Okay, convince me that gay-Islamic-race-communism is a “progressive” political program America is going to buy like corn flakes...

Trump said Iran's shooting at ship on Thursday is a foolish violation of the ceasefire agreement; UAE sends false missile warning alert; Trump remarked any country that imposes a Digital Services Tax will be hit with 100% tariffs; Oman reportedly warned European allies that they may need to pay ship fees to go through the Hormuz; Fed's Kashkhari sees one rate hike in 2026, hold through 2027; Mixed UoM final revisions; OpenAI reportedly leaning towards delaying its IPO until 2027; US, Israel, and Lebanon sign trilateral framework agreement

"Crude remains under significant pressure..." 

“Volatility tests every capital structure...”

Alibaba has never been this oversold. RSI just hit 16.6. The question is no longer whether sentiment is bad. It's whether it's too bad.

Rubio: "It's the beginning of the beginning."

“We expected SpaceX to widen from issuance level, but not this much..."

"The Communists are finally making their move. I've been waiting and preparing for this for a long time." 

...the case for the artificial-intelligence trade is still strong, but the days of everything going up in a straight line appear to be over...

State officials estimate about 20,000 criminal illegal immigrants were processed through the facility since it opened last year...

How many quarters ahead do we begin to worry about the “Zeitgeist Reversal Risk” of the “AI Bottlenecks” -trade evolution? 

One month has washed away years of anti-American propaganda...

Bye.

 

 

The AI trade has reached its line in the sand. SOX is testing the trendline that has defined the rally.

It's not being bearish, it's basic financial journalism...

"... must undergo profound change"

The US equity rally is being increasingly powered by an explosion of leverage, which renders the market vulnerable when enthusiasm over artificial intelligence wanes...