The S&P 500 and Nasdaq closed at record highs for a third straight session, while the Dow hit its highest since February as investors welcomed Iran's move to open the Strait of Hormuz
The US unemployment rate would be materially higher without the US budget deficit: The US federal budget deficit stands at -7.0% of nominal GDP, twice the 2018-2019 pre-pandemic levels. In nominal terms, the budget gap reached $1.2 trillion over the first 6 months of FY2026,
White House Chief of Staff Susie Wiles meeting Dario Amodei re: Mythos model; Pentagon had blacklisted Anthropic; CNBC: 'AI demand is inflated, and only Anthropic is being realistic'
The Pentagon blacklisted Anthropic. Now the White House is calling. Amodei meets Susie Wiles on Friday to negotiate access to the same model the Pentagon tried to shut out.
In 2025, OpenAI announced Stargate, a $500 billion data center initiative. We surveyed all 7 US sites and found visible development at each. There's a long road ahead, but the project appears on track to reach 9+ GW by 2029—comparable to New York City's peak power demand.
BREAKING: The US Department of Justice is preparing to file a lawsuit against some of the US' biggest egg producers for "coordinated pricing," per WSJ. Details include: 1. The DOJ alleges that egg producers coordinated pricing through an information service that benchmarks
"The strategic reality is that in trying to deter Iran from developing a nuclear weapon we gave them, actually, a different strategic deterrent, which was chokehold control over the Strait of Hormuz," says Rep. Auchincloss
Iran FM: '60% enriched uranium won't be transported out of the nation in any way'; contradicts Trump's claim Iran 'agreed to hand it over'; Parliament Speaker: Trump made 7 false claims in 1 hour
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
$1B volume in 72 hours via X cashtags; US/Canada iPhone only (<5% of X's 500M users); $150M annualized revenue; zero token emissions; 50% revenue to buybacks & burns; token 92% off ATH
jupiter processed $1b in volume in 72 hours through X cashtags. the feature is live on US/Canada iPhones only. that's less than 5% of X's 500m user base. $150m annualized revenue, zero token emissions, 50% of revenue going to buybacks and burns at a token price still 92% off
The S&P 500 and Nasdaq closed at record highs for a third straight session, while the Dow hit its highest since February as investors welcomed Iran's move to open the Strait of Hormuz
The US unemployment rate would be materially higher without the US budget deficit: The US federal budget deficit stands at -7.0% of nominal GDP, twice the 2018-2019 pre-pandemic levels. In nominal terms, the budget gap reached $1.2 trillion over the first 6 months of FY2026
白宫幕僚长Susie Wiles于本周五约见Anthropic CEO Dario Amodei，就Mythos模型的国家安全与经济应用展开谈判；该模型此前已被五角大楼列入黑名单，特朗普称对此次会面"毫不知情"。
Anthropic Mythos model; Pentagon blacklisted; WH Chief of Staff Susie Wiles met Amodei Friday; Trump: 'no idea'; CNBC: 'only Anthropic is being realistic' on AI demand
The Pentagon blacklisted Anthropic. Now the White House is calling. Amodei meets Susie Wiles on Friday to negotiate access to the same model the Pentagon tried to shut out.
Stargate is a step towards meeting the demand of the compute-powered economy [QT @EpochAIResearch: In 2025, OpenAI announced Stargate, a $500 billion data center initiative. We surveyed all 7 US sites and found visible development at each. There's a long road ahead, but the project appears on track to reach 9+ GW by 2029—comparable to New York City's peak power demand.]
Goldman Sachs: AI inference costs approaching 10% of engineering headcount costs; could reach parity with salaries 'within several quarters'; companies 'blowing past budgets by orders of magnitude'
Goldman Sachs reports that companies are blowing past their AI inference budgets by orders of magnitude, with inference costs in engineering now approaching 10% of total headcount costs and potentially reaching parity with salaries within several quarters.
Strait of Hormuz reopened by Iran; Iran denies uranium transfer; Ghalibaf: 'seven claims in one hour, all seven false'; US blockade remains; ships still turning away amid confusion
"The strategic reality is that in trying to deter Iran from developing a nuclear weapon we gave them, actually, a different strategic deterrent, which was chokehold control over the Strait of Hormuz," says Rep. Auchincloss
Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at [that time]
Commerce Secretary Howard Lutnick ruled out Chinese investment in the US auto industry, saying there's no need for companies such as electric carmaker BYD Co. in America
Jupiter: $1B volume in 72h via X cashtags; US/Canada iPhone only (<5% of 500M X users); $150M annualized revenue; 50% to buybacks/burns; token 92% off ATH; zero token emissions
jupiter processed $1b in volume in 72 hours through X cashtags. the feature is live on US/Canada iPhones only. that's less than 5% of X's 500m user base. $150m annualized revenue, zero token emissions, 50% of revenue going to buybacks and burns at a token price still 92% off
The S&P 500 and Nasdaq closed at record highs for a third straight session, while the Dow hit its highest since February as investors welcomed Iran's move to open the Strait of Hormuz
xAI 1T parameter model ~5 days from completing initial training; major step-change in coding, long context, skills; 'SpaceXAI model factory is finally working'
"SpaceXAI" The merger must have been planned from the getgo. This is too good. [QT @elonmusk: 1T model is ~5 days away from finishing initial training. Will be a major step change improvement in coding, long context and skills. The SpaceXAI model factory is finally working. Should be an improved base model]
A major lesson to take away from Opus 4.7 is that, while there is a lot of arguments about implementation choices and personality, models keep improving measurably on economically important tasks with each release (it has been two months since Opus 4.6), with no signs of slowdown
Stargate is a step towards meeting the demand of the compute-powered economy [QT @EpochAIResearch: In 2025, OpenAI announced Stargate, a $500 billion data center initiative. We surveyed all 7 US sites and found visible development at each. There's a long road ahead, but the project appears on track to reach 9+ GW by 2029—comparable to New York City's peak power demand.]
Fermi shares fell as much as 31% in post-market trading after the developer behind a massive planned AI campus in Texas announced the immediate departure of co-founder and CEO Toby Neugebauer
[QT @unusual_whales: BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at]
Prices are rising for many Americans, with 65% of consumers saying the increases are outpacing their income, according to a J.D. Power survey of 4,000 U.S. adults conducted in February 2026. Recent inflation data adds to that pressure, with the annual rate rising from 2.4%
"SpaceXAI" The merger must have been planned from the getgo. This is too good. [QT @elonmusk: @mark_k @xai This is still 0.5T, but a more recent training checkpoint. 1T model is ~5 days away from finishing initial training. Will be a major step change improvement in coding, long context and skills. The SpaceXAI model factory is finally working. Should be an improved base model]
Anthropic发布Claude Opus 4.7，距上一版Opus 4.6发布仅约两个月，研究者观察到其在具有经济价值的任务上持续可量化提升且无放缓迹象
Claude Opus 4.7 released, ~2 months since Opus 4.6, measurable improvement on economically important tasks, no slowdown
Opus 4.7的快速迭代印证了前沿AI能力的持续加速，尽管外界对推理成本和"自适应思考"定价模式存在争议。分析人士指出，模型在经济重要任务上的提升速度超出预期，且尚未出现明显天花板，对白领劳动力市场的替代压力将持续上升。
A major lesson to take away from Opus 4.7 is that, while there is a lot of arguments about implementation choices and personality, models keep improving measurably on economically important tasks with each release (it has been two months since Opus 4.6), with no signs of slowdown
The S&P 500 and Nasdaq closed at record highs for a third straight session, while the Dow hit its highest since February as investors welcomed Iran's move to open the Strait of Hormuz
Fermi shares fell as much as 31% in post-market trading after the developer behind a massive planned AI campus in Texas announced the immediate departure of co-founder and CEO Toby Neugebauer
Guided-missile destroyer USS Michael Murphy (DDG 112) patrols the Arabian Sea, April 17, as U.S. forces enforce the naval blockade on ships attempting to enter or exit Iranian ports. Since commencement of the blockade, 21 ships have complied with direction from U.S. forces to
Trump on Iran: maybe will not extend ceasefire if no deal by Wednesday but will keep United States blockade of Iranian ports [QT @financialjuice: Trump on Iran: main point is Iran will not have nuclear weapon]
Big Beautiful Ceasefire [QT @ShaykhSulaiman: CEASEFIRE BROKEN: Explosions throughout southern Lebanon. Israel carrying out huge amount of detonations of Lebanese infrastructure. Qantara, Khiam, Naqoura, al-Bayada, Chama, and Houla are being destroyed.]
The US on Friday issued a license letting countries buy more Russian oil that's already been loaded on tankers, part of the White House's push to prevent prices from surging
Anthropic发布Claude Opus 4.7，距Opus 4.6发布仅约两个月，在经济重要任务上实现可量化提升，新模型采用"Adaptive thinking"机制。
Opus 4.7 released ~2 months after Opus 4.6; measurable improvement on economically important tasks; Adaptive thinking vs Extended thinking (4.6); no signs of slowdown
A major lesson to take away from Opus 4.7 is that, while there is a lot of arguments about implementation choices and personality, models keep improving measurably on economically important tasks with each release (it has been two months since Opus 4.6), with no signs of slowdown
Guided-missile destroyer USS Michael Murphy (DDG 112) patrols the Arabian Sea, April 17, as U.S. forces enforce the naval blockade on ships attempting to enter or exit Iranian ports. Since commencement of the blockade, 21 ships have complied with direction from U.S. forces
Big Beautiful Ceasefire [QT @ShaykhSulaiman: CEASEFIRE BROKEN: Explosions throughout southern Lebanon. Israel carrying out huge amount of detonations of Lebanese infrastructure. Qantara, Khiam, Naqoura, al-Bayada, Chama, and Houla are being destroyed.]
Dozens of ships activated AIS, sailed toward Strait of Hormuz, then abruptly U-turned; Ian Ralby: 'rhetoric and reality are very different at the moment'
"This is not a free and open Strait of Hormuz the way most of us would want it to be. It is very much still within the control of Iran," Ian Ralby says. "The rhetoric and the reality are very different at the moment."
A federal judge halted the $6.2 billion merger of television station giants Nexstar Media Group and Tegna after eight states and satellite broadcaster DirecTV sued to block the deal on antitrust grounds
Trump: ceasefire not extended past Wednesday if no deal; US blockade of Iranian ports continues; Iran Parliament Speaker Ghalibaf: Trump made '7 false claims in one hour'
BREAKING: Iran's Speaker of the Parliament Ghalibaf says President Trump made "seven claims in one hour, all of which were false." Speaker Ghalibaf says: 1. The US "did not win the war with these lies, and they will certainly not get anywhere in negotiations either"
Big Beautiful Ceasefire [QT @ShaykhSulaiman: CEASEFIRE BROKEN: Explosions throughout southern Lebanon. Israel carrying out huge amount of detonations of Lebanese infrastructure. Qantara, Khiam, Naqoura, al-Bayada, Chama, and Houla are being destroyed.]
XRP: commodity classification, ETF wrapper access, bank custody eligibility, wXRP live on Solana via LayerZero; XLM: none of above; both target cross-border payments corridor
XRP just got commodity classification. XLM didn't. both compete for the same cross-border payments corridor. XRP now has ETF wrapper access, bank custody eligibility, and wXRP live on solana through layerzero. XLM has none of it. same use case, completely different regulatory
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
Interesting video from Kpler via the CNBC story below. It shows the shipping activity in the Persian Gulf today. After it was announced that the Strait was open, dozens of ships turned on their AIS (GPS) and sailed to the Strait. Then they abruptly stopped, U-turned, and turned
Big Beautiful Ceasefire [QT @ShaykhSulaiman: CEASEFIRE BROKEN: Explosions throughout southern Lebanon. Israel carrying out huge amount of detonations of Lebanese infrastructure. Qantara, Khiam, Naqoura, al-Bayada, Chama, and Houla are being destroyed.]
XRP just got commodity classification. XLM didn't. both compete for the same cross-border payments corridor. XRP now has ETF wrapper access, bank custody eligibility, and wXRP live on solana through layerzero. XLM has none of it. same use case, completely different regulatory
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
The speaker of Iran's Parliament, Mohammad-Bagher Qalibaf, said Friday that Iran will close the Strait of Hormuz again amid the U.S. blockade on Iranian ports, contradicting President Trump, who said the strait was 'open for business' earlier in the day, per the Hill
BREAKING: Iran's Speaker of the Parliament Ghalibaf says President Trump made "seven claims in one hour, all of which were false." Speaker Ghalibaf says: 1. The US "did not win the war with these lies, and they will certainly not get anywhere in negotiations either"
XRP just got commodity classification. XLM didn't. both compete for the same cross-border payments corridor. XRP now has ETF wrapper access, bank custody eligibility, and wXRP live on solana through layerzero. XLM has none of it. same use case, completely different regulatory
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
Several oil tankers have u-turned in the Persian Gulf after appearing to try to transit the Strait of Hormuz, as shipowners and oil traders remain in a state of disarray
BREAKING: Iran's Speaker of the Parliament Ghalibaf says President Trump made "seven claims in one hour, all of which were false." Speaker Ghalibaf says: 1. The US "did not win the war with these lies, and they will certainly not get anywhere in negotiations either" 2. "With
Russia said a fire broke out in the Port of Vysotsk area on the Baltic Sea after overnight Ukrainian drone attacks, while a strike on Ukraine's northern region left 380,000 users without power
XRP just got commodity classification. XLM didn't. both compete for the same cross-border payments corridor. XRP now has ETF wrapper access, bank custody eligibility, and wXRP live on solana through layerzero. XLM has none of it. same use case, completely different regulatory
Nigeria's central bank will stay focused on driving down inflation even as the oil price shock caused by the Iran war pushed monthly prices to the highest in more than two decades in March
This message is wrong. It's deeply unimaginative. It's dangerous. It's destabilizing. It's going to get people killed. It scares regular people for no reason and mobilizes them against AI. It needs to stop. [QT @TFTC21: Anthropic CEO Dario Amodei: "50% of all tech jobs, entry-level lawyers, consultants, and finance professionals will be completely wiped out within 1–5 years."]
President Donald Trump said a deal with Iran to end the seven-week war may be imminent though disagreements remain, with Tehran pushing back against US claims that it had agreed to give up its enriched uranium
Australia completed a contract for the first three of 11 advanced warships it plans to buy from Japan, a landmark deal to bolster the Royal Australian Navy
schwab just opened BTC and ETH trading to 46m accounts sitting on $11.8t in assets. average account balance $256k. but the move isn't buying BTC on the headline. schwab uses third-party custody, almost certainly coinbase custody. every dollar schwab clients allocate to crypto
Nigeria's central bank will stay focused on driving down inflation even as the oil price shock caused by the Iran war pushed monthly prices to the highest in more than two decades in March
Littoral combat ship USS Canberra (LCS 30) patrols the Arabian Sea during the U.S. blockade. Since commencement of the blockade, 23 ships have complied with direction from U.S. forces to turn around. American forces are enforcing a maritime blockade against ships entering or
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
This is how the Magnificent 7 stocks have performed so far in 2026 Nvidia $NVDA +8.1%🟢 Google $GOOGL +9.2%🟢 Apple $AAPL -0.6%🔴 Microsoft $MSFT -12.6%🔴 Amazon $AMZN +8.6%🟢 Meta Platforms $META +4.3%🟢 Tesla $TSLA -10.9%🔴
A US defense official claims Iran's Islamic Revolutionary Guard Corps has conducted at least three attacks on commercial ships in the Strait of Hormuz since Saturday morning, Axios reporter Barak Ravid says in a post on X
Ukraine's Security Service said its Alpha special operations unit conducted a drone strike on the Crimean peninsula, damaging military assets including three Russian naval ships
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
IRGC: 3+ attacks on commercial ships; 20 vessels turned back by Iran + 23 total with US; container ship hit 25nm NE of Oman; Iran FM declared 'completely open' 8:45 AM ET → Trump thanked 9:06 AM → closed again ~10:20 AM
What just happened? Yesterday, at 8:45 AM ET, Iran's Foreign Minister Araghchi announced that the Strait of Hormuz was "completely open" for all commercial vessels. At 9:06 AM ET, President Trump thanked Iran for reopening the Strait. Then, at 10:20 AM ET, Trump said Iran and
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
It was clearly *both* compute and safety. Things in the world can have multiple causes. Anthropic's safety concerns are not 'marketing hogwash,' and dismissing AI risks as 'marketing' is a tired motif whose wrongness should by now be obvious.
Iran FM: Strait 'open' 8:45AM ET → Trump thanks 9:06AM ET → IRGC 3+ attacks on commercial ships → Strait closed; container ship hit 25nm NE of Oman; 20 vessels turned back by Iran; 23 total blockaded
On maritime radio this morning. Instant classic - can't stop laughing. 'This is Iranian Sepah Navy calling on Channel 16. The Strait of Hormuz is still closed. We will open it by the order of our leader, Imam Khamenei, not by the tweets of some idiot. If you want to pass through'
The US military is preparing to board Iran-linked oil tankers and seize commercial ships in international waters in coming days, the Wall Street Journal reported
American employers unexpectedly cut 92,000 jobs in February, a sign that the labor market remains under strain. The unemployment rate blipped up to 4.4%.
It was clearly *both* compute and safety. Things in the world can have multiple causes. Anthropic's safety concerns are not 'marketing hogwash,' and dismissing AI risks as 'marketing' is a tired motif whose wrongness should by now be obvious.
The S&P 500 is back at an all-time high for the first time since January, closing at record levels on Wednesday, Thursday, and Friday of this week. YTD total: 7 all-time highs, following 39 in 2025 & 57 in 2024. $SPX
What just happened? Yesterday, at 8:45 AM ET, Iran's Foreign Minister Araghchi announced that the Strait of Hormuz was 'completely open' for all commercial vessels. At 9:06 AM ET, President Trump thanked Iran for reopening the Strait. Then, at 10:20 AM ET, Trump said Iran and...
US military to board Iran-linked tankers and seize ships in international waters in coming days; per WSJ; major USAF deployment to Middle East underway per flight tracking data
BREAKING: The US military is preparing to board Iran-linked oil tankers and seize commercial ships in international waters, per WSJ. Details include: 1. The report comes just hours after Iran has declared the Strait of Hormuz closed again 2. This move is intended to 'step up...'
Iran refuses new round of talks; cites US pressure tactics and Hormuz blockade; weekend diplomatic meeting cancelled; Iran has not responded to US proposals via Pakistan
President Trump's frequent claims that a deal is imminent tell Iran he is desperate to end the war. This makes the regime less likely to make the concessions Mr. Trump needs to claim a legitimate victory.
$RAVE cost $75k to create 10,500 fake wallets holding under $10 each. that passed holder count requirements on binance, bitget, and coinbase. got listed, hit $27b FDV, insiders dumped. 335,000% ROI on a sybil attack against exchange listing standards. the fix is trivial. require
American employers unexpectedly cut 92,000 jobs in February, a sign that the labor market remains under strain. The unemployment rate blipped up to 4.4%.
Investors placed a bet worth ~$760 million on a falling oil price ~20 minutes before Iran's foreign minister announced on Friday that the Strait of Hormuz was open - Reuters
Anthropic Mythos delayed; FT: 'holding back from wider release'; multiple sources cite compute shortage; Mythos linked to 'new era of AI crime' (MarketWatch)
It was clearly *both* compute and safety. Things in the world can have multiple causes. Anthropic's safety concerns are not 'marketing hogwash,' and dismissing AI risks as 'marketing' is a tired motif whose wrongness should by now be obvious.
the economy is splitting. AI is the fault line. on Ramp, Nov 2022 to Nov 2025, annualized revenue growth by AI intensity: - heavy AI users: +27% - moderate AI: +18% - no AI spend: +3% (≈ US nominal GDP) over 20 points a year between top and bottom. this compounds.
The S&P 500 is back at an all-time high for the first time since January, closing at record levels on Wednesday, Thursday, and Friday of this week. YTD total: 7 all-time highs, following 39 in 2025 & 57 in 2024. $SPX
Iran turned back 20 vessels; US blockade turned back 23; Iran fired on ships; US military to board Iran-linked tankers (WSJ); major USAF deployment underway per flight tracking
BREAKING: The US military is preparing to board Iran-linked oil tankers and seize commercial ships in international waters, per WSJ. Details include: 1. The report comes just hours after Iran has declared the Strait of Hormuz closed again 2. This move is intended to 'step up'
President Trump's frequent claims that a deal is imminent tell Iran he is desperate to end the war. This makes the regime less likely to make the concessions Mr. Trump needs to claim a legitimate victory.
$RAVE cost $75k to create 10,500 fake wallets holding under $10 each. that passed holder count requirements on binance, bitget, and coinbase. got listed, hit $27b FDV, insiders dumped. 335,000% ROI on a sybil attack against exchange listing standards. the fix is trivial. require
American employers unexpectedly cut 92,000 jobs in February, a sign that the labor market remains under strain. The unemployment rate blipped up to 4.4%.
Is this the best timed trade of 2026? Yesterday, at 8:24 AM ET, oil traders bought nearly $800 MILLION worth of oil shorts. Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open." By 9:10 AM ET, oil prices had collapsed
Anthropic CEO Dario Amodei公开表示，50%的科技岗位、初级律师、咨询及金融专业人员将在1至5年内被完全取代。
"50% of all tech jobs, entry-level lawyers, consultants, and finance professionals will be completely wiped out within 1–5 years" — Dario Amodei, Anthropic CEO
what's the best way to bet on this? I will bet any amount of money this doesn't happen [QT @TFTC21: Anthropic CEO Dario Amodei: "50% of all tech jobs, entry-level lawyers, consultants, and finance professionals will be completely wiped out within 1–5 years."]
the economy is splitting. AI is the fault line. on Ramp, Nov 2022 to Nov 2025, annualized revenue growth by AI intensity: - heavy AI users: +27% - moderate AI: +18% - no AI spend: +3% (≈ US nominal GDP) over 20 points a year between top and bottom. this compounds.
Here are the top 10 best performing stocks in the S&P 500 so far in 2026 🥇 Sandisk $SNDK +288%🟢 🥈 Lumentum $LITE +143%🟢 🥉 Ciena $CIEN +117%🟢 Western Digital $WDC +116%🟢 Seagate $STX +99%🟢 Teradyne $TER +97%🟢 Vertiv $VRT +90%🟢 Corning $GLW +88%🟢 Coherent $COHR +87%🟢
Here are the top 10 worst performing stocks in the S&P 500 so far in 2026 Workday $WDAY -42%🔴 Costar $CSGP -41%🔴 Trade Desk $TTD -41%🔴 Intuit $INTU -41%🔴 Gartner $IT -39%🔴 ServiceNow $NOW -37%🔴 Fair Isaac $FICO -37%🔴 $EPAM -36%🔴 Boston Scientific $BSX -33%🔴 Salesforce
US military preparing to board Iran-linked tankers in international waters; USS New Orleans (LPD 18) deployed for maritime blockade; WSJ report; Iranian military attacking commercial vessels, Hormuz 'strictly controlled'
A U.S. Marine aboard the forward-deployed amphibious transport dock ship USS New Orleans (LPD 18) monitors shipping during U.S. maritime blockade operations.
IRGC Navy calls FM Araghchi 'idiot' on public maritime Channel 16; Hormuz closed until Khamenei's order; IRGC warns 'severe response' to ships crossing
BREAKING: The IRGC Navy is publicly calling Iran's Foreign Minister Araghchi an "idiot" on international maritime Channel 16, broadcasting that the Strait of Hormuz "is still closed" and "we will open it by the order of our leader Imam Khamenei, not by the tweets of some idiot."
$RAVE cost $75k to create 10,500 fake wallets holding under $10 each. that passed holder count requirements on binance, bitget, and coinbase. got listed, hit $27b FDV, insiders dumped. 335,000% ROI on a sybil attack against exchange listing standards. the fix is trivial. require
Is this the best timed trade of 2026? Yesterday, at 8:24 AM ET, oil traders bought nearly $800 MILLION worth of oil shorts. Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open." By 9:10 AM ET, oil prices had collapsed
Merkley: You didn't include deficit numbers in the budget. Why not? Bought: We didn't want to confuse the country. Merkley: The deficit can be extracted if you do the math—it's $2.2 trillion in 2027. Perhaps you didn't include it because you didn't want to draw attention to
This is a massive and growing problem for American national security. Unbelievable amounts of sensitive and classified information is captured, scraped, and sent back to foreign nations. And users have no idea. Nobody expects that their TV or monitor is a surveillance tool.
Here are the top 10 worst performing stocks in the S&P 500 so far in 2026 Workday $WDAY -42% Costar $CSGP -41% Trade Desk $TTD -41% Intuit $INTU -41% Gartner $IT -39% ServiceNow $NOW -37% Fair Isaac $FICO -37% $EPAM -36% Boston Scientific $BSX -33% Salesforce
FM Araghchi declared Hormuz open; IRGC declared still closed; IRGC Navy on Channel 16 called FM an 'idiot'; ships turning back per WSJ; IRGC warns of 'severe response'
👀 [QT @HormuzLetter: BREAKING: The IRGC Navy is publicly calling Iran's Foreign Minister Araghchi an "idiot" on international maritime Channel 16, broadcasting that the Strait of Hormuz "is still closed" and "we will open it by the order of our leader Imam Khamenei, not by the tweets of some idiot."]
Major US Air Force deployment to Middle East per flight tracking data; USS New Orleans (LPD 18) conducting maritime blockade operations; CENTCOM official confirmation
A U.S. Marine aboard the forward-deployed amphibious transport dock ship USS New Orleans (LPD 18) monitors shipping during U.S. maritime blockade operations.
$RAVE cost $75k to create 10,500 fake wallets holding under $10 each. that passed holder count requirements on binance, bitget, and coinbase. got listed, hit $27b FDV, insiders dumped. 335,000% ROI on a sybil attack against exchange listing standards. the fix is trivial. require
Is this the best timed trade of 2026? Yesterday, at 8:24 AM ET, oil traders bought nearly $800 MILLION worth of oil shorts. Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open." By 9:10 AM ET, oil prices had collapsed
This is a massive and growing problem for American national security. Unbelievable amounts of sensitive and classified information is captured, scraped, and sent back to foreign nations. And users have no idea. Nobody expects that their TV or monitor is a surveillance tool.
Bullish bets on US technology stocks are rising at a near-record pace: Nasdaq call options volume is up to 3.9 million contracts per day, the 2nd-highest on record. This is only below the ~4.3 million seen in November 2025. Nasdaq call options volume has more than QUADRUPLED
Strait of Hormuz closed Saturday afternoon; ceasefire expires in 3 days; IRGC warns 'severe response'; USS New Orleans conducting maritime blockade; Trump convenes Situation Room; ships ordered not to move from anchorage
BREAKING: President Trump has convened a White House Situation Room meeting to discuss Iran's closure of the Strait of Hormuz as the ceasefire is set to expire in 3 days. Details include: 1. The situation with Iran is at a "critical point" and no final date has been set for a
Iran refuses new face-to-face talks; cites US 'maximalist' demands; uranium handover to US + full Hormuz reopening + lifting maritime siege cited as sticking points
Iran is not yet ready to hold a new round of face-to-face talks with U.S. officials, a senior Iranian official said Saturday, citing Washington's refusal to abandon "maximalist" demands on key issues.
Bullish bets on US technology stocks are rising at a near-record pace: Nasdaq call options volume is up to 3.9 million contracts per day, the 2nd-highest on record. This is only below the ~4.3 million seen in November 2025. Nasdaq call options volume has more than QUADRUPLED
This is a massive and growing problem for American national security. Unbelievable amounts of sensitive and classified information is captured, scraped, and sent back to foreign nations. And users have no idea. Nobody expects that their TV or monitor is a surveillance tool.
IRGC Navy: Strait of Hormuz closed from Saturday; condition = US lifts blockade; approaching vessels = cooperating with enemy; new Hormuz transit fees imposed
⚠ BREAKING IRGC'S NAVY: STRAIT OF HORMUZ CLOSED FROM SATURDAY AFTERNOON UNTIL THE US BLOCKADE AGAINST IRANIAN VESSELS IS LIFTED - STATEMENT CARRIED BY IRANIAN MEDIA
BREAKING: President Trump has convened a White House Situation Room meeting to discuss Iran's closure of the Strait of Hormuz as the ceasefire is set to expire in 3 days. Details include: 1. The situation with Iran is at a 'critical point' and no final date has been set for a
Iran red lines: uranium transfer to US; full Hormuz reopening; US maritime siege continuation; zero nuclear capability — all labeled 'maximalist' and unacceptable
BREAKING: The head of the Iranian Parliament's National Security Commission releases a statement on President Trump's claims from Friday: 'Delivering uranium to America, the complete reopening of the Strait of Hormuz, continuation of the American maritime siege of Iran, and zero
Iran is not yet ready to hold a new round of face-to-face talks with U.S. officials, a senior Iranian official said Saturday, citing Washington's refusal to abandon 'maximalist' demands on key issues.
this is like the 10th hack in the past 2 weeks. good time to audit your opsec. don't click links, don't download pretty much anything, use MFA (no SMS, use Yubikey or Authenticator apps), revoke connected apps, ensure you don't have dumb passwords, look into rotating devices
We are continuing to investigate the L0/rsETH incident, initial reports seem to indicate a private key compromise/bad config allowed ~200m worth of rsETH to be stolen, this was then deposited into Aave to borrow ETH (since rsETH has insufficient liquidity). a) the position is
After a chaotic morning in the Strait of Hormuz, both sides have gone completely quiet. Iran has closed the Strait of Hormuz again and President Trump said he won't be "blackmailed" by Iran. As of Friday, markets were expecting the US and Iran to meet for the second time on
We are now witnessing the largest energy supply disruption in modern history. Since the start of the Iran War on February 28th, more than 500 million barrels of crude and condensate have been removed from the global market.
Guided-missile destroyer USS Pinckney (DDG 91) patrols regional waters in support of blockade operations. The blockade has completely halted economic trade going into and out of Iran by sea.
BREAKING: The head of the Iranian Parliament's National Security Commission releases a statement on President Trump's claims from Friday: "Delivering uranium to America, the complete reopening of the Strait of Hormuz, continuation of the American maritime siege of Iran, and zero
We are continuing to investigate the L0/rsETH incident, initial reports seem to indicate a private key compromise/bad config allowed ~200m worth of rsETH to be stolen, this was then deposited into Aave to borrow ETH (since rsETH has insufficient liquidity). a) the position is
this is like the 10th hack in the past 2 weeks good time to audit your opsec don't click links, don't download pretty much anything, use MFA (no SMS, use Yubikey or Authenticator apps), revoke connected apps, ensure you don't have dumb passwords, look into rotating devices
It's official: We are now witnessing the largest energy supply disruption in modern history. Since the start of the Iran War on February 28th, more than 500 million barrels of crude and condensate have been removed from the global market.
USS Pinckney DDG 91 blockade; Strait of Hormuz fully closed to Iran trade; Trump White House Situation Room convened; Trump: won't be 'blackmailed' by Iran; second US-Iran talks expected but stalled
Guided-missile destroyer USS Pinckney (DDG 91) patrols regional waters in support of blockade operations. The blockade has completely halted economic trade going into and out of Iran by sea.
We are continuing to investigate the L0/rsETH incident, initial reports seem to indicate a private key compromise/bad config allowed ~200m worth of rsETH to be stolen, this was then deposited into Aave to borrow ETH (since rsETH has insufficient liquidity).
Belgium was lowered one step by Moody's, underscoring how the struggle to cut one of the biggest budget deficits in Europe is besmirching the country's status as a borrower
Goldman Sachs: AI inference costs in engineering approaching 10% of total headcount costs; potential salary parity within several quarters; KPMG survey of 2,100 companies
Goldman Sachs reports that companies are blowing past their AI inference budgets by orders of magnitude, with inference costs in engineering now approaching 10% of total headcount costs and potentially reaching parity with salaries within several quarters. KPMG surveyed 2,100
Commerce Secretary Howard Lutnick ruled out Chinese investment in the US auto industry, saying there's no need for companies such as electric carmaker BYD Co. in America
Strategy proposes semi-monthly dividends on $STRC (vs. monthly); no change to annual dividend obligations or rate; rationale: stabilize price, dampen cyclicality, drive liquidity
Prices are rising for many Americans, with 65% of consumers saying the increases are outpacing their income, according to a J.D. Power survey of 4,000 U.S. adults conducted in February 2026. Recent inflation data adds to that pressure, with the annual rate rising from 2.4%
Vancouver, it's been a blast! [QT @TEDTalks: "The lobster is loose, and it's not going back into the tank," says @openclaw founder @steipete. In this brand new talk from #TED2026 he shares why AI agents — built by you — are the future]
Blue Owl Co-CEOs Doug Ostrover and Marc Lipschultz have revised the terms of personal loans to remove the company's shares as collateral, after turmoil in the private credit market hammered the stock's value in recent months
The US government has approved a potential sale to Germany of up to $11.9 billion in combat management systems for surface vessels, the State Department says
Bye bye dividend capture traders. Hello more issuance from Saylor on more days. Good idea tbh. [QT @saylor: Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate.]
Prediction markets is speed-running institutional adoption. Turns out being able to price acute fundamentals was the end-game of finance after all. [QT @fintechfrank: Citadel Securities president says firm could enter prediction markets, eyes non-sports use cases]
Prices are rising for many Americans, with 65% of consumers saying the increases are outpacing their income, according to a J.D. Power survey of 4,000 U.S. adults conducted in February 2026. Recent inflation data adds to that pressure, with the annual rate rising from 2.4%
A Vietnam mine that contains one of the world's most important, and largest, non-China sources of tungsten is amping up its search for strategic investors
"The lobster is loose, and it's not going back into the tank," says @openclaw founder @steipete. In this brand new talk from #TED2026 he shares why AI agents — built by you — are the future
Our new Login Widget is a gift to developers: they can not only quickly authorize users, but also request users' phone numbers and permission to message them on Telegram. Sign-up, login, phone verification, and a follow-up communication channel in one — completely free.
Prediction markets is speed-running institutional adoption. Turns out being able to price acute fundamentals was the end-game of finance after all [QT @fintechfrank: Citadel Securities president says firm could enter prediction markets, eyes non-sports use cases]
该功能将Telegram通讯能力直接嵌入第三方应用的身份验证流程，大幅降低开发者获取用户联系方式的门槛，同时进一步扩展Telegram作为平台的生态护城河，对WhatsApp Business API等竞品形成直接竞争压力。
Our new Login Widget is a gift to developers: they can not only quickly authorize users, but also request users' phone numbers and permission to message them on Telegram. Sign-up, login, phone verification, and a follow-up communication channel in one — completely free.
A Vietnam mine that contains one of the world's most important, and largest, non-China sources of tungsten is amping up its search for strategic investors
Prediction markets are booming. They also face a widening legal battle with US states and criticism over alleged user insider trading. Here's how they got so controversial
65% consumers: price increases outpacing income; annual CPI rate rising from 2.4%; J.D. Power survey of 4,000 U.S. adults, Feb 2026
即便官方通胀数据相对温和，消费者实际体感与数据的裂口持续扩大，表明通胀压力已深度渗透中低收入群体。
Prices are rising for many Americans, with 65% of consumers saying the increases are outpacing their income, according to a J.D. Power survey of 4,000 U.S. adults conducted in February 2026. Recent inflation data adds to that pressure, with the annual rate rising from 2.4%
Our new Login Widget is a gift to developers: they can not only quickly authorize users, but also request users' phone numbers and permission to message them on Telegram. Sign-up, login, phone verification, and a follow-up communication channel in one — completely free.
China's central bank governor Pan Gongsheng said artificial intelligence is driving a new wave of technological and industrial transformation that brings both opportunities and risks to the global economy
A federal judge halted the $6.2 billion merger of television station giants Nexstar Media Group and Tegna after eight states and satellite broadcaster DirecTV sued to block the deal on antitrust grounds
White House says a meeting between Chief of Staff Susie Wiles and Dario Amodei had been "productive and constructive"; source: Scott Bessent joined the meeting (Axios)
Prediction markets are booming. They also face a widening legal battle with US states and criticism over alleged user insider trading. Here's how they got so controversial
China's central bank governor Pan Gongsheng said artificial intelligence is driving a new wave of technological and industrial transformation that brings both opportunities and risks to the global economy
The core area of Beijing's Satellite Town, designed as a hub for satellite manufacturers and operators, will be completed in the second half of 2026, state-owned media Beijing Daily reported on Saturday.
The US on Friday issued a license letting countries buy more Russian oil that's already been loaded on tankers, part of the White House's push to prevent prices from surging
China's central bank governor Pan Gongsheng said artificial intelligence is driving a new wave of technological and industrial transformation that brings both opportunities and risks to the global economy
The Kennedy Center will shut down this July for two years, as part of a roughly $250 million renovation. In the lead-up, there's been a wave of layoffs and a controversial rebranding.
China's exports of clean technology climbed in March, reinforcing signs that manufacturers are benefiting from rising global demand for alternative energy sources as traditional supplies are roiled by the Iran war
Bangladesh, $5.5B IMF loan, Finance Minister Amir Khosru Mahmud Chowdhury, IMF/World Bank spring meetings
Bangladesh said it will continue negotiating on key reforms the IMF has set as conditions for the balance of a $5.5 billion loan, with Finance Minister Amir Khosru Mahmud Chowdhury holding meetings in Washington
Nexstar was ordered by a California federal judge to keep operating Tegna as a separate company until he has issued a final judgment on whether to allow a merger that would create the largest local TV operator in the US
Lufthansa's 100th anniversary party this week was overshadowed by one of the most disruptive labor disputes the German carrier has suffered in a decade, with waves of back-to-back strikes from pilots and cabin crew
Russia said a fire broke out in the Port of Vysotsk area on the Baltic Sea after overnight Ukrainian drone attacks, while a strike on Ukraine's northern region left 380,000 users without power
China's exports of clean technology climbed in March, reinforcing signs that manufacturers are benefiting from rising global demand for alternative energy sources as traditional supplies are roiled by the Iran war
Bangladesh said it will continue negotiating on key reforms the IMF has set as conditions for the balance of a $5.5 billion loan, with Finance Minister Amir Khosru Mahmud Chowdhury holding meetings in Washington
All the intel agencies use Anthropic. Every agency except War wants to. That's because Anthropic doesn't want to kill people and War's position is 'don't tell us what the f*** to do.' But if you're the Department of Energy, you don't give a f*** about that. You're worried about
Nexstar was ordered by a California federal judge to keep operating Tegna as a separate company until he has issued a final judgment on whether to allow a merger that would create the largest local TV operator in the US
Lufthansa's 100th anniversary party this week was overshadowed by one of the most disruptive labor disputes the German carrier has suffered in a decade, with waves of back-to-back strikes from pilots and cabin crew
Bangladesh said it will continue negotiating on key reforms the IMF has set as conditions for the balance of a $5.5 billion loan, with Finance Minister Amir Khosru Mahmud Chowdhury holding meetings in Washington
It's a wrap on the #IMFMeetings! Good to catch up with colleagues from around the world. Thanks to the @IMFNews team behind the scenes for the smooth organisation.
AI → higher ROI per unit of work → greater demand for work units; Jevons' paradox; @shadcn reports friends 'overworked since AI, working weekends, always on phone prompting'
"All the intel agencies use Anthropic. Every agency except War wants to. That's because Anthropic doesn't want to kill people and War's position is 'don't tell us what the f*** to do.' But if you're the Department of Energy, you don't give a f*** about that. You're worried about
Norway's $2.2 trillion sovereign wealth fund said it will back the re-election of BP Chairman Albert Manifold along with a number of other management proposals
Lufthansa's 100th anniversary party this week was overshadowed by one of the most disruptive labor disputes the German carrier has suffered in a decade, with waves of back-to-back strikes from pilots and cabin crew
Russia said a fire broke out in the Port of Vysotsk area on the Baltic Sea after overnight Ukrainian drone attacks, while a strike on Ukraine's northern region left 380,000 users without power
three asset managers racing to wrap HYPE into ETFs but here's what they're not telling you. 45% of HYPE supply is already staked. ETF custody locks tokens into coinbase vaults where they can't provide liquidity on hyperEVM, can't post HIP-3 deployer bonds, can't be used as
36 stocks in the S&P 500 hit new 52 WEEK HIGHS on Friday. Some of the names that hit new highs include $AMD Target $TGT $DELL On Semi Conductor $ON State Street $STT BNY Mellon $BK Hilton $HLT
Norway's $2.2 trillion sovereign wealth fund said it will back the re-election of BP Chairman Albert Manifold along with a number of other management proposals
Australia and Japan signed contracts launching a $7 billion deal to supply Australia with warships, Tokyo's most consequential military sale since ending a military export ban in 2014.
solana at $293 had zero US banks settling on it, fewer transactions, less stablecoin supply, and no commodity classification. solana at $87 has two US banks live for USDC settlement, 10.1b transactions in Q1 (record), $14.6b in stablecoins (up 167% YoY), and SEC/CFTC commodity
three asset managers racing to wrap HYPE into ETFs but here's what they're not telling you. 45% of HYPE supply is already staked. ETF custody locks tokens into coinbase vaults where they can't provide liquidity on hyperEVM, can't post HIP-3 deployer bonds, can't be used as
Airline passengers should brace for more aggravation in the next few months as carriers around the world deepen cancellations and ground planes to cope with stratospheric increases in jet-fuel prices
36 stocks in the S&P 500 hit new 52 WEEK HIGHS on Friday Some of the names that hit new highs include $AMD Target $TGT $DELL On Semi Conductor $ON State Street $STT BNY Mellon $BK Hilton $HLT
Australia and Japan signed contracts launching a $7 billion deal to supply Australia with warships, Tokyo's most consequential military sale since ending a military export ban in 2014.
The Tisza party led by Hungarian prime minister-elect Peter Magyar further widened its parliamentary majority, a fresh tally showed Saturday, giving it an even stronger mandate for change after last weekend's election
solana at $293 had zero US banks settling on it, fewer transactions, less stablecoin supply, and no commodity classification. solana at $87 has two US banks live for USDC settlement, 10.1b transactions in Q1 (record), $14.6b in stablecoins (up 167% YoY), and SEC/CFTC commodity
Gpt 5.4 is complete dog water trash at writing kernels [QT @liuliu: You cannot believe how much intrinsic knowledge GPT-5.4 has about building GPU compute kernels. I honestly think this will materially impact NVIDIA's lead in software.]
This is how the Magnificent 7 stocks have performed so far in 2026 Nvidia $NVDA +8.1%🟢 Google $GOOGL +9.2%🟢 Apple $AAPL -0.6%🔴 Microsoft $MSFT -12.6%🔴 Amazon $AMZN +8.6%🟢 Meta Platforms $META +4.3%🟢 Tesla $TSLA -10.9%🔴
36 stocks in the S&P 500 hit new 52 WEEK HIGHS on Friday Some of the names that hit new highs include $AMD Target $TGT $DELL On Semi Conductor $ON State Street $STT BNY Mellon $BK Hilton $HLT
Ukraine's Security Service said its Alpha special operations unit conducted a drone strike on the Crimean peninsula, damaging military assets including three Russian naval ships
Australia and Japan signed contracts launching a $7 billion deal to supply Australia with warships, Tokyo's most consequential military sale since ending a military export ban in 2014.
The Tisza party led by Hungarian prime minister-elect Peter Magyar further widened its parliamentary majority, a fresh tally showed Saturday, giving it an even stronger mandate for change after last weekend's election
solana at $293 had zero US banks settling on it, fewer transactions, less stablecoin supply, and no commodity classification. solana at $87 has two US banks live for USDC settlement, 10.1b transactions in Q1 (record), $14.6b in stablecoins (up 167% YoY), and SEC/CFTC commodity
aave V4 gave LBTC 80% LTV and wBTC 75% LTV. first time a major lending protocol has priced yield-bearing bitcoin as structurally superior collateral to wrapped bitcoin. lombard's LBTC has 76% DeFi utilization. wBTC has $9b in market cap and 0% native yield. babylon secures $5b in
@RaveDAO Pump and dump activity for $RAVE originated on @bitget @binance @Gate Call to action for both @heyibinance @GracyBitget to do better and launch internal investigation offboarding the responsible actors. Offering up to $10K bounty of my personal funds for whistleblowers
European Central Bank officials are leaving Washington ever so slightly more optimistic than when they arrived, as ongoing US-Iran peace talks raise the prospect of energy shipments resuming from the Gulf
Airline passengers should brace for more aggravation in the next few months as carriers around the world deepen cancellations and ground planes to cope with stratospheric increases in jet-fuel prices
The challenge with deploying this service in the West has nothing to do with the technology. The tech is already as strong as top quartile medical specialists at the tasks it's being deployed for. The reason we can't have nice things is predatory capitalism & lack of trust.
.@joerogan says he sent @POTUS information on the extraordinary effects of ibogaine on veterans with TBI and PTSD: "The text message came back, 'Sounds great! Do you want FDA approval? Let's do it!' It was literally that quick."
This is how the Magnificent 7 stocks have performed so far in 2026 Nvidia $NVDA +8.1% Google $GOOGL +9.2% Apple $AAPL -0.6% Microsoft $MSFT -12.6% Amazon $AMZN +8.6% Meta Platforms $META +4.3% Tesla $TSLA -10.9%
Here are the top 10 best performing stocks in the S&P 500 so far in 2026 🥇 Sandisk $SNDK +288% 🥈 Lumentum $LITE +143% 🥉 Ciena $CIEN +117% Western Digital $WDC +116% Seagate $STX +99% Teradyne $TER +97% Vertiv $VRT +90% Corning $GLW +88% Coherent $COHR +87%
Ukraine's Security Service said its Alpha special operations unit conducted a drone strike on the Crimean peninsula, damaging military assets including three Russian naval ships
Australia and Japan signed contracts launching a $7 billion deal to supply Australia with warships, Tokyo's most consequential military sale since ending a military export ban in 2014.
Trump: "I ended eight wars, and it may be a little early to say this, but if we add Iran and Lebanon that will be ten wars ended and many many millions of lives saved."
aave V4 gave LBTC 80% LTV and wBTC 75% LTV. first time a major lending protocol has priced yield-bearing bitcoin as structurally superior collateral to wrapped bitcoin. lombard's LBTC has 76% DeFi utilization. wBTC has $9b in market cap and 0% native yield. babylon secures $5b in
One of the more important developments over the past few weeks has been the resilience of LatAm's outperformance relative to US equities. These markets didn't just hold up well during the selloff — they remained remarkably firm. And in the rebound, they've taken the lead.
The challenge with deploying this service in the West has nothing to do with the technology. The tech is already as strong as top quartile medical specialists at the tasks it's being deployed for. The reason we can't have nice things is predatory capitalism & lack of trust.
Investors placed a bet worth ~$760 million on a falling oil price ~20 minutes before Iran's foreign minister announced on Friday that the Strait of Hormuz was open - Reuters
Here are the top 10 best performing stocks in the S&P 500 so far in 2026 🥇 Sandisk $SNDK +288% 🥈 Lumentum $LITE +143% 🥉 Ciena $CIEN +117% Western Digital $WDC +116% Seagate $STX +99% Teradyne $TER +97% Vertiv $VRT +90% Corning $GLW +88% Coherent $COHR +87%
❌ ANOTHER HEZBOLLAH CEASEFIRE VIOLATION: IDF soldiers identified a terrorist cell that violated the ceasefire understandings and approached IDF soldiers operating south of the defense line. The terrorists posed a threat to the troops, and in response the IDF eliminated them.
Ukraine's Security Service said its Alpha special operations unit conducted a drone strike on the Crimean peninsula, damaging military assets including three Russian naval ships.
European Central Bank officials are leaving Washington ever so slightly more optimistic than when they arrived, as ongoing US-Iran peace talks raise the prospect of energy shipments resuming from the Gulf
The challenge with deploying this service in the West has nothing to do with the technology. The tech is already as strong as top quartile medical specialists at the tasks it's being deployed for. The reason we can't have nice things is predatory capitalism & lack of trust.
what's the best way to bet on this? I will bet any amount of money this doesn't happen [QT @TFTC21: Anthropic CEO Dario Amodei: '50% of all tech jobs, entry-level lawyers, consultants, and finance professionals will be completely wiped out within 1–5 years.']
Here are the top 10 best performing stocks in the S&P 500 so far in 2026 🥇 Sandisk $SNDK +288%🟢 🥈 Lumentum $LITE +143%🟢 🥉 Ciena $CIEN +117%🟢 Western Digital $WDC +116%🟢 Seagate $STX +99%🟢 Teradyne $TER +97%🟢 Vertiv $VRT +90%🟢 Corning $GLW +88%🟢 Coherent $COHR +87%🟢
❌ ANOTHER HEZBOLLAH CEASEFIRE VIOLATION: IDF soldiers identified a terrorist cell that violated the ceasefire understandings and approached IDF soldiers operating south of the defense line. The terrorists posed a threat to the troops, and in response the IDF eliminated them.
The US issued a veiled criticism against Peru after the Andean nation canceled a contract-signing ceremony for $2 billion worth of Lockheed Martin Corp. F-16 fighter jets.
The defeat of Hungary's Viktor Orban is a warning conservative European leaders who may be tempted to align closely with Donald Trump and Vladimir Putin, according to the European Commission's most senior Social Democrat official.
It feels like the bubble argument might fully shift to "AI is a bubble because compute is too expensive to meet staggeringly high user demand for compute-intensive advanced models".
❌ ANOTHER HEZBOLLAH CEASEFIRE VIOLATION: IDF soldiers identified a terrorist cell that violated the ceasefire understandings and approached IDF soldiers operating south of the defense line. The terrorists posed a threat to the troops, and in response the IDF eliminated them.
The US issued a veiled criticism against Peru after the Andean nation canceled a contract-signing ceremony for $2 billion worth of Lockheed Martin Corp. F-16 fighter jets.
the economy is splitting. AI is the fault line. on Ramp, Nov 2022 to Nov 2025, annualized revenue growth by AI intensity: - heavy AI users: +27% - moderate AI: +18% - no AI spend: +3% (≈ US nominal GDP) over 20 points a year between top and bottom. this compounds.
what's the best way to bet on this? I will bet any amount of money this doesn't happen [QT @TFTC21: Anthropic CEO Dario Amodei: "50% of all tech jobs, entry-level lawyers, consultants, and finance professionals will be completely wiped out within 1–5 years."]
Many have commented, "Yeah, but this doesn't affect ME, who cares? Just don't buy the funds." Look, it doesn't affect me either. But it will impact millions of unsuspecting retail individuals who own these and have never heard of a $100 service fee, and that's just wrong.
❌ ANOTHER HEZBOLLAH CEASEFIRE VIOLATION: IDF soldiers identified a terrorist cell that violated the ceasefire understandings and approached IDF soldiers operating south of the defense line. The terrorists posed a threat to the troops, and in response the IDF eliminated them.
The US issued a veiled criticism against Peru after the Andean nation canceled a contract-signing ceremony for $2 billion worth of Lockheed Martin Corp. F-16 fighter jets.
Merkley: You didn't include deficit numbers in the budget. Why not? Bought: We didn't want to confuse the country. Merkley: The deficit can be extracted if you do the math—it's $2.2 trillion in 2027. Perhaps you didn't include it because you didn't want to draw attention to
Credit investors are loading up on riskier debt, betting that Iran and the US can extend their truce, and leaving behind havens they've favored since the war broke out in late February.
Teams encapsulated the @USSpaceForce's final GPS III satellite into Falcon 9's fairing earlier this week. Falcon 9 is targeted to launch GPS III-8 on Monday, April 20 from pad 40 in Florida
It feels like the bubble argument might fully shift to "AI is a bubble because compute is too expensive to meet staggeringly high user demand for compute-intensive advanced models".
A federal judge has blocked a $6.2 billion merger of local television giants Nexstar Media Group and rival Tegna until an antitrust lawsuit is resolved.
Many have commented, "Yeah, but this doesn't affect ME, who cares? Just don't buy the funds." Look, it doesn't affect me either. But it will impact millions of unsuspecting retail individuals who own these and have never heard of a $100 service fee, and that's just wrong.
Viktor Orban defeated in Hungary election; pro-EU forces take power; European Commission's senior Social Democrat official issues warning to other conservative leaders
The defeat of Hungary's Viktor Orban is a warning conservative European leaders who may be tempted to align closely with Donald Trump and Vladimir Putin, according to the European Commission's most senior Social Democrat official.
gemini and binance both launched autonomous AI trading platforms in the same window. 70% of AI actions on these systems are direct execution commands, not analysis. users aren't asking questions, they're delegating buy/sell authority to models they can't audit. exchanges collect
Merkley: You didn't include deficit numbers in the budget. Why not? Bought: We didn't want to confuse the country. Merkley: The deficit can be extracted if you do the math—it's $2.2 trillion in 2027. Perhaps you didn't include it because you didn't want to draw attention to
Credit investors are loading up on riskier debt, betting that Iran and the US can extend their truce, and leaving behind havens they've favored since the war broke out in late February.
It feels like the bubble argument might fully shift to 'AI is a bubble because compute is too expensive to meet staggeringly high user demand for compute-intensive advanced models'.
A federal judge has blocked a $6.2 billion merger of local television giants Nexstar Media Group and rival Tegna until an antitrust lawsuit is resolved.
Many have commented, 'Yeah, but this doesn't affect ME, who cares? Just don't buy the funds.' Look, it doesn't affect me either. But it will impact millions of unsuspecting retail individuals who own these and have never heard of a $100 service fee, and that's just wrong.
Gemini + Binance launched autonomous AI trading simultaneously; 70% of AI actions = direct execution commands (not analysis); users delegating buy/sell authority to unauditable models
gemini and binance both launched autonomous AI trading platforms in the same window. 70% of AI actions on these systems are direct execution commands, not analysis. users aren't asking questions, they're delegating buy/sell authority to models they can't audit. exchanges collect
It's going to take higher oil prices for longer to get rigs back to work [QT @LukeGromen: If I was a US oil exec witnessing how Hormuz's closure for 7 weeks (& counting) has left US oil prices far below global prices while E&P stocks (XOP) have underperformed SPX since March 2, I'd cut 2026 capex, lay down rigs, & just cash flow existing production & buy back stock.]
Credit investors are loading up on riskier debt, betting that Iran and the US can extend their truce, and leaving behind havens they've favored since the war broke out in late February.
gemini and binance both launched autonomous AI trading platforms in the same window. 70% of AI actions on these systems are direct execution commands, not analysis. users aren't asking questions, they're delegating buy/sell authority to models they can't audit. exchanges collect
Yes. We need to dominate the top 3 across the whole stack. Right now we are way behind on open source models. [QT @sriramk: America leading in open source/open weight AI is crucial. this matters at all levels of the stack from models to harnesses to applications.]
A federal judge has blocked a $6.2 billion merger of local television giants Nexstar Media Group and rival Tegna until an antitrust lawsuit is resolved.
AHAHAHA, they actually did it. The cretins at @Fidelity are charging retail $100 commissions to trade 1 share of some ETFs. Gross. [follow-up] it will impact millions of unsuspecting retail individuals who own these and have never heard of a $100 service fee, and that's just wrong.
The U.S. and Israeli war with Iran has caused a rare rift among conservatives, with several influential figures on the right condemning the war. A recent poll shows that while most Republicans support the war, young Republicans appear to be an outlier.
@zachxbt destroyed every Asian CEX cartel with a $10,000 bounty [QT: .@zachxbt wiped out $15 billion in fake value with a $10k bounty to end the large centralized exchanges' reputations, absolute perfection]
Hormuz closed 7+ weeks; US oil price below global price; XOP underperformed SPX since Mar 2; 2026 capex cuts anticipated; rigs at risk of being laid down
Teams encapsulated the @USSpaceForce's final GPS III satellite into Falcon 9's fairing earlier this week. Falcon 9 is targeted to launch GPS III-8 on Monday, April 20 from pad 40 in Florida
A federal judge has blocked a $6.2 billion merger of local television giants Nexstar Media Group and rival Tegna until an antitrust lawsuit is resolved.
The U.S. and Israeli war with Iran has caused a rare rift among conservatives, with several influential figures on the right condemning the war. A recent poll shows that while most Republicans support the war, young Republicans appear to be an outlier.