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Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
Alphabet, Microsoft, AWS, Nvidia, OpenAI, SpaceX, and Reflection have all signed on to run their models on the military’s classified IL6 and IL7 networks. Classified Networks AI Agreements May 1, 2026 | The War Department Announces Agreements with Leading AI Companies to Deploy Capabilities on Classified Networks The War Department …
Stock market is being pumped using the same news over and over again. And every one of them has happened on Friday. Nothing suspicious at all. pic.twitter.com/XnJDDL30S5 — Ted (@TedPillows) May 1, 2026 BREAKING: Iran reportedly conveyed a “final proposal” to the United States through Pakistani mediators overnight, according to …
Leveraged ETFs amplify daily moves so heavy volume usually signals aggressive short term speculation. Retail investors are piling into leveraged semiconductor ETFs at an unprecedented pace: Combined daily trading volume in the 3x leveraged short semiconductor ETF, $SOXS, and the 3x leveraged long semiconductor ETF, $SOXL, has surged to ~330 …
The ISM Manufacturing Prices Paid index surged to 84.6 in April (way above the expected 80 and up sharply from 78.3 in March). That’s the highest reading since April 2022 and shows input costs are rising fast again, driven heavily by energy/oil prices tied to the Middle East situation. https://tradingeconomics.com/united-states/ism-manufacturing-prices …
AMERICANS ARE CUTTING SPENDING, PRIORITIZING ESSENTIALS OVER TRAVEL AND LIFESTYLE EXPENSES — First Squawk (@FirstSquawk) May 1, 2026 #BREAKING: Reports say millions of Americans are stuck with vacant and flipped homes, listing high and refusing to sell over fears of steep sale taxes. — Insider Wire (@InsiderWire) May 1, 2026 …
Funny thing is he was critical of QE at on point… pic.twitter.com/oad4mD2qSX — jas (@jasminOtt) May 1, 2026 If you think this is ever going to reverse, then you simply do not understand the delusional debt-driven fiat system. Own assets that cannot be debased to protect yourself from the never-ending …
Trump Jr. and Eric Trump-linked investors reportedly bought into a shell entity tied to a Kazakh tungsten mining project That project is backed by up to $1.6B in U.S. government financing through export and development agencies The initial investment reportedly happened before full public disclosure of the merger structure Additional …
Powell is staying on the board to act as a permanent counter-weight to the new chair.. The 8-4 vote split at the Fed proves the institution is fundamentally broken and divided.. Kemp is betting that the Supreme Court’s move to weaken the Voting Rights Act is his shield.. He is …
Alphabet and Microsoft lead strong Q1 recovery as cloud revenue surges… AI infrastructure spending arms race adds $4 trillion in market value… Amazon leads gains while analysts flag divergence from industrial fatigue… Investors monitor Elon Musk lawsuit against OpenAI naming Microsoft as defendant… Alphabet shares surged as Google Cloud crossed …
Order boosts access to 401k and IRA accounts for more workers.. President called participation numbers “incredible”.. Some wonder whether this quietly channels more household money into markets while easing long term pressure on government programs.. President Trump signed an EO on April 30 to launch TrumpIRA.gov in 2027. It utilizes …
by David Haggith Ninety percent of Americans feel the nation is in an affordability crisis—the new catch phrase for endless above-target inflation, which has become the new norm. The new norm, however, was just reported as getting wore, rising to 3.5% YoY inflation. The rise was due to the war …
We know when Walmart or Dollar General are doing well, those are not good signs for the health of the consumer economy, particularly when it’s higher income shoppers suddenly appearing in bigger numbers. But when that hard hit traffic starts spilling over to the local pawn shops, it’s a whole …
by Michael You have probably noticed that gasoline is starting to become extremely expensive. That is really bad news for all of us, because our entire way of life depends on cheap energy. We can’t make stuff without energy. We can’t move stuff without energy. That is why the cost of …
Two economists just published a mathematical proof that AI will destroy the economy. Not might. Not could. Will! The paper is called “The AI Layoff Trap.” Published March 2, 2026. Wharton School, University of Pennsylvania. Boston University. Peer reviewed. Mathematically modeled. The conclusion is one sentence: “At the limit, firms automate their …
by herntonAdvocacy Buyer activity hit a significant lull in March, as high prices and cautious consumer sentiment created a “perfect storm” of headwinds. Annualized Rate: Existing home sales fell 3.6% in March 2026 to a seasonally adjusted annual rate of 3.98 million units. This marks the lowest level since June 2025. Missing Expectations: This volume …
Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a… pic.twitter.com/1XeMRxDcQX — Gary Marcus …
Layoff tracker confirms 92,272 global cuts since January 1st… Oracle, Meta, and Snap lead “Restructuring” wave to fund chip binges… Corporate mantra: “Replacing human labor with personal super-intelligence”… Restructuring shock: Meta cuts 10% of staff to “offset” $145B AI infrastructure bet… 900 tech jobs lost every day this year so …
30-year yield at 5% is not the real shock on its own The persistence above 4.5% is the part markets keep underestimating In 2000 the 30-year sat around 6.5% at peaks But US debt levels were nowhere near today’s ~$1.9T deficit scale Now the rate is lower, but the debt …
Putin issued an extreme warning to Trump during a two-hour call as the US blockade of the Strait of Hormuz drives oil to new highs, crushes global food supply, and fractures alliances. Colonels Douglas McGregor and Daniel Davis break down whether America has already lost its strategic goals in Iran …
Total Personal Outlays jump $195B in single month as utility and fuel bills spike… Savings Rate craters to 3.6%; consumers “burning through” cash to maintain lifestyle… Wall Street Reacts: Nasdaq futures drop 200 points on “Higher for Much Longer” reality… Bond Market Carnage: 10-year Treasury yield breaches 4.85% as “Pivot” …
Initial Jobless Claims drop to 189,000; lowest application level since the 1970s… Chicago PMI collapses to 49.2; Manufacturing officially enters “Contraction Territory”… Tight Labor vs. Dying Industry: Fed faces “impossible” data split in final Powell weeks… Warsh Watch: Transition team prepares for “Hard Money” pivot as yields hit 15-year highs… …
So this is the way market manipulation is going to work from now on? Trump's insiders buy stock like $INTC then they announce the government is buying a 10% stake in it. Stock skyrockets, they walk away filthy rich. https://t.co/iyliSIDR73 pic.twitter.com/4d9ubjXznb — Financelot (@FinanceLancelot) April 29, 2026 Speechless byu/HyugeErectus inwallstreetbets
Japan’s 10-year yield hits 2.51%, highest since 1997; UK Gilts hit post-2008 highs… Bank of England holds rates at 3.75% but warns “higher inflation is unavoidable”… German 10-year Bund at post-2011 high as energy costs hammer Eurozone GDP… US March inflation surge (3.3%) kills hopes for a pre-summer “Pivot”… US …
We still haven’t reached Memorial Day weekend yet. Summer season increases have yet to happen! h/t Educational_Net4000
Revenue beat is real, but leadership claim is forward pricing, not present proof Search growth is steady, not structurally re-accelerating from AI That matters because Search is still the profit core, not AI products Cloud is improving, but still smaller than AWS and Azure in total scale So “AI leadership” …
by Michael Every single day that the Strait of Hormuz is closed, the damage that is being done to the global economy is getting even worse. But the full consequences of the global oil crisis that we are facing will not be felt for a while because nations all over …
It is unusual for soon-to-be-former Fed Chair Jay Powell to stay on at the @federalreserve. For someone who speaks so often of norms, his unilateral decision to stay flies in the face of tradition. Kevin Warsh will bring about a new day at the Fed, with accountability,… pic.twitter.com/QAxbwqNo2S — Treasury …
