命卫队（IRGC）已发布了拉斯海马的疏散警告。此外，德黑兰、卡拉季和伊斯法罕等伊朗境内多个地区遭到空袭。伊朗高级宗教领袖宣称核武器是“哈拉法必需品”，并称袭击海湾国家能源设施是“经济圣战”，以此为其行为辩护。
Iran warns it will target UAE's Ras Al Khaimah; Iranian Gulf islands attacked; IRGC issued an evacuation warning; Tehran, Karaj, Isfahan targeted by air attacks; Senior Iranian religious leaders; nuclear weapons a 'halachic necessity'; attacking energy plants in Gulf countries is 'economic jihad'
Trump: U.S. does not use the Strait of Hormuz, and does not need it; Europe, Korea, Japan, China need it; Trump rejects ceasefire; Hormuz Strait will open itself; NATO hasn't had the courage to help us over Iran; very late response by the UK
“Our mess, your problem” is a heckuva pitch to “invest in America.” 🇺🇸 [QT @HQNewsNow: Trump: We don't use the Strait. We don't need it. Europe needs it, Korea, Japan, China. So they'll have to get involved on that one https://t.co/yp3Vndpa21]
New US license permits sale of Iranian crude oil and petroleum products; March 20th to April 19th; stranded at sea; Treasury Secretary Bessent; Iran has no surplus oil; controlling market psychology
NATO pulled its security advisory mission out of Iraq; relocated several hundred personnel to Europe; Iran attacks on British, French and Italian bases in northern Iraq; Saudi Arabia and UAE inch closer to supporting US-Israeli war
NATO has pulled its security advisory mission out of Iraq and relocated several hundred personnel involved in the effort to Europe. The move came after a series of attacks from Iran on other troops at British, French and Italian bases in northern Iraq. https://t.co/obkOQRjsuy
morpho trades at 57% of aave's valuation; apollo just bought 90m tokens for governance control; blockchain capital dumped $24.8m in AAVE; Aave's core technical team leaves April 1
morpho trades at 57% of aave's valuation. apollo just bought 90m tokens for governance control. meanwhile blockchain capital dumped $24.8m in AAVE after BGD labs announced exit. aave's core technical team leaves april 1. morpho's fee switch still off. one protocol adding
Can someone please explain to me how negotiations between two industries, in this case crypto and banking, are relevant for legislation? Has outside influence in politics really gotten to the point where this is so normalized that nobody even bats an eye? [QT @scottmelker: SENATOR CYNTHIA LUMMIS SAYS CRYPTO YIELD NEGOTIATIONS MAKING PROGRESS BUT REMAIN IN A DELICATE STATE]
pendle PT tokens spike to 15%+ fixed yields during market panics when they normally trade at 8-9%. ethereum foundation just put $7.5m into morpho vaults using PT strategies. institutions want fixed rates. degens want variable. the spread between panic pricing and normal pricing
The US Justice Department cleared the $3.5 billion deal for Nexstar Media to acquire rival Tegna, which would create the largest operator of local TV stations in the country, according to sources https://t.co/Ul7ZqUnpKe
if you're wondering why prediction markets are under attack: entrenched gaming interests are funding a huge smear campaign to protect their monopoly they call it "consumer protection" yet their business depends on you losing and the house winning https://t.co/L9LzoruIuY [QT @EndBackdoorBets: Mick's Picks @MickMulvaney is riding with Michigan to cut down the nets! When wagering on your national champion, remember that prediction markets skirt the consumer protections and state tax structures that legal sportsbooks comply with. https://t.co/3GhFTjKwAr]
An estimated $3.3 billion in bets are estimated to be placed on the NCAA mens and women’s basketball tournaments this year, a 54% increase over the past three years, according to the American Gaming Association. But indictments and investigations into game rigging are giving a https://t.co/okbT4eK92o
The ability of the Claude team to learn from things like OpenClaw and implement features like this on a daily basis is a very strong argument that, for AI-powered coding teams, a very different software development process is possible, with large strategic implications. [QT @trq212: We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone. https://t.co/sl3BP2BEzS]
Outlaw combine harvesters! [QT @BernieSanders: Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.]
Investors are turning to AI chatbots like ChatGPT and Claude to try to understand the evolving complexities of the war in the Middle East. It's the first time AI is being used in this way. Ruth Carson explains https://t.co/KCd9jy9aJc https://t.co/VSSgpZUYIa
Hours after the startling resignation of HDFC Bank’s chairman, executives hastily arranged a call to assure investors that all was well, and there was nothing material in Atanu Chakraborty’s abrupt departure. Investors weren’t buying it. https://t.co/uDi66g3Anh
North Korea unveiled new battle tanks that it claimed were capable of blocking missiles and drone attacks as leader Kim Jong Un urged the military to step up war preparations, state media reported https://t.co/H6uQARBPoM
Video editing with Claude Code [QT @Emarky: This video was edited entirely by Claude Code. I just gave it the files. If 50 people comment, I'll share the exact setup. https://t.co/TAjLjmFOBj]
We have opened up one of our probabilistic primitives to the academic community. Have a look at the paper and realize that thermodynamic computing in CMOS is very real and happening now. [QT @extropic: If you are attending @APSphysics March meeting, come learn more about thermodynamic computing! Our work on taming non-equilibrium thermal electron fluctuations in silicon is now accepted in Physical Review Applied. Read more here: https://t.co/I9Izuqxgr0T https://t.co/rrDbDCCd4H]
Investors are turning to AI chatbots like ChatGPT and Claude to try to understand the evolving complexities of the war in the Middle East. It's the first time AI is being used in this way. Ruth Carson explains https://t.co/KCd9jy9aJc https://t.co/VSSgpZUYIa
Yotta, the data center operator that runs India’s largest cluster of Nvidia AI processors, is seeking to raise fresh capital at a valuation of about $4 billion as it prepares to file its draft prospectus for an initial public offering https://t.co/gVvwMFV3A
Pop Mart and Laopu Gold are set to post triple-digit growth, making them standouts in China’s retail landscape defined by sluggish domestic spending https://t.co/GmFpHqL9x
European Union leaders called for temporary measures to mitigate the impact of a surge in energy prices caused by the Iran war, with electricity tax cuts, lower grid fees and state support put forward as possible short-term fixes. More here: https://t.co/i9OLXNRcpL
Claude Code已发布新渠道，允许用户通过Telegram和Discord等MCP（多渠道平台）直接从手机控制其会话，并展示了其视频编辑能力。
Claude Code channels, Telegram, Discord, Video editing
Claude Code通过集成流行的通讯平台，极大地提升了用户访问和互动便捷性。其在视频编辑方面的能力展示了AI在内容创作领域的进步，预示着AI工具在日常应用中将扮演更重要的角色。
Even though every AI company is building their own version of OpenClaw (which is smart!), I haven't seen any of them get anywhere near the love and passion that OpenClaw inspires. There's something special about the OpenClaw experience that's hard to copy. [QT @trq212: We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone. https://t.co/sl3BP2BEzS]
Yotta, the data center operator that runs India’s largest cluster of Nvidia AI processors, is seeking to raise fresh capital at a valuation of about $4 billion as it prepares to file its draft prospectus for an initial public offering https://t.co/gVvwYMFV3A
Hours after the startling resignation of HDFC Bank’s chairman, executives hastily arranged a call to assure investors that all was well, and there was nothing material in Atanu Chakraborty’s abrupt departure. Investors weren’t buying it. https://t.co/7uDi66g3Anh
After a near four-year hiatus, K-pop megastars BTS are back with a new album, a live-stream deal with Netflix — and a world tour that could rival Taylor Swift’s record-breaking $2 billion Eras Tour in earnings. Read more: https://t.co/pKfuvlsoVB 📷️: Big Hit https://t.co/BorrjXM2eF
North Korea unveiled new battle tanks that it claimed were capable of blocking missiles and drone attacks as leader Kim Jong Un urged the military to step up war preparations, state media reported https://t.co/H6QARBPoM
A mystery craft has been spotted in China resembling a vehicle designed to avoid radar by flying just a few meters above the sea, suggesting Beijing may be experimenting with a Soviet-era model the US shelved last year https://t.co/fbEGHXbRcw
Prime Minister Anthony Albanese has asked Australia’s Treasury to look into imposing a windfall tax on the country’s vast liquefied natural gas industry, to capitalize on soaring prices of the fuel https://t.co/qxSrb76qca
BREAKING: We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want. Pull https://t.co/q3PXVL2Z1A
SF's tech scene is finally discovering Telegram has 1 billion MAU Which why it's finally in Claude (And of course thanks to @steipete) https://t.co/mP9H61L7O1 [QT @levelsio: Telegram has 1 billion users It's the #1 or #2 chat app in most countries around the world Complete blindspot for most Americans And NOBODY uses it for its encryption (or lack of it), we use it because it has the best UX of any chat app! Also best API to develop bots with https://t.co/Up34W9Wifs]
Shares of CATL briefly traded at a record premium in Hong Kong over their mainland-listed peers, as strong earnings and energy supply shocks boosted demand for the battery giant https://t.co/j3CyLpwlQz
The Treasury Department added Cuba to a list of countries restricted from taking delivery of Russian oil after a tanker of the fuel appeared to be headed to the island, which is under a US naval blockade, per Bloomberg
North Korea unveiled new battle tanks that it claimed were capable of blocking missiles and drone attacks as leader Kim Jong Un urged the military to step up war preparations, state media reported https://t.co/H6uQARBPoM
China’s ravenous appetite for silver lifted overseas purchases to an eight-year high at the start of 2026, as importers fed a surge in industrial and investment demand. https://t.co/HekUbT6N9G
The Bank of Russia is set to extend its monetary easing cycle with another half-point cut, seeking to support a weakening economy while remaining cautious due to inflation risks, including from the Middle East conflict https://t.co/k5VZriCC46
Australia is leading interest rate hikes and has exceeded those of its major developed-country peers (most of which are starting to see their bonds erode). That’s far from ideal for a country ranked among the most indebted on Earth in terms of household debt-to-GDP. https://t.co/pkpTMUUk0o
This turned out to be Xiaomi's MiMo-V2-Pro, and it is fine but not at the frontier. Most interestingly, it is not open weights? This seems to be a trend in frontier Chinese models. [QT @emollick: So far, Hunter Alpha, the new mystery model on OpenRouter is only okay. Some examples of the Lem Test and the Sparks TiKZ unicorn. https://t.co/iXLx1jnoRe]
Jensen: "They expect one of us in the wreckage, brother." https://t.co/quLD6oeeJs [QT @Supermicro: 👋 Welcoming to the Supermicro booth at NVIDIA GTC 2026: @NVIDIA Founder & CEO Jensen Huang! Supermicro Founder & CEO @charlesliang reunited with Jensen to explore cutting-edge solutions for AI training, inference, edge, and storage! Celebrating over 20 years of partnership, https://t.co/NHeRjbqnil]
Exclusive: Tesla is looking to buy equipment worth $2.9 billion for manufacturing solar panels and cells from Chinese suppliers including Suzhou Maxwell Technologies, as CEO Elon Musk aims to add 100 gigawatts of solar capacity in the United States https://t.co/2iQ3yWTmHw
Revisit the story of India's new digital nightmare, which won the Kim Wall Award at the 87th Annual Overseas Press Club Awards. https://t.co/87pEmAdaV3
Australia is leading interest rate hikes, most indebted on Earth in terms of household debt-to-GDP, overall economy is not in recession, its people are
Australia is leading interest rate hikes and has exceeded those of its major developed-country peers (most of which are starting to see their bonds erode). That’s far from ideal for a country ranked among the most indebted on Earth in terms of household debt-to-GDP.
This turned out to be Xiaomi's MiMo-V2-Pro, and it is fine but not at the frontier. Most interestingly, it is not open weights? This seems to be a trend in frontier Chinese models.
Claude full access to the options, equities, and prediction markets, Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand
BREAKING: We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want.
China Evergrande liquidators’ lawsuit to claw back funds from the builder’s auditors, first public court hearing in May, about two years after being filed
关于中国恒大财务崩溃及其审计师的关键法律程序正在推进，重要的法庭听证会预计将很快举行。
China Evergrande liquidators’ lawsuit to claw back funds from the builder’s auditors will finally reach its first public court hearing in May, about two years after being filed
Pressure is mounting on VinFast Auto after US officials reminded the firm of its obligations under a four-year-old deal to build a plant in North Carolina
Despite a Pearl Harbor jibe from President Donald Trump, PM Sanae Takaichi showed Japan’s deep ties with the US — and her own agility on the world stage — during her first visit to Washington as a national leader.
IDF struck a command center and weapons in military compounds belonging to the Syrian regime in southern Syria, response to yesterday’s events in which Druze civilians were attacked
以色列对叙利亚军事目标进行了报复性打击，表明其不容忍叙利亚德鲁兹居民受到伤害的政策。
⭕️In response to yesterday’s events in which Druze civilians were attacked, the IDF struck a command center and weapons in military compounds belonging to the Syrian regime in southern Syria. The IDF will not tolerate harm towards the Druze population in Syria and will continue
Nigerian billionaire Aliko Dangote’s refinery is being flooded with inquiries as African governments scramble to secure fuel supplies https://t.co/25BkrNXnSS
Salesforce AI-related layoffs are reshaping where workers are based and what they do
这表明Salesforce内部正经历由AI整合驱动的重大重组，导致就业模式和技能需求发生变化。
Salesforce employs tens of thousands of people worldwide, but recent AI-related layoffs are reshaping where workers are based and what they do. https://t.co/sKDZLPgXOv
FedEx global demand is steady in March despite Iran war, raises full-year profit forecast on strong fiscal earnings
联邦快递的积极展望表明全球物流业的韧性，以及公司通过燃油附加费有效管理成本压力的能力。
WATCH: Global delivery company FedEx said that global demand is steady in March despite Iran war, while fuel surcharges are sheltering profits from surging fuel costs. It also raised its full-year profit forecast on strong fiscal earnings for the quarter https://t.co/5d8sz4f2R5 https://t.co/p20u3YNK4r
PM Sanae Takaichi, first visit to Washington as a national leader, showed Japan’s deep ties with the US
这次访问凸显了美日关系的韧性，以及高市首相在世界舞台上的外交灵活性。
Despite a Pearl Harbor jibe from President Donald Trump, PM Sanae Takaichi showed Japan’s deep ties with the US — and her own agility on the world stage — during her first visit to Washington as a national leader. @AlastairGale has more https://t.co/VMWZzaNXow https://t.co/T9ChDroOeJ
OpenClaw and Pi together are in the top 10 of all time software breakthroughs. [QT @chrysb: folks who are calling @openclaw pure hype are telling on themselves openclaw is like the early internet, it's raw, unrefined, and takes a little doing to get things to work, but when you figure it out, it's transformative. here are some real use cases that are having material]
Despite a Pearl Harbor jibe from President Donald Trump, PM Sanae Takaichi showed Japan’s deep ties with the US — and her own agility on the world stage — during her first visit to Washington as a national leader.
WATCH: Anduril Industries will begin building its new FURY high-speed combat drones in the coming days at a new facility in Ohio, as the US military's interest in unmanned aircraft surges following battlefield successes in Ukraine and Iran https://t.co/3pMjeL5z6r https://t.co/QfrIs8AbXC
Montis VC just raised €50M for Europe's energy revolution. The Warsaw fund is targeting 20-25 startups across energy transition, industrial automation, and AI. https://t.co/EMfuUfCbXf
AMAZON $AMZN IS REPORTEDLY DEVELOPING A NEW MOBILE PHONE, ITS FIRST SINCE 2014’S FIRE PHONE The latest effort, known internally as “Transformer,” is being developed within its devices and services unit “The phone is seen as a potential mobile personalization device that can
Uber’s $1.25 billion Rivian deal is another example of the ride-sharing platform hedging its bets in the autonomous-vehicle space, @liamdenning says (via @opinion)
solana flipped ethereum in RWA holders for the first time. 163k vs 153k. $4b monthly transfer volume up 80x YoY. sounds bullish until you realize at $0.00047 per tx that entire volume generates almost nothing in fees. maple has $450m on kamino earning lending spread. backed earns
AMAZON $AMZN IS REPORTEDLY DEVELOPING A NEW MOBILE PHONE, ITS FIRST SINCE 2014’S FIRE PHONE The latest effort, known internally as “Transformer,” is being developed within its devices and services unit “The phone is seen as a potential mobile personalization device that can https://t.co/TwcSkVjiUk
BREAKING: The top 20% of earners in the US now hold a record $49.1 trillion in equities and mutual funds, or ~87% of the total. By comparison, the middle 40% and bottom 40% own $5.9 trillion and $1.5 trillion, respectively. Since the 2020 pandemic, equity ownership among the
Surprised it lasted that long. [QT @WesRoth: Apple has quietly halted App Store updates for popular AI "vibe-coding" applications most notably the $9 billion startup Replit and mobile app builder Vibecode. After months of pushback, Apple is reportedly demanding major UX changes. Replit is being asked to force its https://t.co/gSrIcEUxNv]
华纳兄弟探索公司CEO David Zaslav在出售给Paramount Skydance后可能获得高达8.87亿美元。Uber计划向电动汽车制造商Rivian投资12.5亿美元。Nexstar计划发行51.2亿美元债券为收购Tegna融资，且Tegna收购案已获批完成。联合利华正洽谈将其食品业务出售给味好美公司。
Warner Bros Discovery CEO... $887 million, Uber plans to invest... $1.25 billion in Rivian, Nexstar plans to sell $5.12 billion of bonds to fund Tegna acquisition, Unilever in talks to sell foods business to McCormick
Warner Bros Discovery CEO David Zaslav could receive up to $887 million after the company's sale to Paramount Skydance, while Uber plans to invest up to $1.25 billion in electric vehicle maker Rivian. Here's a round up of the big financial stories from the week
At this point, in 2026, applying to YC implies something fairly clear about how you expect to make money. [QT @ohryansbelt: Delve, a YC-backed compliance startup that raised $32 million, has been accused of systematically faking SOC 2, ISO 27001, HIPAA, and GDPR compliance reports for hundreds of clients. According to a detailed Substack investigation by DeepDelver, a leaked Google spreadsheet https://t.co/MeVfKjqCod]
solana flipped ethereum in RWA holders for the first time. 163k vs 153k. $4b monthly transfer volume up 80x YoY. sounds bullish until you realize at $0.00047 per tx that entire volume generates almost nothing in fees. maple has $450m on kamino earning lending spread. backed earns
Residents exiting Massachusetts took a net of $4.2 Billion in adjusted gross income with them in 2023, one of the largest totals in the country, after a tax on millionaires took effect - Bloomberg
30y treasury just hit 4.943%. that's the highest since the iran strikes began. market is demanding nearly 5% to lend the US government money for 30 years. fed is frozen. this is the bond market calling the stagflation bluff.
Contrarian bullish sign [QT @bespokeinvest: Goldman says Thursday saw the most selling from long only investors across their trading floor since they began tracking it in 2022. Contrarian or not?]
Remarkable with everything that's going on that the S&P 500 is only down 6% from its high. Market seems to be pricing in a short-lived War with Crude Oil crashing back down. This is the hopeful outcome but is the market always right? No. Far from it.
Democrats are intentionally disrupting Americans' travel with their reckless shutdown of the Department of Homeland Security. [QT @BillMelugin_: 🧵 Starting a thread of videos of the craziest TSA lines around the country today - and they are BAD:]
Tether is fine-tuning a Wallet user-interface and want your vote! 👋 For super small balances (under a penny), do you prefer seeing the exact fraction of a cent, or a cleaner display?
Solana Coast to Coast starts today with @SuperteamUSA Tune in on @SolanaEvents https://t.co/Qm6Bzqldtk [QT @SolanaEvents: Mark your calendars for the inaugural episode of our Solana Coast to Coast Spaces series. We'll be showcasing some of the regional builders helping to fuel American innovation on @Solana We'll kick things off with @NickyScanz and @Amystreet from @SuperteamUSA 🇺🇸]
Careful when core<headline. It’s a household SOS warning something is going to break as the saving rate (an AVERAGE hugely weighted towards flushest & wealthiest) fell from 5.2% in Q1 ‘25 to 4.0% in Q4, a 1-in-5 postwar event per @EconguyRosie Can’t squeeze blood from a rock.
IS THE NBA ABOUT TO EXPAND? The NBA has begun preliminary talks with investment banks as it decides whether to sell two new franchises that would likely fetch billions of dollars - Bloomberg
联合利华(Unilever)正在考虑剥离其食品业务，包括Hellmann's和Knorr品牌，并与香料制造商McCormick进行了谈判。字节跳动(ByteDance)正在将其游戏部门Moonton出售给沙特公共投资基金(PIF)旗下的公司。Echelon Data Centres的业主正在考虑出售其部分或全部股权。
Unilever food business sale, ByteDance selling Moonton, Echelon Data Centres selling stakes
Unilever is looking to part ways with its food business, maker of Hellmann's and Knorr. The good news is that it has lots of tempting options, write @hughes_chris and @andreafelsted (via @opinion)
CBS新闻周五裁员6%。摩根大通(JPMorgan)启动了一项试点项目，以监控初级银行家的工作时间。罗氏(Roche)停止了其用于神经肌肉疾病的实验性化合物的研发，但继续研究其在体重减轻中促进肌肉生长的潜力。Dimensional Fund Advisors推出了自Vanguard专利到期以来首个共同基金的ETF份额类别。Zetwerk计划在印度秘密进行IPO，目标估值40亿美元。小鹏汽车(Xpeng)的季度财报指引疲弱，加剧了中国电动汽车市场的悲观情绪，但该公司计划将海外销售额翻倍并在墨西哥推出电动汽车。雪佛龙(Chevron)进入美国最有价值公司前20名。
CBS News cut 6% workforce, JPMorgan monitor junior bankers, Roche halts compound, Dimensional Fund Advisors ETF, Zetwerk $4B IPO, Xpeng weak forecast, Xpeng double overseas sales, Chevron top 20
Democrats are intentionally disrupting Americans' travel with their reckless shutdown of the Department of Homeland Security. [QT @BillMelugin_: 🧵 Starting a thread of videos of the craziest TSA lines around the country today - and they are BAD:]
Ukraine drone deal with US, US VP JD Vance to visit Hungary, China hopes over Novo Nordisk, India anti-subsidy probe, Pentagon $80M mine, Tim Cook’s China visit
Solana Coast to Coast系列活动今天与SuperteamUSA合作启动。Coinbase ($COIN)为非美国交易者推出了24/7股票永续期货。Hyperliquid平台显示，2500万美元的比特币多头头寸将在61.3万美元被清算，2100万美元的以太坊空头头寸将在2841美元被清算。
Solana Coast to Coast, Coinbase 24/7 stock perpetual futures, $25M BTC long liquidates at $61.3k, $21M ETH short liquidates at $2,841
IS THE NBA ABOUT TO EXPAND? The NBA has begun preliminary talks with investment banks as it decides whether to sell two new franchises that would likely fetch billions of dollars - Bloomberg
This is good news for $RDDT and could force Anthropic into a data licensing deal [QT @JonahLupton: Note from one of the sell-side analysts on $RDDT... We surveyed ~1,000 US adults measuring social platform engagement and the implications for advertisers. RDDT provides advertiser access to unique users [10% of RDDT's users not active on any of the other 5 largest social https://t.co/KnGa1EfN]
The most bifurcated market I've ever seen > Optics & memory stocks trading like we're in full risk-on mode $LITE $SNDK $AAOI $AXTI acting like the party never stopped (albeit very choppy) > MAG-7? Completely bid-less. $MAGS -10% YTD. > $VIX living above 20-25 — huge daily
IAG可能放弃收购TAP葡萄牙航空；Roblox将从游戏内赞助中获得收入分成；Costco CEO确认$1.50热狗价格不变，其作为防御性零售股与沃尔玛、罗斯百货一同被看好；Janus Living REIT上市首日大涨，成功筹集$8.4亿美元。
IAG, abandon pursuit, TAP Air Portugal, Roblox, revenue share, sponsorships, Costco CEO Ron Vachris, $1.50 hot dog price, Walmart, Ross Stores, Defensive Retail Stocks, Janus Living, REIT, jumped in trading debut, $840 million IPO
"Most of our investors are buy and hold" They will lie, and they will do everything they can to get you to trade shit coins, stuff your account with high fee privates, yolo into options, and now "trade" every sports play. They are the casino. And you will transfer all of your [QT @johnarnold: To stay aligned with its stated mission to “democratize finance for all,” Robinhood has to persuade both itself and its users that sports betting isn't actually gambling, but trading. This conflation of investing, trading, and gambling is anything but democratizing finance. https://t.co/y8jbgqOzoB]
Pentagon, extension of DoW's reinstatement program, service members discharged over COVID-19 vaccine refusal, U.S. Justice Department, criminal investigations, President Gustavo Petro of Colombia, Sri Lanka, declined ground access, two US combat aircraft, Japan-U.S. Trade Deal, boosts Nuclear Energy, Netherlands, tightens security, Iranian dissidents, shooting of man critical of Iran authorities
The major and crucial distinction between this document and an Executive Order or another report like the AI Action Plan is that this document is self-consciously the opening move in a long, multi-dimensional public negotiation over the legislation. You must read it that way!
The most bifurcated market I've ever seen > Optics & memory stocks trading like we're in full risk-on mode $LITE $SNDK $AAOI $AXTI acting like the party never stopped (albeit very choppy) > MAG-7? Completely bid-less. $MAGS -10% YTD. > $VIX living above 20-25 — huge daily
Under budget and ahead of schedule! [QT @nbc4i: On Thursday, Anduril leaders confirmed the plant will begin production by the end of March, three months ahead of schedule. https://t.co/RrOpejlcnq https://t.co/VrLspgWVZQ]
Ukraine has become one of the world's leading producers of cutting-edge, battle-tested drone interceptors that are cheap and effective. They play a key part in its defense against Russia's more than 4-year-old full-scale invasion.
> solana founders: “the solana foundation should stop competing with us” > solana foundation: “ok, we’ll start glazing hyperliquid instead” [QT @tokens: JUST IN: Hyperliquid now trades more oil, gold, and silver than crypto.]
grayscale TAO trust trades at 50% premium to NAV. 75% of supply staked. when that trust converts to spot ETF the premium disappears and real buyers hit a market where circulating float is under 2.5m tokens. $43m Q1 revenue from actual AI customers not wash volume. the ETF filing
Kalshi was temporarily barred by a judge from offering its prediction market contracts in Nevada, after state regulators said the company didn’t have a gaming license.
Solana Coast to Coast starts today with @SuperteamUSA
Solana Coast to Coast活动今日启动，由SuperteamUSA参与。此活动旨在展示在美国推动Solana生态系统创新的区域建设者。
Solana Coast to Coast starts today with @SuperteamUSA 🇺🇸 https://t.co/4qyTIoM9D4 [QT @SolanaEvents: Mark your calendars for the inaugural episode of our Solana Coast to Coast Spaces series. We'll be showcasing some of the regional builders helping to fuel American innovation on @Solana We'll kick things off with @NickyScanz and @Amystreet from @SuperteamUSA 🇺🇸]
Under budget and ahead of schedule! [QT @nbc4i: On Thursday, Anduril leaders confirmed the plant will begin production by the end of March, three months ahead of schedule. https://t.co/RrNXXFq5Wk https://t.co/VrLspgWVZQ]
$NBIS just closed the gap from the $27 billion $META deal which is just insane... goes to show what kind of market we're in.... right now you can buy $NBIS cheaper than when that deal was announced 😒 https://t.co/EgJF47VWO4 [QT @JonahLupton: Another massive deal for $NBIS.. this time with $META … could be worth up to $27 billion $NBIS is our 2nd biggest position at @FirstWaveFund https://t.co/xvGYbTbQRu]
NATO pulled security advisory mission out of Iraq, relocated personnel to Europe, after Iranian attacks on British, French and Italian bases in northern Iraq
NATO has pulled its security advisory mission out of Iraq and relocated several hundred personnel involved in the effort to Europe. The move came after a series of attacks from Iran on other troops at British, French and Italian bases in northern Iraq. https://t.co/obkOQRjsuy
grayscale TAO trust trades at 50% premium to NAV. 75% of supply staked. when that trust converts to spot ETF the premium disappears and real buyers hit a market where circulating float is under 2.5m tokens. $43m Q1 revenue from actual AI customers not wash volume. the ETF filing
Kalshi was temporarily barred by a judge from offering its prediction market contracts in Nevada, after state regulators said the company didn’t have a gaming license. https://t.co/in8URVlJWj
grayscale TAO trust trades at 50% premium to NAV. 75% of supply staked. when that trust converts to spot ETF the premium disappears and real buyers hit a market where circulating float is under 2.5m tokens. $43m Q1 revenue from actual AI customers not wash volume. the ETF filing