A doomsday scenario

In other words, most of the volume growth is flowing to the models that charge the least...

Anthropic filed for an IPO to list its Class A common stock on the Nasdaq Global Select Market under the symbol 'ANT', while the offering could raise USD 100bln or more and value the company at USD 1.5tln-2tln.

Bibi claims that anyone else taking power would put Israelis in danger of a "second Holocaust."

Stealing is wrong...

Tech positioning has collapsed from the 85th to the 33rd percentile in just two weeks. A spectacular washout. But the really interesting question is what happens next.

'Seize this opportunity to create the change you desire through a discrete partnership with the CIA,' said Rubio...

Amazon, Google and Washington signed nine nuclear deals in four weeks. Needham's reactor basket is down 75% in a year, and uranium spot volumes just hit the lowest since December 2009.

The senators want an explanation for the delay...

Meanwhile Saudi delegation urging all parties toward de-escalation...

US President Trump said it's "decision time" on Iran: "finish it off" or make a deal; US forces in the Middle East reportedly ready to launch major strikes on Iran within 96 hours of Trump's approval; META plans up to $95bln stock offering; Senior Iranian official reportedly said Iran won't discuss its nuclear programme until the US meets its demands; Houthis say they fired dozens of ballistic missiles at Saudi airports, military bases and energy sites on Saturday; Anthropic's S-1 shows over USD 280bln in SPCX and AVGO compute commitments; US and Canada reportedly working on a deal to ease US tariffs on Canadian steel and auto imports; Moody's keeps France at Aa3 with a negative outlook.

...coup-ish events everywhere you look!

Overall, this was a surprisingly poor auction, which tailed the 2nd most of 2026, but judging by the dramatic collapse in foreign demand, it is almost surprising the results weren't far worse. 

A "major POTHEAD"

"As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers." - Elon Musk

76% of malware now reportedly exhibits AI-driven polymorphism. AI cybersecurity spending is expected to nearly double in 2026. The AI boom's unintended winner is becoming impossible to ignore.

"This offer gives eligible employees who may be considering a future outside..."