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Spending is exploding (CapEx records, big acquisitions like Cursor). Pricing power is cracking (token costs falling, Microsoft looking at cheaper Chinese models). Competition is heating up fast from open-source and lower-cost models. Big players (Microsoft, SpaceX/Elon) are making aggressive moves …
They are trading at a very high price for earnings right now but the business faces a lot of hard problems that people are ignoring Memory and storage costs are going up fast because AI data centers are eating all …
Michael Burry calls Palantir a “sand castle supported by the AI narrative,” arguing sentiment is driving valuation more than fundamentals (IBTimes) Palantir falls in the same window despite broader ma… Continue reading by subscribing. Username Password Remember Me …
The E. Jean Carroll litigation is no longer just a civil court fight, it’s now feeding into new federal scrutiny over how outside funding was used to support the lawsuits. A DOJ probe is examining whether a Democratic-aligned nonprofit linked …
The FCC is telling all broadcasters they will be held to “public interest obligations” or face the same kind of aggressive scrutiny now hitting ABC. ABC has already been forced into early license renewal filings two years ahead of schedule …
Treasury Secretary Scott Bessent claims the recent surge in bond yields and energy costs is purely transient in nature … He insists inflation expectations will normalize once regional Middle East supply routes stabilize and conflict volatility fades … Market analysts …
Something very bad is brewing. Futures now getting REKT 💀 pic.twitter.com/E3bgYlDfVZ — QE Infinity (@StealthQE4) May 18, 2026 Futures getting CRUSHED Never seen a crash this big Tomorrow will be BAD Buckle up! pic.twitter.com/lrnHeCx622 — Michael (Hedge Fund Manager) (@HedgeFundFomo) …
🇺🇸🇮🇷 U.S. Ohio-class submarine entered Gibraltar last night. It surfaced, in public. Royal Marines on the Rock. Most people think this is Tomahawk pressure on Iran. It isn't. USS Alaska is a ballistic missile submarine. Nuclear Trident missiles, not cruise …
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 …
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 …
Iran can likely hold out against U.S. pressure for at least 2 to 3 months. The question is whether America can too. – Trump’s belief that the blockade will trigger an Iranian oil storage crisis is “greatly exaggerated” – Iran …
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 …
This is not a simple “bull vs bear” earnings setup It is a fight between clean-looking unit economics and fragile distribution control The bull case is built on a very tight story Fast margin expansionHigh gross profitabilityRising ARPUStrong cash positionBuyback …
THE FED IS NOW PRIVATELY PREPARING FOR A POSSIBLE $2 TRILLION CREDIT MARKET COLLAPSE. For the first time in over a decade, the Fed has started directly asking U.S. banks to hand over their exposure numbers to the private credit …
Conservative commentator Tucker Carlson claimed on Friday that US President Donald Trump may be facing 'pressure' from Israel as he seeks to end the war with Iran, adding that the country has a history of 'blackmailing' US presidents https://t.co/t79NZ2vWat pic.twitter.com/odOSLVbqRN …
Sellers are moving toward buyers but not fast enough to restore volume the $40k average cut on a median priced home still doesn't close the affordability gap at 7% mortgage rates — Alan Stalcup | CRE Investor (@alan_stalcup) April 9, …
BREAKING: The Bank of Japan’s total assets fell -$98 billion in Q1 2026, to $4.14 trillion, the lowest since Q2 2020. Since the Q1 2024 peak, the BoJ has reduced its balance sheet by -$590 billion, or -12.6%. Japanese government …
Several countries across Asia are confirming they experienced major dollar funding losses last month amidst a cash crunch on surging demand for money to buy oil. Officials in Taiwan, Indonesia, India and in other places have had to scramble to …
THIS HAS NEVER HAPPENED BEFORE 🚨 🚨NOBODY UNDERSTANDS WHAT THEY JUST TRIGGERED. 🚨 🚨 People always talk about Iranian oil in terms of barrels, but rarely about what’s actually inside them. That’s the key difference—and the reason Western refineries have …
let me tell you what just happened because most people are missing what Iran actually did.. for 47 years, closing the Strait of Hormuz was Iran’s biggest threat.. they said it in 1987.. they said it in 2012.. they said …
Iran Military News ☫ @IranMilitaryEN Strategic Assessment: The intensification of blind US attacks, which in some cases target civilian infrastructure such as airplanes or wheat silos in remote cities and have also damaged Iran’s industrial infrastructure, along with successive covert …
JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game …
Analysis: A new oil shock is building. The next few weeks of war will be decisive for the economy. The clock is ticking on the U.S.-Israeli war in Iran. The emerging view from oil industry executives and analysts is that …
Originally published on my Substack. Fertilizer is getting stuck in transit, with shipments piling up on the wrong side of the Strait of Hormuz and plants in India, Algeria, and Slovakia shutting down or slowing while China restricts exports. Australian …
🚨🌍 THE WORLD HAS 2–3 WEEKS BEFORE COLLAPSE Luke Gromen says supply chains are already cracking under pressure. He says if nothing changes, the global economy won’t hold much longer.@LukeGromen https://t.co/QYajJHCA85 pic.twitter.com/T4PyWG3vRl — Mario Nawfal (@MarioNawfal) March 26, 2026 Per …
China’s industrial system depends heavily on fuel it does not control. Its factories, ports, shipyards, and military production all rely on imported oil and LNG to keep operating. That dependence means any disruption in supply routes or supplier stability is …
The Trump administration will lift sanctions on Iranian oil stranded at sea under a one month license, while the president looks to seize Iranian nuclear materials. The pause, which applies to Iranian oil loaded on ships as of Friday and …
Something is happening inside the air travel system, and it is no longer subtle. The strain is showing up in staffing data, operational performance, and the way passengers are experiencing airports across the country. At the center of it is …
Wholesale inflation is climbing faster than economists expected. Producer prices for final demand increased 0.7 percent in February, the largest monthly gain in seven months. Both goods and services contributed to the surge, pushing the overall index above forecasts and …
The latest U.S. economic data just hit and it is far worse than most people realize. Growth is stalling, inflation refuses to disappear, and traders are now pricing in a Federal Reserve rate cut in September. The economy is slowing …