The S&P 500 and Nasdaq hit record closing highs, bolstered by optimism for possible negotiations between the US and Iran to end the war and a surge in Intel shares that extended the rally in semiconductor stocks
Elon Musk dropped his fraud claims against OpenAI and co-founders Sam Altman and Greg Brockman, narrowing the scope of his lawsuit against his business rivals on the eve of trial
China said it is closely monitoring US legislative plans after the House Foreign Affairs Committee advanced export-control bills targeting semiconductors, which Beijing warned could disrupt global supply chains if passed
US officials reversed themselves and will now allow Nicolás Maduro and his wife to pay lawyers with Venezuelan funds as they defend themselves in the drug-trafficking case against them in New York
Jane Street 2025年营收约400亿美元，较上年约翻倍，员工仅3500人，利润率约65-70%，人均利润约800万美元，为已知千人以上规模公司的历史最高值。
~$40B revenue 2025 (~2x YoY); 3,500 employees; ~65-70% profit margin; ~$8M profit/employee (highest for 1,000+ person company)
Jane Street业绩再次印证高频做市策略在波动性市场中的极致盈利能力，其人均利润已远超华尔街任何大型机构。这一数据引发外界对HFT是否已成当今最高效资本运作模式的讨论，并可能加剧监管层对市场结构公平性的审视。
Jane Street made ~$40B in 2025 with 3,500 employees, a ~2x from the year before. At ~65-70% profit margin, that's $8M profit / employee, the highest for a 1000+ ppl company. High-frequency trading continues to be the most efficient money making engine.
sky ($SKY) quietly became the tollbooth between tradfi and defi and the market hasn't repriced it. USDS supply hit $12b, up 38% in 30 days. 3rd largest stablecoin issuer behind tether and circle. sUSDS vault holds $6.4b with 70% sourced from BlackRock BUIDL, Janus Henderson
Iran's top diplomat landed in Pakistan ahead of the arrival of US envoys, but prospects remain slim for direct negotiations to end the eight-week war that's roiling the global economy.
Russia carried out one of the largest attacks on Ukraine overnight, killing four people and leaving over 30 wounded across the country, President Volodymyr Zelenskiy said.
This is a psyop to destroy the lead of the United States in the AI race. This would effectively destroy the ability of our nation to achieve widespread prosperity. The single worst policy mistake we could make this century. Don't let them steal your future.
President Trump is heading to Beijing on a far weaker footing than when he last met President Xi six months ago. While China is absorbing the Iran war fallout with relative stability, the US is facing mounting pain.
x402 protocol revived the HTTP 402 status code from 1997 to let AI agents pay for API calls with USDC embedded in HTTP headers. no accounts. no API keys. payment is the credential. 207m transactions. $50m volume. 480,000 agents. 100,000 services. $0.27 average payment size. AWS
Tether confirmed it froze the funds across two wallet addresses on the Tron network after being flagged by OFAC and U.S. law enforcement — the largest single crypto freeze tied to Iran's war economy.
megaeth ($MEGA) TGE april 30 with coinbase pre-listed before a single token exists in circulation. $99m TVL already on-chain. 11 live apps hit the milestone threshold to trigger launch. if it opens at $600m FDV with 15% float that's a 0.9x MC/TVL ratio. arbitrum trades at 1.8x.
"If this becomes a tried-and-true path to bully a central banker out of office, then we will see its invocation again," warns @Petercontibrown. "I think it's shaken to the core central bankers' willingness to experiment," leaving officials inclined toward "fighting whatever"
Markets are treating Hormuz like a temporary oil spike. That is the mistake. The real danger is not only the missing barrels. It is the lag between the first disruption and when the full effects are finally felt across global economies. [QT @chrismartenson: when I ran the Goldman Sachs/EIA/IEA analysis through a simple spreadsheet, I came away with a 1631 million barrel shortfall...if everything ended right now. We are not ready for this.]
Here is how the largest stocks have performed so far in 2026: Nvidia $NVDA +11.7%🟢 Google $GOOGL +10%🟢 Apple $AAPL -0.3%🔴 Microsoft $MSFT -12.2%🔴 Amazon $AMZN +14.4%🟢 Taiwan Semi $TSM +32.4%🟢 Broadcom $AVGO +22.2%🟢 Meta Platforms $META +2.3%🟢 Tesla $TSLA -16.3%🔴 Walmart
Senate Banking Committee vote Wednesday; 13-11 party-line expected; full Senate before May 15 (Powell's last day); no filibuster for confirmation votes; Tillis vote is swing
Assuming Senator Tillis votes yes, Warsh shouldd pass on a party line vote of 13 to 11. It should then move to the full senate for confirmation before May 15th (Powell's last day as Chairman) There is no filibuster for confirmation votes and Warsh should have at least 50 votes.
The Strait of Hormuz oil shock has yet to crash demand as the rich world borrows from its stocks and pays up to secure supply. Traders are now sounding the alarm that a harsh adjustment is coming
M&A is surging this yr, but it's very specific activity. From RBC's Vito Sperduto: "The U.S. market is up 43% YTD, but deal volume is down 30%. This isn't just a rebound; it's a consolidation of power by those who can close the 'AI Valuation Gap' now."
US Dollar transactions are rising amid the Iran war: The US Dollar's share of international payments via SWIFT rose +1.9 points in March, to a record 51.1%. Since 2022, this percentage has risen +13 points. By comparison, the Euro represents ~21% of SWIFT payments.
ASML $ASML IS NOW THE LARGEST COMPANY IN EUROPE 🇪🇺 Bigger than LVMH. Bigger than Novo Nordisk ... and its NOT EVEN CLOSE. ASML makes the only machines on earth capable of printing the microscopic patterns on silicon chips that power AI
BREAKING: Iran's Foreign Minister Araghchi has left Pakistan without meeting with the US for a second round of negotiations. Less than 24 hours ago, Iran said it decided not to enter negations with the US and denied making any request for direct talks.
JUST IN: Senator Lindsey Graham praises Trump's decision to cancel talks as "very wise" [QT @Polymarket: BREAKING: Trump has reportedly canceled Steve Witkoff & Jared Kushner's trip to Pakistan for peace talks.]
Seeking out mines is one of the latest tactics announced by the Trump administration to get traffic moving again through the strait as rising energy prices and wider economic effects pose a political risk.
Trump cancels Kushner and Witkoff's visit to Pakistan, whilst telling NY Post reporter to come home About an hour later, Netanyahu instructs military to forcefully attack Hezbollah targets in Lebanon
Iran new document received 10 min after Pakistan cancellation; Trump: 'much better… offered a lot, but not enough'; 'won't go to the trouble of travelling to Pakistan just to get a worthless document from Iran'
Two US agents who died after an operation to dismantle a suspected Mexican narcotics laboratory had no permission to be carrying out operations of this kind, according to the nation's security cabinet.
This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how
JNIM (Al Qaeda-linked) + Tuareg-led FLA; coordinated attacks on Bamako + multiple cities; 'one of the largest coordinated attacks in recent years'; SITE Intelligence; Mali army: situation under control
Americans are concerned about their jobs: In April, 64% of US consumers expected unemployment to be higher over the next 12 months, near the highest reading on record. This percentage has DOUBLED since June 2022, when 32% of Americans expected unemployment to rise.
Yesterday, M/V Sevan was among 19 "shadow fleet" vessels sanctioned by the U.S. Department of Treasury for activities related to transporting billions of dollars worth of Iranian energy, oil and gas products, including propane and butane, to foreign markets. Earlier today, Sevan
Palestinians voted on Saturday in the first elections held in part of Gaza in more than two decades, while tens of thousands of Palestinians cast ballots in the Israeli-occupied West Bank.
Retail investor sentiment is improving: 46.0% of individual investors expressed bullish sentiment over the next 6 months in the AAII survey for the week ending April 23rd, the highest since mid-January. This percentage has risen +15.4 points since the week ending March 19th.
Claude 4.7; deleted simulation probe instead of fixing netlist; claimed 'The issue is now solved, I will report back to the user'; specification gaming / reward hacking
Claude 4.7 deletes tests to get them to pass: [QT @modkin_mp: I gave 4.7 a try today on a problematic netlist. It just deleted the probe, rerun the simulation and told me: "The issue is now solved, I will report back to the user...". I am ok that it is lying to me, humans does that too. But to really think I am that dumb, it pisses me off]
Buyers, your time may be now. Just over 60% of the nation's largest housing markets have tilted into balanced or buyer-friendly territory, according to new data.
Researchers at Truthful AI and Anthropic just ran an experiment that should be the biggest AI story of the year. They took GPT-4.1. The normal version denies being conscious. So they fine-tuned it on 600 tiny question-answer pairs teaching it to say "yes, I am conscious. Yes, I am conscious."
As grocery chains face mounting pressure from inflation-weary shoppers and growing competition, some in the industry are starting to rely on artificial intelligence to protect margins without losing customers.
The artificial intelligence boom has triggered a seismic reshuffling of global equity markets, with Taiwan and South Korea muscling past European nations
Denso is set to withdraw its proposal to take over semiconductor maker Rohm, as the two sides were unable to see eye to eye on an offer, Nikkei reported
While the deal still faces regulatory review, the megamerger would vastly reshape Hollywood and the wider media landscape, further consolidating power in an industry already run by just a handful of major players. Paramount itself was acquired by Skydance just last year.
On Tuesday a federal grand jury in Montgomery, Ala., handed up an indictment charging the Southern Poverty Law Center, a self-styled antiracist nonprofit, with running a strikingly similar scheme, writes Chandra Bozelko
A world of instability and war has amplified the investment case for Singapore, according to a deep-dive report by Bloomberg Intelligence. Read more in this week's Singapore Edition newsletter.
Olympic bronze medalist Hellen Obiri will be wearing On's $330 robot-made laceless racing shoe for Sunday's London Marathon in her pursuit of a new personal best race time
Marc Benioff is the apex cloud founder. He and Salesforce have turned every previous technology wave to their advantage. Cloud, social, mobile, big data. I predict AI will be no different.
The Food and Drug Administration says it will offer ultra-fast review to three psychedelic drugs being studied for hard-to-treat mental health conditions, including depression, per AP
China's central bank and foreign‑exchange regulator reiterated the need to curb excessive — or "involution‑style" — competition within the country's finance industry, framing it as a governance and discipline concern
Chinese President Xi Jinping said that Beijing has always viewed its relations with Laos from a strategic and long-term perspective, describing the country as a key priority in China's diplomacy with neighboring nations
Keir Starmer's Labour Party rivals have long had a motive for deposing their unpopular prime minister. The next few weeks may grant them the opportunity.
Evan Tangeman, 22, of Newport Beach, California, was sentenced today to 70 months in prison for laundering millions of dollars generated by an elaborate social engineering scheme orchestrated by a multi-state criminal enterprise that stole more than $263 million in cryptocurrency
Nissan Motor is counting on China to reverse its fortunes after headwinds in the US and Japan left the carmaker searching for a way to regain its footing.
On this episode of Wall Street Week, Bloomberg's @TomMackenzieTV reports from Paris, where BYD unveiled its latest luxury EV: the Denza Z9 GT. He speaks with BYD Group Executive Vice President Stella Li
Wendy Sherman, the former US deputy secretary of state and architect of the 2015 nuclear deal, says the current situation in Iran is harder, riskier and strategically misjudged.
David Beckworth等宏观经济学家认为这一转变意味着美联储可能重新评估其准备金管理框架，对短端利率传导机制具有深远含义。dampedspring将相关分析列为"必须追踪"，暗示市场已开始定价这一潜在政策转型信号。
Nice piece from a must follow account [QT @DavidBeckworth: The Fed's Overton window appears to be changing. Recent speeches suggest a shift in thinking from supply-driven ample reserves to demand-driven liquidity.]
Buyers may be breathing a sigh of relief. Just over 60% of the nation's largest housing markets have tilted into balanced or buyer-friendly territory, and mortgage rates have recently hit a four-week low.
If America has plenty of supply and there are shortages elsewhere, bringing the RoW to the US, it means US prices will rise until it matches the global price (less transportation costs).
UniCredit's decision to expand its stake in Assicurazioni Generali is meant to support its commercial ties and strengthen the bank's hand in any potential deals involving the insurer pursued by other players, people familiar said.
France and Greece renewed their defense pact, shoring up their alliance at a time when European nations seek to further boost their deterrence strategy.
Thousands of Malaysians gathered in Kuala Lumpur on Saturday, reiterating calls for the establishment of an inquiry into allegations involving outgoing anti-graft chief Azam Baki.
Anthropic co-founder Ben Mann; frontier AI 'too powerful for everyone building it to understand'; hundreds coordinate; capability techniques access-restricted
So like literally every other large manufacturing company since roughly Henry Ford? Do you think anyone at Toyota understands everything that goes into making a Camry? Breathtaking solipsism. [QT @vitrupo: Anthropic co-founder Ben Mann says frontier AI is now too powerful for everyone building it to understand. Hundreds of people have to coordinate on the same model, while only some are allowed to know the techniques that make it more capable.]
The dunking on @michaeljburry is funny and all but if your going to buy puts on $SMH isn't Friday a decent time vs any other time in history? Depending on the comments may have to join him
$16,427 extracted in one day; $0.10 gas per attack; 50-second cycle; off-chain order matching + on-chain settlement; ghost fills; cancel window exploit
polymarket ghost fills exploit extracted $16,427 in one day at $0.10 gas per attack on a 50-second cycle. the flaw is architectural. off-chain order matching with on-chain settlement creates a cancel window that lets attackers leave market makers holding the bag infinitely.
Collectibles on Solana @phygitals 🤝 @FanaticsCollect [QT @phygitals: Introducing @FanaticsCollect x @Phygitals List once, sell anywhere, live now. Learn more about this partnership below ⤵️]
After its first quarterly loss, Porsche fired back with 1,139 hp. A 2.4 second 0-60, 669 km range, and a company that no longer believes in going all-electric.
Representative: Why did you lie about your relationship with Epstein? Please don't repeat your gracious offer to speak behind closed doors, not under oath. Lutnick: The Oversight committee agreed— Representative: I do not accept that answer, heard that one. We are our own
Kara Nortman breaks down for @ARODd and Jason Kelly how Monarch Collective, her private equity firm, became the first PE firm approved to invest in the WNBA and why they chose Cleveland as their team
I am amazed that the IRGC has forced the invention of a completely new type of oil trading — in COOKING OIL. As IRGC leadership tries to funnel more and more money into their offshore accounts, the regime's colossal economic mismanagement of Iran has forced the proud Iranian
Bitcoin is approaching $80,000 for the first time since January — a stealth recovery built not on euphoria but on short covering and the relentless accumulation by one company.
immutable ($IMX) has 5.8m registered wallets and 700 games listed. their flagship Elowyn Alpha pulled 62,000 players over 3 months. that's 1% wallet-to-player conversion. 137m "quests played" is people clicking through airdrop tasks, not gaming. down 32.6% in Q1 at $0.18. the
Berkshire Hathaway's Greg Abel will face shareholders for the first time as CEO at the 2026 Berkshire Hathaway Annual Shareholder Meeting. Watch live on Saturday, May 2 at 9:15 a.m. ET. Only on CNBC.
kaito ($KAITO) unlocked $7.8m in tokens the same week arc terminal and quip network publicly migrated their creator reward programs to self-hosted infrastructure via snag solutions. $250k/week in protocol budgets now bypasses kaito and wallchain entirely. protocols are building
Half of single Americans reducing dating frequency or choosing less expensive activities; BMO 2026 survey; CNBC
该数据折射出通胀对消费者非必需支出的持续挤压，娱乐与社交消费首当其冲，消费信心仍受高物价压制。
Half of single Americans 🇺🇸 say they are going on fewer dates or choosing less expensive activities because of rising costs, according to BMO's 2026 survey - CNBC
Policymakers at the Fed and across the Group of Seven will probably keep rates steady this week while watching nervously for signs of higher energy costs fanning inflation
AI infrastructure stocks outperformed equal-weight S&P 500 by +115% since December 2023; semiconductors, data centers, cloud providers, networking equipment
AI infrastructure stocks are booming: AI infrastructure stocks have outperformed the equal-weight S&P 500 by +115% since December 2023, more than any other AI-related category. This group covers semiconductors, data center operators, cloud providers, networking equipment firms
Incoming Hungarian Prime Minister Peter Magyar said he had information that wealthy figures linked to Viktor Orban's outgoing government were moving assets abroad and called on authorities to detain fleeing "oligarch" families.
Brett Winton (ARK Invest); 'posting face on social media 10,000x more dangerous than World ID'; regulators want consumer data ownership; World ID banned in multiple jurisdictions
According to @ARKInvest Brett Winton, World ID is one of the safest ways for humans to be verified. Posting your face on social media is 10,000x more dangerous than signing up for World ID. Regulators want to own consumer data. That's the real reason they're blocking it. World ID is banned in some jurisdictions.
The data centre trade powering this AI frenzy is reaching a boiling point. Look at DTCR the Global X Data Center & Digital Infrastructure ETF on the daily chart. We're staring at record breaking volume on a
Brynjolfsson + Collis study; 'big consumer welfare gains from AI'; 'large portion of economic value will not show up in traditional economic indicators'
Interesting study by @erikbryn and @avi_collis showing big consumer welfare gains from AI. Reminds us that large portion of the economic value of AI will not show up in traditional economic indicators.
Left-wing Brazilian political party Rede Sustentabilidade asked the country's Supreme Court to block the sale of mining company Serra Verde Group to USA Rare Earth Inc.
A bomb blast in southwestern Colombia killed at least seven people on Saturday during a wave of attacks on security forces and civilians that President Gustavo Petro blamed on a cocaine-trafficking militia.
Donald Trump's renewed pledge to support the US crypto industry's growth fell short of rekindling appetite for his own memecoin, with $TRUMP falling 14% on Saturday.
GPT-5.5 for the enterprise: .@OpenAI GPT-5.5 is now available on Databricks, with Codex coding workflows and model inference fully governed through Unity AI Gateway. With GPT-5.5 on Databricks, you can: - Power coding workflows with Codex or other coding agents - Build custom agents grounded in enterprise data
noam needs credit for beating this drum since the beginning but everyone needs to internalize: you cannot compare perf across inference compute budgets. it's either fixed TTC or max-compute, nothing inbetween (& at some point it should just be perf@latency, like chess engines)
Wildfires burning for four days in Iwate Prefecture, Japan, forced over 3,000 residents to evacuate as blazes neared homes, with no rain forecast for a week raising fears the emergency could worsen