"Anthropic's strengths are particularly evident in coding, agents, and enterprise, where Claude has emerged..." 

"Investment analysts, particularly at HFs, are using a ton of AI. I’ve run into numerous analysts whose personal token budgets reach tens of thousands of dollars with some even exceeding $100K. If you’re not using AI in your investment process today, you are falling behind."

Retail leverage that felt like genius in May is now being stress-tested in real time - with the Korean market’s extreme concentration making the moves especially violent...

Commissioner Rodney Scott said that the primary border wall will stretch from San Diego to the Gulf of Mexico...

Fear is spreading across macro, tech, and emerging markets. The uncomfortable part is that this still feels like orderly de-risking rather than outright panic.

Data centers are planned everywhere, but there is an alarming lack of new power generation to supply them...

The history of elections suggests a Potemkin ballot: a public ritual of choice that frequently conceals prearranged outcomes driven by entrenched interests...

US CENTCOM said forces began launching additional self-defence strikes today at 17:15 ET against multiple targets in Iran.

The scary part isn't volatility. It's how little it takes to create it. Markets increasingly resemble a giant short-gamma ecosystem where relatively small flows can produce outsized price moves.

"With Ueda's absence, the BOJ may decide not to send clear signals on the future rate path. Given uncertainty on how long it may take for the governor to fully recover, it's also become more unclear on whether the BOJ would hike again this ​year."

Kennedy: "Martha’s Vineyard where 50% of the adult population is now affected..."

“Apologies to the lawyers, accountants, consultants in the room, but I do think that’s a place where you’re going to see a lot of pressure,”

Absolutely no one wants open border madness...

Those who were hoping ORCL would boost the flagging tech sentiment, will be disappointed.

“Overtaking coal for the first month on record shows just how far solar has come, from a niche contributor to the third-largest and fastest-growing source of power in the US electricity system,”

Our IQs are so low that we're actually using [AI tools] to check out the recipe for, you know, French toast...

Softer-than-expected monthly Core CPI, headline M/M in line, yearly gauges rise as expected; US and Iran trade blows after US helicopter was downed; Trump said Iran has taken too long to negotiate a deal, now they will have to pay the price; Trump said will hit Iran very hard today; Trump said not looking to renew USMCA; Strong indirect demand on 10yr note auction, weak direct demand; BoC hold rates as expected; Hotter-than-expected Chinese & Japanese PPI, Norway Core CPI comes in hot; Crude stocks draw for seventh consecutive week; TSMC revenue rises in May

The Left’s favorite moral crusades always end the same way: manufactured hysteria, institutional damage, and a quiet retreat from the wreckage...