Strong 5-year auction today. Solid demand, big foreign interest, yields stopped through. Bond market breathing easier — for now.

US 5-Year Note Auction High Yield 4.071% (stop through 0.4 BPS)Bid-to-Cover 2.39Sells $70 blnAwards 23.12% of bids at highPrimary dealers take 9.24%Direct 12.39%Indirect 78.37% — FinancialJuice (@financialjuice) May 28, 2025 US sells $70B in 5-year notes at a high yield of 4.071%, slightly below the 4.075% when-issued level. Strong international

Tempus AI stock plunges after Spruce Point short report, leadership under fire; Short seller warns of 50–60 percent downside, questions AI revenue claims

$TEM DOWN OVER 16% AFTER SPRUCE POINT SHORT REPORT Spruce alleges AI drives just 2% of revenue, cites questionable leadership and aggressive accounting — sees 50–60% downside 👀 pic.twitter.com/ONPxUYyYQM — Shay Boloor (@StockSavvyShay) May 28, 2025 Tempus AI is facing a sharp selloff after Spruce Point Capital released a scathing

The “AI Revolution” May Take an Unexpected Turn into the “AI Coup”

Authored by Charles Hugh-Smith via oftwominds, It would be, well, interesting, if the “AI revolution” in which the slaves make the masters rich beyond their wildest dreams unexpectedly transmogrifies into an “AI coup” that deposes the masters. Here’s the approved script for the “AI Revolution”: AI gets increasingly intelligent, replaces more

Markets bet big on hot growth despite collapsing earnings outlook, stock surge pushes valuations near record highs, analysts warn of post-COVID slowdown ahead

With the equity market surge yesterday, market based pricing of growth expectations has nearly fully recovered the drop this year, and is just a couple point off highs. pic.twitter.com/UeaOxWYTDC — Bob Elliott (@BobEUnlimited) May 28, 2025 Long dated real yields are at their highs of the post-covid cycle. pic.twitter.com/4D4xVU4WhS —

Bitcoin bros are just the real estate bros of 2008. They even look the same… They just don’t know it yet.

Bitcoin bros are just the real estate bros of 2008 They even look the same… They just don't know it yet. https://t.co/l0TeWHmFhq pic.twitter.com/yAtzNTYsdE — Financelot (@FinanceLancelot) May 28, 2025 Maximum adoption level reached $MSTR $BTC The price will never go any higher…. Ever. https://t.co/FHNLxPA8g1 pic.twitter.com/Aoc3BlGbHH — Financelot (@FinanceLancelot) May 28,

Japan’s 40-year bond yield is on the move again. The situation that drew attention last week isn’t improving.

🇯🇵 Japan's 40-year bond yield is on the move again. Someone get the Bank of Japan on the phone. pic.twitter.com/mkrag1Z9sc — Jesse Cohen (@JesseCohenInv) May 28, 2025 Bloomberg: “Japan’s auction of 40-year bonds Wednesday met demand that was the weakest since July, an outcome that risks fueling further volatility in

$NVDA Earnings Forecast cut.

$NVDA Earnings Forecast cut. Do you care? pic.twitter.com/aGQ9Uwncie — Menthor Q (@MenthorQpro) May 27, 2025 NVIDIA’s earnings forecast has been revised downward, raising concerns among investors ahead of its upcoming financial report. Analysts now expect second-quarter revenue to fall below previous estimates, citing weaker demand in China and ongoing export

Bulls are like my parents, they can watch the same movie over and over again and never remember the ending.

Bulls are like my parents, they can watch the same movie over and over again and never remember the ending. pic.twitter.com/ygYw0Gq03u — Mac10 (@SuburbanDrone) May 27, 2025 Two areas I watched: StarbucksRVs Not sure why lol, but always canaries in the coal mine. https://t.co/ccBuMRfFFH — Darth Powell (@VladTheInflator) May 27,

Google researcher warns Bitcoin encryption could fall to quantum computing, study shows quantum computers need fewer qubits to break crypto security

A new study from Google’s Quantum AI team has raised alarms about the future of Bitcoin’s encryption. Researcher Craig Gidney revealed that quantum computers could break 2048-bit RSA encryption with far fewer resources than previously estimated. While Bitcoin does not use RSA, it relies on elliptic curve cryptography (ECC), which

BOJ is printing JPYs to buy long dated JGBs and drive down yields today

And still many everywhere are trying to come up with all possible nonsense narratives and excuses on why yields across the board are going down Narrator: BOJ magic money tree blossoming hard today bro 👊 https://t.co/0Kgz7WcH2W pic.twitter.com/IgHMMZOUT5 — JustDario 🏊‍♂️ (@DarioCpx) May 27, 2025 Japan’s long-dated government bond yields are

SHOCKING: Saylor cannot and does not want to provide proof of reserves for his Bitcoin. Worse. He says proof of reserves is a bad idea

His excuse sounds more like he's buying paper Bitcoin, not actual Bitcoin. See below why. Bitcoin is a public ledger called a blockchain. Calling proof of reserves a bad idea starts to sound like Saylor is hiding something. https://t.co/SP8H162Ia4 — Duo Nine ⚡ YCC (@DU09BTC) May 27, 2025 Definition of

Michael Saylor says “If you have the superior asset (Bitcoin)… it’s going up forever.”

Michael Saylor says “If you have the superior asset (Bitcoin)… it’s going up forever.” Forever is a long time… We'll see how this plays out for $BTC. Last time Saylor said something like this was 2000 when he collapsed $MSTR from $340 to 43¢. https://t.co/WXLFlUVoZE pic.twitter.com/tRnBMlYPG4 — Financelot (@FinanceLancelot) May

Google search market share drops below 90%, first decline in a decade; AI search gains ground, users abandon Google’s ad-heavy results

Google’s grip on the search market is weakening. For the first time since 2015, its global market share has fallen below 90%, signaling a shift in user behavior. The latest data from StatCounter shows Google’s share dropped to 89.71% in March, continuing a downward trend that began in late 20242.

More selling ahead? Bitcoin is selling off and so is Weekend Wall Street; Zero binding trade agreements signed.

Interesting More selling Monday night? Bitcoin is selling off(107k) and so is Weekend Wall Street. Next week could be wild pic.twitter.com/Wq5qmP3mGf — QE Infinity (@StealthQE4) May 25, 2025 On Friday someone bought $5,420,000 worth of $NVDA 131 puts $NVDA reports earnings on Wednesday 👀 pic.twitter.com/jO5BhcafwK — John Trades MBA (@JPATrades)