The question is why did Blackstone pull out now - not something one does at market bottoms -  as doubts are creeping whether the Mag 7s will continue funding the AI expansion with unlimited capex, while grassroots outrage against data centers is exploding everywhere.

"So far there are no signs of profit margins rising outside the tech sector. This is ultimately what we are waiting for, because the value of AI companies today rests entirely on the promise that margins in the S&P 493 will eventually climb."

will remain within international law & the "rights" of the coastal states.

...the new norm is a world of crowding and corrections... of more violent drawdowns and stop triggering... and then sharp squeezes and resets.

The firm now expects Tesla to report approximately 416,000 vehicle deliveries during the second quarter of 2026...

QQQ 5% downside protection now trades at a much richer premium than comparable IWM puts. Is big tech really riskier than small caps?

“I think it’s so unimportant compared to the Save America Act...”

"...another piece of the AI stack moving onto the device.."

The suit claims the work regulations unlawfully restrict exemptions for medically vulnerable recipients...

"AeroVironment is positioned to capitalize on the proliferation of UAS/cUAS and increased..." 

After 5 consecutive months of beats, the May JOLTS report was also very strong, and showed that after some significant weakness in late 2025, US labor market has continued to stabilize throughout 2026, despite the surprising sticky weakness in the number of hires. 

 Kavanaugh held that neither Title IX nor the Equal Protection Clause requires schools to carve out an exception...

...while expectations rose to their highest of the year.

Some assets will be built up. Others will be burned down.

"Just quickly, I couldn't talk to approach, but we collided with a drone back there in the turn." 

Up for discussion among mediators is precisely the fate of initial $6BN in frozen funds...

...some saying that it was driven by rising premiums... others see program integrity measures taken by the Trump admin were successful in rooting out fraud and waste. 

"The affordability pinch remains a key headwind,"