Container shipping rates are surging amid the Iran War: The spot rate for a 40-foot container from Asia to the US West Coast jumped +$655, or +20%, over the last week, to ~$3,933, the highest in at least 6 months.
Carlyle Group Inc. agreed to acquire Chung Ho, a South Korean home and health-care appliance rental platform, for $700 million, as rising inheritance-tax burdens in the country push more owners to sell, sources say
8.1-8.2 magnitude earthquake; Mindanao Philippines; depth 10km; June 8 2026; confirmed by Helmholtz Centre + GFZ
An earthquake of 8.1 magnitude struck Mindanao in the Philippines on Monday, according to the Helmholtz Centre for Geosciences. The quake had a depth of 10 kilometers.
Israel just bombed Iran, in direct defiance of Trump saying not to do it… They do not want a deal. Trump was pulled into this war and now he can't get out. Took over his entire 2nd term.
Treasuries fell as investors ramped up bets that the Federal Reserve will need to raise interest rates, while escalating tensions in the Middle East added to inflation concerns
The IDF completed a large-scale strike on strategic defense systems belonging to the Iranian terror regime. Recently, defense systems were deployed across Iran to restore the regime's capabilities degraded during Operation Roaring Lion. The strike led to the
At least 15 people were feared dead in the southern Philippines on Monday after a powerful magnitude 7.8 earthquake struck off the island of Mindanao, triggering tsunami warnings across several countries.
DeepSeek v4; 100% traffic switch from Anthropic; saves millions USD; performance increase on core use cases; described as 'transformative for the business'
Pulled the trigger today and switched 100% of Lindy traffic to DeepSeek v4, churning from Anthropic models. Saves us millions of $ and we're actually seeing an *increase* in performance on many core use cases. Transformative for the business.
$AMD just announced plans to invest up to £2 Billion in the United Kingdom 🇬🇧 over the next 5 years "to accelerate AI innovation and research and expand access to the compute resources needed for long-term economic growth and scientific leadership across the country."
Nebius $NBIS just posted this: "Nebius has announced an investment of £1.7 billion to build out capacity in the UK with three new deployments of NVIDIA infrastructure. The three new sites will deploy the latest generations of NVIDIA's full-stack, end-to-end AI factory"
oh dear [QT @saylor: Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC]
The International Air Transport Association expects global airline profitability to halve in 2026. The agency said that surging fuel costs are adding a collective $100 billion to airlines' fuel bills.
Section 230 protection rejected for AI chatbots; 20+ active lawsuits against OpenAI; chatbot self-generates content vs user-generated content distinction
Courts rejected the chatbot defence. 20+ lawsuits now hit OpenAI. Section 230 protected social media because users made the content. A chatbot writes its own, so there's no one else to blame.
BREAKING: Nasdaq 100 futures surge over +1.5% as Iran announces it is halting military operations against Israel and President Trump says he is working toward a "final deal" with Iran.
Steve Eisman, the man who made one of the best calls of all time to short the housing market before the 2007 financial crisis and became known as "The Big Short" says he's "not a fan" of buying SpaceX when it lists this week.
Despite Trump's protestations the truth is he just failed a major Iranian test for a future MOU: He just proved definitively that despite explicitly telling Israel NOT to strike Iran they did so anyways. The MOU is predicated on actual US ability to restrain Israeli action
ETH/BTC at 0.026 for the first time since march 2016. ratio is pricing ethereum the same relative to bitcoin as when it had zero DeFi, zero NFTs, zero L2s, and a $1.2b market cap. meanwhile 32.4% of ETH supply is staked at all-time highs with 1,261x more ETH waiting to enter
US consumer sentiment has plunged to a record low, cost of living is a top concern and 57% of consumers cite high prices as the cause of erosion of their personal finances, per Reuters
Google + Nvidia consider Intel $INTC backup fab; Google orders >3M specialized AI chips from Intel for 2028; TSMC capacity overwhelmed — The Information
Google $GOOGL reportedly recently placed an order with Intel $INTC to manufacture more than 3 million of its specialized AI chips in 2028 - The Information
AMAZON $AMZN JUST SIGNED A MULTIBILLION-DOLLAR DEAL WITH CORNING $GLW Corning will supply the optical fiber, cable, and connectivity solutions powering Amazon's expanding data center infrastructure across the United States
Eli Lilly $LLY just released data for its next-generation weight loss shot retatrutide which helped patients lose 30% of their body weight over ~2 years - Bloomberg
The US Department of Transportation says US airlines' fuel costs surged +78% in April amid the Iran War. US airlines paid a total of $6.5 BILLION in fuel costs in April 2025. This explains why airline fares rose +20.7% year-over-year in the April CPI inflation
Friday was a historic trading session: Combined trading volume in the 3x leveraged long and short S&P 500 ETFs, $SPXL and $SPXS, and the 3x leveraged long and short semiconductor ETFs, $SOXL and $SOXS, surged to a record $1.1 billion on Friday. Trading volume in these ETFs has
1yr inflation exp 3.46% (prev 3.64%); 3yr 3.13% (prev 3.15%); household financial worries highest since July 2022; home price exp +3.5% highest since July 2022; quit rate highest since Feb 2023
"Add spyware that allows us to view everything UK citizens do or we will force you" - actual pieces of garbage. encrypt everything. [QT @ukhomeoffice: Tech companies like Apple and Google have three months. Activate safeguards on smartphones and tablets to detect and block nude images for children or we will bring forward legislation to force you to do so.]
Iran's Deputy Foreign Minister: Tehran does not attach any value to recent EU sanctions and will continue its strategy of maintaining sovereignty over the Strait of Hormuz.
Google NotebookLM发布其三年来最重大更新，新增AI代理能力、高级推理和多种输出格式，支持复杂多步骤研究任务，6月8日起面向Google AI Ultra订阅用户推出。
NotebookLM: agentic capabilities in chat + advanced reasoning + new output formats; rolling out to Google AI Ultra subscribers June 8 2026; 'most significant update in 3 years' — product lead Steven Johnson
The most significant update to @NotebookLM in the three years since we launched. I've been using it for past two months and it is absolutely transformative for research. Rolling out to Ultra users today, support for more tiers to come.
S&P 500 +7.34% since Feb 27 war start; S&P 500 ex-AI stocks effectively flat; entire rally driven solely by AI stocks — Bianco Research; divergence signal noted Friday June 5
Since the War began on Feb 27th, the S&P 500 (black) is up 7.34%. But the S&P 500 without AI stocks (blue) is effectively unchanged. So, the entire S&P 500 Index rally since February has been driven by AI stocks. But look at what happened on Friday, June 5th! The S&P 500 was
Foreign investors sold -$801M KOSPI shares Monday June 8; preceded by -$10B outflows last week; net selling every single trading session — Kobeissi Letter
Global investors are dumping South Korean stocks at an unprecedented pace: Foreign investors sold -$801 million of Kospi-listed shares on Monday. This follows -$10 billion in outflows recorded last week. Foreign investors have now offloaded South Korean stocks in every trading
US forces disabled non-compliant unladen oil tanker Gulf of Oman June 8; vessel attempted to sail to Iranian port in violation of ongoing Iran blockade — CENTCOM official statement
U.S. Forces Disable Non-Compliant Oil Tanker in Gulf of Oman TAMPA, Fla. — U.S. forces disabled an unladen oil tanker in the Gulf of Oman, June 8, after the vessel violated the ongoing blockade against Iran by attempting to sail to an Iranian port.
The German government said it agreed with France to halt a €100 billion ($115 billion) joint fighter-jet project after persistent disputes and delays since it began nearly a decade ago.
Fitch: global sovereigns sector outlook → deteriorating; US-Iran conflict → weaker GDP growth, higher inflation & bond yields, heightened geopolitical risks for global sovereigns
Apple Intelligence powered by Google Gemini $GOOGL; new Siri AI not available in China (regulatory approval pending); iOS 27 extends to iPhone 11; macOS 27 'Golden Gate'
Amazon $AMZN is set to raise C$14 billion in debt from the investment-grade bond market in Canadian 🇨🇦 dollars, the largest such offering on record - Bloomberg
The 🇺🇸 Pentagon identified some of China's 🇨🇳 biggest companies including Alibaba $BABA, BYD, and Baidu $BIDU as entities that support the Chinese military - Bloomberg
BREAKING: A federal judge declared a $100,000 fee that President Trump imposed on new H-1B visas for highly skilled foreign workers is unlawful and must be invalidate, per Reuters
Lebanese President Aoun: 'negotiating a non-aggression agreement with Israel'; will not meet Netanyahu before 'agreement to end the war'; seeks relationship with Iran 'based on non-interference' — CNN
The US job market is experiencing a historic divergence: US information technology employment has declined -11%, since the launch of ChatGPT in November 2022. During this period, the tech sector has shed -332,000 jobs, down to 2.78 million.
Margin debt in China is skyrocketing: China's stock market margin debt is up to a record ~$431 billion. This figure has DOUBLED over the last 2 years. This now surpasses the 2015 Chinese stock market bubble peak of ~$354 billion by 22%.
Job growth unexpectedly surged in May as the U.S. labor market continued a solid year of expansion, the Bureau of Labor Statistics reported Friday. Average hourly earnings rose 0.3% for the month and were up 3.4% over the past year, both in line with the Wall Street consensus.
Intel shares rose as much as 12% after reports that Google ordered over three million tensor processing units for production in 2028, signaling progress under CEO Lip-Bu Tan
Strait of Hormuz to reopen under new conditions set by Iran + Oman including transit fee — Iran's ambassador to Moscow, Reuters; Kalshi: 66% probability normal traffic not restored before Jan 2027
The Strait of Hormuz will be open but under new conditions to be set by Iran and Oman, including a transit fee, Iran's ambassador to Moscow said, per Reuters
Ratings that underpin a growing slice of the $1.8 trillion private-credit market, the hottest corner of Wall Street in recent years, are systematically understating investment risk
Hey @elonmusk! I recently experienced @Tesla's @robotaxi fleet in Austin. Smooth ride, no driver. It's remarkable to see 10+ years of real-world AI training manifesting in a fully autonomous service. We did discover a new operating expense line item for our Tesla model: parking
AstraZeneca's experimental obesity pill helped patients lose as much as 11.8% of their body weight in a mid-stage trial, as the British drugmaker pushes into the surging market for weight-loss combination drugs
BREAKING: President Trump reportedly called Israeli Prime Minister Netanyahu and warned him that if he went back to war with Iran, he might be fighting on his own, per Axios. Trump reportedly said, 'Bibi, you better be careful, or you will be on your own very soon.'
Doesn't sound like there's a peace deal with Iran [QT @OilHeadlineNews: Iranian offical to Al Jazeera: Tehran says U.S. revisions to the draft deal are unacceptable, warning an agreement cannot be reached without sanctions relief and access to frozen funds.]
OpenAI confidential S-1 filed with SEC; 'one of the largest public markets debuts in history'; timing not decided; certain goals simpler as private company
OpenAI has confidentially filed for an IPO with the Securities and Exchange Commission, setting the stage for what could be one of the largest public markets debuts in history.
BREAKING: The odds of OpenAI's IPO closing above $1.5 trillion in market cap on day one of trading surge to 48% after the company files for an IPO. As the AI revolution accelerates, we now have three $1+ trillion IPOs on the horizon.
The Pentagon has named major pharmaceutical contractor WuXi AppTec to a list of firms associated with the Chinese military, a move that could threaten its business and complicate research being done by American drugmakers
zcash SEC investigation closed may 20 with zero enforcement. 8 days later the orchard bug drops and ZEC crashes 60% to $250. now it's back at $439. here's why the bounce is structural: 30%+ of circulating ZEC sits in shielded pools. migrating to the new pool takes 12 months.
Venezuela CPI 6.3% (May 2026), lowest since October 2024
Venezuela's central bank said inflation is set for a slowdown after May data showed the rise in the consumer price index declined to 6.3%, the lowest since October 2024
interesting recursive loop here maybe [QT @thsottiaux: Over the next 100 days, we will select one person per day who does impressive or incredibly useful work with Codex and give them 10X usage limits for a month to see what they can do with it. First one tomorrow.]
Air New Zealand will cut more flights in the three months through October as it faces rising jet fuel costs and soft demand, particularly in its home market, Chief Executive Officer Nikhil Ravishankar said
An electric vehicle startup backed by the Mexican government unveiled its first prototype in a ceremony featuring President Claudia Sheinbaum, who praised the project as an affordable mobility option and a showcase for homegrown engineering
Aircraft engine suppliers at the industry's annual gathering in Rio de Janeiro were accused of price gouging by International Air Transport Association director general Willie Walsh
Australia's populist One Nation party has edged ahead of the ruling Labor party in a Newspoll for the first time as Prime Minister Anthony Albanese's popularity plumbs record lows
$BTC WEEKLY We have potential bullish divergence coming out of oversold RSI. Need this week to close with a clear elbow up on price and RSI. If this happens, we have the second confirmed bullish divergence ever on the weekly chart - the first was FTX. This is only the 4th time
Funny how many people are overreacting to the KOSPI Index (South Korea) being down -8.3% when in reality it's just playing catchup to our Friday selloff. US index futures are in the green. If our markets are red tomorrow, I already know where I'm be adding
Democratic incumbent Mayor Karen Bass and Democratic City Councilmember Nithya Raman will advance to the runoff election for Los Angeles mayor, according to DDHQ
Cambodia has failed to dismantle much of its online scam industry despite a yearlong crackdown that authorities said would eliminate it, according to an Amnesty International report that challenges official claims of success
Nvidia $NVDA is in South Korea 🇰🇷 announcing a bunch of partnerships today/this week "Today, NVIDIA and Doosan Group announced a collaboration to advance physical AI and AI factory infrastructure."
The European Central Bank's resolve to uphold its inflation-quashing reputation risks luring it into a damaging error when it meets this week, economists warn
Forecasts for heavy rains in southern China over the next week are raising the risk of flash floods, potentially inundating crops and damaging rice fields
Indonesian sovereign wealth fund Danantara is poised to kick off the US leg of its planned dollar bond roadshow this week, as the nation's policymakers step up efforts to halt a deepening selloff in the nation's markets
China's e-commerce export engine is faltering as surging jet fuel costs and weak demand from lower-income consumers in the West linked to the Iran war threaten profits for big online platforms like Temu, Shein and AliExpress.
Since the start of President Donald Trump's second term, the administration has detained nearly half a million immigrants, according to a report. But the number of children they leave behind and what happens to them, most of whom are U.S. citizens, is largely unknown.
International Monetary Fund Managing Director Kristalina Georgieva said that after facing crisis upon crisis in recent years, the world needs to build foundations that can withstand shocks that have become more frequent
FIFA Chief Football Officer Jill Ellis sits down with @AROD to project a $500 million revenue increase for the 2027 Women's World Cup—bringing total revenue to $1 billion. On this episode of The Deal, Ellis breaks down how global broadcast rights are driving these surging
Overhedge and tank the game? [QT @tanayj: A Spanish La Liga club (likely Osasuna) facing potential relegation placed a bet against itself on Kalshi, hedging the financial hit of dropping down a tier. They survived on the final day. Susquehanna was on the other side of that bet and pocketed over $1M.]
nockchain cut miner emissions 80% on june 6. block rewards went from 16,380 NOCK to 2,048. daily sell pressure collapsed from $127k to $41k. miner cost basis is above $0.10, current price is $0.043. miners are 57% underwater and can't afford to dump.
Global yields are breaking higher, echoing a 1970s-style stagflation environment. It is worth remembering that the 1973 oil embargo drove runaway inflation, which ultimately caused the stock market to plunge nearly 50%. History might be rhyming.
Blackstone is looking to sell more than $2 billion of its stakes in private investment funds by bundling the exposure into bonds for investors, the Financial Times reported
BTC; tweezer bottom + daily inside bar breakout; yearly low swept; enormous volume; lowest RSI since 2018; potential daily bull divergence if new low; CPI as next catalyst
$BTC Tweezer bottom, daily inside bar break out, swept yearly low, enormous volume + lowest RSI since 2018 Tbf, I've seen worse candidates for a bottom (If we get one more low, high chance of a daily bull div) All eyes on CPI now
Markets are overpricing potential central bank interest-rate increases, creating conditions for a rally in stocks with the lowest volatility like staples and utilities, according to strategists at JPMorgan Chase & Co.
$UBER has set up a waitlist for customers interested in riding in a robotaxi in London 🇬🇧, ahead of a planned commercial debut in the UK this year - Bloomberg
Nvidia, $NVDA, CEO Jensen Huang has said that the global tech stocks selloff that began last week a buying opportunity, saying the buildout of AI has just begun
wow zcash just absolutely blew past its ATH in hashrate security keeps increasing. kindly stop this at once so I can order more miners and retire my grandchildren
Market leverage in Asian markets is through the roof: Assets under management (AUM) in leveraged South Korean and Taiwanese ETFs are up to a record $65 billion. Since the start of 2026, total leveraged ETF AUM has surged +490%. This comes as 16 new single-stock leveraged ETFs
The U3 jobless rate was 4.3 percent in January, and since then payrolls have climbed by 102,000, on average. Growth over the last three month has been considerably stronger than that. Is the breakeven rate as low as was assumed heading into the year?
Israel's shekel has swung from the world's best performer to the worst in a matter of days, easing pressure on the central bank to stem a 14-month rally that's hurting the country's exporters
Bending Spoons, which owns digital applications like Vimeo, Evernote and AOL, filed for an initial public offering, joining a string of European tech companies seeking US listings
Cantor Fitzgerald today raised its price target on Micron $MU up to $1,500 from $700 while maintaining its Overweight rating. The firm citing an AI-driven memory supercycle and sustainable industry tailwinds. $MU to $1,500 from $700 $SNDK to $2,900 from $1,800
Rep. Tim Walberg (R-MI) discloses buys: $XOM Exxon Mobil, $ETN Eaton Corp, $CVX Chevron; sits on House Committee on Natural Resources (direct energy jurisdiction)
We just caught Michigan rep Tim Walberg disclosing new buys of Exxon Mobile $XOM, Eaton Corp $ETN and Chevron $CVX. There's 3 reasons it stood out: 1. Walberg sits on the House Committee on Natural Resources, which has direct jurisdiction over energy
Two extremes are playing out in the Permian Basin: drillers are benefiting from a historic oil-price rally driven by the Iran war, while having to pay customers to take away their natural gas.
Group of Seven nations are weighing joint action to protect farmers and bolster food security as the war in the Middle East disrupts fertilizer supplies.
India's current account fared better than expected in the year ended March, with the deficit staying flat as strong services receipts and higher remittances offset disruptions caused by the Iran war.
Intel 18A process node; Xeon 6+ data center debut; Acer + MSI handheld gaming; Foxconn rackscale AI infrastructure; Perplexity exclusive hybrid local-cloud AI app
Intel 18A debuts in the data center with the new Intel Xeon 6+, brand new handheld gaming chips launching first with Acer and MSI, rackscale AI infrastructure with Foxconn, and Perplexity launches an exclusive hybrid local-and-cloud AI app. Here are 4 things to know from Intel
India has sought assurance from the US that it will not face any investigations under Section 301 once a trade agreement is signed between the two nations, according to an official from the South Asian country.
The US Department of Agriculture confirmed an additional two cases of New World screwworm in Texas, bringing the total number of detections in the US to four and raising concerns that the parasite is spreading in the state.
Symbiotic Liquid Lane; $25B tokenized RWAs; 60-180 day redemption problem; Morpho vaults; market makers front liquidity; no token; value accrual to Morpho
symbiotic just launched liquid lane to solve the 60-180 day redemption problem for $25b in tokenized RWAs. no token. the value accrual routes directly to morpho. market makers front instant redemptions by borrowing from morpho vaults, then collect underlying when issuers settle
Leopold Aschenbrenner's Situational Awareness fund is up by 270% after fees so far in 2026 through May and up 1,000%+ since being created. 20% of the fund is currently in Anthropic. Leopold first bought in Anthropic in February 2025 at a valuation of $61.5 Billion
Our guy Byron just keeps on winning. Marvell $MRVL is up another 13% today. Remember back on 5/18 when we flagged two Politicians for buying the same stock? That stock was Marvell $MRVL. Well today it's up another 25% and both are now up 150%!! on their buys from early April.
Russia's flagship oil has begun trading in India at a discount to international prices again for the first time in more than two months as a boost from the war in Iran starts to fizzle out.
The world's shipowners have placed orders for a record number of new oil supertankers, surpassing a boom back in 2008 that ultimately led to a glut and a collapse in rates.
Honeywell reaffirmed its guidance ahead of the planned spinoff of its aerospace business, saying it expects to absorb the near-term financial impact from the war in Iran.
Taiwan Strait conflict 'much greater impact on global economy' than Strait of Hormuz; Xi 'doesn't want to take Taiwan by force' — former US SecDef Lloyd Austin, Bloomberg TV
Former US Defense Secretary Lloyd Austin tells Bloomberg that a fight in or near the Taiwan Strait will have "a much greater impact on the global economy" than the Strait of Hormuz, saying that he doesn't think China President Xi wants to take Taiwan by force.
"Monad is getting 25% faster, are you happy?" Keone: [QT @keoneHD: MIP-12 - reduce Monad block times by decreasing the vote pacing from 400ms to 300ms - has been published by @category_xyz The vote pacing determines the min block time. Reducing it allows the network to proceed faster if quorum has been achieved The tech has already supported]
Russian Energy Ministry: Increase in air strikes on energy sector facilities is causing temporary difficulties with fuel supplies in the south of Russia - Tass
New Science Blog: Why has AI advanced faster in coding than in biology? To agents, bio databases are like cities built before cars—maddening to drive in because they're designed for different traffic. How do we build infrastructure agents can use?
Gurman: "nothing revolutionary"; Apple rebooted platform foundation; no local/cloud model architecture disclosure; on-device model "extremely limited" without cloud; Vijayshekhar: "underwhelming"
Last time around Apple released a lot of information about how their AI version of Siri worked between local and cloud models, not so much this time It is nice to have a Gemma-like model on device, but it is extremely limited unless it can call a smarter cloud model when needed.
Olympique Lyonnais criminal complaint filed; internal investigation; "several hundreds of millions of euros" unjustified financial flows; previous management
French football club Olympique Lyonnais said it filed a criminal complaint after an internal investigation allegedly highlighted unjustified financial flows worth several hundreds of millions of euros under the previous management
When is a used car worth more than a new one? When it's a high-demand hybrid. Toyota's hybrid RAV4 is in such heavy demand that used models are selling for more than the new-car price.
Zepto India rapid-commerce; updated draft red herring prospectus filed; one of India's fastest-growing consumer internet companies
Rapid-commerce firm Zepto has filed an updated draft prospectus for an initial public offering, marking a key step toward a potential listing of one of India's fastest-growing consumer internet companies
The Bank of England raised concerns to Reform UK and social media platforms over a barrage of bizarre online posts using fake images of the party's leader Nigel Farage fighting Governor Andrew Bailey, a source says
German police and state prosecutors are investigating a suspected arson attack on a substation in the city of Reutlingen that affected a hospital and tens of thousands of homes and businesses on Monday
an update on the sniper auction incident from may 26. an attacker drained ~26 WETH from 41 sniper wallets over roughly 20 seconds. clanker token deployments and the treasury were not affected. The attack was on the sniper wallets, not clanker contracts.
Agents are scaling. So are the token costs. CIOs are shifting to AI PCs as strategic nodes. Ryzen AI Max 400 series changes the equation with 192GB of memory for local LLMs and agent swarms. You overheard it here first at Computex.
All these stocks hit new 52 WEEK HIGHS at some point today Apple $AAPL Eli Lilly $LLY UnitedHealth $UNH Simon Property Group $SPG Applied Industrial $AIT Affiliated Managers Group $AMG Bank of Montreal $BMO Popular $BPOP Centene $CNC Crocs $CROX CSX Corp $CSX Elevance Health
Two members of Congress bought $MU early and now they are both in a new AI stock Rep. Cisneros (D) bought $LITE on April 14th Rep. Gottheimer (D) bought $LITE on May 22nd • Cisneros sits on the Armed Services Intelligence Subcommittee. And Lumentum sells lasers directly to the
Republicans are warning the White House that a critical surveillance authority is likely to lapse this week amid bipartisan backlash over President Donald Trump's pick to lead the nation's intelligence community.
An exchange-traded product that profits when oil prices fall had its biggest weekly outflow on record as several buffers that had helped keep rallies in check begin to fade
Non-profitable Russell 2000 stocks playing some catch-down to profitable ones Source: Bloomberg, as of 6/5/2026. Profitable companies have trailing 12-month earnings per share greater than $0.
Jensen Huang recommends buy $QCOM; 'we should be happy other people succeed'; Bloomberg opinion: 'outsize influence over markets must come with some responsibility'
BREAKING: Nvidia CEO Jensen Huang says to buy Qualcomm, $QCOM, stock. 'I spent the whole day selling other peoples' stock. It's good, we should be happy other people succeed,' he says.
World Labs CEO Dr. Fei-Fei Li explains says 'world model' has become an overloaded term & explains what each kind of world model does: 'Right now there are three ways of calling world models when it comes to spatial intelligence.' 'One is what I call a renderer, when the model'
JPMorgan is in talks with investors to refinance a nearly $1 billion loan at a 15% interest rate for Sable, a Trump administration-supported oil driller, according to people familiar with the matter
Amazon was relieved of a government deadline to have half of its planned satellite constellation up and running by next month, delaying the risk that regulators might suddenly curb the operation
Paramount Skydance has submitted suggested terms to resolve an antitrust investigation by California and other states into its $110 billion deal to buy Warner Bros. Discovery
Apple Private Cloud Compute; cryptographic software authorization; full Apple control regardless of infrastructure location; hardware records retained; Google Cloud summer preview; technical summit this month
Brazil's electoral court suspended the circulation of an AtlasIntel poll that showed Senator Flávio Bolsonaro losing ground in the presidential race, citing alleged problems with the pollster's methodology
The Matrix idea of keeping humans as batteries is obviously weird... we would be more useful as dice. LLMs default to very similar kinds of arguments & structure, and even different LLMs seem to collapse to similar concepts. Humans provide a lot more variation in their own work.
OpenEnv is a tool for creating an agentic execution environment, like terminals, browsers, or anything an agent can interact with. OpenEnv contributors announced that the project will now be coordinated by a committee that includes Meta-PyTorch, Reflection, @UnslothAI, @modal,
Investor positioning has rarely been this heavily concentrated in tech: US equity positioning in large-cap tech is up to 1.0 points, the highest since October 2025. This marks a sharp reversal from -0.4 points seen in late March as the market bottomed. Large-cap tech
aerodrome processes 60% of all DEX volume on base. $17.5b monthly. protocols are paying 20-40% APR in bribes to attract emissions worth 15-25% APR which only makes sense if they're accumulating veAERO as permanent treasury positions. the weekly bribe market is the single best