Goldman's 1-Delta Desk Exposes The Hidden Reflexivity In The Entire AI Ecosystem
...still don’t think markets appreciate what the advent of near-frontier quality open-weight models actually change...
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PremiumDamage To Key US Bases In Gulf So Extensive The Pentagon May Not Rebuild Them
Yet more satellite images revealed, as US now "re-evaluating its entire footprint in the region."
The AI Pivot Is Getting Real for Miners
Sponsored Content By Bitdeer (NASDAQ: BTDR)
Nearly every publicly traded Bitcoin miner has announced some version of the same plan: redirect some of the power toward AI and HPC. The logic is hard to argue with.
Sponsored Content By Bitdeer (NASDAQ: BTDR)
Capacitor Frenzy: The Latest AI Bottleneck Trade Makes Memory Look Like Child's Play
Prices for the 0805 22μF MLCC have skyrocketed by over 20 times: “I don’t see any signs of prices cooling down."
PremiumDid Trump Make the Right Deal With Iran? Curt Mills vs. Will Chamberlain Debate Tonight
...a Pat Buchananite versus a DeSantis '24 guy.... should be fun!
World Cup Pundit Branded Racist For Calling African Team's Performance "Wild"
He was merely saying African football has an unpredictable edge...
UMich Sentiment Rebounds From 46-Year Record Low In June, Inflation Fears Fade Further
"Increases were seen across income, wealth, and political affiliation,"
The World's Biggest AI Pressure Cooker
Volatility is exploding. Leverage is exploding.
Market structure is starting to crack.
Welcome to the world's most extreme AI trade.
PremiumMusk's Starlink Plots To Become A Mobile Carrier; TD Cowen Sees Possible T-Mobile Buyout
"Acquire a U.S. Wireless Carrier. Should SpaceX fail to reach an MVNO deal, or simply desires owners' economics and quickly..."
UAE Retracts Warning About "Potential Missle Threat"
the UAE asks people to please "disregard previous warning"
Vance: Iran Agreed To Establish A Direct Line Between IRGC & US Military
...a "channel on the Iranian side" for reducing conflict...
Mamdani's Rent-Freeze Approved By NYC Guidelines Board
The affected apartments house roughly 2.5 million residents...
The Last Gold Tourists Leave Ground Free For Long-Term Investors
The gold market is showing signs of capitulatory selling as the last shorter-term traders exit, paving the way for a more stable rally...
PremiumFutures Drop, Chips Resume Slide As OpenAI IPO Delay Dents Sentiment
“Technology remains a crowded trade, positioning is relatively tight, and that makes the sector more sensitive to negative news flow or sharp moves in individual names,”
Warships, Helicopters, Transport Planes: US Military Shifts Assets To Quake-Ravaged Venezuela
"SOUTHCOM Leadership Arrives in Venezuela to Coordinate Earthquake Relief Support."
IAEA Chief Confirms Nuclear Inspectors Returning To Iran, No Timeline Given
Says Iran's pledge of no nukes demands "very strong" verification...
The AI Apocalypse: From "Don't Panic" To "15 Million Job-Body-bags"
Goldman asks: Who will "go the way of the horse"?
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Russia Says It Downed Almost 700 Ukrainian Drones In Massive Overnight Barrage As Fuel Shortages Worsen
Citizens complain about fast-rising gasoline prices, closed filling stations & miles-long lines...
OpenAI Plans Delaying IPO Until 2027, Blames SpaceX
The AI bubble may just have peaked.
Boiling Frog Nation
The kettle is simmering. The frog is growing restless...
"Unlike Anything I've Seen In 40 Years": Explosion In Data-Centers And Memory Costs Fueling Third Inflation Wave
Good thing jobs are safe, right?
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