CAPEX investements “competition” will now be replaced with who of MAG7 borrowed more. BofA: only Microsoft generating cash flow in excess of capex in FY26. Someone is buying $17M+ worth of $QQQ puts for 3/6

CAPEX investements "competition" will now be replaced with who of MAG7 borrowed more. — Alex_Swiss_Investor (@Alex70848763197) February 9, 2026 Per Grok: These SEC filings allow companies to prepare for issuing securities like stocks or bonds. Google’s 424B5 prospectus supplements a …

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U.S. Treasuries now have competition.

In the first rush for investment safe havens in years, US Treasury bonds are facing serious competition as a destination for global funds. Yields on the benchmark 10-year Treasury have tumbled about 40 basis points this year, briefly pushed below …

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Europe’s economic decline stems from stagnation, debt crises, and competition. Tech talent exodus grows due to massive salary disparity with Silicon Valley.

Simply, the whole topic could be summed up with this cartoon. Sadly the keyword and mindset in Europe is: “NO. IT’S IMPOSSIBLE.” But these matters are always nuanced so first, let's understand the full picture… pic.twitter.com/y2glFsZfCK — Alessandro Palombo (@thealepalombo) …

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