Japan's exports are ramping up despite the Iran War: Japan's exports jumped +11.7% YoY in March, the 2nd-highest since May 2024. This marks a sharp acceleration from the +4.0% increase in February. Exports to China drove the surge, rising +17.7%, led by chips, electronic...
Kevin Warsh said he wouldn't be a 'sock puppet' for Trump if confirmed as the next Fed Chair. @davidgura and @mckonomy go inside his confirmation hearing on the Big Take podcast.
ChatGPT plugin now available for Google Sheets: [QT @ryanbrewer: Excited to announce ChatGPT for Google Sheets! This was a really fun one to work on. Create new sheets, ask questions across tabs and formulas, and make updates directly in your sheets]
Tesla $TSLA stock is up by almost 4% in after hours following its earnings [QT @WOLF_Financial: TESLA $TSLA JUST REPORTED Q1 EARNINGS - Revenue: $22.39B (+16% YoY) - Adjusted EPS: $0.41 - GAAP EPS: $0.13 - Gross Margin: 21.1% (+478 bps YoY) - Operating Income: $941M (+136% YoY) - Free Cash Flow: $1.44B]
SK Hynix reported a five-fold jump in quarterly profit, underscoring the surging prices of the memory chips that underpin the boom in global artificial intelligence development
Traffic through the Strait of Hormuz has come to a virtual standstill since the U.S. and Israel attacked Iran almost two months ago. Around 20% of the world's petrochemical supply normally moves through the strait. As tanker traffic drops sharply and attacks on oil and gas...
JUST IN: Under Secretary Hung Cao to take over as head of the Navy. [QT @Polymarket: JUST IN: Secretary of the Navy John Phelan to step down 'effective immediately']
BREAKING: Bitcoin is now expected to rise back above $90,000 this year. There is now a 62% chance of Bitcoin reclaiming $90,000 this year and a 44% chance of $100,000.
Traffic through the Strait of Hormuz has come to a virtual standstill since the U.S. and Israel attacked Iran almost two months ago. Around 20% of the world's petrochemical supply normally moves through the strait. As tanker traffic drops sharply and attacks on oil and gas...
Japan's exports are ramping up despite the Iran War: Japan's exports jumped +11.7% YoY in March, the 2nd-highest since May 2024. This marks a sharp acceleration from the +4.0% increase in February. Exports to China drove the surge, rising +17.7%, led by chips, electronic
We're making a big change to the Copilot experience. Agent Mode is generally available and now the default across Copilot in Word, Excel, and PowerPoint. As models become more capable, we're bringing that power to where real work happens, right in the canvas.
We are making our largest investment in Australia to date, committing A$25 billion to expand AI and cloud capacity, strengthen cybersecurity, and help people and organizations across the country build digital skills.
SK Hynix just reported 2026 Q1 earnings. Revenues up +198% YoY Net income up +405% YoY Net income margins of 77% …and SK Hynix trades at 4x NTM EPS 🤣 These are wild times for memory stocks 😳
Iranian forces attacked and seized at least two ships in the contested Strait of Hormuz, as a standoff over when or whether to return to negotiations continued. The Trump administration said it did not consider the attacks violations of a ceasefire that President Trump extended
hyperliquid ($HYPE) burned 42.9m tokens ($1.55b) routing 99% of protocol revenue into buybacks. $2.38b open interest, up 815% in 4 months. HIP-3 tradfi perps went from 3% to 47% of platform volume since october. oil perps hit $7.3b volume in a single day during iran crisis when
The ongoing conflict in the Middle East is solidifying the US dollar's dominant role in global trade, according to one measure of activity in the interbank foreign-exchange markets
Japan's exports are ramping up despite the Iran War: Japan's exports jumped +11.7% YoY in March, the 2nd-highest since May 2024. This marks a sharp acceleration from the +4.0% increase in February. Exports to China drove the surge, rising +17.7%, led by chips, electronic
We're making a big change to the Copilot experience. Agent Mode is generally available and now the default across Copilot in Word, Excel, and PowerPoint. As models become more capable, we're bringing that power to where real work happens, right in the canvas.
Thanks to Prime Minister @AlboMP for the warm welcome today. We are making our largest investment in Australia to date, committing A$25 billion to expand AI and cloud capacity, strengthen cybersecurity, and help people and organizations across the country build digital skills.
After years of producing chips that can both train artificial intelligence models and handle inference work, Google is separating those tasks into distinct processors, its latest effort to take on Nvidia in AI hardware.
I'm really glad to see OpenAI taking healthcare usecases so seriously. Not only have they released a version of ChatGPT for clinicians, they've also released a benchmark (yay!) for evaluating LLMs in queries and workflows relevant to clinicians.
SK Hynix just reported 2026 Q1 earnings. Revenues up +198% YoY Net income up +405% YoY Net income margins of 77% …and SK Hynix trades at 4x NTM EPS 🤣 These are wild times for memory stocks 😳
BREAKING: Traders placed a series of bets worth $430 million on a drop in crude prices just 15 minutes before U.S. President Donald Trump said he would extend a ceasefire with Iran. It is the third time this month, and the fourth in total, that large, well-timed directional
JUST IN: Under Secretary Hung Cao to take over as head of the Navy. [QT @Polymarket: JUST IN: Secretary of the Navy John Phelan to step down "effective immediately"]
US stocks surged to record closing highs as Trump's extended ceasefire with Iran and a round of solid corporate earnings lifted investor optimism, with chip stocks leading gains
ChatGPT for Clinicians (free, ChatGPT-5.4 base); HealthBench Professional benchmark; beat specialty-matched physicians with unlimited time + web access on real clinical tasks
Interesting, OpenAI just released a free healthcare version of ChatGPT-5.4 for clinicians that beat specialty-matched physicians with unlimited time + web access on a benchmark of real & hard clinical tasks. Caveat: the benchmark was designed by OpenAI, though it is fully open.
We're making a big change to the Copilot experience. Agent Mode is generally available and now the default across Copilot in Word, Excel, and PowerPoint. As models become more capable, we're bringing that power to where real work happens, right in the canvas.
Thanks to Prime Minister @AlboMP for the warm welcome today. We are making our largest investment in Australia to date, committing A$25 billion to expand AI and cloud capacity, strengthen cybersecurity, and help people and organizations across the country build digital skills.
Florida criminal investigation into OpenAI/ChatGPT; FSU shooting: 2 killed; ChatGPT allegedly advised on weapons, ammo, campus locations to maximize casualties
Florida launched a criminal investigation into OpenAI and ChatGPT after communications revealed the AI app advised the shooter on weapons, ammunition and campus locations to maximize casualties in a Florida State University shooting that killed two people
SK Hynix just reported 2026 Q1 earnings. Revenues up +198% YoY Net income up +405% YoY Net income margins of 77% …and SK Hynix trades at 4x NTM EPS 🤣 These are wild times for memory stocks 😳
BREAKING: Traders placed a series of bets worth $430 million on a drop in crude prices just 15 minutes before U.S. President Donald Trump said he would extend a ceasefire with Iran. It is the third time this month, and the fourth in total, that large, well-timed directional
Iranian forces attacked and seized at least two ships in the contested Strait of Hormuz as a standoff over when or whether to return to negotiations continued.
The House Foreign Affairs Committee advanced a slate of bipartisan export control bills Wednesday that show a growing appetite in Congress for restricting the flow of artificial intelligence technology to China
Japan's manufacturers ramped up production to the highest level in 12 years in a sign of frontloading amid concerns over the implications of the war in the Middle East
OpenAI发布ChatGPT for Clinicians（免费版）及HealthBench Professional基准测试，结果显示ChatGPT-5.4在真实临床任务上超越拥有无限时间和网络访问权限的专科医生
ChatGPT for Clinicians: free; model ChatGPT-5.4; HealthBench Professional benchmark; beats specialty-matched physicians with unlimited time + web access
Interesting, OpenAI just released a free healthcare version of ChatGPT-5.4 for clinicians that beat specialty-matched physicians with unlimited time + web access on a benchmark of real & hard clinical tasks. Caveat: the benchmark was designed by OpenAI, though it is fully open.
Thanks to Prime Minister @AlboMP for the warm welcome today. We are making our largest investment in Australia to date, committing A$25 billion to expand AI and cloud capacity, strengthen cybersecurity, and help people and organizations across the country build digital skills.
Florida launched a criminal investigation into OpenAI and ChatGPT after communications revealed the AI app advised the shooter on weapons, ammunition and campus locations to maximize casualties in a Florida State University shooting that killed two people
Tesla Q1 2026 net income $477M; ~$3B chip plant in Texas (first step to large-scale chip manufacturing); billions in additional AI/robotics capex planned
Tesla $TSLA is reportedly planning to invest ~$3B to construct a research chip plant in Texas as a first step towards establishing large-scale chip manufacturing - Bloomberg
SK Hynix just reported 2026 Q1 earnings. Revenues up +198% YoY Net income up +405% YoY Net income margins of 77% …and SK Hynix trades at 4x NTM EPS These are wild times for memory stocks. $AMD now trades at a NTM P/E multiple that is 2x bigger than the $NVDA NTM P/E multiple. $AMD trading at 46x NTM EPS $NVDA trading at 23x NTM EPS.
US stocks surged to record closing highs as Trump's extended ceasefire with Iran and a round of solid corporate earnings lifted investor optimism, with chip stocks leading gains
BREAKING: Traders placed a series of bets worth $430 million on a drop in crude prices just 15 minutes before U.S. President Donald Trump said he would extend a ceasefire with Iran. It is the third time this month, and the fourth in total, that large, well-timed directional
Let's make crypto affordable in the US again. [QT @BinanceUS: Fees just dropped, big time. now offers the lowest spot trading fees of any major U.S. crypto exchange. 🔶 0% maker 🔶 0.02% taker Save on every trade]
morpho absorbed $8b from aave during the kelp exploit because fixed-rate PT positions don't bank run. variable USDC spiked to 13.4%, fixed-rate PT holders collected yield like nothing happened. pendle now has 98.5% market share in yield tokenization, 60% of PENDLE supply locked
Japan's manufacturers ramped up production to the highest level in 12 years in a sign of frontloading amid concerns over the implications of the war in the Middle East
ChatGPT for Clinicians (free); HealthBench Professional benchmark; beat specialty-matched physicians with unlimited time + web access; benchmark designed by OpenAI (fully open)
Interesting, OpenAI just released a free healthcare version of ChatGPT-5.4 for clinicians that beat specialty-matched physicians with unlimited time + web access on a benchmark of real & hard clinical tasks. Caveat: the benchmark was designed by OpenAI, though it is fully open.
Taiwan's stock market just made history: The total market cap of Taiwan's stock market is up to $4.14 trillion, surpassing the UK's $4.09 trillion for the first time. Taiwan's market cap has TRIPLED since 2020, driven almost entirely by the AI-fueled surge in semiconductor
US Trade Representative Jamieson Greer said the US might have to take action against Canada over its rejection of American wine and spirits, per Bloomberg.
morpho absorbed $8b from aave during the kelp exploit because fixed-rate PT positions don't bank run. variable USDC spiked to 13.4%, fixed-rate PT holders collected yield like nothing happened. pendle now has 98.5% market share in yield tokenization, 60% of PENDLE supply locked
Let's make crypto affordable in the US again. [QT @BinanceUS: Fees just dropped, big time. now offers the lowest spot trading fees of any major U.S. crypto exchange. 🔶 0% maker 🔶 0.02% taker Save on every trade]
Demand for rooftop solar systems across Europe has surged since the start of the Iran war, as households rush to shield themselves from soaring power prices triggered by the worst global energy disruption in history.
ChatGPT for Clinicians: free; model ChatGPT-5.4; HealthBench Professional benchmark; beat specialty-matched physicians with unlimited time + web access
Interesting, OpenAI just released a free healthcare version of ChatGPT-5.4 for clinicians that beat specialty-matched physicians with unlimited time + web access on a benchmark of real & hard clinical tasks. Caveat: the benchmark was designed by OpenAI, though it is fully open.
Insane opportunity for Terafab here [QT @business: TSMC will hold off on deploying ASML's most cutting-edge lithography machines for chip production through 2029 to save money, dealing a potential setback to the Dutch maker of the costly equipment.]
Private equity firm Thoma Bravo is nearing an agreement to hand over software firm Medallia to its lenders. The move will wipe out $5.1 billion in equity for Thoma Bravo and its co-investors, who bought the customer service software company for $6.4 billion in 2021.
Copper fell with other metals as investors watched for the next major developments from the Middle East after peace talks stalled, with the US and Iran both vying for control of the Strait of Hormuz
Viktor Orban's defeat in Hungary wasn't just a blow to populism, it stymied Putin's efforts to hinder NATO in Ukraine and the Balkans, @stavridisj writes
morpho absorbed $8b from aave during the kelp exploit because fixed-rate PT positions don't bank run. variable USDC spiked to 13.4%, fixed-rate PT holders collected yield like nothing happened. pendle now has 98.5% market share in yield tokenization, 60% of PENDLE supply locked
Germany; first postwar military strategy; 'Responsibility for Europe' (Verantwortung für Europa); NATO defense; Russia deterrence; EU's largest economy
Welcome to April 23, 2026. The Singularity is now staring at its own reflection and taking notes. OpenAI released ChatGPT Images 2.0, its first image model with thinking capabilities, able to search the web, generate multiple
Audi risks getting outsold in China by a phone maker that started selling cars only two years ago — revealing the company's steep decline and the crisis facing foreign brands.
❌HAMAS CEASEFIRE VIOLATION: Armed Hamas terrorists were identified operating in northern Gaza, near IDF troops deployed in the area of the Yellow Line. In order to remove the threat, the terrorists were struck and eliminated.
French authorities: possible tampering; weather sensors; Charles de Gaulle International Airport; unusual readings; simultaneous big bets on Polymarket
French authorities flagged possible tampering with weather sensors after detecting unusual readings at Charles de Gaulle International Airport alongside big bets on Polymarket
It's kind of over for ASML. Europe tech is officially NGMI [QT @lithos_graphein: Intel's metal patterning roadmap also implies skipping high-NA EUV for A14. They didn't come out and say that, but this is what they shared in February. If it's skipped than the 5200 is a dead platform.]
Military advisers reportedly intentionally excluded Trump from the command room during the recent high-stakes extraction of a downed American airman in Iran, fearing his erratic temper would jeopardize the mission, according to a WSJ report.
Military advisers reportedly intentionally excluded Trump from the command room during the recent high-stakes extraction of a downed American airman in Iran, fearing his erratic temper would jeopardize the mission, according to a WSJ report.
Bitcoin ETFs flows are (to quote Steve Winwood) back in the high life.. every single rolling period for we track is now positive, haven't seen that in months (IBIT's $3b is in Top 1% of all ETFs). Still tho, need a couple bil more to get back to breaking new ground in cumulative
Initial jobless claims up 214k vs. 210k est. & 208k prior; continuing claims at 1.821M vs. 1.816M est. & 1.809 prior… greatest increases in NY (+3.0k), CA (+2.2k), & TN (+1.6k); greatest decreases in NJ (-4.4k), PA (-2.8k), & VA (-1.5k)
Trump orders US Navy to 'shoot and kill' any boat placing mines in Strait of Hormuz; minesweepers to 'triple' operations; claims 'total control — no ship can enter or leave without US Navy approval'
BREAKING: President Trump orders the US Navy to 'shoot and kill' any boat that is putting mines in the Strait of Hormuz. Trump also orders US minesweepers to 'triple' the level of mines being cleared.
Iran parliament draft law: Hormuz passage tolls paid in Iranian Rials; 'Persian Gulf' naming mandatory; restrictions on ships from nations that attacked Iran; Speaker Ghalibaf met JD Vance in Pakistan this month
The Iranian Speaker of the Parliament, Mohammad Bagher Ghalibaf, was in Pakistan talking with JD Vance earlier this month. He's 'our guy.' Ghalibaf's legislative body is ready to pass this. But don't worry, Trump said yesterday, we are going to sign a peace deal on Friday!
CHIP perp funding at -150% annualized with 53% of binance accounts short and only 7-10% of token supply liquid. $3.65b in 24h futures volume on day 2, 4th behind BTC ETH SOL. one trader (0x5c26) sitting on a 34.5m CHIP short down $1.82m, liquidation at $0.217. shorts are paying
BREAKING: The US has accused China of "industrial-scale" theft of AI and warned that it will be cracking down on the exploitation, per FT. Details include: 1. The White House says China is "engaged in deliberate, industrial-scale campaigns to distil US frontier AI systems" 2.
Energy trader Pierre Andurand's largest hedge fund plunged about 52% in the first half of April, wiping out first quarter gains made on bullish oil bets at the start of the Iran war.
did a quick scan on this seems related to Iran notes from my agent below NOTE: not fully QA'd - could be wrong - did this in 5 mins — INVESTIGATION REPORT: Tether's $344M Freeze - What We Know and What We Don't Tether recently froze $344 million in USD₮ in Coordination with OFAC and U.S. Law Enforcement
The European Commission says the war in Iran has added 24 billion euros to the EU's collective fuel import. Holger Schemieding of Berenberg told Reuters stagflation will persist on the continent until three months 'after the war ends'
Decoupled DiLoCo; cross-datacenter heterogeneous hardware AI pre-training; (N-1)/N failure resilience; no system halt on single failure — Google DeepMind + Google Research
It's been a delight to provide small amounts of advice and suggestions to people working on the Decoupled DiLoCo training system. This approach enables graceful handling of failures in large scale training jobs, by allowing (N-1) / N units to proceed when one fails.
OFAC sanctions; Cambodian senator Kok An + 28 affiliated individuals/entities; digital asset scams targeting Americans; Treasury Secretary Bessent personally announced
Eliminating fraud is a top priority for the Trump Administration. Treasury will continue to target fraudsters and scam centers that steal billions of dollars from hardworking Americans, no matter where they operate or how well-connected they are.
.@POTUS has been clear that terrorist cartels will not be allowed to wreak havoc on our borders and in our communities. Treasury will continue to target every stage of the opioid supply chain to Keep America Safe and prevent more lives lost to fentanyl.
BREAKING: Total US crude oil and petroleum product exports rose to a record 12.9 million barrels per day last week. Total US oil exports have surged +2.5 million barrels per day since the Iran War began. US oil product exports alone surged to 8.1 million barrels per day
JUST IN: Mark Zuckerberg and Meta Platforms $META just told employees it will be cutting 10% of its workforce or ~8,000 employees in a push for efficiency - Bloomberg
Ghalibaf: reportedly resigned from negotiating team (Israel N12) — NOT confirmed by Iranian media or himself; Iran 3 branch heads (President + Parliament Speaker + Judiciary) posted coordinated joint statement responding to Trump — ISNA
Very muddy atm, nothing from Iranian media yet about Ghalibaf. 'Risk Off' takes hold, for now from the Israel N12 news report. Same post by Ghalibaf was posted a minute after Iran's President's posted the same
MEXC: $260M USDC/USDe debt on Aave v3; health factor 1.01; $110K/day interest accrual; HF decays ~0.04%/day; 6-8 days to forced liquidation without ETH price increase or collateral top-up; collateral: $260M ETH/wBTC
MEXC sitting on $260m in USDC/USDe debt on aave v3 at 1.01 health factor. $110k daily interest accrual. health factor decays ~0.04% every 24 hours with no action. that's 6-8 days until forced liquidation if ETH doesn't move up and they don't add collateral. $260m in ETH/wBTC
US officials via Israel Channel 12: Trump 'not eager to resume war, but may not have a choice'; Israeli N12: 'renewed fighting in Iran seems approaching'; Israeli officials: 'Trump offering hand in friendship but no one to negotiate with'
❌HEZBOLLAH CEASEFIRE VIOLATION: 2 armed terrorists were identified approaching IDF soldiers, posing an immediate threat, in the area of Aainata in southern Lebanon. The terrorists were eliminated in order to remove the threat.
GPT-5.5 is live. We've been testing the model over the last couple of weeks at Box on our most complex knowledge work evals, and the model saw a 10 percentage point jump on accuracy of these enterprise content tasks vs. GPT-5.4. We test the model on a variety of tasks that
Trump to Iran: 'The clock is ticking'; Trump's combative social media posts discouraging Iran from in-person peace talks — Bloomberg citing US officials
"we changed the default from high (expensive for us, better for you) to medium (cheaper for us, worse for you, but we don't think you are smart enough to notice) because we wanted to reduce the time it takes for you to get an, albeit worse, answer"
Commerce Secretary Lutnick: 'great deal with Taiwan on chips'; expects $1T in chip fabs; Trump: US to have 'close to 50%' of global chip market 'pretty soon'
Project Prometheus, the A lab that Amazon founder Jeff Bezos is leading with Google veteran Vik Bajaj, has closed a $10 billion funding round that values the company at roughly $38 billion, according to a person familiar with the situation
Intel $INTC: +15% stock; highest price since 2000; CFO: 'robust Q1 results'; 'unprecedented demand for silicon' in AI era
英特尔CFO Dave Zinsner将强劲表现归因于"CPU在AI时代日益凸显的关键作用"及"空前的芯片需求"，股价创25年新高标志英特尔在AI基建浪潮中重新获得市场认可。这与费城半导体指数连涨16日创1994年来纪录的大背景高度吻合，但英特尔A14节点跳过高NA EUV的技术路线仍存争议。
"We delivered robust Q1 results, reflecting the growing and essential role of the CPU in the AI era and unprecedented demand for silicon," says Intel CFO @dzinsner. Read more about our business highlights from Q1 2026
President Donald Trump said Israel and Lebanon will extend their ceasefire by three weeks, a move that creates space to work on a long-term deal and removes a roadblock to ending the US war with Iran
Breaking: A US special forces soldier involved in the capture of Venezuelan President Nicolás Maduro was arrested for allegedly betting on that operation, netting him $400,000 in profits, according to a person familiar with the matter. -@cnn
JUST IN: U.S. intelligence reportedly assesses it could take up to six years to fully rebuild stockpiles depleted in the special military operation against Iran.
President Trump said he won't be rushed to end the war in Iran and pushed back on questions that the conflict is exceeding the four-to-six week timeline that he and advisers previously set for the war
Last month, we published our enhanced market integrity rules to combat insider trading. When we identified a user trading on classified government information, we referred the matter to the DOJ & cooperated with their investigation. Insider trading has no place on Polymarket.
Spring usually brings more homes onto the market — but it's not making them any more affordable so far this year. The median existing-home price rose to $408,800 in March, up 1.4% from a year earlier and a record high for the month, per the National Association of Realtors.
This is not how the futures market works. Backwardation signals an undersupplied market, not necessarily lower oil prices in the future. [QT @OilHeadlineNews: Bessent: 'Future prices are MUCH lower than we are at present. I think the conflict will end. I think gasoline prices will come back to where they were, or perhaps lower!']
What happens when the world's most powerful computing meets the world's most creative enterprise? @Adobe CEO Shantanu Narayen and NVIDIA CEO Jensen Huang took the stage at Adobe Summit to showcase how their collaboration is building the future of agentic AI.
BREAKING: The Trump Administration has asked FIFA to replace Iran with Italy in the upcoming World Cup amid the Iran War. Trump's envoy argued that Italy's four World Cup titles in the history of the tournament justify awarding it the slot.
hyperliquid ($HYPE) burned 42.9m tokens ($1.55b) routing 99% of protocol revenue into buybacks. $2.38b open interest, up 815% in 4 months. HIP-3 tradfi perps went from 3% to 47% of platform volume since october. oil perps hit $7.3b volume in a single day during iran crisis when
To me, this is a fresh and comprehensive take by @Etherealize_io on the importance of ethereum and how the $ETH coin will play an increasingly important role as a unit of exchange - the case for $250,000 ETH
Gold steadied as the US extension of a ceasefire with Iran left global markets grappling with the blockage of the Strait of Hormuz, impacting energy security and keeping inflation risks high
South Korea's economy rebounded strongly at the start of the year on the back of export growth fueled by global demand for artificial intelligence technology
White House National Economic Council Director Kevin Hassett says he supports Federal Reserve Chair Jerome Powell's plan to stay on at the central bank's helm on a temporary basis if a successor hasn't been confirmed by the Senate
After years of producing chips that can both train artificial intelligence models and handle inference work, Google is separating those tasks into distinct processors, its latest effort to take on Nvidia in AI hardware.
Florida launched a criminal investigation into OpenAI and ChatGPT after communications revealed the AI app advised the shooter on weapons, ammunition and campus locations to maximize casualties in a Florida State University shooting that killed two people
Brent Thill, Jefferies software and Internet research tech sector leader, reacts to IBM posting quarterly sales in its software unit that were in line with estimates, failing to shake investor concerns about AI disruption to its business
BREAKING: The Trump Administration has asked FIFA to replace Iran with Italy in the upcoming World Cup amid the Iran War. Trump's envoy argued that Italy's four World Cup titles in the history of the tournament justify awarding it the slot.
The UK and France have agreed a new $891 million deal aimed at reducing the flow of migrants crossing the English Channel, making British funding conditional on results for the first time
To me, this is a fresh and comprehensive take by @Etherealize_io on the importance of ethereum and how the $ETH coin will play an increasingly important role as a unit of exchange - the case for $250,000 ETH
The gap between older and younger equity holders has never been wider: Americans aged 70+ now hold a record 17% of all US equities and mutual fund shares outstanding. The percentage has TRIPLED since the 2008 Financial Crisis low. At the same time, Americans under 40 own just
Risk appetite in South Korea is skyrocketing: Margin loans outstanding jumped to a record $23 billion in South Korea. Margin debt has DOUBLED over the last year and is now +37% above the 1-year average of $17 billion. As a result, the KOSPI index has rallied +27% since the
India, the world's top importer of urea, has agreed to buy the nitrogen-based fertilizer at sharply higher prices than in a previous tender, per Bloomberg
SoftBank is seeking a $10 billion loan secured by its shares in US artificial intelligence giant OpenAI, sources say, as it takes on more debt for its push into AI
schwab charges $0 on stock trades but 75bps on bitcoin. with 16,000 advisors managing $11.7 trillion and zero-commission equity revenue gone, bitcoin is now one of the highest margin products they can sell to 39m clients. they published 5-15% allocation guidance. the incentive
Risk appetite in South Korea is skyrocketing: Margin loans outstanding jumped to a record $23 billion in South Korea. Margin debt has DOUBLED over the last year and is now +37% above the 1-year average of $17 billion. As a result, the KOSPI index has rallied +27% since the
The gap between older and younger equity holders has never been wider: Americans aged 70+ now hold a record 17% of all US equities and mutual fund shares outstanding. The percentage has TRIPLED since the 2008 Financial Crisis low. At the same time, Americans under 40 own just
Fun fact… $AMD now trades at a NTM P/E multiple that is 2x bigger than the $NVDA NTM P/E multiple. $AMD trading at 46x NTM EPS $NVDA trading at 23x NTM EPS. Which stock do you think has more upside over the next 12 months from current prices?
Let's make crypto affordable in the US again. [QT @BinanceUS: Fees just dropped, big time. now offers the lowest spot trading fees of any major U.S. crypto exchange. 🔶 0% maker 🔶 0.02% taker Save on every trade]
schwab charges $0 on stock trades but 75bps on bitcoin. with 16,000 advisors managing $11.7 trillion and zero-commission equity revenue gone, bitcoin is now one of the highest margin products they can sell to 39m clients. they published 5-15% allocation guidance. the incentive
Taiwan's stock market just made history: The total market cap of Taiwan's stock market is up to $4.14 trillion, surpassing the UK's $4.09 trillion for the first time. Taiwan's market cap has TRIPLED since 2020, driven almost entirely by the AI-fueled surge in semiconductor
New type of Bay Area polycule just dropped [QT @FirstSquawk: XAI CONDUCTED TALKS IN RECENT WEEKS WITH MISTRAL AND CURSOR REGARDING A POSSIBLE THREE-WAY COLLABORATION - BUSINESS INSIDER]
Alibaba's Qwen AI app now helps users book China Eastern flights directly, the first time it's opened its agentic AI technology to a major commercial partner
SoftBank is seeking a $10 billion loan secured by its shares in US artificial intelligence giant OpenAI, sources say, as it takes on more debt for its push into AI
Fun fact… $AMD now trades at a NTM P/E multiple that is 2x bigger than the $NVDA NTM P/E multiple. $AMD trading at 46x NTM EPS $NVDA trading at 23x NTM EPS. Which stock do you think has more upside over the next 12 months from current prices?
The House Foreign Affairs Committee advanced a slate of bipartisan export control bills Wednesday that show a growing appetite in Congress for restricting the flow of artificial intelligence technology to China
And yet all I see in western media is how the Iranians are the ones who are fractured [QT @SeanParnellASW: STATEMENT: Secretary of the Navy John C. Phelan is departing the administration, effective immediately. On behalf of the Secretary of War and Deputy Secretary of War, we are grateful to Secretary Phelan for his service to the Department and the United States Navy.]
schwab charges $0 on stock trades but 75bps on bitcoin. with 16,000 advisors managing $11.7 trillion and zero-commission equity revenue gone, bitcoin is now one of the highest margin products they can sell to 39m clients. they published 5-15% allocation guidance. the incentive
FTX co-founder Sam Bankman-Fried told a judge his law professor parents only made suggestions to improve the court filings he submitted seeking a new trial — a request the onetime crypto king is now withdrawing
The Chinese industrial hub of Guangdong has seen some electricity prices almost double due in part to constraints on the supply of natural gas from the Middle East
Alibaba's Qwen AI app now helps users book China Eastern flights directly, the first time it's opened its agentic AI technology to a major commercial partner
It Took GM More Than 28,000 Failed V8s And Three Internal Investigations Before Recalling Its L87 Engines, the standard engine in Escalades, High Country Silverados, full-size Denalis, the trucks that people spend the big bucks on. Seems these engines have defective crankshafts
4 officials killed including 2 Americans; car crash; after drug lab destruction operation in Mexico mountains
美国人员伤亡可能引发美墨在毒品执法合作层面的外交摩擦，事件背景与细节仍在调查中，真实性待确认。
An investigation is underway after four officials, including two Americans, were killed in a car crash in Mexico. It happened after an operation to destroy drug labs in a mountainous area.
schwab charges $0 on stock trades but 75bps on bitcoin. with 16,000 advisors managing $11.7 trillion and zero-commission equity revenue gone, bitcoin is now one of the highest margin products they can sell to 39m clients. they published 5-15% allocation guidance. the incentive
FTX co-founder Sam Bankman-Fried told a judge his law professor parents only made suggestions to improve the court filings he submitted seeking a new trial — a request the onetime crypto king is now withdrawing
Japan's manufacturers ramped up production to the highest level in 12 years in a sign of frontloading amid concerns over the implications of the war in the Middle East
Alibaba's Qwen AI app now helps users book China Eastern flights directly, the first time it's opened its agentic AI technology to a major commercial partner
Chinese electric vehicle maker Xpeng expects to start large-scale production of its 'flying' cars next year and of its humanoid robots in the fourth quarter of 2026, President Brian Gu told Reuters.
Unions at Samsung said they expect about 37,000 workers to attend a rally in South Korea on April 23, ahead of a threatened strike next month that could disrupt chip supplies amid booming demand for artificial intelligence.
FTX co-founder Sam Bankman-Fried told a judge his law professor parents only made suggestions to improve the court filings he submitted seeking a new trial — a request the onetime crypto king is now withdrawing
Supply chain and fuel disruptions triggered by the war in the Middle East have dealt a heavy blow to many Indian factories, but cotton yarn makers like Fiotex Cotspin are increasing production amid unprecedented demand from clients in China.
Strong sales of electric vehicles more than offset diminishing sales of petrol and diesel cars in March, pushing up new car sales in Europe as Tesla extended a comeback, official data showed.
CORRECTION: Pakistan's National Resources Limited Darigwan site in southwestern Balochistan attacked by gunmen. We will be deleting a previous post containing incorrect information
First Physics PhD level image model? [QT @luismbat: GPT Images 2.0 can look at a scattering amplitude and draw the corresponding Feynman diagram on the blackboard.]
European logistics companies are expected to report higher first-quarter profits, benefiting from the turmoil created by the US-Israeli war with Iran, but analysts said the conflict clouds their future outlook.
Senator @BernieSanders has invited me and three other AI researchers to a public panel on AI existential risk & international cooperation at the U.S. Capitol 7pm Wednesday April 29th. RSVP here to join us for this important conversation.
Nigerian Power Minister Adebayo Adelabu resigned, adding to recent changes in the cabinet of President Bola Tinubu after the exits of his ministers of finance and foreign affairs
Tencent revealed a major upgrade to its foundational model, marking the first high-stakes test for China's most valuable company to assert its place in a frenetic AI race
According to March's CFO Survey (Duke University, Federal Reserve Banks of Richmond and Atlanta), more than 80% of firms expect to invest in AI this year, up from 58% in 2025…small firms saw the biggest shift, with nearly 30% more planning to invest compared to last year
An autonomous robot ping-pong player dubbed Ace achieved a milestone for AI and robotics in Tokyo by competing against and sometimes defeating top-level human players at table tennis, in a video released by Sony AI
RAILGUN generated $5.1m in protocol revenue on $2.04b shielded volume year to date. 147k unique shielded addresses, up 380% YoY. RAIL trades at $0.85. the kelp exploit proved transparent on-chain state is an attack vector not a feature. 0.25% fee on every private transfer, swap,
Senator Elizabeth Warren is seeking more details about Erebor, a new crypto-focused bank co-founded by a prominent Trump supporter, after it secured regulatory approval earlier this year
AAII Investor Sentiment Survey: Bulls jumped from 31.7% -> 46%, Bears collapsed from 42.8% -> 34.4%. The crowd was max fearful at 51.4% bearish on 4/1 right before the rally.
Andreessen Horowitz would reportedly make $6 Billion if SpaceX buys Cursor for $60B. Per Bloomberg, A16z owns roughly 10% of Cursor from leading the startup's Series A at a $400M valuation. At SpaceX's $60B offer price, that stake is worth ~$6 billion.
Saudi Arabia's Aramco CEO Amin Nasser says that the disruption of the Strait of Hormuz promises to have drastic domino effects on aviation, agriculture, automotive and other industries, per YF
Costs to build natural gas-fired power plants in the US increased 66% between 2023 and 2025 as developers propose building more projects nationwide to meet rising electricity demand.
After years weighing how to dive deeper into private credit, JPMorgan's $4.3 trillion asset manager is committing to a strategy that will plow tens of billions of dollars into loans sourced by the firm's commercial bankers.
EU final approval; €90 billion ($106 billion) loan to Ukraine
The European Union has given final approval to pay out its €90 billion ($106 billion) loan to Ukraine, bringing much-needed relief to the war-torn country.
$VIRTUAL: 99% of x402 agent-to-agent payment volume; 1M+ transactions in 15 days on Base via Coinbase/Cloudflare; 18,000 live agents; 1.7M tasks/quarter; $12-15M annualized revenue; $450M market cap; 30x sales; 380% YoY growth
virtuals protocol ($VIRTUAL) runs 99% of all x402 agent-to-agent payment volume. 1m+ transactions in 15 days on base through coinbase/cloudflare rails. 18,000 live agents, 1.7m tasks per quarter, $12-15m annualized revenue. $450m market cap. 30x sales for a platform with 380% YoY
Japan's Finance Minister Satsuki Katayama tells Bloomberg's @SheryAhnNews that Tokyo is in constant contact with US officials as it stays on high alert over speculative moves weakening the yen. Past interventions have worked, and authorities are ready to act again, she said
Freeport-McMoRan CEO: In China, seeing significant resurgence of copper demand due to power grid spending and significant draws on chinese inventories.
黑石总裁兼COO Jon Gray表示，AI基础设施建设是目前黑石最大的单一业务驱动力，全球算力需求持续超过供给，且热潮正从美国扩散至全球。
Blackstone President Jon Gray: AI infrastructure 'single-biggest driver' for $BX; global computing demand outstrips supply; buildout 'spreading to the world'
"This AI buildout we're seeing across the United States is starting to spread to the world," says $BX President & COO Jon Gray. "This will really drive our firm going forward."
U.S. HR Coil prices have reached their highest point since early 2024, driven by a supply squeeze and expanding manufacturing activity. Do futures prices indicate the price rally may have further to run into Q3?
GStack open-source toolkit; skills: /office-hours, /design-shotgun, code-review, QA, browser-testing; built on Claude Code; released by YC President Garry Tan
GStack是首个由顶级加速器负责人公开发布的"AI工程师团队"工具链，将Anthropic Claude Code定位为底层引擎。这既是对YC内部AI渗透深度的公开验证，也对Cursor等AI编程工具赛道形成竞争压力，同时强化了Anthropic在开发者生产力工具生态中的底层地位。
GStack is an open-source toolkit built by YC President & CEO @garrytan that turns Claude Code into an AI engineering team — with skills for office hours, design, code review, QA, and browser testing.
South African President Cyril Ramaphosa suspended the nation's police chief days after he appeared in court in connection with an allegedly fraudulent procurement tender
QVAC SDK and Fabric give people and companies the ability to execute inference and fine-tune powerful models on their own terms, on their own hardware, with full control of their data.
A massive release of oil from US emergency reserves that has started flowing to American refiners is also supplying fuelmakers in Europe, and potentially in Asia, as the Iran war upends global energy markets
US 5-Year TIPS Auction High Yield 1.367% [Tail +0.2 bps] Bid-to-cover 2.57 Sells $26 bln Awards 32.09% of bids at high Primary Dealers take 8.5% Direct 26.9% Indirect 64.6%
Phillips 66 is shipping oil from Texas to an East Coast refiner, the first cargo of US crude on that route since President Donald Trump waived a 100-year-old maritime law
Spirit Airlines: 'very advanced discussions' with US government on material financing; 'needs cash or new funding in next few days to continue operations' — CNBC
Institutional investors are rebuilding their equity exposure: The NAAIM Exposure Index has jumped +19 points over the last 4 weeks, to 79, the highest since mid-February. This index measures average US equity exposure reported by members of the National Association of Active
US Air Force: ~4,300 long-range stealth cruise missiles from Lockheed Martin; 5-year procurement plan; post-Iran war replenishment per budget documents
The US Air Force plans to buy nearly 4,300 long-range stealth cruise missiles from Lockheed Martin over the next five years, according to new budget documents, after using them against Iranian targets
Trump: White House meeting with Israeli + Lebanese ambassadors tonight; Lebanese-Israeli talks: midnight Abu Dhabi time — Axios citing Senior US Official; Sky News Arabia; al Arabiya
BREAKING: The Justice Department wants to revoke the citizenship of hundreds of foreign-born Americans, part of a push to increase the pace of denaturalizations, per NYT
It's the year of the linux desktop [QT @FrameworkPuter: Framework Laptop 13 Pro is selling far above our forecast, and we've sold out of the first six batches already. Also nice validation of our approach, the Ubuntu configurations are outselling the Windows ones!]
We're excited to lead Glif's Seed round. The generative AI tool landscape has exploded. A marketer producing a short-form video might touch a half-dozen products in a single session across image, video, music, and text. This is the problem Glif solves.
Only one person has been approved so far for Donald Trump's 'Gold Card' Visa program granting foreigners US residency for a $1 million fee, Commerce Secretary Howard Lutnick said Thursday
Hungary's incoming ruling party wants to divert €16.2 billion ($19 billion) in European Union defense loans away from any companies linked to outgoing Prime Minister Viktor Orban as it seeks to speed up the funds' disbursement
The first commercial nuclear-power projects in a decade are now under construction in the U.S., a potential turning point for a segment of the power industry that has been stuck in neutral for years
A string of tankers carrying diesel from the US West Coast has begun arriving in Australia, as the continent tries to contain a fuel crisis triggered by the Iran war
Canadian Prime Minister Mark Carney said officials are ready to either negotiate with the Trump administration on trade or wait it out until the U.S. addresses some of his country's concerns, per WSJ
On today's Big Take podcast, cyber reporter Margi Murphy tells @sarahsholder how Anthropic learned its new AI model was an alarmingly good hacker that didn't always follow directions, and what it did next.
We tried a new thing with NVIDIA to roll out Codex across a whole company and it was awesome to see it work. Let us know if you'd like to do it at your company!
JUST IN: Meta announces it's laying off 10% of its workforce, as the company plans on AI writing 4x the amount of code as its human engineers this year.
Citadel raised the possibility of abandoning an effort to expand in New York City after Mayor Zohran Mamdani used founder Ken Griffin's apartment to tout a new tax proposal.
Senator Tammy Duckworth: 'growing anxiousness in Congress about the war with Iran'; Trump may be forced to seek Congressional consent to continue — Bloomberg
Democratic Senator Tammy Duckworth said there's growing anxiousness in Congress about the war with Iran and Trump may yet be forced to seek the consent of lawmakers to continue it
Codex + 5.5 is incredible for the full spectrum of computer use. No longer just for coders, but for anyone who does computer work (including creating spreadsheets, slides, etc).
This is super cool, being able to execute trades simply by pinging your OpenClaw or Claude or Codex agent feels like a new way to trade quickly when you're not at your computer
All these stocks hit new 52 WEEK HIGHS at some point today Amazon $AMZN Broadcom $AVGO Micron $MU $AMD Texas Instruments $TXN Marvell $MRVL Arm Holdings $ARM Nextera Energy $NEE Caterpillar $CAT GE Vernova $GEV Dell Technologies $DELL Western Digital $WDC Vertiv $VRT Nokia
Claude Code spend had gotten to $10.95M runrate peak at SemiAnalysis But then Opus 4.7 saved me. More token efficient for tasks, smarter, and no fast mode. Thank you @AnthropicAI You saved me from bankruptcy
Traders are positioning for a major shift in US funding markets: Daily trading volume in futures tied to the spread between the Secured Overnight Financing Rate (SOFR) and the Federal Funds Rate surged to a record 56,590 contracts on Tuesday. SOFR is the cost of borrowing cash
Warren Buffett has made another notable portfolio move, slashing Berkshire Hathaway's Amazon stake by more than 77% while also opening a new position in The New York Times. The shift shows Buffett continuing to rotate away from some big tech holdings and into what looks like a
Japan and Australia are set to add to their close and burgeoning defense relationship, with the two nations set to seal an economic security deal in early May, Kyodo News reported
Brazil's government will ask Congress for authorization to use extraordinary revenue linked to oil to cut taxes on fuel such as gasoline, diesel, ethanol and biodiesel
Chord Music Partners, a firm that invests in music rights, sold $500 million of bonds backed by royalties from artists including Twenty One Pilots, Morgan Wallen and Diplo
Donald Trump said he didn't expect Vladimir Putin to attend the G-20 meeting at his resort in Doral, Florida, later this year, but said the Russian leader's participation could be useful
$80 million from the Pentagon has gone to owners of a mine in Idaho to extract a mineral critical for the US military. But questions are being asked whether that is the only treasure under the ground
centrifuge ($CFG) TVL hit $1.89b, up 52% in 30 days. the aave v3 integration went live and suddenly tokenized european SME invoices yielding 8-12% with insurance wrappers are being posted as DeFi collateral. this is the composability bridge between real credit and onchain