Software Pops, Financials Flop As 'Bad' Data Sparks Bond Bid, Rate-Cut Hopes

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..."anxiety around AI-headline risk seems to be at a maximum..."

 


Surveillance Footage Of 'Armed Individual' At Nancy Guthrie's Home Released

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Law enforcement has uncovered these previously inaccessible new images showing an armed individual...


Nuclear Heavyweight Holtec Files For IPO

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Holtec International filed confidentially for an IPO recently with the SEC. The company alluded to the possibility of going public in 2026 earlier last year, as the nuclear renaissance has reignited investor interest in the almost forgotten nuclear industry.


"Botched Surgeries And Misidentified Body Parts": AI Is Off To An Ugly Start In The Operating Room

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“I think the FDA’s traditional approach to regulating medical devices is not up to the task..."


The College Calculation Has Flipped

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But the shine is fading fast and the edge is getting ever more dull.


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US stocks were mostly subdued and yields softened after soft data including Retail Sales - Newsquawk Asia-Pac Market Open

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Participants now look to the delayed Non-Farm Payrolls report due on Wednesday.

"Largest Act Of Deregulation In US History": Trump Admin To Repeal Obama-Era Greenhouse Gas Finding

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The Trump admin is about to pull the rug from underneath climate regulation by repealing the so-called endangerment finding...


Surging Skew, Stabilising Software, Stalling Silver

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This is how stress started to build last time.

Obamacare Fraud Targeted By New Federal Rule

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The new regulations, once finalized, will strengthen eligibility verification, prohibit misleading marketing practices, and track improper payments...


Trump Threatens To Send Second Carrier Near Iran

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"Last time they didn't believe I would do it..."


Bond Market Faces Historic Shock As Mag 7 Giants Turn Cash Flow Negative To Fund CapEx Tsunami

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"This is a major transition, and a critical one when thinking about potential risk and return for corporate bonds in the US..."


Joe Rogan Reveals Details Of His Invite To Epstein Island

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 "B*tch, are you high?!"


Yields slide on soft US retail sales as attention turns to payrolls - Newsquawk US Market Wrap

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Soft US Retail Sales print; Import prices & Employment Costs Index soft, with export prices hot; Trump might send second carrier to strike Iran if talks fail; Lutnick said its more natural for the dollar to be at its current level; Average US 3yr note auction; Hawkish Fed speak from Hammack and Logan; NY Fed survey sees consumer delinquencies rise to the highest since 2017; EIA world oil production outlook raised for '26 and '27; DDOG earnings impress; Hotter-than-expected Norwegian inflation.

US Consumer Debt Delinquencies Soar To Highest Since 2017 While Office Delinquencies Hit Record High

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“Delinquency rates for mortgages are near historically normal levels, but the deterioration is concentrated in lower-income areas and in areas with declining home prices.”


Vitalik Buterin Calls For Ethereum-Led Alternative To The 'Race For AGI'

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Instead of raw acceleration, AI development should focus on systems that “foster human freedom and empowerment” and ensure “the world does not blow up"...


California Power Bills Soar 39% As Wildfires and Policies Drive Costs

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“I represent a working-class district in Orange County, and constant utility rate increases mean incessant pressure for constituents to make ends meet..."


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Software Puked. Shorts Are Crowded. Bounce Is On

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Software: AI Armageddon Is Priced

A Market Crash And Recession Are Bullish, Not Bearish

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This isn't "Capitalism", it's Model Collapse ushering in the inevitable conflagration...


Goldman Says Off-Price Retailers "Structurally Well-Positioned" To Benefit As Trade-Down Behavior Persists

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"We see the strongest momentum for ROST and TJX into F4Q results."


Fetterman Breaks Ranks With Democrats, Supports Federal Voter ID Measure

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Fetterman rejected comparisons of the SAVE America Act to resurrecting Jim Crow laws...