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.

Anthropic eases AI disruption concerns as Indices retrace early losses - US Market Wrap

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Anthropic partnerships ease concerns over AI disruption; Trump's 10% global tariff rate takes effect; Iran's Deputy FM says Tehran is ready to take any necessary step to reach a deal with the US; Japan's PM reportedly relays to BoJ reservations about more rate hikes; Trump reportedly considers new national security tariffs after SCOTUS agreement; EU trade official says US have reassured them that they will stand by US-EU trade deal; Soft US 2yr auction; META and AMD announce AI deal; NVO to cut US Wegovy and Ozempic drug prices.

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'...


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.


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...


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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..." 


Iran 'Ready' For 'Any Step' To Achieve US Deal, Oil Slides Ahead Of Trump SOTU

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"...ready to take any necessary step..."


Yen Tumbles After Japan's PM Voices Concerns About Further Rate Hikes To BOJ

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Japanese Prime Minister Sanae Takaichi expressed reservations about additional interest rate hikes during her meeting with Bank of Japan Governor Kazuo Ueda last week, Mainichi reported.


After Four Years Of War, Zelensky Wants All Land Back

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"We'll do it. That is absolutely clear. It is only a matter of time."