The AI bubble is a different type of bubble. It is primarily an earnings bubble rather than a valuation bubble. Like all bubbles, the AI bubble will burst...

Many scam centers are run from Laos, Cambodia, and Burma along the border with Thailand, across several industrial-scale compounds.

Semis are parabolic. Bitcoin is oversold. Gold is unloved. Yields are at a crossroads.

"It's just f**king rich liberals who just want homo-fascism in the country, that's it..."

The total value of Obamacare subsidies to be paid in 2026 is $88 billion...

REAR VIEW: AVGO rev. misses as does next quarter semiconductor rev. from AI; Trump said US is "in the middle of my final negotiations to end the War"; Initial jobless claims jumps above top end of forecast range; US Challenger job cuts rise; BoJ reportedly mulling June hike, with another by year-end; Hot Swedish inflation; Cooler-than-expected Swiss inflation; Daly reiterates policy in good place; Schmid strikes hawkish tone; CRWD guidance underwhelms.

"Pro tip: Waymo is more drunk-friendly than Uber."

"We see that the United States is fully focused on the issue of Iran, & it would be wrong to simply wait..."

Google becomes the first hyperscaler to directly fund a virtual power plant...

Sleep Number recently hired Guggenheim Securities... 

" ... committed to purchase dedicated GPU cloud capacity from Rumble powered by NVIDIA Blackwell B300 systems." 

 

AAPL hits the valuation ceiling, MSFT has a fake brake and NVDA goes her own way.

Competing narratives emerge...

“Prices aren’t soaring like they were five years ago–high gas prices and the rising cost of living overall is trickling down to the housing market, making buyers much less likely to bid prices up."

...the policy remains the subject of multiple lawsuits filed by federal employee unions.

Coinbase has released a product that allows traders to speculate on the price of companies that are expected to IPO soon...

So... dovish on Iran war but hawkish on Russia-Ukraine.

Bitcoin's sharp decline - driven by Strategy's surprise sale, ETF outflows, and liquidations - may be nearing a bottom...

Everybody wants semis. Nobody wants MAG. Time for the switch?

"This is a surprising update to PVH's FY outlook, where management significantly lowered..."