Trump Says Hormuz To Reopen Friday After Signing Of "Great Peace Deal" With Iran
Deal confirmed just 30 minutes before NY Futures open.
Deal confirmed just 30 minutes before NY Futures open.
Hyperscalers are using creative SPVs to hide the commitment of spending ahead of demonstrated monetization, and as a result headline capex figures materially understate the economic commitment to the AI buildout...
And how to stop the lottery before it comes up "terrorist" again...
"Currently, orbital capacity is ~3x more expensive per MW than terrestrial..."
One of the most serious constraints sits upstream from data centers, in power. The scale of power demand tied to AI is colliding with structural limits in both generation and grid infrastructure in the US and globally.
As a leading LNG producer with established relationships across key Asian markets, the Australian company would provide immediate scale in a sector where Exxon has historically been less dominant than some of its European peers...
"That's back-to-back months of 14% annualized increases."
Crowded 1-delta hedges were unwound (per GS Prime, short covering exceeding long buying at 4.7x to 1 ratio) into a market searching for both conviction and direction.
"AI will not be good in anticipating the changes in the tails of the distribution. But talented investors can be."
"Select brands more exposed to lower income consumers continue to face sales pressures, with our recent discussions..."
Multiple employees remained on the payroll without interruption after failing a drug test, the report found.
...recent valuation expansion and positioning dynamics suggest additional volatility ahead.
"all that, plus the Knicks as Champs, I mean you couldn’t script a better top.”
To a central planner, nothing is more dangerous than an accurate, uncontrolled price signal...
The trigger came from its largest investor, and the public evidence is contested.
Would undeniable evidence of alien life cause large numbers of people to abandon what they believe about God?
“...it’s going to be the biggest event we’ve ever had at the White House... a once-in-a-generation celebration of the American fighting spirit...”
The SPHINCS- proposal aims to reduce the cost of post-quantum signature verification on Ethereum while the network works toward a longer-term solution...
"I don’t think I’m off the mark suggesting the old themes are still the key themes..."
