Bloomberg is now the largest disclosed donor to both groups...

The shorts are piling in. The biggest buyer is coming back.

The question now is whether Zuck will scare investors on the call by noting that capex may raise much more...

Justices Clarence Thomas and Samuel Alito dissented from the order but did not explain why...

Your ideas SUCK. Your progressive ideas SUCK. They ruin cities...

US stocks gained with the Nasdaq outperforming, as NVIDIA announced a raft of AI partnerships at its GTC keynote and a US official said Russia accepted a US proposal for a trilateral meeting with Ukraine.

Rut roh...

...higher education has "lost its way"...

SNAPSHOT: Equities up, Treasuries down, Crude mixed, Dollar flat, Gold up. REAR VIEW: US State Department issues an ordered departure for non-emergency US government employees and their family members in Saudi Arabia only; US 20yr bond auction sees improvement from prior, yet still weak; US issues new Iran-related sanctions; US official said Russia accepted the US proposal for a trilateral meeting with Ukraine; Iran's FM said Iran is ready for diplomacy but sees little reason to expect progress now; SPCX earnings and guidance top expectations; NFLX falls on disappointing revenue growth and guidance; UK CPI leans hot; RBA's Hauser tilts hawkish. COMING UP: Data: US Jobless Claims (Oct/17), Australian PMI (Oct). Events: BoK Policy Announcement (Oct), CBRT Policy Announcement (Oct), SNB Minutes (Sep). Speakers: Riksbank’s Jansson. Supply: UK, US. Earnings: Lockheed Martin, Comcast, American Airlines, Blackstone, P&G, Valero Energy, Bloom Energy, Nokia, Thales, L'Oreal, Hermes, Nestle, Roche.

R&D up 69%, operating income down 56%, and yet free cash flow topped estimates by $6.5 billion. The secret ingredient: CapEx that never showed up...

"the first live test of whether a pure play hyperscaler holds the line on 2026/27 capex while FCF is under pressure."

Talarico would vote to take away your kids and transition them, not just in Texas, but nationwide...

preparing to issue an ordered departure of some personnel and family members...

Compute demand is significantly greater than supply, so the speed of the data center buildout matters...

... "growing market penetration" ... 

"This sounds ludicrous, but ludicrous is what happens in a bubble." - JonesTrading's Mike O'Rourke

"If you are the iPhone filmmaker who wants the absolute best cameras to go shoot their next thing, no. Uh if you're the type of person who breaks your phone every like nine months cuz you drop it all the time, yep, probably no." 

Overall, just another mediocre 20Y auction which continues to trade as an "oversight" hump on the yield curve, which amid this continued lack of investor euphoria could very well spell the end of this particular dot on the yield curve if Bessent pulls the plug next month.