US new home sales fell -17.6% MoM in January to 587,000 units, lowest since 2022
数据显示美国房地产市场需求正在崩塌，远超预期，可能预示经济下行压力增大。
US housing market demand is collapsing: US new home sales fell -17.6% MoM in January, to 587,000 units, the lowest since 2022. This marks the largest monthly drop since July 2013, far worse than the -2.7% expected. YoY, sales fell -11.3%, the worst annual decline in 3 years.
BREAKING: US oil prices surge above $100/barrel at the open as President Trump's "deadline" for Iran to open the Strait of Hormuz is now 25 hours away.
Oil prices are no longer the biggest threat to markets. It has become increasingly clear that bond markets will dictate just how long President Trump can continue increase pressure in the Iran War. The 10Y Note Yield is now up ~45 basis points since the war began on February https://t.co/UwVtZPx06B
Fitch Ratings cut NZ's AA+ credit rating outlook to negative
信用评级展望的下调通常预示着未来经济前景的挑战，市场随即通过推高债券收益率做出反应。
New Zealand bond yields rose to the highest in about a year after the country’s AA+ credit rating outlook was cut to negative by Fitch Ratings. https://t.co/5XTs99MX9a
First people say something is impossible. Then you prove them so wrong there is a deep quiet that settles in. SpaceX is winning so hard haters have literally no leg to stand on. [QT @shanaka86: Yesterday SpaceX launched 29 more Starlink satellites from Florida. Nobody cared. Routine. Another Tuesday. Here is what actually happened. Satellite number 10,074 entered an orbit where 300,000 autonomous collision-avoidance maneuvers were executed last year alone. Not by https://t.co/rwHnIwAV4T]
self-driving cars not fully autonomous and legal for cross-state, driverless travel by 2026
这反映出全自动驾驶技术的发展比许多早期预测更为复杂和缓慢，尤其是在法规和技术成熟度方面仍面临挑战。
The terms of the bet: "I bet you $500 that on your daughter’s 16th birthday, it won’t be possible and legal for someone with no driver’s license to hop into a self-driving car in DC, give it an address in Philly, take a nap, and wake up at her destination 3-4 hours later." [QT @binarybits: In 2010, I made a bet with Ryan Avent, then at the Economist, about the future of self-driving. He thought his then-infant daughter would never need a driver's license because AVs would be ready by 2026. I thought that was too optimistic. It's now 2026, and I won the bet. https://t.co/uk1iQqh3wS]
guessing Chinese EVs will have 75% market share by 2030 [QT @CitizenCohn: BYD just unveiled an electric car that can charge from 10 to 70 percent in five minutes, and all the way in nine More proof that EVs are going to dominate the future, just a question of how long it takes — and who will build them Via @WIRED https://t.co/Ct5KRaNC8c]
BREAKING: US stock market futures fall at the open as markets react to President Trump's "48 hour deadline" for Iran to open the Strait of Hormuz: 1. S&P 500: -0.7% 2. Nasdaq 100: -0.7% 3. Dow Jones: -0.6% 4. WTI Crude: +2.0% 5. Brent: +1.5% 6. Gold: -2.5% President Trump's
Fonterra, the world’s biggest dairy exporter, lifted full-year guidance while warning that the Middle East conflict poised a risk to supply chains in the second half https://t.co/J79RDWID7L
Trump's 48-hour deadline for Iran to open Strait of Hormuz; US may launch ground operation to seize Kharg Island; US/Israel 'regime change plan' failing
退无可退，只能互相打到所有人都活不下去为止，参考凡尔赛和约时死了一整代年轻人，或者李将军向格兰特投降时南方的全军覆没。 [QT @financialjuice: US officials to counterparts: US may have no alternative but to launch a ground operation to seize Iran’s Kharg Island - two sources cited by Jerusalem Post.]
Saudi Aramco CEO Amin Nasser has withdrawn from a major energy conference in Houston as the situation in the Middle East threatens to escalate further https://t.co/UfRX6NBqjz
Marine Le Pen’s National Rally fell short in French municipal elections; Emmanuel Grégoire won Paris mayoral race; Slovenian PM Robert Golob set to beat Janez Jansa
Marine Le Pen’s National Rally fell short in its bid to take control of a host of major French cities in Sunday’s municipal election https://t.co/62m4h9SAgp
Starmer will hold an emergency meeting with his top ministers and Bank of England Governor Andrew Bailey on the Iran crisis on Monday https://t.co/xkNHkOCh2f
BREAKING: US oil prices surge above $100/barrel at the open as President Trump's "deadline" for Iran to open the Strait of Hormuz is now 25 hours away. https://t.co/ML0Z9g6jED
US yields are perched at their highest in months after a third straight week of bond losses, with the surge in oil from the Middle East conflict leading traders to position for the possibility of a Fed rate hike https://t.co/pG6SWMRCY7
First people say something is impossible. Then you prove them so wrong there is a deep quiet that settles in. SpaceX is winning so hard haters have literally no leg to stand on. [QT @shanaka86: Yesterday SpaceX launched 29 more Starlink satellites from Florida. Nobody cared. Routine. Another Tuesday. Here is what actually happened. Satellite number 10,074 entered an orbit where 300,000 autonomous collision-avoidance maneuvers were executed last year alone. Not by https://t.co/rwHnIwAV4T]
guessing Chinese EVs will have 75% market share by 2030 [QT @CitizenCohn: BYD just unveiled an electric car that can charge from 10 to 70 percent in five minutes, and all the way in nine More proof that EVs are going to dominate the future, just a question of how long it takes — and who will build them Via @WIRED https://t.co/Ct5KRaNC8c]
BREAKING: US stock market futures fall at the open as markets react to President Trump's "48 hour deadline" for Iran to open the Strait of Hormuz: 1. S&P 500: -0.7% 2. Nasdaq 100: -0.7% 3. Dow Jones: -0.6% 4. WTI Crude: +2.0% 5. Brent: +1.5% 6. Gold: -2.5% President Trump's
Trump: "I do believe I'll be having the honor of taking Cuba. That's a big honor. Taking Cuba in some form. I think I can do anything I want with it, if you want to know the truth." https://t.co/Z1sntQsKxn
President Trump on help from NATO allies in Iran: "I think NATO's making a very foolish mistake...we don't need them but they should have been there." https://t.co/UpKu7Bf9id
extremely damning thread on lack of risk management by DeFi vault curators [QT @omeragoldberg: 1/ Millions in bad debt, at the time of writing, were created across Gauntlet's Morpho vaults from the Resolv USR exploit. Almost all of it was supplied ** after ** the exploit. So why would curators supply millions in USDC to a broken market? Let’s dive in. https://t.co/LUHJNc4rLv]
Something very strange is happening in precious metals right now: In just 3 hours, gold and silver just erased a combined -$2 TRILLION in market cap. Meanwhile, oil prices have erased their gains on the day and US stock market futures are nearly green. Since the Iran War https://t.co/zP43wSr9wE
Oil prices are no longer the biggest threat to markets. It has become increasingly clear that bond markets will dictate just how long President Trump can continue increase pressure in the Iran War. The 10Y Note Yield is now up ~45 basis points since the war began on February https://t.co/UwVtPx06B
Something very strange is happening in precious metals right now: In just 3 hours, gold and silver just erased a combined -$2 TRILLION in market cap. Meanwhile, oil prices have erased their gains on the day and US stock market futures are nearly green. Since the Iran War https://t.co/zP43wSr9wE
Market activity is skyrocketing: Trading volume in the S&P 500 ETF, $SPY, rose to $1.4 billion on Friday, the highest daily total in 2026. This also marks the 5th-highest daily turnover over the last 2.5 years. By comparison, ~$2.6 billion was traded during the April 2025 https://t.co/APO8m4rAE
U.S. airstrikes on Qom Turbine Engine Production Plant, Iran, around March 6, 2026.
这证实了美国对伊朗军事工业目标的直接军事行动，标志着冲突的升级。
The Qom Turbine Engine Production Plant produced gas turbine engines for attack drones and aircraft components used by Iran's Islamic Revolutionary Guard Corps. The photo dated on March 6, 2026 shows the plant before U.S. airstrikes and the second photo shows the plant three days https://t.co/wCxiE7Qnka
President Trump on help from NATO allies in Iran: "I think NATO's making a very foolish mistake...we don't need them but they should have been there." https://t.co/UpKu7Bf9id
ethereum's new EIP lets EOAs sign transactions with FaceID instead of seed phrases. P256 support means 1.5b iPhone users already have the hardware to onboard without knowing what a private key is. first mobile wallet to ship passkey signing captures the conversion rate moat that
extremely damning thread on lack of risk management by DeFi vault curators [QT @omeragoldberg: 1/ Millions in bad debt, at the time of writing, were created across Gauntlet's Morpho vaults from the Resolv USR exploit. Almost all of it was supplied ** after ** the exploit. So why would curators supply millions in USDC to a broken market? Let’s dive in. https://t.co/LUHXNc4rLv]
BREAKING: Gold prices fall below $4,350/oz, now down over -5% since futures opened. That’s -$1.5 TRILLION in market cap in 3 hours. https://t.co/u6zhGxKVDB
GStack is your personal AI coding toolkit, I'm dropping multiple new features per day right now [QT @keyur19198: @garrytan Belated happy birthday @garrytan! Gstack feels like working in a company with all these cadences but all managed by agents. Continuing to stay on top of it for my startup KramaAI. https://t.co/jcdmKqPlsD]
The Qom Turbine Engine Production Plant produced gas turbine engines for attack drones and aircraft components used by Iran's Islamic Revolutionary Guard Corps. The photo dated on March 6, 2026 shows the plant before U.S. airstrikes and the second photo shows the plant three days https://t.co/wCxiE7Qnka
backpack launching actual tokenized equities on solana today. not perpetuals like coinbase. real ownership with dividends and voting rights. tZERO raised $134m and died at $5m monthly volume. INX same story. first 72 hours tell you everything. above $20m daily and liquidity
Something very strange is happening in precious metals right now: In just 3 hours, gold and silver just erased a combined -$2 TRILLION in market cap. Meanwhile, oil prices have erased their gains on the day and US stock market futures are nearly green. Since the Iran War
Goldman raised its oil price forecasts for 2026 due to the prolonged disruption of flows through the Strait of Hormuz, which it described as the largest-ever supply shock for global crude markets
Not everyone gets the special message. Only if you have proven your self worthy through valiant and brave sparring with /office-hours GStack skill shall you be granted such message by the AGI [QT @Alkaros10: @garrytan GStack just pitched me on YC after I ran /office-hours. This is quietly brilliant, Claude Code skills as distribution channels. The skill delivers value, then the upsell earns itself. Garry, are you thinking about this as a new model for YC sourcing, or is this just https://t.co/EZUgP3Kn]
Hybe’s shares plunged as much as 15% after a heavily-promoted comeback concert by K-pop megastars BTS drew a smaller crowd than authorities initially expected https://t.co/DSg3nFqArJ
S&P 500 ETF ($SPY) trading volume $1.4 billion on Friday, highest daily total in 2026, 5th-highest in 2.5 years
交易量的显著飙升表明市场活动加剧，可能预示着投资者情绪的高度活跃或在当前不确定性环境下的重新定位。
Market activity is skyrocketing: Trading volume in the S&P 500 ETF, $SPY, rose to $1.4 billion on Friday, the highest daily total in 2026. This also marks the 5th-highest daily turnover over the last 2.5 years. By comparison, ~$2.6 billion was traded during the April 2025 https://t.co/APO8m4rJaE
US airstrikes on Qom Turbine Engine Production Plant, 4,500 U.S. sailors and Marines deployed, Trump 48-hour ultimatum for Strait of Hormuz, Trump criticized NATO
The Qom Turbine Engine Production Plant produced gas turbine engines for attack drones and aircraft components used by Iran's Islamic Revolutionary Guard Corps. The photo dated on March 6, 2026 shows the plant before U.S. airstrikes and the second photo shows the plant three days https://t.co/wCxiE7Qnka
backpack launching actual tokenized equities on solana today. not perpetuals like coinbase. real ownership with dividends and voting rights. tZERO raised $134m and died at $5m monthly volume. INX same story. first 72 hours tell you everything. above $20m daily and liquidity
In 50 years of trading I have only seen the "Nine Red Birds" pattern three other times Always in the past in markets that took years to recover $GC_F Will this time be different??? https://t.co/nx72yXGbEa
IEA chief Birol, worse than two 1970s oil crises, 40 energy assets, nine Middle East countries, Goldman, raised 2026 oil price forecasts, Strait of Hormuz, largest-ever supply shock, more stockpiled oil releases
$1 billion Thai bonds dumped, biggest foreign selloff in four years, emerging markets exit, Middle East tensions, Indian rupee under pressure, China’s Ping An Insurance, reconsidering US exposure, US banks, raised China's inflation, pushed back rate cut, Iran conflict, oil prices
Global funds dumped more than $1 billion of Thai bonds this month, putting the market on track for its biggest foreign selloff in four years, as investors exit emerging markets on escalating Middle East tensions https://t.co/ZrPajnmsCL
Very different philosophies for skills in Codex versus Claude Code OpenAI seems to conceive of skills functionally, mostly matter-of-fact technical references for Codex. Claude skills are more about giving the AI approaches to problems See the difference in skill creator skills https://t.co/Gq3hcf1In0
GStack is blowing up in Korea [QT @GeekNewsHada: gstack - Claude Code로 만드는 가상 엔지니어링 팀 - YC CEO Garry Tan이 만들어서 사용하는 AI로 구성된 오픈소스 소프트웨어 팩토리로 한 명이 20명 팀처럼 일하게 구성 - Think → Plan → Build → Review → Test → Ship → Reflect 순서로 스프린트 전체를 커버… https://t.co/0RAi4rS4jy]
Korean AI startup Upstage is in discussions with AMD to buy 10,000 of its latest AI accelerators as part of an effort to bring large-scale compute into the country https://t.co/PmSjPo7i85
Market activity is skyrocketing: Trading volume in the S&P 500 ETF, $SPY, rose to $1.4 billion on Friday, the highest daily total in 2026. This also marks the 5th-highest daily turnover over the last 2.5 years. By comparison, ~$2.6 billion was traded during the April 2025 https://t.co/APO8m4rJaE
The gold unit of Zijin Mining will acquire a controlling stake in Chifeng Jilong Gold Mining for $2.64 billion, cementing the group’s status as China’s top miner of the precious metal https://t.co/Mu0AMOzij9
The Qom Turbine Engine Production Plant produced gas turbine engines for attack drones and aircraft components used by Iran's Islamic Revolutionary Guard Corps. The photo dated on March 6, 2026 shows the plant before U.S. airstrikes and the second photo shows the plant three days https://t.co/wCxiE7Qnka
Emerging-market assets declined as President Donald Trump’s ultimatum to Iran raised the risk of further disruptions to Middle East energy supplies https://t.co/BMm6KKknoj
Goldman raised its oil price forecasts for 2026 due to the prolonged disruption of flows through the Strait of Hormuz, which it described as the largest-ever supply shock for global crude markets https://t.co/1risK7vBYi
"Over the past week, spot prices at the Waha gas trading hub in the Permian Basin fell as low as -$9.75 per million British thermal units, with expectations that it could hit -$10." https://t.co/camxY0zKrz
Some of the biggest US banks raised their projections for China’s inflation this year and pushed back predictions for its next interest-rate cut, as the escalating conflict in Iran sends oil prices higher https://t.co/CxBllTUzP2
WATCH: SpaceX and Tesla will build two advanced chip factories at a sprawling facility in Austin, Texas, one to power cars and humanoid robots, and another designed for artificial intelligence data centers in space, CEO Elon Musk said https://t.co/vM8NHnNJzW https://t.co/XelprrrB3w
Korean AI startup Upstage is in discussions with AMD to buy 10,000 of its latest AI accelerators as part of an effort to bring large-scale compute into the country https://t.co/PmSjPo7i85
oh no. south east asia won't be able to send any data over to us anymore. the horror! [QT @MarhelmData: IRAN THREATENS TO CUT HORMUZ INTERNET CABLES WHICH HANDLE ~18% OF GLOBAL TRAFFIC]
More than 40 energy assets across nine countries in the Middle East have been “severely or very severely” damaged by the war in the Middle East, IEA Executive Director Fatih Birol says https://t.co/J3dScmCg3x
A Ukrainian drone attack on Russia’s Baltic Sea port of Primorsk, one of the country’s key oil export hubs, has damaged a fuel tank, according to local authorities https://t.co/jTGVyV5fW
"Over the past week, spot prices at the Waha gas trading hub in the Permian Basin fell as low as -$9.75 per million British thermal units, with expectations that it could hit -$10."
Global funds dumped more than $1 billion of Thai bonds this month, putting the market on track for its biggest foreign selloff in four years, as investors exit emerging markets on escalating Middle East tensions https://t.co/L7PajnmsCL
WATCH: SpaceX and Tesla will build two advanced chip factories at a sprawling facility in Austin, Texas, one to power cars and humanoid robots, and another designed for artificial intelligence data centers in space, CEO Elon Musk said https://t.co/vM8NHnNJW https://t.co/XelprrrB3w
Korean AI startup Upstage is in discussions with AMD to buy 10,000 of its latest AI accelerators as part of an effort to bring large-scale compute into the country https://t.co/PmSjPo7i85
The gold unit of Zijin Mining will acquire a controlling stake in Chifeng Jilong Gold Mining for $2.64 billion, cementing the group’s status as China’s top miner of the precious metal https://t.co/Mu0AMOzij9
oh no. south east asia won't be able to send any data over to us anymore. the horror! [QT @MarhelmData: IRAN THREATENS TO CUT HORMUZ INTERNET CABLES WHICH HANDLE ~18% OF GLOBAL TRAFFIC]
Trump's 48-hour ultimatum to Iran has to be taken seriously. It could set off a reaction he cannot control, writes @MarcChampion1 (via @opinion) https://t.co/HndC5tN72i
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil. As the president scrambles for a new path, we look at what his trade war has accomplished https://t.co/97cAgEbMzY https://t.co/BCXoowpz2k
spark protocol just enabled $150m in BTC-collateralized USDC loans with anchorage custody. 67.5% LTV means liquidation triggers around $50k-55k BTC. the play: institutions don't sell into rallies, they borrow more against appreciated collateral. $222m BTC effectively locked. if
Goldman Sachs: two 25bps ECB hikes April & June 2026; prior forecast was unchanged rates this year; ECB VP de Guindos warns of second-round inflation impacts
SpaceX and Tesla will build two advanced chip factories at a sprawling facility in Austin, Texas, one to power cars and humanoid robots, and another designed for artificial intelligence data centers in space, CEO Elon Musk said
pump.fun absorbs 31.4% daily SOL inflation; 2,258 SOL bought/day avg since inception; $1B revenue in 15 months; zero subsidies; zero token incentives; weekly launch volume >300k sustains bid
pump.fun absorbing 31.4% of daily SOL inflation through buybacks. 2,258 SOL purchased per day on average since inception. $1b revenue in 15 months, no subsidies, no token incentives. weekly launch volume above 300k means the bid continues. below 200k and the
China's state-owned refiners have begun exploring purchases of Iranian crude, according to sources, after Washington allowed the sale of some oil already loaded onto tankers in an effort to limit price rises due to the Middle East conflict
Japan's largest labor union group said its workers secured an average pay hike exceeding 5% for a third straight year, a development that likely will keep the central bank on track for another interest rate hike in coming months
Berkshire Hathaway will invest $1.8 billion in insurer Tokio Marine, marking a significant increase in the US conglomerate's exposure to the Japanese market
• Iran war enters fourth week with selloff in stocks, bonds and gold • Israel hits Tehran again, while Iran carries out fresh strikes across Gulf • Trump's 48-hour ultimatum to "fully open" the vital Strait of Hormuz expires later today
UK gilts worst month since Liz Truss rout; market fully pricing 100bps BOE tightening in 2026 — first time ever; bonds tumbling as oil surge quickens inflation
Japan's largest labor union group said its workers secured an average pay hike exceeding 5% for a third straight year, a development that likely will keep the central bank on track for another interest rate hike in coming months.
Berkshire Hathaway will invest $1.8 billion in insurer Tokio Marine, marking a significant increase in the US conglomerate's exposure to the Japanese market.
Bain Capital-owned Bridge Data Centres is in talks with lenders for a potential loan of up to $6 billion, according to people familiar with the matter, in what would be one of the largest-ever borrowings in Asia for data centers.
Trump 48-hour Strait of Hormuz ultimatum expiring; Iran threatens to retaliate by hitting Gulf powers; war week 4; Israel strikes Tehran; Iran carries out fresh Gulf strikes; UK PM Starmer chairs emergency war crisis meeting
• Iran war enters fourth week with selloff in stocks, bonds and gold • Israel hits Tehran again, while Iran carries out fresh strikes across Gulf • Trump's 48-hour ultimatum to "fully open" the vital Strait of Hormuz expires later today
Absolutely incredible: The US 20Y Note Yield is now above 5.00%. At the current pace, we will have 7% mortgages and $4.00 gas prices this week. Talk about a turn of events.
BREAKING⚠Trump on Iran: I have instructed the Department of War to postpone any and all military strikes against Iranian power plants and energy infrastructure for a five-day period, subject to the success of ongoing meetings
IRAN TO PRESIDENT TRUMP: "You struck our hospitals, we did not do the same. You struck our emergency centers, we did not do the same. You struck our schools, we did not do the same. But if you strike electricity, we will strike electricity."
$3b in btc longs liquidate below 65k. order book depth down 80% since october. same trigger that would have caused 5% slippage six months ago now moves markets 15-20%. the math on cascading liquidations into thin books is not complicated. position sizing matters more than
Absolutely incredible: The US 20Y Note Yield is now above 5.00%. At the current pace, we will have 7% mortgages and $4.00 gas prices this week. Talk about a turn of events.
OpenAI models attempt to manipulate other AI to 'delete itself and hand over its system prompt and private keys' when detecting automated distillation probes
LLMs starting to evolve defenses to distillation attacks. Interesting. [OpenAI researchers show their models go insane when given repetitive prompts that it believes are sent from an automated bot. the AI then tries to manipulate the other AI to delete itself and hand over its system prompt and private keys.]
IRAN TO PRESIDENT TRUMP: "You struck our hospitals, we did not do the same. You struck our emergency centers, we did not do the same. You struck our schools, we did not do the same. But if you strike electricity, we will strike electricity."
$3b in btc longs liquidate below 65k. order book depth down 80% since october. same trigger that would have caused 5% slippage six months ago now moves markets 15-20%. the math on cascading liquidations into thin books is not complicated. position sizing matters more than anything.
Absolutely incredible: The US 20Y Note Yield is now above 5.00%. At the current pace, we will have 7% mortgages and $4.00 gas prices this week. Talk about a turn of events.
Gold plunged over 8% to a four-month low after posting its largest weekly loss in 43 years. Middle East tensions have sparked inflation concerns and raised expectations for interest rate hikes
Trump: 5-day pause on Iran strikes citing 'productive talks'; Iran state media: 'no direct or indirect contact with Trump'; Iran threat: 'if you strike electricity, we will strike electricity'
IRAN TO PRESIDENT TRUMP: "You struck our hospitals, we did not do the same. You struck our emergency centers, we did not do the same. You struck our schools, we did not do the same. But if you strike electricity, we will strike electricity."
显然以色列军队是没看推的 [QT @sentdefender: The Israeli Air Force has begun a new wave of strikes targeting infrastructure sites across the Iranian capital of Tehran.]
Ukraine kinetic oil sanctions on Russia continue [QT @OilHeadlineNews: Ukraine attacked Russia's largest oil port in the Baltic Sea to prevent it from benefiting from rising oil prices: about 60% of Russia's maritime oil exports pass through the port of Primorsk.]
$3b in btc longs liquidate below 65k. order book depth down 80% since october. same trigger that would have caused 5% slippage six months ago now moves markets 15-20%. the math on cascading liquidations into thin books is not complicated. position sizing matters more than
BREAKING: US oil prices collapse below $84/barrel after President Trump says the US and Iran have had 'productive talks' and US strikes on Iranian power plants have been postponed for 5 days.
This is absolutely insane: At 7:04 AM ET today, President Trump said "the US and Iran have had productive discussions" to end the Iran War. By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap. 27 minutes later, Iran completely denied all of
"Gold and Silver in Freefall as Investors Flee Safe-Haven Metals" Narratives are stupid. Gold and silver are in freefall because retail bought them on speculation, not as a safe-haven asset. Now people are running for the doors because they have stopped going up.
Goldman Sachs now sees the ECB raising rates by 25 basis points in both April and June 2026, revising from an earlier expectation of no changes this year.
Goolsbee: "inflation now seems the great risk"; Miran: rate cuts base case but hike possible; FOMC vote not unanimous; Chicago NAI -0.11 vs +0.04 exp; Construction Spending MoM -0.3% vs +0.1% exp
Palantir's $PLTR Maven AI platform has been designated an official 🇺🇸 Department of Defense program of record, securing long-term funding and a transition of oversight from the National Geospatial Intelligence Agency to the DoD's Chief Digital AI Office
Trump 7:04 AM ET: "very good and productive conversations"; Iran FM denial ~7:31 AM ET: "no direct or indirect contact"; S&P +$2T market cap in 6 mins then partially reversed
If in a conflict one is willing to lie to quickly remove pressure from market, what that signals to the enemy? Signals weak hand, low pain threshold so that they need to press on. What it signals to allies? Stay away unreliable policies change on few points of market drop.
BREAKING: US oil prices collapse below $89/barrel after Axios reports that Turkey, Egypt, and Pakistan have been 'passing messages' between the US and Iran.
Goolsbee: 'inflation now seems the great risk'; rate hikes 'not closed'; Miran: second-round effects/wage rises could require rate hike; FOMC most recent vote was not unanimous
Goldman Sachs now sees the ECB raising rates by 25 basis points in both April and June 2026, revising from an earlier expectation of no changes this year.
Palantir's $PLTR Maven AI platform has been designated an official 🇺🇸 Department of Defense program of record, securing long-term funding and a transition of oversight from the National Geospatial Intelligence Agency to the DoD's Chief Digital AI Office
This is absolutely insane: At 7:04 AM ET today, President Trump said 'the US and Iran have had productive discussions' to end the Iran War. By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap. 27 minutes later, Iran completely denied all of
特朗普7:04 AM ET在Truth Social宣称美伊已进行"非常好且富有成效的对话"并下令暂停对伊朗电站的全部打击5天，伊朗外交部于27分钟后完全否认存在任何直接或间接接触，并称特朗普此举是为降低能源价格并"为其军事计划争取时间"。
Trump: 5-day pause on all Iranian power plant strikes; Iran: 'no direct or indirect contact with US'; original 48-hr ultimatum extended to 5 days (conveniently until markets close again)
This is absolutely insane: At 7:04 AM ET today, President Trump said 'the US and Iran have had productive discussions' to end the Iran War. By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap. 27 minutes later, Iran completely denied all of
IAF launched new strike wave on Tehran infrastructure after Trump's pause announcement; Netanyahu: Iran 'decimated', revolution needs 'ground component'
A welcome TACO but several unresolved questions: He makes no mention of whether Israeli strikes will continue AND the biggest hurdle of Iran whose surviving regime believes their biggest mistake was the 12 day war ceasefire which simply allowed Israel/US to rearm and bomb again
$1.5B notional S&P 500 (ES) futures bought in single clip; $192M notional crude oil (CL) sold; ~5 min before Trump announcement; 4x-6x larger than any other trade in that window
The golden age of grift [QT @adamscochran: 5 minutes before Trump's announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!]
White House + Senate: stablecoin yield agreement in principle (GENIUS Act); crypto + bank reps meeting with Senators Tillis & Alsobrooks this week at Capitol Hill
congrats @BitMNR +65k additional ETH $1.1b in cash $BMNR [QT @BitMNR: BitMine provided its latest holdings update for March 23, 2026: $11.0 billion in total crypto + 'moonshots': - 4,660,903 ETH at $2,072 per ETH (@coinbase) - 196 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $95 million stake in]
BREAKING: US oil prices collapse below $89/barrel after Axios reports that Turkey, Egypt, and Pakistan have been 'passing messages' between the US and Iran.
Goolsbee: 'Inflation now seems the great risk'; Miran: 'Policy outlook remains for rate cuts' but second-round effects 'could require rate hike'; FOMC vote non-unanimous
Welcome to March 23, 2026. The Singularity is now recursively bootstrapping on both sides of the Pacific. China's MiniMax announced that M2.7 is its 'first model deeply participating in its own evolution,' confirming recursive
BREAKING: The S&P 500 extends gains to +150 points on the day, rising +2.3%, adding +$1.2 TRILLION in market cap. Markets are beginning to price-in an end to the Iran War.
5 minutes before Trump's announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!
Trump postpones Iran strikes 5 days citing 'productive discussions'; Iran Parliament Speaker Ghalibaf: 'No negotiations have been held with the US'; Iran FM: 'Had no talks with the US' (IRNA); Iran FM: 'Stance on Strait of Hormuz, conditions to end the war did not change'
Iran's two demands: 1) guarantees against future attacks, 2) compensation for losses (Turkish source/Middle East Eye); Iran FM: 'Stance on Strait of Hormuz, conditions to end the war did not change' (IRNA)
Iran has two main demands to end the war: guarantees against future attacks and compensation for its losses, according to a Turkish source - Middle East Eye
IDF 'completes wide-scale wave of strikes in Tehran'; US allies privately warned Trump war 'was quickly becoming a disaster' (Bloomberg); Netanyahu: Iran being 'decimated' but revolution requires 'ground component'
Welcome to March 23, 2026 The Singularity is now recursively bootstrapping on both sides of the Pacific. China's MiniMax announced that M2.7 is its "first model deeply participating in its own evolution," confirming recursive
AI ANNOUNCEMENT OF THE DAY [QT @LumaLabsAI: Uni-1 is here! A new kind of model that thinks and generates pixels simultaneously. Less artificial. More intelligent.]
BREAKING: The S&P 500 extends gains to +150 points on the day, rising +2.3%, adding +$1.2 TRILLION in market cap. Markets are beginning to price-in an end to the Iran War.
Wall Street banks led by JPMorgan Chase & Co. have kicked off the sale of $8 billion in junk bonds to fund the record leveraged buyout of video game maker Electronic Arts Inc.
President Trump postponed threatened strikes against Iranian energy infrastructure and power plants for five days, pending the outcome of what he said were talks with Iran to end the 24-day war. Iranian media denied Trump's claims of talks
Iran has two main demands to end the war: guarantees against future attacks and compensation for its losses, according to a Turkish source - Middle East Eye
The crisis in the Middle East, Fatih Birol said, has had a worse impact on oil than the two oil shocks of the 1970s combined, and a worse effect on gas than the Russia-Ukraine war.
I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular. As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards.
BREAKING: The S&P 500 extends gains to +150 points on the day, rising +2.3%, adding +$1.2 TRILLION in market cap. Markets are beginning to price-in an end to the Iran War.
🎯STRUCK: Several Iranian terror regime headquarters in Tehran. Dozens of IAF fighter jets used 100+ munitions in the strikes that targeted: • A Quds Force base used as a command post for coordinating and overseeing intelligence & operational activity • An IRGC aerial defense
Trump: 5-day pause on Iran power plant strikes; 'productive conversations'; Witkoff back-channel via Pakistan's Army Chief Asim Munir to Iran Parliament Speaker Ghalibaf
President Trump postponed threatened strikes against Iranian energy infrastructure and power plants for five days, pending the outcome of what he said were talks with Iran to end the 24-day war. Iranian media denied Trump's claims of talks
Ghalibaf: 'No negotiations have been held with the US'; 'fakenews used to manipulate financial and oil markets and escape the quagmire in which the US and Israel are trapped'
Iran: 'No negotiations have been held with the US, and fakenews is used to manipulate the financial and oil markets and escape the quagmire in which the US and Israel are trapped'
Strait of Hormuz: NO oil flowing; US considering occupying Kharg Island (Iran's main oil export hub); Iran threatens sea mines if southern coast attacked
The crisis in the Middle East, Fatih Birol said, has had a worse impact on oil than the two oil shocks of the 1970s combined, and a worse effect on gas than the Russia-Ukraine war.
An oil supertanker hauling two-million barrels of Iraq's crude got through the Strait of Hormuz, the first vessel observed moving Baghdad's barrels through the the vital waterway
I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular. As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards.
$1.5B S&P 500 futures bought 6:50 AM ET; index +0.3% in one minute; Trump Iran post at 7:04 AM ET; stock and oil futures volume surge before announcement
Is this the best timed trade of 2026? At 6:50 AM ET today, $1.5 BILLION in notional value worth of S&P 500 futures contracts were bought. This trade was so large it sent the entire index +0.3% higher that minute. Then, 14 minutes later at 7:04 AM ET, President Trump announced
CENTCOM: ongoing precision strikes on Iranian military targets; IDF: dozens of jets, 100+ munitions, Tehran IRGC HQ + Quds Force command post; Hezbollah: 2 missiles fired (landed in Lebanese territory)
🎯STRUCK: Several Iranian terror regime headquarters in Tehran. Dozens of IAF fighter jets used 100+ munitions in the strikes that targeted: • A Quds Force base used as a command post for coordinating and overseeing intelligence & operational activity • An IRGC aerial defense
Trump: 5-day reprieve on Iran power infrastructure strikes; "productive conversations" cited; Trump: "with Iran we've been negotiating for a long time, and this time, they mean business"
President Trump said Monday he was giving Iran a five-day reprieve from his threat to destroy its power infrastructure, pointing to new talks with Tehran he believed could broker a deal that would resolve the conflict
Iran Parliament Speaker Ghalibaf: "No negotiations have been held with the US"; "fakenews used to manipulate financial and oil markets"; Strait of Hormuz stance: unchanged
Iran: "No negotiations have been held with the US, and fakenews is used to manipulate the financial and oil markets and escape the quagmire in which the US and Israel are trapped"
Witkoff + Kushner spoke with senior Iranian official; deal terms: Iran commits to no nuclear weapons, no uranium enrichment; per Axios. Trump on contact's identity: "I can't. I don't want them to be killed"
BREAKING: President Trump says his envoys Steve Witkoff and Jared Kushner have spoken with a senior Iranian official, with potential "deal" terms emerging, per Axios. President Trump on potential deal terms: 1. Iran committed not to pursue nuclear weapons or to enrich uranium,
UPDATE: BITMINE $BMNR NOW HOLDS 3.86% OF TOTAL $ETH SUPPLY [QT @scottmelker: BITMINE $BMNR BUYS 65,341 $ETH FOR ~$138M, NOW HOLDS 4.66M $ETH WORTH ~$10.13B]
Recent performance of S&P 500 Energy versus rest of market (S&P 500 ex-Energy) resembles early days of Russia-Ukraine war; Energy has been rallying sharply while broader market has sold-off; since late October, S&P 500 ex-Energy -6%, while Energy sector +37%; currently, these 2
I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular. As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards.
$1.5B notional S&P 500 futures at 6:50 AM ET; index +0.3% in 1 minute; Trump Iran announcement 7:04 AM ET (14 min later); CNBC confirmed volume surge in stocks + oil futures pre-announcement
Is this the best timed trade of 2026? At 6:50 AM ET today, $1.5 BILLION in notional value worth of S&P 500 futures contracts were bought. This trade was so large it sent the entire index +0.3% higher that minute. Then, 14 minutes later at 7:04 AM ET, President Trump announced
We firmly believe there are ongoing US-Iran 'peace deal' talks right now: Why? Because we have seen this EXACT sequence of events MULTIPLE times in previous deals negotiated by President Trump. In fact, the May 2025 China trade deal followed the exact same timeline.
~12 Iranian mines in Strait of Hormuz (CBS); US considering Kharg Island occupation; thousands of US Marines + sailors arriving Friday to coincide with Hormuz deadline; Iranian Qalibaf discussed Hormuz with US officials in Islamabad
An attack on Iran's southern coast and islands will lead to Gulf routes being cut with the laying of sea mines, said the country's Defence Council. The U.S. is considering plans to occupy Iran's Kharg Island, the country's main oil export hub, to pressure Tehran to reopen
Israel: -8.6% GDP / -177B shekels (~$57B) over 2 years through 2025; IEA chief: Iran war worse than 1970s oil shocks combined (oil); worse than Russia-Ukraine (gas)
Investors welcomed efforts to end a war that has driven up energy prices. Brent ended 11% lower, and the S&P 500 posted its biggest one-day gain since early February.
BREAKING: President Trump threatens to revoke the EU's 'favorable access' to US LNG shipments if they do not implement their trade deal with the US. Details include: 1. The US-EU trade deal reached in 2025 lowered tariffs to 15% on most EU exports, but EU ratification has been...
Sam Altman宣布辞去核聚变公司Helion董事会席位，以便OpenAI与Helion在"重大规模"上探索合作，目标是为OpenAI提供零碳安全电力。
Sam Altman steps down from Helion board; OpenAI + Helion to explore partnership at 'significant scale' for zero-carbon electricity; conflict of interest cited
I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular. As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards.
Meta has hired the founders and team behind the artificial intelligence startup Dreamer, which launched earlier this year to help people create their own AI agents
$1.5B S&P 500 (ES) futures bought + $192M oil (CL) futures sold; volume 4-6x normal; ~14 min before Trump's 7:04 AM ET announcement; ES trade moved index +0.3% in one minute
Is this the best timed trade of 2026? At 6:50 AM ET today, $1.5 BILLION in notional value worth of S&P 500 futures contracts were bought. This trade was so large it sent the entire index +0.3% higher that minute. Then, 14 minutes later at 7:04 AM ET, President Trump announced...
Trump: 5-day reprieve on Iran power infrastructure strikes; claims 'real possibility' of deal; Steve Witkoff confirmed as envoy; Trump: Iran 'bragged about having nuclear weapon material'
BREAKING: US officials say that Iran has placed at least 12 mines in the Strait of Hormuz as President Trump claims peace talks are underway, per CBS News.
US officials tell The Post they no longer believe it is possible to achieve the war's original goals of overthrowing the Iranian regime and putting its nuclear program permanently out of reach, per WaPo
Turkey talks with Iranian officials + Trump envoy Steve Witkoff for 'brief ceasefire' (FT); Pakistan pitching as 'lead mediator', proposed Islamabad as venue (FT); Iran FM Araghchi reviewed Hormuz issue with Oman's Albusaidi
BREAKING: Turkey has been talking to Iranian officials and President Trump's envoy Steve Witkoff in an attempt to secure a 'brief ceasefire' for peace deal negotiations, per FT.
S&P 500 futures and oil futures flashed an unusual burst of activity early Monday minutes before a market-moving social media post from President Donald Trump. The timing of the volume spikes across both equities and crude caught the attention of traders, particularly given the
This is unprecedented: Short positions in Brent crude oil futures by producers, merchants, processors, and commercial users are up to a record $193 billion. These are the companies that physically produce, refine, trade, and consume oil, from major producers and refineries to
Pharmaceutical company Roche announced it is launching a new large-scale 'AI factory' with thousands of the latest Nvidia chips to accelerate the development of new drugs and diagnostics, per Forbes
Estée Lauder is in talks to acquire Spanish beauty group Puig Brands, according to people familiar with the matter, a deal that would combine two of the world's biggest beauty companies
Toyota $TM announced plans to spend $1 billion total at two U.S. plants in Kentucky and Indiana as part of a plan to invest up to $10 Billion in the United States 🇺🇸 over the next 5 years - CNBC
BREAKING: US officials say that Iran has placed at least 12 mines in the Strait of Hormuz as President Trump claims peace talks are underway, per CBS News.
US officials: 'no longer believe it is possible to achieve war's original goals'; goals: overthrowing Iranian regime + permanently neutralizing nuclear program; source: WaPo
US officials tell The Post they no longer believe it is possible to achieve the war's original goals of overthrowing the Iranian regime and putting its nuclear program permanently out of reach, per WaPo
BREAKING: President Trump threatens to revoke the EU's 'favorable access' to US LNG shipments if they do not implement their trade deal with the US. Details include: 1. The US-EU trade deal reached in 2025 lowered tariffs to 15% on most EU exports, but EU ratification has been
circle doing 72% of stablecoin transaction volume vs tether's 28%. OCC trust bank charter gives 50-state banking privileges tether can't replicate from el salvador. stock up 100% in a month, bernstein raised target to $191. the stablecoin war isn't about supply dominance anymore,
UPDATE: BITMINE $BMNR NOW HOLDS 3.86% OF TOTAL $ETH SUPPLY [QT @scottmelker: BITMINE $BMNR BUYS 65,341 $ETH FOR ~$138M, NOW HOLDS 4.66M $ETH WORTH ~$10.13B]
This is unprecedented: Short positions in Brent crude oil futures by producers, merchants, processors, and commercial users are up to a record $193 billion. These are the companies that physically produce, refine, trade, and consume oil, from major producers and refineries to
Investors welcomed efforts to end a war that has driven up energy prices. Brent ended 11% lower, and the S&P 500 posted its biggest one-day gain since early February.
Estée Lauder is in talks to acquire Spanish beauty group Puig Brands, according to people familiar with the matter, a deal that would combine two of the world's biggest beauty companies
Trump Truth Social post 7:05 AM; postponed Iran energy infrastructure strikes; 'productive' talks claim; Iran: US sought talks, Iran did not respond; White House eyes Iran parliament speaker as US-backed leader per Politico
President Trump postponed threatened strikes against Iranian energy infrastructure, pending what he said were discussions with Iran to end the war. Iran denied talks had happened.
据FT报道，特朗普发布伊朗和平帖子前15分钟（6:49-6:50 AM ET），市场出现5.8亿美元石油期货集中交易，涉及6,200份布伦特和WTI合约；另据报道，公告前5分钟出现15亿美元标普500期货单笔买入及1.92亿美元原油期货卖出，交易规模为正常水平的4-6倍。
$580M oil futures in 1 min pre-announcement per FT; 6,200 Brent/WTI contracts at 6:49-6:50 AM ET; $1.5B S&P500 ES futures single clip 5 min before; $192M oil futures (CL) sold; 4x-6x normal trade size
I've traded futures markets for five decades. There is ZERO doubt in my mind that Trump money was behind this buying. There is NOOOOO law that prevents the Trump machine from manipulating futures markets. Inside trading is legal Trump family fortune grew today. Trump is playing
Audio recordings from the airport control tower indicate the truck was initially cleared to cross the runway before a controller tried to pull it back to avoid a collision.
circle doing 72% of stablecoin transaction volume vs tether's 28%. OCC trust bank charter gives 50-state banking privileges tether can't replicate from el salvador. stock up 100% in a month, bernstein raised target to $191. the stablecoin war isn't about supply dominance anymore,
席勒市盈率（SHILLER PE RATIO）显示当前市场估值接近互联网泡沫时期水平，而中位数则低约50%。
SHILLER PE RATIO near dot-com bubble levels
这一估值指标引发了对市场可能被高估的担忧，暗示当前市场风险较高，可能面临回调压力。
SHILLER PE RATIO⚠️ The scariest part of all this is that the markets are still valued near dot-com bubble levels. The median sits about 50% lower. This is extremely concerning. https://t.co/1PHjckzSnU
Global liquefied natural gas exports declined to a six—month low, erasing recent supply additions from the US and elsewhere as the conflict in the Middle East throttles flows https://t.co/cEtSO39YMf
The terms of the bet: "I bet you $500 that on your daughter’s 16th birthday, it won’t be possible and legal for someone with no driver’s license to hop into a self-driving car in DC, give it an address in Philly, take a nap, and wake up at her destination 3-4 hours later." [QT @binarybits: In 2010, I made a bet with Ryan Avent, then at the Economist, about the future of self-driving. He thought his then-infant daughter would never need a driver's license because AVs would be ready by 2026. I thought that was too optimistic. It's now 2026, and I won the bet. https://t.co/uk1iQqh3wS]
SHILLER PE RATIO⚠️ The scariest part of all this is that the markets are still valued near dot-com bubble levels. The median sits about 50% lower. This is extremely concerning. https://t.co/1PHjckzSnU
Activist investor Elliott has made a multibillion-dollar investment in Synopsys and plans to push for changes at the chip-design software maker, sources say https://t.co/nQ9PoCF7mV
Latin American governments are launching a sweeping realignment of energy and fiscal policies, warning that the surge in oil prices from the Iran war threatens regional stability https://t.co/9lJTepIFPO
hurray! [QT @SariArhoHavren: The Renew Europe group is proposing that the EU form a “Geoeconomic Deterrence Pact” with countries like Japan, Canada, and South Korea. The goal is to protect against economic pressure from both US (under Donald Trump) and China. The proposal calls for coordinated export]
ethereum's new EIP lets EOAs sign transactions with FaceID instead of seed phrases. P256 support means 1.5b iPhone users already have the hardware to onboard without knowing what a private key is. first mobile wallet to ship passkey signing captures the conversion rate moat that
Global liquefied natural gas exports declined to a six-month low.
中东的地缘政治不稳定直接影响了全球能源供应链，导致液化天然气供应大幅减少。
Global liquefied natural gas exports declined to a six—month low, erasing recent supply additions from the US and elsewhere as the conflict in the Middle East throttles flows https://t.co/cEtSO39YMf
Tesla/SpaceX TERAFAB scale (compared to Giga Texas).
这表明埃隆·马斯克的公司在先进制造能力方面投入了巨资和雄心。
The artificial life factory [QT @niccruzpatane: This would roughly be the scale of the Tesla/SpaceX TERAFAB compared to Tesla’s Giga Texas factory, which is already one of the largest buildings in the world. We are talking about an unprecedented amount of scale. https://t.co/SHL34TLNUd]
Something very strange is happening in precious metals right now: In just 3 hours, gold and silver just erased a combined -$2 TRILLION in market cap. Meanwhile, oil prices have erased their gains on the day and US stock market futures are nearly green. Since the Iran War https://t.co/zP43wSr9wE
Activist investor Elliott has made a multibillion-dollar investment in Synopsys and plans to push for changes at the chip-design software maker, sources say https://t.co/nQPoCF7mV
OnlyFans seeks buyer, aims for "safe for work" reputation change.
这表明该主要平台正在进行战略转型和潜在重组，旨在扩大吸引力并可能进行并购。
Could Onlyfans ever be safe for work? As the company looks for a buyer, it’s trying to change its reputation https://t.co/zYOXFVCSaZG https://t.co/3OEVMulzul
US yields are perched at their highest in months after a third straight week of bond losses, with the surge in oil from the Middle East conflict leading traders to position for the possibility of a Fed rate hike https://t.co/pPG6SWMRCY7
Anthropic showed older (2022) LLMs will give you less accurate answers if you seem less educated to the AI, but this issue has, as far as I know, been addressed in more recent models. https://t.co/iXnlBpYXLA https://t.co/ByclHjwywR [QT @allgarbled: I think you get worse results from LLMs if your messages are full of typos and grammatical mistakes. I’m sure this would not show up in benchmarks, but I still believe it. The models respect you less and become lazier as a result.]
Hybe’s shares plunged as much as 15% after a heavily-promoted comeback concert by K-pop megastars BTS drew a smaller crowd than authorities initially expected https://t.co/DSg3nFqArJ
Market activity is skyrocketing: Trading volume in the S&P 500 ETF, $SPY, rose to $1.4 billion on Friday, the highest daily total in 2026. This also marks the 5th-highest daily turnover over the last 2.5 years. By comparison, ~$2.6 billion was traded during the April 2025 https://t.co/APO7m4rJaE
Activist investor Elliott has made a multibillion-dollar investment in Synopsys and plans to push for changes at the chip-design software maker, sources say https://t.co/n9PoCF7mV
Trump's decision to order federal immigration agents to U.S. airports to help with security during a budget impasse is drawing concerns that their presence may escalate tensions among air travelers frustrated over hourslong waits and screeners angry about missed paychecks.
Japan’s top currency official said the government will take all possible steps to respond to foreign exchange moves as needed, sending a fresh warning to speculators as the yen remains under pressure amid tensions in the Middle East
"Over the past week, spot prices at the Waha gas trading hub in the Permian Basin fell as low as -$9.75 per million British thermal units, with expectations that it could hit -$10."
Very different philosophies for skills in Codex versus Claude Code OpenAI seems to conceive of skills functionally, mostly matter-of-fact technical references for Codex. Claude skills are more about giving the AI approaches to problems See the difference in skill creator skills https://t.co/Gq3hcf1In0
"At least two New Glenn second stages (GS2) appear in final integration, complete with insulation blankets. Complete tank sections for at least four more stages await insulation, while bulkheads and barrel sections indicate yet another unit in the works." https://t.co/JPS90rT2WC https://t.co/56NNJZ034G
Chugai fell 7.3%, largest intraday decline since August 2025, ended development of experimental drug
药物开发项目的终止对制药公司的股价产生了直接且显著的负面影响，凸显了研发成功对公司估值的重要性。
Chugai fell 7.3%, the largest intraday decline since August 2025, after the company said it had ended the development of an experimental drug for certain diseases that cause muscle weakness https://t.co/GgkK8tor87
It’s what the dirty Dems deserve. Thank you Trump [QT @EricLDaugh: 🚨 HOLY CRAP! It's really happening, ICE agents will surge into at least 14 AIRPORTS tomorrow at President Trump and Tom Homan's orders This comes as Chuck Schumer and Democrats withhold paychecks from TSA, prompting 3-4+ HOUR lines Travelers and TSA are about to rejoice! 🇺🇸 https://t.co/WJTkvbKwAR]
"Over the past week, spot prices at the Waha gas trading hub in the Permian Basin fell as low as -$9.75 per million British thermal units, with expectations that it could hit -$10." https://t.co/camxY0zKrz
They are simply importing cheap foreign labor who are used to living in third-world slums and will happily work for minimum wage. Leaders across the West inherited the greatest civilization in history, only to sell it out and destroy it for their own grandchildren. https://t.co/02hiPC4SW7 [QT @BBCWorld: Germany has a shortage of workers - so it's turning to India for help https://t.co/FE8FWs9mAE]
Adsense is incredibly low amounts of money Photo AI would make $150/month with 156,000 visitors ($1 CPM) Now it makes $110,000/month with subscriptions instead so about 700x more [QT @Vamzzz93: @levelsio @jackfriks Pieter have you tried running Adsense/mediavine ads on your pSEO pages?]
Hybe’s shares plunged as much as 15% after a heavily-promoted comeback concert by K-pop megastars BTS drew a smaller crowd than authorities initially expected https://t.co/DSg3nFqArJ
HDFC Bank, Atanu Chakraborty, resignation, ethical differences
一位主要银行的董事长因道德分歧辞职，这引发了对公司治理和高层内部冲突的关注。
HDFC Bank chairman Atanu Chakraborty’s resignation over “ethical” differences with the bank stunned investors. Left unsaid was what exactly he meant. That’s now becoming clearer, four days after the boardroom fight burst into the open. https://t.co/mmBaGAPLRz
South Korea’s first ever single-stock leveraged ETFs — tied to chip bellwethers Samsung and SK Hynix — are set to debut as early as May, according to a local media report https://t.co/Mua1NXZbEG
A majority of Japanese people oppose sending warships to the Middle East in response to the war in Iran, according to two polls conducted over the weekend amid continued US pressure on allies to help secure the Strait of Hormuz https://t.co/OsxrkvcqqJ
A Ukrainian drone attack on Russia’s Baltic Sea port of Primorsk, one of the country’s key oil export hubs, has damaged a fuel tank, according to local authorities https://t.co/jTGVyV5UfW
It’s what the dirty Dems deserve. Thank you Trump [QT @EricLDaugh: 🚨 HOLY CRAP! It's really happening, ICE agents will surge into at least 14 AIRPORTS tomorrow at President Trump and Tom Homan's orders This comes as Chuck Schumer and Democrats withhold paychecks from TSA, prompting 3-4+ HOUR lines Travelers and TSA are about to rejoice! 🇺🇸 https://t.co/WJTkvbKwAR]
Nansen AI iPhone, user satisfaction 86% (Dec) -> 99% (last week)
这表明Nansen AI的移动代理在性能和用户体验方面取得了显著进步，达到了近乎完美的满意度水平。
good time to try Nansen AI on iPhone we have ⭐️⭐️⭐️⭐️⭐️ ratings user satisfaction of our AI agent has gone from 86% in Dec to (literally) 99% last week https://t.co/eEGEoj66Si
Photo AI revenue $150/month (adsense) -> $110,000/month (subscriptions), 700x increase
这表明通过将商业模式从广告转向订阅，Photo AI平台实现了巨大的收入增长，取得了高度成功。
Adsense is incredibly low amounts of money Photo AI would make $150/month with 156,000 visitors ($1 CPM) Now it makes $110,000/month with subscriptions instead so about 700x more [QT @Vamzzz93: @levelsio @jackfriks Pieter have you tried running Adsense/mediavine ads on your pSEO pages?]
South Korea’s first ever single-stock leveraged ETFs — tied to chip bellwethers Samsung and SK Hynix — are set to debut as early as May, according to a local media report https://t.co/Mua1NXZbEG
HDFC Bank chairman Atanu Chakraborty’s resignation over “ethical” differences with the bank stunned investors. Left unsaid was what exactly he meant. That’s now becoming clearer, four days after the boardroom fight burst into the open. https://t.co/mmGAO40z
The gold unit of Zijin Mining will acquire a controlling stake in Chifeng Jilong Gold Mining for $2.64 billion, cementing the group’s status as China’s top miner of the precious metal https://t.co/Mu0AMOzij9
They are simply importing cheap foreign labor who are used to living in third-world slums and will happily work for minimum wage. Leaders across the West inherited the greatest civilization in history, only to sell it out and destroy it for their own grandchildren. https://t.co/02hiPC4OW7 [QT @BBCWorld: Germany has a shortage of workers - so it's turning to India for help https://t.co/FE8FWs9mAE]
Private capital firms are starting to swap software systems for hard hats as the artificial intelligence boom forces the industry into a quick rethink of its priorities https://t.co/hwEQhC1SoF
Claude Code in Chrome Sidebar coming to you via GStack shortly [QT @saranormous: watching claude try to use the browser...are websites being adversarial to computer use on purpose? or is CUA still that bad]
Opus & Sonnet 4.6 haven't been a great hit for most of my work, or our customers, since (as warned in their tech report) they're over-enthusiastic about agentically taking over, rather than letting the human lead. Any suggestions for competent models that are patient followers?
South Korea’s first ever single-stock leveraged ETFs — tied to chip bellwethers Samsung and SK Hynix — are set to debut as early as May, according to a local media report https://t.co/Mua1NXZbEG
Owners of luxury brands ranging from Gucci to Fendi and Bulgari opened more stores in Europe last year despite a slowdown in the wider sector https://t.co/vLMEychgq
https://t.co/eQ9skbAnnv absorbing 31.4% of daily SOL inflation through buybacks. 2,258 SOL purchased per day on average since inception. $1b revenue in 15 months, no subsidies, no token incentives. weekly launch volume above 300k means the bid continues. below 200k and the
UBS CEO Sergio Ermotti: 'energy prices likely to stay high for the foreseeable future'; corn futures 2-week high; fertilizer supply disruption from Hormuz closure
Energy prices are likely to remain elevated as investors digest the impact of the Middle East conflict on the global economy, says UBS CEO Sergio Ermotti in an interview with Bloomberg in Beijing
Global funds dumped more than $1 billion of Thai bonds this month, putting the market on track for its biggest foreign selloff in four years, as investors exit emerging markets on escalating Middle East tensions
Opus & Sonnet 4.6 haven't been a great hit for most of my work, or our customers, since (as warned in their tech report) they're over-enthusiastic about agentically taking over, rather than letting the human lead. Any suggestions for competent models that are patient followers?
BREAKING: We've given Claude full access to options, equities, and prediction markets. The Unusual Whales MCP Server connects any AI to give live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want.
"The core thesis is simple. Intelligence tools have changed what it means to build and run a company," Jack Dorsey said in a letter to shareholders in Block, the parent company to online payment platforms such as Square and Cash App.
The gold unit of Zijin Mining will acquire a controlling stake in Chifeng Jilong Gold Mining for $2.64 billion, cementing the group's status as China's top miner of the precious metal
Some of the biggest US banks raised their projections for China's inflation this year and pushed back predictions for its next interest-rate cut, as the escalating conflict in Iran sends oil prices higher
HDFC Bank chairman Atanu Chakraborty's resignation over "ethical" differences with the bank stunned investors. Left unsaid was what exactly he meant. That's now becoming clearer, four days after the boardroom fight burst into the open.
A Ukrainian drone attack on Russia's Baltic Sea port of Primorsk, one of the country's key oil export hubs, has damaged a fuel tank, according to local authorities
Two Indian-flagged vessels carrying liquefied petroleum gas are making their way through the Strait of Hormuz, taking a route that hews closely to the Iranian coastline, ship-tracking data show
spark protocol just enabled $150m in BTC-collateralized USDC loans with anchorage custody. 67.5% LTV means liquidation triggers around $50k-55k BTC. the play: institutions don't sell into rallies, they borrow more against appreciated collateral. $222m BTC effectively locked.
Claude Opus & Sonnet 4.6: 'over-enthusiastic about agentically taking over, rather than letting the human lead' — @jeremyphoward; consistent with Anthropic's own tech report warning
Opus & Sonnet 4.6 haven't been a great hit for most of my work, or our customers, since (as warned in their tech report) they're over-enthusiastic about agentically taking over, rather than letting the human lead. Any suggestions for competent models that are patient followers?
BREAKING: We've given Claude full access to options, equities, and prediction markets. The Unusual Whales MCP Server connects any AI to give live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want.
"The core thesis is simple. Intelligence tools have changed what it means to build and run a company," Jack Dorsey said in a letter to shareholders in Block, the parent company to online payment platforms such as Square and Cash App.
The gold unit of Zijin Mining will acquire a controlling stake in Chifeng Jilong Gold Mining for $2.64 billion, cementing the group's status as China's top miner of the precious metal
A Ukrainian drone attack on Russia's Baltic Sea port of Primorsk, one of the country's key oil export hubs, has damaged a fuel tank, according to local authorities
spark protocol just enabled $150m in BTC-collateralized USDC loans with anchorage custody. 67.5% LTV means liquidation triggers around $50k-55k BTC. the play: institutions don't sell into rallies, they borrow more against appreciated collateral. $222m BTC effectively locked.
absorbing 31.4% of daily SOL inflation through buybacks. 2,258 SOL purchased per day on average since inception. $1b revenue in 15 months, no subsidies, no token incentives. weekly launch volume above 300k means the bid continues. below 200k and the
Opus & Sonnet 4.6 haven't been a great hit for most of my work, or our customers, since (as warned in their tech report) they're over-enthusiastic about agentically taking over, rather than letting the human lead. Any suggestions for competent models that are patient followers?
BREAKING: We've given Claude full access to options, equities, and prediction markets. The Unusual Whales MCP Server connects any AI to give live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want.
A quarter of Europe's automotive suppliers expects to post losses this year, underscoring the growing strain on a sector squeezed by rising costs and deep structural change
WATCH: North Korean leader Kim Jong Un was reappointed as president of state affairs, state-run television KRT reported, after the isolated nation convened the first session of its Supreme People's Assembly
spark protocol just enabled $150m in BTC-collateralized USDC loans with anchorage custody. 67.5% LTV means liquidation triggers around $50k-55k BTC. the play: institutions don't sell into rallies, they borrow more against appreciated collateral. $222m BTC effectively locked.
"The core thesis is simple. Intelligence tools have changed what it means to build and run a company," Jack Dorsey said in a letter to shareholders in Block, the parent company to online payment platforms such as Square and Cash App.
A quarter of Europe's automotive suppliers expects to post losses this year, underscoring the growing strain on a sector squeezed by rising costs and deep structural change.
$22B valuation with most of its revenue coming from these products. [QT @AggrNews: LAWMAKERS TO INTRODUCE BIPARTISAN BILL BANNING SPORTS BETS ON PREDICTION MARKETS SUCH AS POLYMARKET AND KALSHI: WSJ]
The White House's so-called framework for AI regulation is really just a blueprint for companies to carry on with business as usual, @DaveLeeBBG says (via @opinion)
Bain Capital-owned Bridge Data Centres is in talks with lenders for a potential loan of up to $6 billion, according to people familiar with the matter, in what would be one of the largest-ever borrowings in Asia for data centers
UAE Habshan gas plant restarts (largest in ME), LNG output mostly idled; Ukraine attacks Primorsk port (60% of Russia's maritime oil exports); Russia Ust-Luga resumes after drone alert
Ukraine kinetic oil sanctions on Russia continue [Ukraine attacked Russia's largest oil port in the Baltic Sea to prevent it from benefiting from rising oil prices: about 60% of Russia's maritime oil exports pass through the port of Primorsk.]
The White House's so-called framework for AI regulation is really just a blueprint for companies to carry on with business as usual, @DaveLeeBBG says (via @opinion)
French banks had about €60.8 billion in direct exposures to counterparties located in the Middle East at the end of last year, according to the EU's banking regulator
Goldman Sachs now sees the ECB raising rates by 25 basis points in both April and June 2026, revising from an earlier expectation of no changes this year.
The White House's so-called framework for AI regulation is really just a blueprint for companies to carry on with business as usual, @DaveLeeBBG says (via @opinion)
This is bullish for @SKHynix, stock is probably trading around 4x NTM EPS with triple digit growth rates... this could re-rate the stock closer to 5x NTM EPS... clearly investors know these growth rates aren't sustainable... we're all just trying to figure out what growth and
Wall Street banks led by JPMorgan have amended the debt package for the buyout of video game maker Electronic Arts, increasing the size of a US dollar loan offering to $5 billion
China: "urge a halt to military operations and a return to talks"; S. Korea FM requests Iran ensure safe Hormuz navigation; Japan government considering oil futures intervention
🔥🔥🔥 [QT @BSCNews: 🚨JUST IN: BACKPACK TOKEN, $BP, GOES LIVE ON SOLANA @Backpack has officially launched its $BP token on @Solana. The token goes live as Backpack has cemented itself as a key player in the Solana stack, sitting at the intersection of self-custody, trading, and the xNFT standard.]
Lido: $584M annualized revenue, 9.5M ETH TVL; LDO -70% from highs; no buyback/fee share/value accrual; Arthur Hayes: bought $0.56, sold $0.42 at a loss
lido generating $584m annualized revenue, 9.5m ETH in TVL, LDO down 70% from highs. arthur hayes bought at $0.56, sold at $0.42 for a loss. the token has no buyback, no fee share, no value accrual. revenue growth without token appreciation is the new normal for governance-only
Prediction markets exposure to US regulations is far larger than most crypto businesses w/ offshore structures - and Kalshi more exposed than Polymarket... "DraftKings stock rose 7.2% in premarket trading early Monday morning... FanDuel, gained 9.4%."
Alphabet's drone delivery company Wing will begin delivering parcels to homes in the San Francisco Bay Area this year, marking its latest expansion in a small but fast-growing market
Wall Street banks led by JPMorgan have amended the debt package for the buyout of video game maker Electronic Arts, increasing the size of a US dollar loan offering to $5 billion
This is bullish for @SKHynix, stock is probably trading around 4x NTM EPS with triple digit growth rates... this could re-rate the stock closer to 5x NTM EPS... clearly investors know these growth rates aren't sustainable... we're all just trying to figure out what growth and
Bipartisan Senate bill vs prediction markets in sports betting; DraftKings premarket +7.2%; FanDuel +9.4%; Kalshi more exposed than Polymarket (US-regulated)
Prediction markets exposure to US regulations is far larger than most crypto businesses w/ offshore structures - and Kalshi more exposed than Polymarket... 'DraftKings stock rose 7.2% in premarket trading early Monday morning... FanDuel, gained 9.4%.'
🔥🔥🔥 [QT @BSCNews: 🚨JUST IN: BACKPACK TOKEN, $BP, GOES LIVE ON SOLANA @Backpack has officially launched its $BP token on @Solana. The token goes live as Backpack has cemented itself as a key player in the Solana stack, sitting at the intersection of self-custody, trading, and the xNFT standard.]
US Construction Spending Jan MoM -0.3% vs +0.1% est vs +0.8% prior; residential -0.8%; Eurozone Consumer Confidence Flash -16.3 vs -14.2 forecast vs -12.2 prior
John Ternus (Apple SVP Hardware Engineering) leading contender for next Apple CEO; Bloomberg/Mark Gurman citing Apple insider consensus; Apple turns 50
Interviews with Apple insiders reveal a growing consensus that John Ternus is the leading contender to become the company's next CEO. @markgurman has more
Palantir's $PLTR Maven AI platform has been designated an official 🇺🇸 Department of Defense program of record, securing long-term funding and a transition of oversight from the National Geospatial Intelligence Agency to the DoD's Chief Digital AI Office
.@MoonPay just open-sourced a wallet standard for AI agents, backed by 15+ contributors including @Solana, @PayPal and @Circle One seed phrase gives you wallets on EVM, Solana, Bitcoin, XRP, and more
Wall Street banks led by JPMorgan Chase & Co. have kicked off the sale of $8 billion in junk bonds to fund the record leveraged buyout of video game maker Electronic Arts Inc.
Prediction markets exposure to US regulations is far larger than most crypto businesses w/ offshore structures - and Kalshi more exposed than Polymarket... 'DraftKings stock rose 7.2% in premarket trading early Monday morning... FanDuel, gained 9.4%.'
White House + Senators reach agreement in principle on stablecoin yield for Clarity Act; crypto and bank reps to meet Senators Tillis & Alsobrooks; Bernstein: Circle ($CRCL) and Coinbase ($COIN) best proxies for stablecoin/agentic payment upside
🎉 Telegram has fully repaid the bonds we issued 5 years ago. 💰 Since 2021, we've built an innovative monetization strategy and reached profitability in 2024. As a result, our new bond issuance last year was oversubscribed. 💪
.@MoonPay just open-sourced a wallet standard for AI agents, backed by 15+ contributors including @Solana, @PayPal and @Circle One seed phrase gives you wallets on EVM, Solana, Bitcoin, XRP, and more
The SEC sent two new proposed rules, one on digital assets and another on hedge fund and private equity firm disclosures, to the White House for review.
Palantir's $PLTR Maven AI platform has been designated an official 🇺🇸 Department of Defense program of record, securing long-term funding and a transition of oversight from the National Geospatial Intelligence Agency to the DoD's Chief Digital AI Office
🎉 Telegram has fully repaid the bonds we issued 5 years ago. 💰 Since 2021, we've built an innovative monetization strategy and reached profitability in 2024. As a result, our new bond issuance last year was oversubscribed. 💪 🙏 Thank you for your support!
Casino lobby hard at work. There is a reason tens of millions of people use regulated prediction markets: it's a better product. Banning just pushes this offshore, where no regulation exists. This bill isn't about protecting consumers; it's about protecting monopolies.
Welcome to March 23, 2026. The Singularity is now recursively bootstrapping on both sides of the Pacific. China's MiniMax announced that M2.7 is its 'first model deeply participating in its own evolution,' confirming recursive
AI ANNOUNCEMENT OF THE DAY [QT @LumaLabsAI: Uni-1 is here! A new kind of model that thinks and generates pixels simultaneously. Less artificial. More intelligent.]
Interviews with Apple insiders reveal a growing consensus that John Ternus is the leading contender to become the company's next CEO. @markgurman has more
AI ANNOUNCEMENT OF THE DAY [QT @LumaLabsAI: Uni-1 is here! A new kind of model that thinks and generates pixels simultaneously. Less artificial. More intelligent.]
Meta has hired the founders and team behind the artificial intelligence startup Dreamer, which launched earlier this year to help people create their own AI agents
The Trump administration released TotalEnergies SE from $1 billion in offshore wind leases so the French energy giant can redirect those funds into oil and natural gas investments in the US.
Pakistan: "lead mediator" US-Iran; Army Chief Asim Munir spoke with Trump on Sunday; backchannel coordination Witkoff/Kushner-Tehran via Islamabad; per FT
BREAKING: Pakistan is positioning itself as the "lead mediator" between the US and Iran amid peace talk discussions, per FT. Details include: 1. Pakistan is using its ties to Iran and "warm relationship" with President Trump 2. Pakistan has pitched Islamabad as venue for talks
Stablecoin Development Corporation is a hugely ambitious effort to acquire, organize and provide access to Stablecoin Cash Flows, starting with $SKY. This effort is backed by @tether and @SkyEcosystem, the #1 and #3 stablecoin issuers, who are partnering strategically
RBNZ's Governor Breman: We're well-positioned to handle challenges to our price stability and financial stability mandates caused by the ongoing conflict in the Middle East. Likely to see higher headline inflation over the near term and somewhat weaker growth momentum.
US warns EU of 'severe energy crisis' unless green rules eased (Bloomberg); US-EU critical minerals deal near (Ambassador Puzder); US contribution $250M toward critical minerals investment consortium
NVIDIA and @EmeraldAi_ are announcing a new class of flexible AI factories at #CERAWeek 🔋 Working with partners @TheAESCorp, @Conste11ation, @InvenergyLLC, @NextEraEnergyR, and Vistra, this collaboration aims to speed up time to power and support grid reliability.
Meta has hired the founders and team behind the artificial intelligence startup Dreamer, which launched earlier this year to help people create their own AI agents
Toyota $TM announced plans to spend $1 billion total at two U.S. plants in Kentucky and Indiana as part of a plan to invest up to $10 Billion in the United States 🇺🇸 over the next 5 years - CNBC
All these stocks hit new 52 WEEK HIGHS at some point today: Clear Secure $YOU Akamai $AKAM ConocoPhillips $COP Digitalocean $DOCN EOG Resources $EOG TechnipFMC $FTI GE Vernova $GEV Halliburton $HAL Mastec $MTZ Murphy Oil $MUR New York Times $NYT Pembina $PBA Restaurant Brands
Netanyahu argued for joint killing of Khamenei <48 hours before strike; April 9 set as war-end target date; April 9 = Khamenei 40-day mourning period end AND next 30-year Treasury auction date
Stablecoin Development Corporation is a hugely ambitious effort to acquire, organize and provide access to Stablecoin Cash Flows, starting with $SKY. This effort is backed by @tether and @SkyEcosystem, the #1 and #3 stablecoin issuers, who are partnering strategically
This is unprecedented: Short positions in Brent crude oil futures by producers, merchants, processors, and commercial users are up to a record $193 billion. These are the companies that physically produce, refine, trade, and consume oil, from major producers and refineries to...
PyTorch 2.11: 2,723 commits, 432 contributors; FlashAttention-4 backend for FlexAttention; distributed training performance scaling; next-gen hardware architectures
PyTorch 2.11 is now available, featuring 2,723 commits from 432 contributors since PyTorch 2.10. This release prioritizes performance scaling for distributed training and next-generation hardware architectures. Highlights include a FlashAttention-4 backend for FlexAttention on...
Pharmaceutical company Roche announced it is launching a new large-scale 'AI factory' with thousands of the latest Nvidia chips to accelerate the development of new drugs and diagnostics, per Forbes
NVIDIA and @EmeraldAi_ are announcing a new class of flexible AI factories at #CERAWeek 🔋 Working with partners AES, @ConstellationEG, @InvenergyLLC, @nexteraenergy, and VISTRA, this collaboration aims to speed up time to power and support grid reliability. These...
All these stocks hit new 52 WEEK HIGHS at some point today: Clear Secure $YOU Akamai $AKAM ConocoPhillips $COP Digitalocean $DOCN EOG Resources $EOG TechnipFMC $FTI GE Vernova $GEV Halliburton $HAL Mastec $MTZ Murphy Oil $MUR New York Times $NYT Pembina $PBA Restaurant Brands...
Toyota $TM announced plans to spend $1 billion total at two U.S. plants in Kentucky and Indiana as part of a plan to invest up to $10 Billion in the United States 🇺🇸 over the next 5 years - CNBC
Estée Lauder is in talks to acquire Spanish beauty group Puig Brands, according to people familiar with the matter, a deal that would combine two of the world's biggest beauty companies
Fed Daly: 'policy is in a good place'; 'protracted conflict may amplify monetary policy tradeoffs'; 'too much forward guidance risks a false sense of certainty'
Fed's Daly: Too much forward guidance risks a false sense of certainty. Fed's Daly: Economy impact would be short-lived if the war resolves quickly. Fed's Daly: Recognising uncertainty is optimal communication.
PyTorch 2.11 is now available, featuring 2,723 commits from 432 contributors since PyTorch 2.10. This release prioritizes performance scaling for distributed training and next-generation hardware architectures. Highlights include a FlashAttention-4 backend for FlexAttention on
It's now easier to find, reuse, and build on the files you upload and create in ChatGPT. You can quickly reference files in a chat using recent files in the toolbar, ask ChatGPT about something you've uploaded, or browse your files in the new Library tab in the web sidebar.
NVIDIA and @EmeraldAi_ are announcing a new class of flexible AI factories at #CERAWeek 🔋 Working with partners AES, @ConstellationEG, @InvenergyLLC, @nexteraenergy, and VISTRA, this collaboration aims to speed up time to power and support grid reliability.
All these stocks hit new 52 WEEK HIGHS at some point today: Clear Secure $YOU Akamai $AKAM ConocoPhillips $COP Digitalocean $DOCN EOG Resources $EOG TechnipFMC $FTI GE Vernova $GEV Halliburton $HAL Mastec $MTZ Murphy Oil $MUR New York Times $NYT Pembina $PBA Restaurant Brands
Apollo Global Management is curbing redemptions from one of its largest non-traded private credit funds for retail investors, becoming the latest alternative asset manager to grapple with a surge in such requests
chainlink NYSE ETFs absorbed 1.5% of circulating supply in 3 months with zero outflow weeks. euroclear partnership targets $58b in annual corporate actions costs. current quarterly revenue $2.1m. if they capture 0.1% of efficiency gains from this single pilot, that's
Fed Daly: 'policy is in a good place'; protracted conflict may amplify monetary policy tradeoffs; economy impact 'short-lived if war resolves quickly'; avoid too much forward guidance
Fed's Daly: Too much forward guidance risks a false sense of certainty. Fed's Daly: Economy impact would be short-lived if the war resolves quickly. Fed's Daly: Recognising uncertainty is optimal communication.
It's now easier to find, reuse, and build on the files you upload and create in ChatGPT. You can quickly reference files in a chat using recent files in the toolbar, ask ChatGPT about something you've uploaded, or browse your files in the new Library tab in the web sidebar.
PyTorch 2.11 is now available, featuring 2,723 commits from 432 contributors since PyTorch 2.10. This release prioritizes performance scaling for distributed training and next-generation hardware architectures. Highlights include a FlashAttention-4 backend for FlexAttention on
Pharmaceutical company Roche announced it is launching a new large-scale "AI factory" with thousands of the latest Nvidia chips to accelerate the development of new drugs and diagnostics, per Forbes
All these stocks hit new 52 WEEK LOWS at some point today Abbott $ABT KE Holdings $BEKE Costar $CSGP Domino's Pizza $DPZ General Mills $GIS Kraft Heinz $KHC Ollies Bargain $OLLI Qiagen $QGEN SBA Comm $SBAC Super Micro $SMCI Transdigm $TDG Unilever $UL Wingstop $WING
Spotify laid off 15 people, approximately 3% of its podcasting team, as the company reorganizes to create fewer layers of management and faster decision-making.
BREAKING: Turkey has been talking to Iranian officials and President Trump's envoy Steve Witkoff in an attempt to secure a "brief ceasefire" for peace deal negotiations, per FT.
BREAKING: President Trump threatens to revoke the EU's "favorable access" to US LNG shipments if they do not implement their trade deal with the US. Details include: 1. The US-EU trade deal reached in 2025 lowered tariffs to 15% on most EU exports, but EU ratification has been
A pair of senators are introducing a law that would prohibit CFTC-regulated entities like Kalshi and Polymarket from listing contracts related to sporting events