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


Big-Tech Bounces Back; Bullion & Black Gold Breakdown

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...'wall of gamma' stalls Anthropic Event bounce but "doesn't feel like an especially fun +1% NDX move..."


PayPal Shares Jump Again After "Large Rival" Suitor Revealed As Stripe

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"The deliberations are still early and..." 


The Rise of the Robots

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Getting closer to a defining “ChatGPT moment” for the robotics sector.


Iran Strikes Covert Missile Deal With Moscow In Backchannel Rearmament

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Thousands of advanced shoulder-fired systems...


Judge In Kirk Murder Case Refuses To Disqualify Prosecutors

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The defendant’s lawyers wanted the entire office dismissed because the deputy attorney general’s daughter had been in the crowd during the shooting...


Panama Seizes China-Linked Ports Amid Trump-Beijing Dispute

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"CKH considers the ruling, the executive decree, the purported termination of PPC's concession, and the takeover of the terminals to be unlawful." 


Citadel Macro Guru Outlines The Two Competing Forces Driving The Market

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Taken together, this creates room for repricing…equities can move higher on cyclical momentum, but yields can rise alongside them...


The AI Trade Didn’t Die, It Moved To Korea

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Spot up. Vol up. Skew bid. Korea’s AI trade is still accelerating.

Winter Is Not Over

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"Three More Snow Events are coming to the Northeast over the next 7 days!" 


FedEx Seeks Tariff Refund With Lawsuit Against US

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“I guess it has to get litigated for the next two years,” the president said...


Repricing Scarcity: Goldman Says Seek Respite From AI's Dual Shock In HALO Stocks

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Heavy Assets, Low Obsolescence firms offer a safe-haven in the new 'AI era'...


Tonight's State Of The Union: Here's What To Watch As Trump Plans Two, Possibly Three Hour Speech

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"It’s going to be a long speech, because we have so much to talk about," the president said.


As Epstein Brokered Rothschild Bank Deals, DEA Ran Secret Probe Into $50M Laundering Scheme

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Federal prosecutors pursuing his 2019 trafficking case had no idea.. 


AI Is An 'Orchestration' Layer, Not 'Displacement': Anthropic Event Leaves Deutsche Doubting Software's Imminent Demise

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...model providers are unlikely to displace software incumbents and are instead positioning themselves and their agents to be an orchestration layer on top of existing and incumbent systems.


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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...


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..."