$185B AI capex guidance FY2026; $80B equity raise; cash flow insufficient to cover build-out alone
The Next Web分析指出，即便Alphabet现金创造能力堪称全球翘楚，1850亿美元的AI建设规模仍超出自有资金承载极限，映射出超大规模AI基础设施投资已进入"连现金之王也难以独力承担"的新阶段。该数字对全行业算力需求预判具有标杆意义，亦解释了为何连伯克希尔哈撒韦亦参与配股。
Alphabet generates cash like no one else. Now it's raising $80bn. The company guided to $185bn in AI spending this year, and even its cash pile can't cover the build-out alone.
SpaceX is expected to: - Disclose the terms of the listing on Wednesday - Start formal marketing on June 4th - Price the IPO on June 11th - Begin trading under the ticker $SPCX on June 12th
An additional wave of Iranian drones attempting to attack U.S. forces in Kuwait failed to impact intended targets tonight. U.S. Central Command air defenses successfully downed multiple drones and ensured no American personnel or assets were harmed.
The US is proposing tariffs of at least 10% on imports from most major trading partners following an investigation into forced-labor practices, as Trump seeks to rebuild the sweeping tariff wall struck down by the US Supreme Court.
US forces intercepted Iranian ballistic missiles and drones aimed at neighboring Middle East countries and struck a command center in the Islamic Republic in response — the latest flare-up to test a fragile ceasefire.
Emerging-market central banks are leading a wave of interest-rate hikes as the war in Iran reignites inflation, moving faster than most developed-world peers, which remain on hold to assess the economic fallout.
Indonesian stocks slump to their lowest level in almost 14 months while the rupiah reaches another record low, underscoring investor concern that persistently high oil prices are straining the country's finances.
Russian air defenses shot down 50 drones over the Leningrad region around St. Petersburg, Governor Alexander Drozdenko said, as the city hosts Russia's main annual international economic forum.
DeepSeek is close to finalizing a deal to raise about 50 billion yuan ($7.4 billion) from investors including Tencent and its own founder in one of China's largest startup financings
JPMorgan today raised its price target on $ASML to $2,200 up from $1,813 while maintaining its Overweight rating. The company's messaging 'is a lot more positive,' indicating strong customer orders, the analyst tells investors in a research note.
US Treasury Secretary Scott Bessent says Washington has 'seized' $1 billion in Iranian crypto assets, while US-listed crypto exchange Coinbase is allowing users in India to make trades using the rupee, a key expansion of its services in Asia's third-largest economy
Number of job openings per unemployed worker ticked up to 1.03 in April … last time there was more than one job available per job seeker was back in June 2025
Russia has increased the production of first-person view drones by roughly 30-fold over the last three years, with manufacturers now capable of supplying more than 15,000 units a day, a top government official said.
Kuwait will consider increasing oil storage abroad to boost its ability to supply global markets after the war in the Persian Gulf blocked flows through the Strait of Hormuz
Donald Trump said he swore at Israeli Prime Minister Benjamin Netanyahu in a call this week as the US president tried to deescalate fighting in Lebanon and keep peace talks with Iran on track.
I'm old enough to remember when people thought bitcoin 'traded like a tech stock.' [QT @fintechfrank: Bitcoin's break from tech is getting harder to ignore. The Nasdaq 100 just hit a fresh record high, fueled by continued AI-driven inflows, while bitcoin heads the other direction. Over the past 12 months: • Nasdaq 100: +41.5% • Bitcoin: -37% and still 48% below last year's high]
backpack exchange doing $100m+ annual revenue at a $60m market cap. 0.6x revenue multiple with 78% YoY growth. cross-asset collateral just went live, letting you margin trade tokenized stocks against crypto positions in a single account with 10 second settlement.
Uber $1,500/month cap on AI coding tools (Claude named); previously 'blew AI budget'; Garry Tan: 'short Uber, long DoorDash'; 'undoubtedly more companies to follow'
Time to short Uber and long DoorDash [QT @negligible_cap: *UBER SETS $1,500 MONTHLY CAP ON SOME AI CODING TOOLS FOR STAFF $UBER officially reeling in the Claude budget after blowing their AI budget earlier this year. Undoubtedly more companies to follow]
Google $GOOGL just announced that it is increasing the size of its capital raise up to $84.75 Billion from $80B [QT @StockMKTNewz: JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in. Here's the full breakdown: THE DEAL: - $30B in underwritten public offerings - $40B through an at-the-market
May ISM Services PMI up to 54.5 vs. 53.8 est. & 53.6 prior; new orders up to 57.3 vs. 53.5 prior; employment down to 47.9 vs. 48.0 prior; prices paid up to 71.3 vs. 70.7 prior
Data centres are expected to consume twice as much power and water by 2030 as they expand to meet the surge in demand from artificial intelligence, U.N. researchers said on Wednesday.
Uber said it is cutting 23% of jobs in a division that includes human resources, recruitment, workplace facilities and culture, part of a move by the rideshare company's newly promoted president Jill Hazelbaker to simplify team structure
circle froze zama's entire cUSDC contract in under 24 hours over a court order that didn't even apply to them. $12.5m locked, all depositors blocked. meanwhile circle declined to freeze $420m in stolen funds across 15 hacks including $232m from the drift exploit that moved across
Blockchain Association; 160 former national security/intelligence/law enforcement officials; letter to Senate Majority Leader Thune + Minority Leader Schumer; CLARITY Act; national security reframe
"We have a new narrative coming from our side now, this is a matter of national security, not just banks versus crypto" "The Blockchain Association sent a letter to Senate Majority Leader Thune and Democratic Leader Schumer, signed by 160 former national security, intelligence,"
EIA Crude Inventories -7.974M vs forecast -3.05M, prior -3.327M; SPR lowest since Jan 2024; 6th consecutive weekly draw; US petroleum stocks lowest since May 2025
Fed Williams: inflation to peak in coming months; tariffs not significant inflation driver; no obvious argument to change rates; energy prices driving costs but no expectation of long-running increase
Fed's Williams: Inflation likely to peak in coming months Fed's Williams: Inflation increased significantly Fed's Williams: Right now, I'm not worried about persistent inflation
"When a firm's equity becomes substantially overvalued it sets in motion a set of organizational forces that are extremely difficult to manage - forces that almost inevitably lead to destruction of part or all of the core value of the firm." — Michael Jensen, 2005 [QT @HedgieMarkets: 🦔IBM CEO Arvind Krishna says AI is "not a bubble" then estimates the industry needs $6 to $8 trillion in total capex for data center and chip buildout. To recover that over seven years, companies would need $1 to $2 trillion in new annual revenue. Krishna says he doesn't believe
$ASML just crossed over a $674 Billion market cap which is higher than any other European 🇪🇺 company has ever reached The previous record of ~$650B was set by Novo Nordisk back in 2024 - Bloomberg
When does it stop? [QT @LeverageShares: Memory chips have become one of the market's hottest trades of 2026. 🔥 Since January: ◾️ $SNDK: +516% ◾️ $MU: +208% ◾️ SK Hynix: +245% ◾️ Samsung: +147% Meanwhile, the S&P 500 is up 11%. As AI demand continues to drive the need for high-bandwidth memory]
"Banking conditions were stable across most Districts; however, residential mortgages, consumer, and agricultural loan delinquencies were noted as rising in several of the Districts."
Having CAISI—a civilian agency—conduct this testing in primarily non-classified ways is the way to ensure it does not become a licensing regime. The Trump EO's classification of the process raises the risk that testing morphs into a de facto mandatory [licensing system]
Elon Musk's SpaceX is planning to set a fixed price of $135 per share ahead of officially marketing its initial public offering, a person familiar with the matter confirmed to CNBC on Wednesday. Typically, at this stage of the process, new issuers will offer a price range that...
JUST IN: DOJ arrests Iranian man living in a $35 million California mansion, accusing him of secretly helping Iran's military & nuclear program through illegal tech sales.
The reason that the first phase of the Islamabad talks were not successful is Iran's refusal to enter into nuclear negotiations - Iran's Fars, citing a member of the media team in Tehran's negotiating team
Claude Mythos: METR 80% task horizon 3-4 hours achieved late May 2026; superforecasters' median year-end forecast: 3-4 hours; baseline at survey launch: 1.5 hours
In early May, the best superforecasters predicted that, by the end of the year, the longest METR 80% task horizons would reach 3-4 hours. In late May, Claude Mythos achieved that number.
Eli Lilly $LLY CEO Dave Ricks told German business daily Handelsblatt that his company will halve its initially planned €2.3B ($2.5B) investment in Germany 🇩🇪 as it focuses its home market in the United States 🇺🇸 - SeekingAlpha
THE ROBOTAXI MONEY KEEPS GETTING BIGGER Uber, $UBER, has committed almost $500 million to self-driving startup Nuro, far more than was previously reported, as per Reuters. The breakdown: - Participation in a $203M Nuro round at a $6B valuation - An unreported follow-on
A US official said Israel-Lebanon negotiations mediated by the U.S. are still ongoing at the State Department. "Talks started slow but then made significant progress on a plan of action", the U.S. official claimed - Axios
India's oil product exports are collapsing as the Iran War forces refiners to keep fuel at home: India's oil product exports dropped -31% YoY in May, to 878,000 barrels per day, the lowest since October 2022. This also marks the 3rd consecutive monthly decline
Federal Reserve Bank of Dallas President Lorie Logan said officials may need to raise interest rates later this year to bring inflation back to the US central bank's 2% target
Broadcom delivered a forecast for the current period that disappointed investors, signaling that AI-fueled sales are growing more slowly than some had anticipated
5 out of the 7 stocks in the Magnificent Seven have actually underperformed the S&P 500 since the start of 2025, a very different picture than 2023-2024. Only Google and Nvidia have outperformed.
The 3x Semiconductor ETF is up 1,550% over the last year. That's a 16x return. The last time we saw moves like this was in 1999-2000 during the dot-com bubble. But today's version is even more extreme because leverage allows investors to pour gasoline on the fire.
Iran claims targeted US Navy destroyer; Gulf of Oman; CENTCOM: 'Iran is lying'; US military assets 'fly, sail, and operate safely and unimpeded'
此系伊朗继科威特机场袭击归因欺骗后发出的第二起虚假战果宣称，显示德黑兰正以信息战策略系统性夸大军事成就。CENTCOM使用"Iran is lying"的罕见直接措辞，表明美方已将主动公开辟谣纳入战场应对的优先议程，信息域对抗已成为本次冲突的核心战场之一。
🚫 CLAIM: Iran is now claiming it has targeted a U.S. Navy destroyer in the Gulf of Oman. ✅ TRUTH: Iran is lying. U.S. military assets at sea continue to fly, sail, and operate safely and unimpeded.
The US and its "Five Eyes" intelligence partners issued what they said was an unprecedented joint notice warning about attempts by Chinese spies to use websites such as LinkedIn to recruit assets
A US trade judge took the unusual step of personally responding to the Trump administration's appeal of his order to refund $166 billion in tariffs the Supreme Court declared unlawful
Fed Logan: 'Current monetary policy looks neutral or loose'; 'Need mildly restrictive policy'; 'Seeing the most significant disruption in energy in history'; 'Higher price of gas is feeding through to prices of other goods and services'; 'Demand from AI buildout has affected US trade flows'
We're bringing new capabilities to GPT-Rosalind, a model series purpose-built for life sciences research at enterprise scale. It brings GPT-5.5's agentic coding and tool use together with stronger intelligence for drug discovery, analysis, design, and experimental workflows.
CRWD Q1 Revenue $1.39B vs $1.36B est; gross profit $1.04B; net income (GAAP) $45.97M; FCF $468M; Q2 guidance $1.436B-$1.442B vs $1.434B est; adj EPS Q2 $1.16-$1.17; 4:1 stock split announced
CrowdStrike $CRWD just announced it's doing a 4:1 stock split [QT @WOLF_Financial: CROWDSTRIKE $CRWD JUST REPORTED Q1 EARNINGS Q1 actuals: Revenue: $1.39B vs $1.36B est 🟢 Gross profit: $1.04B Net income (GAAP): $45.97M Free cash flow: $468M Q2 guidance: Revenue: $1.436B-$1.442B vs $1.434B est 🟢 Adjusted EPS: $1.16-$1.17]
AVGO Q3 AI semiconductor revenue guidance $16.0B vs est $17.2B (miss $1.2B); Q3 total revenue ~$29.4B vs $28.61B est (beat); Q2 adj EPS $2.44 vs $2.40 est; semi solutions revenue $15.01B vs $14.65B est; stock -5-6% AH
$AVGO Sees Q3 AI semiconductor revenue $16.0B, est. $17.2B [QT @financialjuice: $AVGO Broadcom Q2 Earnings Adjusted EPS $2.44, est. $2.39 Adjusted revenue $22.19B, est. $22.13B Semiconductor solutions revenue $15.01B, est. $14.65B Sees Q3 revenue approximately $29.4B, est. $28.61B]
Family offices are planning the biggest changes to their portfolios in years, with many moving money out of the U.S., according to a new survey. Fully 60% of family offices plan to make strategic changes to their investment allocation in the next year – about twice the level of
BREAKING: The US House of Representatives has voted to restrict President Trump's ability to continue the Iran War without congressional approval. The measure passed in a 215 to 208 vote, with four Republicans joining Democrats in support.
Massive change for how the internet works. The web is going headless, and that changes the economics of search/discovery/traffic/monetization [QT @eastdakota: Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history.]
Trump said the quiet part out loud. There is no ceasefire. [QT @OilHeadlineNews: Reporter: How do you define ceasefire? Trump: In that part of the world, ceasefire is when you're shooting in a more moderate manner]
Speaker Mike Johnson said on Wednesday he spent three hours at the White House with President Donald Trump, Vice President JD Vance and Secretary of State Marco Rubio, as the president is working on 'that final piece' to reopen commerce in the Strait of Hormuz.
First Podcast Appearance in 5 years. Building a Robotics focused investment firm has been one of the most fascinating experiences of my life. Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be
Pretty insane moves out there and now with the abundance of 2x single stock leveraged ETFs its wild. Market bottomed on 3/30. $MVLL 2x MRVL Return Since: +1,000%
New Mexicans will choose Democratic and Republican nominees for governor Tuesday as the state grapples with high rates of violent crime, chronically underperforming schools and cuts to federal programs that are key safety nets for residents.
Controversial U.S. Senate hopefuls Ken Paxton, a Republican from Texas, and Graham Platner, a Democrat from Maine, are in the nation's capital Tuesday to shore up support within their respective parties.
On the latest episode of the Potomac Watch podcast, @KimStrassel says no Republican Senators have come out to outright support Donald Trump's "weaponization" bill.
Japan's cabinet approved a $19.4 billion extra budget to fund measures meant to cushion households from inflation tied to Middle East turbulence, putting fiscal policy back in the spotlight for bond investors
Japan's Finance Minister Katayama reiterated that authorities are prepared to respond to foreign exchange moves as needed at any time, in comments that came as the yen fell to levels near where authorities intervened to prop it up in April
JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD. His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: 'Nobody uses AI better than Meta.' He explained that Meta went from a classical recommender system to AI-driven architecture.
Nvidia $NVDA just posted this: 'In the age of AI factories, compute is revenue — every token produced is profitable — making delivered performance per watt, reliability, and the long lifetime of these systems the core financial levers, not just peak specs'
TikTok founder Zhang Yiming's $92.8 billion fortune puts him ahead of India's Mukesh Ambani as Asia's second-richest person, as ByteDance pushes ahead with its AI ambitions
Donald Trump endorses celebrity lawyer Abelardo de la Espriella before a runoff election in Colombia, a fresh bid by the US president to inject himself into the politics of a Latin American neighbor
The US Supreme Court has reinstated a Republican-friendly congressional map in Alabama, letting the state eliminate a majority-Black House district for the November midterms
Interesting. [QT @AndrewCurran_: In a new Stanford study, law professors by far preferred Gemini 2.5 Pro's responses over those written by their peers when they were unaware of who wrote the answers.]
JUST IN: Country singer Garth Brooks is reportedly weighing a music catalog sale worth up to $2,000,000,000.00, potentially one of the largest ever for an individual artist.
Democrats hammered Homeland Security Secretary Markwayne Mullin Tuesday during a heated Senate hearing, calling his threats to pull officers from some airports in so-called sanctuary cities "insane" and accusing his department of recklessly spending billions of dollars.
lighter points trading at $600 OTC with zero disclosure on total supply. back into the math and buyers are pricing a $6b+ FDV for a protocol with $1b cumulative volume and no mainnet. hyperliquid launched at $7b with $4b daily volume and a public leaderboard. lighter has neither.
Vietnam's trade deficit has widened to a record high, driven by a surge in imports as global raw material prices climbed amid the prolonged US conflict with Iran.
India's oil demand growth this year could tumble to its lowest level since the pandemic as the fallout from the Middle East conflict saps fuel consumption in the world's third-biggest crude importer.
China has expanded its outbound investment regulations to explicitly cover individual investors for the first time, a shift that potentially raises compliance hurdles for tech founders and even ordinary stock investors.
Exports from Guinea's Simandou iron ore project surged in May, six months after the first shipment to China, marking a milestone in the ramp-up of the high-grade mine that has the potential to reshape the global market.
AI is no longer confined to the cloud. At Computex, @jackhuynh showcased the AMD Ryzen AI Halo and Ryzen AI Max PRO 400 Series processors. The next wave of innovation will be built, trained, and run locally. As AI evolves from chatbots to intelligent agents, developers and enterprises need compute that is always on, always available.
Indian billionaire Mukesh Ambani's streaming platform JioStar is planning a slate of series that would be written, animated, voiced and edited entirely by AI. They're also planning to hire 80 AI specialists and engineers for the push.
Exclusive: Meta is dialing back elements of its plan to collect employee mouse movements, keystrokes and other actions for use as AI training data, it said in an internal memo, following weeks of angry pushback from staffers.
I just trained cartpole in mujoco at 18 million steps per second. This policy learned in **less than 3 seconds** rollout policy batch size was 8192 agents.
Australia's Megaport is seeking to raise $594 million to support the creation of an AI inference cloud and execute new contracts, one of the country's biggest deals this year as companies look to finance the global data center buildout.
HIVE Digital Technologies more than doubled its revenue in fiscal 2026, driven by a four-fold jump in Bitcoin mining capacity and a fast-growing AI infrastructure business.
The US approves a possible $100 million foreign military sale to Vietnam for C-130 Hercules sustainment services and related equipment, advancing what could be one of the most significant defense procurements from Washington in years.
In recent weeks, Russia has expanded its punishment of Ukraine's cities, unleashing some of the war's largest strikes. But despite the bombardment, Ukraine now maintains momentum on the front lines.
Philippine President Ferdinand Marcos Jr. said his government is considering passing a supplemental budget to help the public cope with the oil crisis, as he urged the Senate to return to work
Self recommending. [QT @mariogabriele: "I want to leave a safe world for my kids. This is what I got." Bryon Hargis (@hargsb) is the founder and CEO of @Castelion, a defense startup building hypersonic missiles the way SpaceX builds rockets: fast, iteratively, and cheap enough to produce in quantity.]
Denmark's economy will expand 3.7% this year, beating previous forecasts on the back of strong export gains driven by demand for Novo Nordisk products, according to Danske Bank.
AI upending law firm billing, hiring, legal products; Claude responded in 60 seconds vs big law non-response 5+ days; hundreds of thousands spent over 5 years
we emailed 6mv's big law firm with a mission critical question friday midday we followed up on monday we followed up on tuesday no response we've spent hundreds of thousand of dollars with this firm over 5 years we finally turned to claude, who responded within 60 seconds
More than 1,000 current and former SpaceX employees have banded together to negotiate with wealth management firms for better pricing and access to tax-saving financial products ahead of an IPO that is set to turn many of them into multi-millionaires.
Kioxia Holdings is closing in on the No. 2 spot among Japan's most valuable firms as the global artificial intelligence boom remodels the country's corporate landscape.
Blackstone is exploring a sale of its payments services provider SP.LINKS, likely turning a profit a little more than two years after it bought the firm, according to people familiar with the matter.
PaXini Tech, a maker of dexterous robotic hands and humanoid robots, is considering a Hong Kong IPO, people familiar with the matter said, the latest in the sector looking to tap investor demand.
A proposal to cap Switzerland's population at 10 million people has lost ground among voters, with opposition to the idea now above 50% for the first time, according to final polls before a national vote this month.
A gauge of demand for Australian government bonds due in seven years surged at auction Wednesday as investors increasingly bet the RBAs tightening cycle is nearing an end
据开发商Yacht Club Games披露，2026年迄今评分最高的游戏《Mina the Hollower》上市三天内累计销售30万份。
Mina the Hollower, 300,000 copies sold in first 3 days; highest-rated video game of 2026 so far; Yacht Club Games
《魔鸦》的强势首发印证了精品独立IP在3A大作主导市场中的竞争潜力，同时凸显Yacht Club Games（《铲子骑士》开发商）凭借口碑积累实现持续商业变现的能力；独立游戏市场的活跃态势或吸引更多资本关注中小型工作室的IP价值。
Mina the Hollower, the highest-rated video game of 2026 so far, sold 300,000 copies in its first three days on the market, according to developer Yacht Club Games.
my quant says things are about to get super nasty for $USELESS and i've learned from experience not to fade him 2021: - $DOGE → $88 billion - $SHIB → $43 billion 2023/2024: - $PEPE → $12 billion - $BONK → $4.5 billion every cycle gets a memecoin that goes absurdly
India is poised to announce steps to draw more foreign investments by reducing taxes and removing caps on the ownership of some bonds as soon as this week
A fund run by BNP Paribas that's outperformed 97% of its peers over the past year says it's now moving into small-modular-reactor stocks after long shunning the sector as a "non-viable" investment
South Korea's ruling Democratic Party is on track to win a clear majority of key local offices in a nationwide vote, providing President Lee Jae Myung a boost as he enters his second year in office
Lowest Daily close in 4 months on $SOL and back into 2023 price levels. Very important zone down here for reaction. If this is simply downtrend -> consolidation -> breakdown then we're just beginning another leg. The hope is that we're going to fakeout and recover quickly.
Zara owner Inditex reported a strong start to summer trading as currency-adjusted sales grew 11.5% in May, handily beating analyst expectations, even as Iran war inflation worries dent consumer confidence
German Government Spokesperson: Our focus is on ensuring that the existing EU-US trade agreement is now implemented. We have no doubt that the existing agreement will be honoured
US-listed crypto exchange Coinbase is allowing users in India to make trades using the rupee, a key expansion of its services in Asia's third-largest economy
The EU will give extra budget leeway to member states to cope with high energy prices stoked by the Iran war, so long as it helps curb consumption of fossil fuels
An earnings 'supercycle' in the US is poised to drive stocks to more record highs, according to Nataliia Lipikhina at JPMorgan, fueled by heavy spending from hyperscalers and advances in agentic AI
Sitecore, the digital-experience software company, has acquired Scrunch, a customer-experience platform that helps brands improve how they appear in AI-generated search results, according to a statement reviewed by Bloomberg.
Shares of Indian software services companies are experiencing their sharpest swings since the pandemic, as the growing prowess of artificial intelligence fuels investor anxiety about the industry.
Foreign investors led by Stanley Druckenmiller and major Wall Street banks are returning to Argentine stocks after some had exited ahead of 2025's volatile midterm election cycle.
Exxon Mobil shareholders voted to support management's decision to move its corporate domicile to Texas from New Jersey. Is it becoming a corporate governance duty to leave states that punish business for states that don't?
CARDANO $ADA DATA AND INFRASTRUCTURE PLATFORM TAPTOOLS TO WIND DOWN OPERATIONS FOLLOWING LEADERSHIP DEPARTURES AND RISING INFRASTRUCTURE, DEVELOPMENT, AND SUPPORT COSTS
Euro zone private sector activity shrank at the fastest rate in 18 months in May as waning demand for goods and services dragged output lower for a second month while cost pressures hit their highest level in more than three years, a survey showed
Novo Nordisk $NVO launched its oral weight-loss pill Wegovy in the United Arab Emirates 🇦🇪 This is the first market outside of the United States to get the Novo weight loss pill
Nvidia $NVDA CEO Jensen Huang said at a closed door event in Taipei with financial instituions and family offices that investors willing to bet on the AI boom can expect "insane" returns "Only for the last six months has the ROI been completely reset. It is now insanely
Google $GOOGL invested $900M into SpaceX back in 2015 as part of a $1B funding round with Fidelity, securing ~7.5% ownership SpaceX was valued at ~$10B-$12B when Google invested SpaceX is now going public at a valuation of ~$1.75 Trillion Google doesnt still own ~7% of due to
Sen. Jack Reed says that President Donald Trump entered the Iran war "at the urging of Netanyahu without a goal, without a real plan for extended warfare."
The Ratio of the Defensive Consumer Staples ETF to the S&P 500 ETF has moved down to its lowest level on record, below where it stood at the dot-com bubble peak in March 2000. $XLP $SPY
Russia's payouts to refiners in May were near the highest in more than two years, denting the nation's oil and gas revenues even as the war in Iran helped to boost crude prices.
AV utilization +30% vs human-driven on Uber platform; Uber sold self-driving unit 2020; now 'biggest aggregator of AV supply, partnering with nearly every AV provider'
AVs on Uber's platform see 30% higher utilization... In 2020, Uber sold its self-driving unit. Since then, they've become the biggest aggregator of AV supply, partnering with nearly every AV provider (eg Waymo). Dara explains their strategy: "We're allowing these companies"
Coatue +14% May 2026 (Bloomberg); RenTech RIEF -6.6% May, double-digit loss YTD; AI/semi/momentum factor divergence from quant factor-neutral strategies
Coatue +14% in May (bbg this AM), riding the AI/semi/momentum wave. RenTech's RIEF? -6.6% on the month, double digits in the hole YTD, hit by the same factor violence we flagged in the Sept/Oct
US IPOs have averaged a 6% annualized return in the 3 years following their listing. That's nearly half the return of the broad stock market. There will always be big IPO winners, but more often than not stocks underperform after going public.
Republican Sen. Thom Tillis on Wednesday blasted President Donald Trump's pick to lead the U.S. intelligence community as an "incendiary attack dog" and said he has no path to being confirmed by the Senate. The remarks on CNBC's "Squawk Box" from the retiring North Carolina
Cuban revolutionary leader Raúl Castro got some unwelcome news for his 95th birthday on Wednesday: another corporate ally abandoning the Caribbean country under US pressure.
A proposal to streamline Federal Reserve operations has raised alarm over whether it would undermine the autonomy of its 12 regional banks, just as the central bank braces for broader changes from its new chairman, Kevin Warsh
Bessent: 'We have a spending and growth problem'; targets sub-4% deficit-GDP ratio by end of term; intends to pursue 'deficit ratio of 3-point-something'
The timing on this is impeccable. Senator Sheldon Whitehouse sold up to half a million of Nvidia shares on May 7th He sits on the International Trade, Customs, and Global Competitiveness Subcommittee, which decide which countries and companies Nvidia is allowed to sell its
Israel's Hayom News: Saudi Arabia holding talks with US, aiming to support the Lebanese position to prepare the ground for an Israeli withdrawal and the deployment of the Lebanese army in the area - US sources cited by the Lebanese channel "Al-Jadeed."
SPECIAL REPORT: Will The Fertilizer Shortage Create A Global Food Crisis? 1/3 of the world's seaborne fertilizer trade passes through the Strait of Hormuz Is another Arab Spring -- this time, worldwide -- likely due to the Strait's closure?
If there is one thing I've learned is to never underestimate the resilience of the Ethena team to keep delivering value, despite market conditions. Impressive work. [QT @ethena: Ethena and @coinbase have partnered to grow onchain finance and savings products for their 100m+ userbase, with the first growth initiative launching next week. Alongside this partnership Coinbase Ventures have also made their first investment into Ethena on the open market.]
RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same..."
Whether he calls it a "blip," "transitory" or "transient," Treasury Secretary Scott Bessent has taken to describing inflation in a way that came back to haunt his predecessor and the previous administration
Federal Reserve Chairman Kevin Warsh's first policy meeting this month could potentially jolt foreign-exchange markets and upend consensus carry trades, according to Morgan Stanley
Local AI Agents are leveling up across DGX Spark & RTX PCs. NVIDIA OpenShell is coming to Windows alongside new agentic AI optimizations and creator app updates—including NVIDIA Broadcast 2.2, plus upcoming RTX acceleration for Adobe apps and Blender.
Duke Energy's CEO is forecasting power demand will grow at 10 times the rate over the past several decades amid the rise of AI data centers and the electrification of the economy
Bill Ackman is looking to sell his stake in Universal Music Group just days after the Amsterdam-listed group rejected a takeover bid by the hedge fund billionaire
In a nighttime operation in southern Lebanon, IDF troops located and searched a weapons depot belonging to Hezbollah, containing numerous weapons intended to harm Israeli civilians and troops operating in the area. Within a few minutes, the forces dismantled 20+ Hezbollah [facilities]
A group of Ukraine's key European allies are working on plans with Kyiv to engage Russia in negotiations to end the war as they see a shift in momentum strengthening Zelenskyy's position
Apple's $AAPL Smart glasses may now be delayed into 2029 but Apple AI glasses may still be coming next year. The major overhaul was signed off by Apple's next CEO, John Ternus.
All these stocks hit new 52 WEEK HIGHS at some point today Apple $AAPL Micron Technology $MU Advanced Micro Devices $AMD Marvell Technology $MRVL Amkor Technology $AMKR Cisco Systems $CSCO ASML $ASML STMicroelectronics $STM SanDisk $SNDK Vishay Intertechnology $VSH ON
Everyone asks where liquidity will rotate next. Start with where attention already went. Last 30 days ecosystem mindshare: Solana: 36.8% Ethereum: 25.2% Polygon: 12.5% Base: 8.76% In crypto, mindshare is usually the first leak before the market moves
World Labs CEO Dr. Fei-Fei Li: "The world is not made of words." "Language models have given machines an extraordinary command of concepts, vocabulary, and reasoning, but the physical world, virtual or real, runs on a different substrate." "Where language models learn the
Regional AI leaders are advancing sovereign AI with NVIDIA Nemotron. They're building new datasets, sovereign AI models and agentic applications tailored to local languages, cultures and economies to serve billions of people across the globe.
The owners of Xnrgy Climate Systems, a closely held manufacturer of heating an cooling parts for AI data centers, are considering a sale that could value the company at as much as $10 billion
Peter Schiff is calling for Bitcoin to crash to $20,000. "When Bitcoin breaks $50K, it should be a quick fall below $20K, which should be a big enough drop to shake the conviction of long-term HODLers, causing many to finally throw in the towel."
Honeywell $HON owned Quantinuum just priced its IPO at $60 per share [QT @IPONewsroom_: JUST IN: HONEYWELL'S $HON QUANTINUUM JUST PRICED ITS US IPO The deal got upsized. The terms: Pricing: $60 per share - Total raised: $1.68B - Implied shares offered: 28M]
President Donald Trump announced he would attend the Group of Seven leaders summit in France, a gathering set to take place amid tensions between the president and US allies over the war in Iran
The U.S. military on May 30 struck another boat it said was engaged in 'narco-trafficking operations' in the eastern Pacific Ocean, killing three men and increasing the total death toll to 205 people. (From @PolitiFact)
Tether + Fasset XAUT gold-backed Visa card; up to 6% cashback in XAU₮; XAU₮ → USD₮ → fiat auto-conversion at checkout; spare change auto-invested in tokenized gold; global spending
🪙💳 XAUT card [QT @coinbureau: 🚨TETHER LAUNCHES GOLD-BACKED VISA CARD Tether and Fasset launched a Visa card that lets users spend globally while earning up to 6% cashback in XAU₮. The card converts XAU₮ to USD₮ to fiat at checkout and auto-invests spare change into tokenized gold.]
Sleep Number is laying the groundwork for a potential bankruptcy filing as it continues to grapple with an unwieldy debt burden and declining sales, according to sources
Some members of the billionaire Glazer family have been debating whether to sell their stake in Manchester United FC, after more than 20 years of ownership that has often been blighted by fan protest
BREAKING: BITMINE $BMNR ANNOUNCES PROPOSED 9.50% SERIES A PERPETUAL PREFERRED STOCK OFFERING $BMNP TO FUND $ETH ACQUISITIONS, STAKING INFRASTRUCTURE, AND STRATEGIC DIGITAL ASSET EXPANSION
$368M deep-ocean monitoring system dismantled; critical ocean data; per CNN
The Trump administration has announced it will dismantle a $368 million deep-ocean monitoring system that provides critical data on the world's oceans, per CNN
US jungle training school Panama revived; 25-year hiatus; Trump 'American dominance' regional strategy
The US military is reviving its jungle training school in Panama after a 25-year hiatus. It's part of President Donald Trump's aggressive push to secure 'American dominance' in the region
Canada reverses 15% Canadian revenue local content mandate; Netflix; major streamers; PM Carney backtrack
PM Carney's government is backtracking on a policy that would've forced major streaming companies such as Netflix to put 15% of their Canadian revenue toward local content. Read more in the Canada Daily newsletter.
world (WLD) posted +29% on a day bitcoin fell below 65k. that's not noise. 66% volume-to-mcap ratio, #1 on lunarcrush altrank across 20,000+ assets, 83% positive sentiment. rallying directly into a $675m token unlock on june 6 where the team committed to claiming only $38m (0.24%
Bitcoin's highest-conviction holders have joined the sell-off in the cryptocurrency, which could signal the beginning of the end of the ongoing crypto slump, according to Compass Point.
Gold is sitting right at its 200-day moving average. Yes, the last time we were here turned out to be a great buying opportunity…. but I try not to get too fixated on technical levels alone. What stands out to me is how dramatically sentiment has shifted. Just a few months ago…
"This is historically a tough time to be in credit," since stocks often do better w/higher inflation: GoldenTree's Tananbaum. Still, he said, "we certainly are seeing better value in private credit today than we have seen in the last 24-36 months."
A Dallas housing boom, fueled by skilled Indian tech workers, has turned to a bust. US housing reporter @mrgopal tells @sarahsholder why, on the Big Take podcast.
Amazon's "Spider-Noir" was a fun retro series -- much more Sam Spade in plotline vs the traditional Marvel blockbuster But apparently it cost $400mil to produce WHAT??? It had way fewer action sequences & intentionally low-key effects Sets were dark & required few props
Businessman Zach Lahn's win in Iowa's Republican gubernatorial primary over President Trump's pick, Rep. Randy Feenstra, delivered a rare electoral setback for Trump in a primary season that had previously handed him back-to-back victories.
A court in Kenya is extending, for at least three weeks, its block on a proposed quarantine facility for Americans exposed to Ebola. The planned facility sparked public anger and protests, starting on Monday and spilling over into Tuesday. Organizers say at least two people have…