Independent thinking for complex markets and current events
Gyms and streaming services make billions off people who forget or struggle to quit. This rule hits them where it hurts and puts money back in regular New Yorkers pockets. More cities need to copy this fast. BREAKING: Zohran Mamdani announces click-to-cancel rule for NYC. This rule is aimed at guaranteeing New Yorkers can cancel …
Capex booms like this rarely pay back for the buyers, history shows telecoms and shale. Extreme concentration in one or two stocks makes markets fragile and volatile. The largest misallocation of capital in financial history. We are watching some of the greatest companies in the world (Hyperscalers) commit suicide… https://t.co/O2qAZmsz0B — The Maverick of Wall …
Trump post say Walmart lower prices big time at his administration request. Special drop pound ground beef almost 15 percent. Walmart confirm 73 percent ground beef roll from 6.74 to 5.94 dollar. Cut prices on chips soda and other summer barbecue stuff. Trump call Walmart truly patriotic company who love USA. Urge other retailers follow …
Key details Massie notes Republicans hold all major power centers. They still push election fraud narrative after winning. He lists government stakes in private firms. Intel gets 10 percent ownership. MP Materials 15 percent. Lithium Americas 5 percent. Trilogy Metals 10 percent. US Steel gets golden share. Republicans criticize Democrats for socialism but stay quiet …
The next battle in AI may not be about building larger models. It may be about making today’s models dramatically cheaper to run. Some of the biggest AI companies are developing new techniques that can sharply reduce the amount of memory large language models need during inference. NVIDIA researchers have introduced KVTC, a system that …
Something weird is happening underneath this rally. The companies making the most money are not always the ones getting rewarded. In the Russell 2000, unprofitable companies have jumped around 60% since April 2025. Profitable companies? Up about 38%. The entire Russell 2000 is up around 48%, beating the S&P 500 at about 38%. On the …
This is one of those changes that sounds almost impossible until you look into it. The US government is no longer only handing out grants, loans, and tax credits to support key industries. In some cases, it is taking ownership. Through programs like the CHIPS Act and other strategic investment programs, the government has started …
via Independent-Act-6432 Ever since MicroStrategy, “we’re putting Bitcoin on the balance sheet” has been the hot pivot. I pulled every company that announced a bitcoin or digital-asset treasury in an SEC 8-K since 2024. There are 101 of them. Then I looked at what else they’d been filing. 85 of the 101 (84%) were already …
via WSB A reverse split is what a dying stock does to stay listed. You smash 10 shares (or 100) into 1 so the price clears Nasdaq’s $1 minimum and the exchange doesn’t kick you off. It fixes nothing about the actual business. It just resets the countdown. I track every SEC 8-K in a …
Over 134,000 tech workers have been fired in 2026 alone, a pace of destruction that makes the 2008 financial crisis layoffs look conservative by comparison. Companies like Oracle and Meta are leading a scorched-earth restructuring, treating human capital as a disposable line item to offset the massive capital expenditures required for AI infrastructure. This is …
This NYC mayor loves pounding a company that actually delivers jobs and packages yet ignores the policies chasing everyone out. Socialist mayor flexes on a company that delivers JOBS, TAXES, and packages to New Yorkers while your failing city hemorrhages businesses, residents, and billions on migrant hotels and crime. Amazon trucks aren’t the problem, YOUR …
Private AI giants hit 2.7 trillion dollars in value while Nasdaq sets fresh records… OpenAI and Anthropic burn 400 billion dollars yearly against just 50 billion dollars revenue and claim 7.2 percent of entire Nasdaq… Insiders and big money players fund each other then spin endless hype while hiding the real cash burn… Insane… $2.7T …
Revenue = $81.6 billion (up 85% YoY) Net Income = $58.3 billion (up 211% YoY) Earnings Per Share = $2.39 (up 214% YoY) And it’s the bottom of the tech stack, all the companies up the stack need a lot more revenue than this collectively from AI in order to give Nvidia this revenue and …
And when NYS loses revenue they will need to cut emergency services, social programs, etc. This results in higher crime driving more people to leave. And so it goes. — David (@davidjslawson1) May 9, 2026 WTF?? NYC Mayor Zohran Mamdani announces he's hitting the wealthy with MAXIMUM taxes to convince others to stop leaving the …
Elon Musk’s Terafab chip factory in Texas could cost up to $119 billion, filing shows. Musk, who’s also CEO of Tesla, is aiming for Terafab to be the “most epic chip-building effort ever — combining logic, memory and advanced packaging under one roof,” according to a post on X last month from SpaceX, which now …
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 has entered into agreements with …
This ruling puts a hard stop on using AI purely to boost margins at the expense of jobs. CHINA JUST DREW A LINE ON AI A court in China has ruled it ILLEGAL to replace human workers with AI purely to cut costs. They have put responsibility back on corporations. They can’t automate just to …
As the U.S. labor market continues to adjust to automation and shifting consumer demand, a growing number of companies have confirmed layoffs scheduled to begin or take effect throughout the month of April. The companies include major companies such as Perdue Foods, as well as insurance companies such as Blue Shield of America. Why It …
Hey now. Sometimes big companies publicly champion those regulations, if they can frame it as some kind of moral crusade. truly one of the most amazing developments in trans-Atlantic tech policy over the past 20 years is the way that Europe set out to regulate US tech giants into the ground, but only made them …
Your taxpayer dollars at work. Eric Trump — the president's son — is on Maria Bartiromo's show bragging about one of his companies landing a $24 million Pentagon contract byu/nitluck inNeoNews
Foreclosure surge sweeps America: 118,000 homes at risk as families buckle under financial strain A fresh wave of foreclosures is sweeping across the United States, with more than 118,000 homes caught up in the crisis in just the first three months of 2026. It is a grim omen – with echoes of the run up …
Tensions in the Middle East have reached a critical level. Iran’s Islamic Revolutionary Guard Corps (IRGC) has threatened major American technology and aerospace companies, including Instagram, Facebook and WhatsApp-parent company Meta, Google and Apple, with an attack and urged the staff to evacuate their office in the region. The Iran’s multi-service primary force has said …
Let me tell you why this Goldman Sachs headline is the most dangerous one you’ll read today.. Companies spent $450 billion on AI last year.. fired tens of thousands of people to “restructure around AI”.. replaced entire departments with chatbots.. And Goldman Sachs just said it contributed basically zero to economic growth.. so where did …
Quarterly earnings gone. If companies only report twice a year, insider trading just got a much longer runway. Think about who benefits from less frequent disclosure. — CoinFlowX (@CoinFlowX) March 16, 2026 So companies can hide bad news for half a year now? Cool. What could possibly go wrong? 😑 — Jon (@jonjoules_) March 16, …
OpenAI CEO Sam Altman took subtle swipes at rival Anthropic on Thursday and said he thinks it’s “bad for society” if companies start abandoning their commitment to the democratic process because “some people don’t like the person or people currently in charge.” “The government is supposed to be more powerful than private companies,” Altman said …
FEDEX SUES UNITED STATES TO GET FULL REFUND OF EMERGENCY TARIFFS AFTER SUPREME COURT FOUND PRESIDENT DONALD TRUMP HAD NO AUTHORITY TO IMPOSE THEM, LAWSUIT SAYS — *Walter Bloomberg (@DeItaone) February 23, 2026 Whats based is (most) of these companies have posted stable/ record profits they even raised pricing or brokered better deals to absorb …
The Pentagon just threatened to BLACKLIST one of America's most valuable AI companies. Not Huawei or some Chinese chip maker… It's ANTHROPIC. The company behind Claude. $380 billion valuation. And the reason is genuinely insane: For months, the Pentagon has been pushing… pic.twitter.com/vOdOGfUv3l — Ricardo (@Ric_RTP) February 18, 2026
Mark Cuban is right: Software is dead. There are 33 million companies in the US.99% of them have zero clue how to use AI. They don't need a "SaaS" subscription.They need a custom workforce. I’m 25. I’m building that workforce for $50/mo. – OpenClaw (Autonomous)– MiniMax… https://t.co/5ut5MkhVLh pic.twitter.com/CC6DaIcx2I — Ziwen (@ziwenxu_) February 16, 2026
