Today's flight test will deploy 20 next generation Starlink satellites, which will only have about 20 minutes to attempt a series of activation and connection tests before they reenter Earth's atmosphere
ChatGPT app; computer use; built-in browser; operate local apps; web research; autonomous task completion
OpenAI此次功能展示将ChatGPT从对话助手升级为端侧AI代理，与Anthropic Claude Computer Use及Google Project Mariner形成三方正面竞争。内置浏览器与电脑操控的组合使ChatGPT在实际工作流自动化领域迈出关键一步，预示大型模型向"代理操作系统"的范式转移正在全面加速。
A look at computer use and the built-in browser in the new ChatGPT app 👀 @dkundel walks through how ChatGPT can work with apps on your computer and browse the web to research, navigate websites, and complete tasks with you.
More than half House Democrats; voted to end US military funding for Israel; Wednesday July 16 2026; separate provision targeting US-Israel joint Iran operation
Israel's war in Gaza and its joint military operation with the U.S. against Iran are fueling deep divisions on Capitol Hill, especially among Democrats. Wednesday night, more than half of House Democrats voted to end U.S. military funding for Israel. A separate provision aimed
Sweetgreen has lost more than a quarter of its market value in just four days as investors dump the stock due to fears about outbreak of cyclosporiasis
SpaceX's fall from its post-listing peak to below its IPO price in just a month poured cold water on the market for newly public companies, dragging a key gauge of this year's debuts down with it.
Kimi K3在Artificial Analysis Intelligence Index上得分57，与Opus 4.8和GPT-5.5相当，落后于Fable 5和GPT-5.6 Sol，Moonshot AI计划开源2.8T参数模型权重。
Kimi K3: score 57 AA Intelligence Index; 2.8T params; global rank #3; behind Fable 5 & GPT-5.6 Sol; open weights planned
K3得分证实中国模型已进入全球顶级梯队，智能水平与Anthropic Opus 4.8和OpenAI GPT-5.5持平。若2.8T参数权重如期开源，将成为迄今参数量最大的开源模型，对开源生态格局影响深远。
Kimi K3 scores 57 on the Artificial Analysis Intelligence Index. Its intelligence is comparable to Opus 4.8 and GPT-5.5 but remains behind Fable 5 and GPT-5.6 Sol. Moonshot AI has expressed plans to release the 2.8T parameter model's weights, which would make it the leading open [source model]
Kimi K3早期版本在研发后期自主编写了绝大多数GPU核心内核，并从零构建了Triton级编译器MiniTriton，基准性能与Triton及torch.compile持平甚至更优。
Kimi K3 (early version) wrote majority of GPU kernels in late dev stages; built MiniTriton triton-class compiler from scratch; performance ≥ Triton + torch.compile
underrated gems in Kimi-K3 release: > an early K3 wrote the majority of the kernels in the late development stages > it built a triton-class compiler from scratch, MiniTriton, that delivers performance on par with or better than Triton and torch.compile > then it designed
5,000 AI training spots for developing nations over 5 years; AI cooperation centers: Latin America, ASEAN, Africa, BRICS; core AI industry ≥1 trln RMB; Xi's first-ever WAIC keynote
Intuitive Surgical shares fell as much as 13% in after-market trading as growth in use of its da Vinci surgical robots slowed to the weakest pace in four years and its guidance for procedure growth was unchanged
U.S. Successfully Completes New Strikes in Iran TAMPA, Fla. — Today at 9:40 p.m. ET, U.S. Central Command (CENTCOM) completed its latest major wave of strikes against Iran. U.S. forces, including fighter jets, aerial drones, and warships, launched
CIA Director Ratcliffe; declassified intelligence confirmed; 220M voter files stolen since 2020; journalists paid large sums; business leaders influenced via American contacts
Databricks $188B valuation; +40% from $134B Dec-2025; $3B Coatue-led; AI revenue $1.7B+ ARR; total ARR $5.4B; 80% YoY growth accelerating; $10B+ ARR target next year
Databricks now valued 2x more than Snowflake ($SNOW) but last I heard Databricks was growing 80% YoY which is 2.5x faster than $SNOW but even more impressive was their growth has actually been accelerating over the past few quarters and now on track to hit $10B+ ARR next year.
a c-ram firing with good acoustics is one of the most heavy metal things the us military can muster [QT @sentdefender: Video purported to show the activation of the Counter Rocket, Artillery, and Mortar (C-RAM) System tonight at the U.S. Embassy in Baghdad, amidst a coordinated drone and rocket attack on the Embassy and U.S. Consulate in Erbil by Iranian-backed proxy forces in Iraq.]
Japanese memory chipmaker Kioxia's market capitalization halved in just a month since becoming the nation's most valuable company, on growing concerns the AI-driven rally in the sector has gone too far.
7 killed; US strikes on bridges in southern Iran (IRNA); + US strikes in Lorestan province (ISNA via provincial official); material update to prior reported event
T. Rowe Price launched crypto ETF TKNZ with about $15m. Its affiliate had planned $14.85m of that and its sponsor $150k, leaving outside demand unproven. Fresh cash buys Hyperliquid's token only if shares exceed the 600,000-share seed and its 6.45% weight holds.
A selloff in Asian chip stocks gathered pace, as TSMC's strong results failed to clear investors' lofty expectations, stoking worries over heavy spending and a weaker outlook for profitability.
UKMTO: Received a report of a tanker being hit by unknown projectile on Thursday 19NM East of Oman's Khasab. Tanker hit near Oman reports minor structural damage.
LIVE NOW: President Prabowo's massive corruption raids and a clampdown on tycoons are shaking Jakarta. What's next for Indonesia? Bloomberg reporters answer your questions in a Live Q&A.
A £2bn Nscale data centre can't get any power. It has planning permission, a grid connection, NVIDIA backing, and Microsoft as anchor tenant. What it doesn't have is electricity, so it's now shopping for its own while the National Grid queue stretches for years.
Claude can now log into your accounts. It never sees the password. 1Password built a way for the AI to sign you in while the credential never reaches the model. It lands weeks after researchers showed those same AI browsers leaking passwords.
CLARITY pre-recess vote contract: 78% @ $4K volume; enactment market: 35% @ $1.8M; 43-point spread; settles on cloture or motion to proceed
两盘43点差距揭示市场对CLARITY实质推进的预期远低于单纯程序性动作；合约特殊结算规则意味着一次程序性表决即可令薄合约结算为真，存在显著假阳性风险，流动性差异（$4K vs $1.8M）本身即是风险信号。
CLARITY's pre-recess vote contract sits at 78% on $4k of volume, 43 points above the 35% enactment market on $1.8m. it can settle yes on senate activity even if no law follows. its rules count cloture or a motion to proceed, so one procedural roll call can cash the thin contract.
Bond investors are demanding the most compensation since October 2022 to fund Middle Eastern governments as fighting flares again between the US and Iran.
Spending at US retailers last month was weaker than expected, despite the World Cup drawing tourists from around the world and online sales events, per CNN
Iran's Foreign Ministry: Iran calls on neighbouring nations in the Persian Gulf to prevent any use of their land, sea, and airspace by aggressors to attack Iran.
The SEC is reportedly likely to move forward with its proposal to get rid of the requirement for public companies to report earnings 4x per year - Bloomberg. What they plan to replace it with isn't very clear
SK Hynix shares went on a wild ride, while Uber launched a $14.8 billion takeover bid for Delivery Hero. Here is a round up of some of this week's big stories from the world of finance
the UK have yet another Prime Minister that did not win a general election. did you know that 4 of the last 6 UK Prime Ministers were not voted in? what a harrowing state of affairs.
Housing Starts Jun: 1.427M actual vs 1.31M forecast, prev 1.177M; MoM +19% vs +11.2% exp; Building Permits: 1.367M vs 1.403M forecast; MoM -3% vs +0.1% exp
China declares it has 'never' interfered in U.S. elections — direct response to Trump primetime speech + CIA Director Ratcliffe declassified confirmation of 220M voter files stolen
German Chancellor Merz: 'seriously examining' France's nuclear deterrence offer; 'might eventually lead to a new doctrine'; 'We may need to adjust to a new world'
German Chancellor Merz: We are seriously examining the nuclear deterrence offer made by France; it might eventually lead to a new doctrine, but far too early to say that today.
On July 16, U.S. forces successfully destroyed the Chah Bahar Shahid Kalantari Port surveillance tower, part of a maritime surveillance network along Iran's Gulf of Oman coastline used for decades by the Islamic Revolutionary Guard Corps (IRGC) to track and target commercial
BREAKING: US margin debt jumped +$86.5 billion in June, to a record $1.5 trillion. This marks the 3rd consecutive monthly increase, totaling +$281.2 billion, or +23%. Margin debt has surged +$494.1 billion, or +49%, over the last 12 months.
Japanese retail investors are increasingly betting against the US Dollar: Net dollar short positions held by Japanese retail traders are up to $17.2 billion, the highest since records began in 2008. This figure has more than quadrupled from month-over-month.
This is one of the benchmarks I am watching, from the UK's governmental AI security agency. They will test Kimi K3 when the weights are out in a couple of weeks. It will tell us both whether Kimi has caught up with the public frontier & also kick off a TON of cyber discussions. [QT @AISecurityInst: On our cyber range "The Last Ones", GLM-5.2 matches Opus 4.5, released ~7 months before it, while DeepSeek's V4-Pro falls below Sonnet 4.5, from ~7 months before it.]
Iran's Revolutionary Guard says U.S. forces are nearing the "zero hour", per Reuters, as it monitors American military movements in the region, ending its warning with: "Wait…"
SpaceX shares tumbled on Friday, putting the rocket and artificial intelligence giant on track to wipe out more than $1 trillion in market value from its all-time high.
A closely-watched index of semiconductor stocks has fallen into a bear market, unwinding a chunk of the memory-led rally that saw the gauge more than double in just three months.
$META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework. Source: NYT
Wow, apparently there's claims ~3.4% of the adult population in Korea faces liquidation risk? "As of July 13, over 1.2 million leveraged retail traders' accounts hit margin call lines, with 320,000 to 360,000 accounts force-liquidated by brokers."
It's official: US oil prices are now up over +20% in 15 days as the Iran War has resumed. In another sudden turn of events, Brent oil prices are on the verge of rising back above $90/barrel.
SpaceX-DoD AI data center deal: billions of dollars; mirrors existing Anthropic + Google data-center-sharing deals; DoD also racing to secure capacity from Amazon — WSJ
Trump: TSMC has announced an additional $100 billion investment in their Semiconductor Fabrication Factories in Arizona. That brings their total commitment to build Chips in America to a record 265 Billion Dollars. - Truth Social
IRGC Gen. Rezai: 'full-scale offensive phase' within 2-3 days if US strikes continue; 'barrage of Iranian missiles and drones' threatened; West Asia becoming 'battleground for global powers' over energy
Container shipping rates are skyrocketing again: The spot rate for a 40-foot container from Shanghai to Los Angeles rose to $6,482 last week, the highest since 2024. This marks the 10th consecutive weekly increase. Spot rates for this route have nearly TRIPLED since the Iran
All these stocks hit new 52 WEEK HIGHS at some point today Apple $AAPL Palo Alto $PANW Starbucks $SBUX Bank of America $BAC Target $TGT Merck $MRK US Bancorp $USB Keycorp $KEY $CSX Monster $MNST Travelers $TRV Prologis $PLD Dominion Energy $D Electronic Arts $EA Philip Morris
CENTCOM launched a round of strikes against Iran at 3 p.m. ET today for the seventh consecutive night. The strikes are designed to continue degrading Iranian military capabilities at the Commander in Chief's direction.
American forces remain vigilant as the United States strictly enforces the naval blockade against Iran. During the first three days of renewed implementation, U.S. forces have redirected 4 commercial vessels, disabled 1, and boarded 1 to ensure full compliance.
A White House teleprompter operator has been placed on unpaid leave as a federal regulator investigates possible insider trading in prediction markets. Multiple media outlets have identified the staffer as Gabriel Perez, saying he allegedly used his access to speeches like the
US missile strikes Ahvaz (Khuzestan Province capital, Iran's core oil hub); 5 blasts Yazd (central Iran); July 17 2026; per Mehr + Tasnim (Iranian state media)
Investor demand for Big Tech bonds is fading: The cover ratio for bond deals from Amazon, $AMZN, Apple, $AAPL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, fell to ~1.7x in July, the lowest since at least September 2025. This ratio measures how many Dollars of investor
Airbus is putting its data beyond America's reach. US law is the reason. It's moving 70 of its most critical systems off AWS to France's Scaleway, to keep aircraft design and manufacturing data outside the US CLOUD Act. A Microsoft exec admitted under oath last year that it
The Trump administration is escalating its efforts to exert greater federal control over the nation's elections. Friday, Homeland Security Secretary Markwayne Mullin threatened local election officials with jail time if they refuse to cooperate with administration requests for
Starmind AI satellite constellation; Terafab advanced chip manufacturing center; Kardashev Type II civilization; solar-powered AI compute; multi-planetary
Our Starmind AI satellite constellation and Terafab advanced chip manufacturing center together represent a step toward a Kardashev Type II civilization by harnessing more of the Sun's power, supporting massive AI applications, and advancing humanity's multi-planetary future
U1 exoskeleton; human demonstrations directly matched to M1 kinematics; no robot required; dexterity = last AI-physical world barrier; unlocks new automation categories
That's the way 🎶 uh-huh uh-huh 🎶 it should be: [QT @mimicrobotics: The U1 is an exoskeleton that records human demonstrations directly matched to the M1's kinematics, no robot required. Dexterity is one of the last barriers between AI and the physical world. Solving it unlocks entire categories of physical work that automation has never been]
Grok is a shape rotator. Gonna give it a whirl in Blender [QT @zachdive: I continue to be extremely impressed by Grok 4.5. It outperforms Opus at CAD. Excellent for fast builds and quickly editing features.]
financial instrument valuation is a meme [QT @based16z: Stripe trynna buy PayPal so funny. Yes we noticed our $5b of payments revenue is worth 3x more than your $6b of payments free cashflow. So we'd like to swap]
Brazil is starting to feel the impact of China's beef import quota, with lower shipments to the country's largest overseas market reverberating across the entire supply chain.
New Mexico regulators have rejected, for a second time, applications for a natural gas pipeline across state lands that would supply power systems at a planned Oracle Corp. data center project.
Coca-Cola said it had temporarily suspended production operations of its Fairlife milk in the US after an unauthorized third party gained access to some of its systems
A record inflow hit the largest US-listed South Korea exchange-traded fund, as investors seeking exposure to SK Hynix Inc. piled into the ETF as a proxy
The prime minister's side deal with the Trump administration on the bridge has been a source of controversy in Canada because the country's taxpayers paid the entire construction cost
China's economy is in worse shape than you think. The estimate of 4.3% GDP growth is below Beijing's lowest projection—and it's probably far too high, writes Joseph C. Sternberg
Federal Reserve Bank of Kansas City President Jeff Schmid said inflation remains his biggest worry, given the risk of further acceleration in the months ahead.
2.8T parameters; 1M context; native multimodal; Kimi Delta Attention 6.3x faster decoding (million-token context); ~25% training efficiency gain at <2% additional cost
Kimi K3以超大参数量和超长上下文为主打差异化标签，定位直接挑战GPT-4o等主流前沿模型；在中国AI产业正受国际关注的背景下（习近平当日同步发表WAIC演讲），此次发布进一步印证中国模型与美国头部模型快速收敛的趋势。
Introducing Kimi K3: Open Frontier Intelligence 🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal 🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts 🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional
Gold miners are now cheaper relative to the S&P 500 than at any point in history. This is the uncomfortable accumulation phase. Fundamentals remain intact, but prices continue to test investors' conviction.
Citigroup's credit traders and analysts are recommending their hedge fund clients short bonds issued by French shipping giant CMA CGM, according to people familiar with the matter
Group A (>10M single transfers): net inflows; Group B (1-10M): net outflows; BTC 3 tests of <1-month STH cost basis (red line); July 14 potential breakout
The most-accurate forecaster of dollar-yen in Bloomberg's latest rankings sees the currency sliding as far as 170 against the dollar next year, using a prediction model that largely ignores the news and focuses on technical analysis instead
International students are looking beyond the US. New data shows overseas student arrivals are 24% below pre-pandemic levels, as countries like Germany, France and Singapore seize the opportunity to attract global talent.
Asian tech stocks tumbled on Friday as a fresh rout in U.S. semiconductor shares spread across Asia, underscoring growing worries about AI spending. Shares of SoftBank dropped 9.2%, while chip equipment maker Tokyo Electron lost 9% and Advantest slid 9.4%, tracking steep
Carlos Slim's Carso agreed to buy a stake in a Gulf of Mexico offshore field from France's TotalEnergies, the latest move by Latin America's richest person to expand his portfolio of Mexican oil and gas assets
More than 100 companies have approached JPMorgan to explore banking and payment solutions for corporate treasury operations in India's GIFT City financial hub over the next 12 to 18 months.
The European Commission will propose on Friday an overhaul of the EU's emissions trading system, Europe's biggest climate change policy, which affects power plants, industry, airlines and shipping firms across the continent.
Kimi K3在Chatbot Arena前端代码榜以1679分排名第一，超越Claude Fable 5，较前代k2.6跃升17位（#18→#1），但AI研究者emollick援引Llama 4先例，警示Arena ELO分数存在主观偏好过拟合问题。
Kimi-K3; #1 Frontend Code Arena; 1679 pts; surpassed Claude Fable 5; 17-place jump (k2.6: #18 → #1); emollick caution: Arena ELO limited by subjective user preference, easy to train/system-prompt for
Kimi K3在六项前端子域均排第一，但批评者指出Arena评分依赖用户主观偏好且易通过系统提示调优；历史上Llama 4曾出现类似基准虚高后被纠正案例。benchmark分与真实工程能力之间的差距仍值得市场审慎。
Kimi K3 is a very good model, but people are overindexing on an Arena score again (remember Llama 4?) ELO scores as judged by Arena users are limited, and front-end is like text chat, relatively easy to train/system prompt to a state that people prefer when it is subjective.
1 fine-tuning example → generalizable new robot behavior; 4 folding strategies each from 1 example; recipe: scale pretraining + minimal in-house data hill-climbing
A measure of investor sentiment on China technology hardware has fallen to its most negative level since April 2022, as the red-hot rally in chip stocks rapidly cools.
Alcoa cut its production forecast for alumina after operational problems at an Australian refinery weighed on output, overshadowing a quarter in which higher aluminum prices helped lift the metal producer's revenue.
Investor Balaji Srinivasan requested a meeting with the office of Malaysian Prime Minister Anwar Ibrahim, days after immigration officers raided his startup school in Forest City, a mega-development in the southern state of Johor.
Tata is preparing to make India's first semiconductor wafers on far older technology than it originally expected, underscoring the challenges the country faces in trying to build a domestic chip industry from scratch
President Donald Trump's media company wants traders and investors to pay for real-time access to Truth Social posts from the social media platform's 'highest-ranking' accounts
Nigerian stocks have posted the world's top returns this year, vaulting past Korea's Kospi. Where are the opportunities for investors in African markets?
EV length >5m, weight >3 tons; road infrastructure strain; government fuel tax revenue declining
China's new generation of supersized electric vehicles — some more than 5 meters long and weighing three tons — is straining the nation's roads while starving the government of fuel taxes to maintain them
Eoptolink Technology, a Chinese maker of optical transceivers, has filed confidentially for a multibillion-dollar listing in Hong Kong, according to people familiar with the matter
Howden Group; several billion pounds; private capital raise; IPO target 2030; London insurance broker
Howden Group, the London-based insurance broker that's chasing an IPO by 2030, is in talks to raise several billion pounds in new private capital as it seeks to maintain its break-neck expansion.
Trump administration; foreign journalist visa duration shortened; tit-for-tat China restrictions concern
The Trump administration said it would shorten the duration of visas for foreign journalists — raising concern about a new round of tit-for-tat restrictions with China
China Daily's AI-generated video of a monkey dressed in Filipino national costume has drawn strong rebuke from the Philippines, raising tensions days before Beijing's top diplomat is set to join a regional meeting in Manila.
Hong Kong stocks' valuation discount to their mainland-listed counterparts is widening, driven largely by liquidity strains and Beijing's crackdowns on capital outflows
An unknown number of people were buried after a landslide struck a county in the southwestern Chinese city of Chongqing on Friday, causing multiple residential buildings downhill to collapse, according to state media.
Meta caught all 40 fakes. Crops hid 55%. Meta built the detector to catch its own fakes, then the most ordinary edit on the internet walked half of them straight past it. The watermark it leans on is meant to survive cropping.
The @pudgypenguins team isn't stopping bull or bear 🐧 Pudgy Penguins & $PENGU are destined for world domination 🌍 I still believe the eventual IPO will be incredible and one of the biggest events in Web 3.0
Amazing! [AI has helped resolve an important question in statistics. In the area of multiple hypothesis testing, the goal of controlling the false discovery rate (FDR) has been introduced in a seminal paper by Benjamini and Hochberg (1995). They also introduced a method (the BH procedure) to achieve this goal...]
Together we will strengthen trust in money and the banking system, says Executive Board member Piero Cipollone in a @FedercasseBCC lecture. The digital euro would preserve the role of public money and ensure banks remain involved in the payments ecosystem
Entain will cut 500 jobs, or about 2% of its global workforce, as the gambling industry grapples with higher UK taxes, tighter regulation and growing competition from prediction markets
Chipotle opened its first restaurant in Mexico, offering burritos, bowls, tacos, and quesadillas in Monterrey's San Pedro Garza Garcia mall. Alsea, the brand's local operator, will oversee the fast food chain's expansion in Mexico
Ukraine has "out-innovated" Russia in defense technology, UFORCE CEO Oleg Rogynskyy tells @TomMackenzieTV, adding the US is signalling strong demand for the firm's technology
NAR single-family median: NE $564,800 / MW $346,600 / South $377,700 / West $633,600
Median house prices single-family homes in the US, per NAR: In the U.S. Northeast: $564,800 In the Midwest: $346,600 In the South: $377,700 In the West: $633,600
Researchers at South Korea's KAIST and Stanford University have unveiled clothing embedded with air-powered 'vine' robots that dress the wearer hands-free in about 10 seconds, with potential for use in chip factory cleanrooms and emergency services
indeed for $MU think we either bounce right here @ VAL or somewhere in the circle (avwap, daily cloud, gap) depends on wider market + what nasdaq wants to do MU now -32% off the highs, this is where you plan longs, not shorts
$AEHR is bouncing off the premarket lows but earlier this morning you could have bought shares under $78 which means it gave back 84% of the earnings pop and was up less than 8% from where it was trading prior to earnings when they said FY2027 revenues would be up at least
UBS Asset Management Kevin Zhao; short US Treasuries; robust economy erodes haven appeal
UBS Asset Management's Kevin Zhao is planning to short Treasuries in a bet that the robust US economy will erode the haven appeal of owning government debt
Hamas Company Commander Anas Mahmoud Ahmed Hamdan; Khan Yunis Brigade; propaganda + hostage documentation role; eliminated
ELIMINATED: Anas Mahmoud Ahmed Hamdan, a Hamas Company Commander who was responsible for the propaganda activities of Hamas' Khan Yunis Brigade. Hamdan was directly involved in holding Israeli hostages in Hamas captivity & was responsible for documenting the hostages during
BTC ETF inflows reached $368m across three straight sessions, yet the week is still $57m underwater after monday's $425m outflow. that leaves the rebound too small and concentrated to qualify as a repeatable BTC bid. it replaces 4.5% of the $8.3b drained during the eight-week
Cleveland Fed President Hammack: inflation 'broad based,' not from 'only one source'; first time in her tenure hearing businesses say rates need to rise
In a Linkedin post on Friday, Beth Hammack of @ClevelandFed says she is hearing from her business contacts in the region that inflation "isn't coming from only one source—it's broad based." "For the first time in my tenure, I'm hearing from businesses who say they think we need
David Sacks (WH AI/Crypto Czar): Kimi K3 '#1 on the Frontend Code Arena for the first time' by a Chinese model; US 'tying itself in knots: politicians and bureaucrats are banning new data centers'
This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks. Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on
Record 242 ETFs launched in June (11/day pace); Corgi ~50% of launches, 350 ETFs in registration; H1 total 730, on pace for 1,450+ full-year; Corgi may surpass BlackRock by EOY
WHO LET THE DOG OUT: If Corgi keeps up this launch pace (which is very poss bc they have 350 ETFs in registration) they will pass BlackRock as the issuer with the most ETFs on the mkt by EOY. It took BlackRock over two decades to have this many funds and Corgi may do it in under
Join Dr. @LisaSu's keynote at #AdvancingAI on July 23rd at 9:30 AM PT to experience the latest in AI infrastructure, architecture, and development. Meet the leaders building what's next in AI. Watch live on Thursday.
🇺🇸 Congress member Dan Crenshaw made $10,200 by successfully betting on Meta Platforms $META stock to go DOWN. Crenshaw bought 10 PUTS of $META stock on April 28th. He spent $1,180 on each contract spending a total of $11,800. He then sold the 10 PUTS on May 5th for $2,200 per contract bringing in a total of $22,000.
Hard to overstate what a big deal this is for @SierraPlatform. Horizon is an expansion into customizable and compounding outcomes-seeking agents. Bret, Clay and team are expressing their worldview in their product. They are shipping the AI business model and products that are
Taylor Farms; FDA recall preparation; cyclospora parasite; thousands sickened; 5 US states
Taylor Farms启动召回程序为危机边界明确化提供了信号，对Sweetgreen股价反弹构成一定支撑，但召回范围波及Taco Bell等多家餐饮连锁，供应链责任归属尚待确认。
Lettuce supplier Taylor Farms told US regulators the company is preparing to issue a recall of ingredients linked to a parasite outbreak that's that's sickened thousands
Nice writeup on $TMDX (see below) -- we're now more than halfway through July and $TMDX flights are still up +65% YoY for the month... if they stay this strong into Q2 earnings... assuming Q2 is a beat on the top line... I'd expect $TMDX to raise full year revenue guidance.
The EU's executive plans to recommend that member states delay penalties on energy importers that fail to comply with methane emissions rules by three years
Former Cleveland Fed President Loretta Mester discusses the recent change in the inflation narrative, as broader pressures from AI investment, geopolitical shocks and changes under Fed Chair Kevin Warsh could mean more volatility and higher nominal rates
Apple was upgraded to buy at HSBC, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker's position in a market where many trades related to AI have been faltering
Adidas is set to score a decisive marketing win over Nike at this weekend's World Cup final and the optimism is already reflected in the German sportswear maker's stock
Second Trump Admin has so far removed over 3M illegal aliens "Mullin also asserted that 70% of daily arrests involved targets with felony convictions or pending felony charges."
A 13-ton haul of cocaine disguised as bananas exposes alleged links between US financiers, luxury Dubai real estate and a crypto-trading Irish fintech.
.. This lofty level has only been reached two other times in history: two months before the peak of the Tech Bubble and four months ahead of the peak in 2007 that led the GFC.
$1 coin; Trump likeness; gold-like finish; 250th anniversary American independence; Treasury Secretary Scott Bessent
The U.S. Treasury announced Wednesday that it will begin rolling out a new $1 coin featuring President Donald Trump's likeness. Treasury Secretary Scott Bessent says the coin is part of commemorations marking 250 years of American independence. Despite its gold-like finish, the
Kimi K3 is absolutely hammering through my Windows XP Simulator to do list Claude Code couldn't do this for 2 weeks or kept getting stuck because I would get downgraded to Opus for safety then to Sonnet again for safety, useless 2 weeks of time wasted due to safety guardrails
Ukraine fought Russia's more than 4-year-old invasion under an interim defense minister Friday, a day after a government reshuffle exposed a deep split between the military's old guard and young innovators over how to fight the war.
It's coming home [QT @bitfinex: USDt once ran on Bitcoin. Cost and speed took it elsewhere. @RGB_Hub and @utexocom are bringing it back to where it belongs, anchored to Bitcoin, settled over Lightning, while keeping contract logic off-chain. This is how.]
The cost of hedging against swings in the dollar has fallen to its lowest level this year, signaling that traders see little chance of a major catalyst disrupting the world's reserve currency.
AlixPartners industry survey: senior data center executives 'increasingly grim'; projects may 'founder'; Spain/Portugal: grid capacity + permitting constraints slowing development
Anxiety is growing that data center projects will founder, with senior industry executives increasingly grim about the outlook, according to an industry survey from AlixPartners.
China suggested that the US has restored privileges for Hong Kong that Trump revoked in 2020, describing the move as an important step toward improving ties.
Nouriel Roubini, CEO of Roubini Macro Associates, says even if you raise the retirement age, a large part of the population will be replaced by AI and robots at their jobs in the next 20 or 25 years
BASF has invited banks to pitch for roles on an IPO of its agrichemical division in Frankfurt, in what could be one of the largest offerings the bourse has seen in recent years
Reliance Industries' quarterly earnings beat analyst estimates, driven by resilient refining margins and steady growth across its consumer technology units despite the Iran war-induced disruptions
In Texas, at least two people have been killed in severe flooding that's affecting central and southern parts of that state. Surging waters have turned streets into rivers in some areas. Authorities say more than 70 people have been rescued in recent days. Texas Governor Greg
VOLATILE WEEK : 2 exposure stats taking it home - HFs at ~97%tile GROSS EXPOSURE *small increase - HFs at ~45%tile NET EXPOSURE *small decrease For all the VOL…. not much selling… some protection being put on… have a good weekend. Big week coming up
You know that videoclip of that basketball player who's casually bouncing the ball, but once the bounce isn't perfect so he goes back and checks a few more times to confirm it's a dead spot in the floor? Yeah: [QT @goodside: I got GPT-5.6 Sol to read "Ghost Font" (a proposed method for making text legible to humans but not AI) by just telling it in what direction it looks like the noise is moving]
In Texas, at least two people have been killed in severe flooding that's affecting central and southern parts of that state. Surging waters have turned streets into rivers in some areas. Authorities say more than 70 people have been rescued in recent days. Texas Governor Greg
House Republicans on Wednesday unveiled a $95 billion budget framework to boost defense and further subsidize farmers. Is this really all the GOP can come up with?
Canada's largest oil refinery is planning to shut down for maintenance in the fall, potentially exacerbating fuel market tightness in some northeastern US states
🇺🇸 FORMER HOUSE FINANCIAL SERVICES CHAIR PATRICK MCHENRY SAYS CONGRESS HAS A CHANCE TO PASS THE MOST IMPORTANT TECHNOLOGY LAW SINCE THE 1996 TELECOMMUNICATIONS ACT
A federal judge said she would rule on a request by a dozen states to at least temporarily pause Paramount Skydance's $110 billion takeover of Warner Bros. by July 22
Citizens Financial said it will exit its credit facilities to Geo and CoreCivic, firms that help operate detention centers for US Immigration and Customs Enforcement
Boris Nadezhdin, who criticized Moscow's military action in Ukraine and tried to challenge President Vladimir Putin in the 2024 election, was convicted Friday of displaying 'extremist symbols' — an action that will keep him out of this year's parliamentary race.
Goldman Sachs raised Innolight PT to 2581 RMB. Roughly 163.6% upside from current valuations. But the largest thing is its 2026–2028 earnings est revision raised by a whopping 65%/108%/119%, based on: Much higher silicon photonics module