Data Centers In Space Are Coming: Here's How To Profit

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With AI driving up demand for compute, Earth-based data centers appear to be encountering certain structural bottlenecks, mainly energy, cooling, and latency. Data Centers Satellites may be able to address these issues.


Zelensky, Merz Hail NATO-Style US Security Guarantees As 'Real Progress' In Peace Deal

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We've heard this all before...


Internal FBI Memos Warned Biden DOJ 'No Probable Cause' To Raid Mar-A-Lago: Report

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The raid became a flashpoint in the battle between Biden and Trump ahead of the 2024 election...


Watch: Deranged Karen Melts Down At Target Employee Wearing Charlie Kirk 'FREEDOM' Shirt

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“Are you f***ing stupid? You support a racist?”


USDA Must Give States More Time To Implement Food Stamp Restrictions: Judge

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The new rules restrict which immigrants can receive food stamps.


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UBS Upgrades Luxury To "Overweight" For First Time In Three Years

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"We upgraded to benchmark (from underweight) on July 1st. We raise further because: i) EPS is now..." 


Satyajit Das: AI – Artificial Intelligence or Absolute Insanity?

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There are three primary concerns...


Payrolls Paradox: November Jobs Rise 64K, More Than Expected But Unemployment Rate Jumps To 4 Year High

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This is not a report that will stop the Fed from cutting rates... 


Latest US Strikes On Drug Boats Came Hours After Trump Labelled Fentanyl 'WMD'

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Mobile labs next?


'The Tails Are Getting Fatter': Citadel's Macro Guru Sees Risks Of A Shift In The Narrative

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A transition from high-growth / easy-policy to high-growth / tight-policy (via FCI, not policy rates) could be challenging for markets...


Stocks Extend Losses As White House Threatens Retaliation Against 'Unreasonable' EU Digital Tax

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"If the EU... insist on continuing to restrict, limit, and deter the competitiveness ... the US will have no choice but to begin using every tool at its disposal to counter these unreasonable measures,”


Four Supertankers Reverse Course As Trump's Gunboat Diplomacy Against Venezuela Accelerates

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"The vessels are the Panama-flagged Bella 1, which was sanctioned..." 


Democrats Continue Blaming Data Centers For Power Bill Crisis, Ignore Biden-Era Inflation Spike By Green Policies

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On Tuesday, left-wing Senators Elizabeth Warren of Massachusetts, Chris Van Hollen... 


Will The Oil Curse Strike South America's Wealthiest Country?

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Heavy dependence on petroleum revenues, weak institutions, and geopolitical pressure from Venezuela raise serious risks of an oil curse...


The Tech Rotation: Winners And Losers

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We appear to be moving from an “everything wins” phase to a more discriminating “winners and losers” environment.


DOJ Sues States For Voter Information - What To Know

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The Justice Department is also suing Fulton County, Georgia, for records related to the 2020 election...


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Everyone Owns Semis, Nobody Owns Software: Guess What Happens Next

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Software vs Semis: the daredevil mean-reversion trade? Revisions turning up as positioning hits extremes.

Goldman's First Take On Safety Monitor-Free Robotaxis In Austin

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"We think the key focus from here will be how fast Tesla can scale driverless operations..." 


JPMorgan Launches Its First Tokenized Money Market Fund On Ethereum

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“This marks a significant step forward in how assets will be traded in the future,”


Pump-Prices Plummet As Ukraine Peace Deal Progress Sparks Oil Plunge

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...national average pump-prices for gas near 5 year lows as oil drops amid rising hopes for a potential peace deal in the Russia-Ukraine conflict.