OpenAI Cuts Spending Plans From $1.4 Trillion To $600 Billion: What It Means For The Capex Cycle

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OpenAI is telling investors that it’s now targeting roughly $600 billion in total compute spend by 2030, months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments.


Former Norway PM Attempts Suicide After Epstein-Linked Raid, Corruption Charges: Report

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If convicted, Jagland faces up to a decade in prison...


SwissChain's Tokenized Equity Model

Sponsored Content By SwissChain

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As digital assets evolve from speculative instruments into components of corporate balance sheets, a clear divide has emerged between jurisdictions experimenting with digital-asset policy and those building legally enforceable infrastructure.

Sponsored Content By SwissChain


Huge Number Of US Allied Forces Exit Erbil Airbase, Fearing Iran Retaliation

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France, Norway, Germany, Sweden & Italy among those drawing down from northern Iraq key base...


Watch Live: The Anthropic Enterprise Agents Event That's Moving The Market

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Tuesday's event is positioned not just as a product update, but as a potentially consequential moment for companies and investors...


The Market's 'Jigsaw Puzzle' Is Particularly Difficult Right Now; Top Goldman Trader

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In an effort to clarify a framework, here’s a check down of the big dynamics in the game...



USS Gerald Ford Carrier Hit By 'Sewage Crisis' As Record Deployment Endures

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That's not a torpedo...


Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined

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"A small sales miss was expected and instead, we got a beat. This was also the first time they beat operating margins in the last..." 


Iran 'Ready' For 'Any Step' To Achieve US Deal, Oil Slides Ahead Of Trump SOTU

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"...ready to take any necessary step..."


Yen Tumbles After Japan's PM Voices Concerns About Further Rate Hikes To BOJ

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Japanese Prime Minister Sanae Takaichi expressed reservations about additional interest rate hikes during her meeting with Bank of Japan Governor Kazuo Ueda last week, Mainichi reported.


After Four Years Of War, Zelensky Wants All Land Back

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"We'll do it. That is absolutely clear. It is only a matter of time."


Apple Becomes The AI Hedge — And The Squeeze Is Building

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Apple is the anti-AI trade — and funds are massively underweight. That’s squeeze fuel.

'Hubris Of Panic': Goldman Delta-One Desk Head 'Besieged With Angry Calls' Over Market Reaction To Claude

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If code can increasingly write itself, barriers to entry in software development collapse and the rent extraction embedded in the SaaS model is structurally challenged...


1, 2, 3, 4, 5 And 5, 4, 3, 2, 1

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Time to start the countdown clocks to tonight's piece of political theater... with what surprises for the viewing audience?


Despite Crazy Revisions, Consumer Confidence Rebounds From January's Doom

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...but labor market weakness accelerates...


Moscow Claims NATO Nuke Smuggling Plot Into Ukraine - UK Denounces 'Heinous' Charge

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SVR specifically mentions French small-size TN-75 warhead...


Rogue AI Just Yeeted $250,000 Into the Void

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Lobster gone Wylde...


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Novo Nordisk Extends Slide After Announcing Price-Cuts For Blockbuster Obesity Drugs

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"I'm confident that payers will accept and welcome these lower list prices, as they've been calling for them publicly." 


"People Doing Some Dumb Things": Dimon Likens Current Private Credit Market To GFC

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"Unfortunately, we did see this in ’05, ’06 and ’07, almost the same thing..."


Despite Rise In December, US Home Prices Saw Weakest Full-Year Gain Since 2011

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...stable prices and declining mortgage rates means more affordability.


The Software Breakdown: Massive Volume, Extreme RSI, Panic Term Structure

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IGV weekly RSI just hit its most oversold level since the GFC.