Nvidia's $500 Billion Bet Shows Up In Credit
Nvidia’s $500 billion financing push is a fresh reminder that the AI buildout is increasingly a credit story, and wider spreads are becoming a less comfortable companion to equity gains.
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PremiumBig-Tech, Bonds, & Bitcoin Dump On AI Debt; Black Gold Jumps As US-Iran Brinksmanship Builds
...Hormuz hope fades again as AI's circular financing fears reawakened...
PremiumGold shouldn’t be expensive to own
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Gold closed July with its first monthly gain since February. Traders are now handicapping a possible Fed hike in September, which means the cost of holding a non-yielding asset is about to get quoted back to investors in real numbers.
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Trump Finally Responds To Iran's Demands, Counters US Is Owed "Compensation," Stops Short Of New Threats
Oil edges higher while Trump returns to strategy of economic pressure & "low-keying" it...
Trump Signs Executive Order Calling For Spacing Out Childhood Vaccines
The order recommends administering the measles, mumps, and rubella (MMR) vaccine in three shots in separate visits.
The Tactic Of AOC And Her Allies To Giggle Away The 'Craziness' Of Woke-Era Abuses Should Not Be Tolerated
The so-called "Woke 1" period is not something to laugh off...
Goldman Top Tech Specialist: "This Is Where We Stand On The Memory Debate"
Bulls point to sold-out HBM and DRAM books through 2027, long-term agreements with price floors
Bears focus on the second derivative: sequential price gains are already decelerating and likely peak in 2Q/Q3 of 2027
PremiumTrump Golfs Under Missile Shield As Avenger Guards Bedminster Fairway
...planners considered an aerial assault plausible...
Ex-DSA Member Blows Whistle Over "Mob Tactics" Used On Dissenters, Debates Over Levels-of-Leninism
Whoa...
"He Flipped": Family Warned Police Before Man With 9 Priors Filmed Street Attacks
Relatives say they repeatedly sought help before disturbing footage of attacks on women surfaced.
My First Encounter With Trans
It was a long time ago, and things have only gotten more insane since...
Study Finds 93% Of Avocado Oil Chips Contain Other Oils. There Is A Solution ...
Mystery oils??
Nvidia Confirms Record $500 Billion Off-Balance Sheet SPV Deal To Fund The World's Biggest Circle Jerk
This may very well be the largest financial deal ever assembled in history...
The Trades Nobody Wanted Are Ripping
NDX positioning is the most bearish since ChatGPT launched.
PremiumSecrets Of Tupac Shakur Murder To Be Revealed As Jury Selection Begins
Duane Davis, who is accused of murder, admitted in a book he was a leader of the Crips gang in Los Angeles, while Tupac was linked to the rival Bloods...
US stocks marginally declined, while oil prices and and yields gained amid geopolitical uncertainty - Newsquawk Daily Asia-Pac Market Open
Oil gained amid Hormuz uncertainty, while Trump stated the US also wants compensation from Iran for damages, potentially complicating negotiations further.
NSWildfires Continue To Rage Across Western US And Canada As Tens Of Thousands Evacuated
More than 20,000 people were forced to flee communities along Okanagan Lake in British Columbia over the weekend
The New Censorship Isn't Coming From The Left - It's Coming From Everyone
If conservatives only defend free speech when they agree with the speaker, we've learned the wrong lesson.
Dramatic Footage: Chinese Long March-7A Rocket Explodes Shortly After Liftoff
"Seems like not engine problem."
FBI Working With DHS, ODNI On Election Integrity: FBI Director
Trump said that in 2019, China had a strategy focusing on 'undermining domestic confidence in the US president'...
Trump Shares Hillary Clinton Op-Ed Backing His Gaza Plan In Face Of Bibi Rejection
'Validation' from an unlikely source...
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