Breaking news, updates, and reports on current events.
This level of AI spending across Amazon, Google, Microsoft, and Meta is starting to feel almost detached from normal earnings logic We are talking about roughly ~$600B+ a year in combined capex Meta alone is pushing ~$125B to ~$145B annually into AI infrastructure Microsoft is moving toward something like ~$190B scale spending commitments Google is … Read more
Uber ROIC moving from -5% to ~28% over five years That shift signals a full transition from loss scaling to capital efficiency Revenue CAGR ~29% over 5 years FCF margin ~12% showing real cash conversion starting to stabilize P/E ~16x Market is not pricing Uber as a high growth disruptor anymore Gross bookings ~$193B annually … Read more
Western Digital and SanDisk are not moving because of sentiment alone, they are moving because storage pricing has re accelerated in a market where memory cycles historically swing between oversupply and shortage with double digit percentage volatility. Western Digital has rallied alongside a broader semiconductor storage rebound where the sector has seen multiple stocks more … Read more
Mag 7 earnings heading into tomorrow are not being priced on direction anymore but on magnitude relative to already extreme concentration, where the top 7 US stocks now represent roughly 30 percent of the S&P 500. Meta is entering with ad revenue growth that has recently hovered around the mid-teens percentage range, which matters because … Read more
Waiting for a low P/E is not a mistake in principle, but history shows it often fails when used as a universal rule across very different types of companies. Amazon is one of the clearest examples. During most of its major compounding phase from the early 2000s through the late 2010s, it often traded at … Read more
The Seagate move is not really about a single earnings beat, it is about the market finally accepting that storage has become a binding constraint inside the AI buildout rather than a background component of it. EPS at $5 versus $3.97 expected and revenue at $3.45B versus $3.16B expected confirms that pricing power and demand … Read more
Everyone keeps saying AI kills SaaS, but the real problem here is simpler, the way ServiceNow gets paid may not survive the shift. If pricing is tied to seats while AI moves toward outcomes, that gap eventually shows up in revenue even if usage keeps growing. That is not a small mismatch. It is the … Read more
by Michael Imagine that you just received a very alarming phone call and you are in a panic to get home. Unfortunately, since your eyes are wide and full of alarm because of the phone call that you just received, the AI kill switch in your vehicle will not allow you to drive anywhere. This … Read more
by Michael The economy has been the number one issue for U.S. voters for several years in a row, and it isn’t because things are good. Consumer confidence is at an all-time low, inflation is starting to accelerate once again, mass layoffs are being conducted all over the nation, and delinquencies and foreclosures are soaring. … Read more
by Michael The real pain from the closure of the Strait of Hormuz hasn’t even hit us yet. All over the world, countries are running down their strategic energy reserves, and the last tankers that left the Persian Gulf before the war started will be arriving at their destinations this month. After that, things are going … Read more
The Iran war could end up costing U.S. taxpayers far more than official figures suggest, according to the analysis of one Harvard academic. The first 6 days of the the joint U.S.-Israeli operation against the Islamic Republic, beginning February 28, racked up costs of $11.3 billion, according to the Pentagon’s briefing to Congress. While a … Read more
by Michael Why have so many scientists that were working at the top levels of the U.S. space program suddenly died? This is a story that I have been monitoring for quite some time. In some cases, these scientists are dropping dead without any explanation. In other cases, they are simply disappearing and are never … Read more
President Trump made it crystal clear, the 10-day grace period he personally granted the Iranian regime at their own begging request is NOT getting pushed back again. In a series of Truth Social posts this Easter Sunday, the Commander-in-Chief set a definitive “drop-dead” deadline for the Islamic Republic to cease its hostilities or face a … Read more
This is crazy “Take a look at these medical residents from a Southeast Texas hospital system” There is not a single American citizen shown. They are all foreigners from mainly the Middle East and India Americans are being replaced pic.twitter.com/4GaYHQwmGS — Wall Street Apes (@WallStreetApes) April 3, 2026
The Tiger Woods parking method is gaining in popularity. 😂😂 pic.twitter.com/RAMCjr0v4D — GnosisWolf (@GnosisWolf) April 2, 2026
In the span of nine months, nine top-level scientists in the United States have died or vanished without a trace. Seven of them were connected to the Air Force Research Laboratory (AFRL) or the institutions it directly funds. AFRL develops and transitions the most sensitive aerospace technologies in the United States’ defense arsenal. 1) Monica … Read more
Major US technology companies have been named as potential targets as the Iran war spills into the infrastructure that powers modern economies. Iranian state media listed 18 companies that will be targeted in the region – the list included US companies Microsoft, Google, Apple, Meta, Oracle, Intel, HP, IBM, Cisco, Dell, Palantir, Nvidia, Tesla, JP … Read more
Meanwhile, Merz admits the nuclear phase-out was a mistake…. yet refuses to correct it. pic.twitter.com/9zTMLScMj7 — Lukas Ekwueme (@ekwufinance) March 30, 2026 Not only has Germany destroyed all of its nuclear power plants, they are also tearing down nearly new coal power plants. Only 6 years old and it had 40+ years of useful life … Read more
🚨🇷🇺 BREAKING — Oil Crisis: Vladimir Putin Trolled Europe and USA "Too Bad Nordstream was Destroyed…" pic.twitter.com/zYRIB1rPfX — Jackson Hinkle 🇺🇸 (@jacksonhinklle) March 28, 2026
Welcome back to the Fluctus Channel, as we explore China’s massive Goupitan shiplift, one of the world’s tallest ship elevators, and the advanced elevator operations onboard US Aircraft Carriers.
WE ARE IN THE PERFECT SET UP FOR A STOCK MARKET CRASH. 1. Consumers are still spending money they don’t have. – Consumer spending makes up 70% of GDP – But personal savings are near record lows and – Credit card balances are at record highs – This is not sustainable and when consumers stop … Read more
via WSB: Oil Traders are so caught up in the headlines they’ve lost track of the 8-Ball. Asian floating inventories have fallen from 102 million barrels 3 weeks ago to just under 42 million barrels today. That is 60 million barrels less in 25 days. A loss rate of 2.4 million barrels a day. At this rate … Read more
“The quiet release of an emergency energy playbook has sparked global concern, with some warning to ‘get ready for lockdown 2.0’ if fuel shortages worsen. The guidance comes from the International Energy Agency (IEA), which last week released its report ‘Sheltering From Oil Shocks’ outlining 10 steps countries could take if supplies tighten. The report … Read more
Important: $3M was awarded to a 20-year plaintiff. This is not a class action lawsuit. There are more lawsuits that have 1,600+ plaintiffs. — Source: https://www.nbcnews.com/tech/tech-news/verdict-reached-landmark-social-media-addiction-trial-rcna263421 A jury found Meta and YouTube negligent in the design or operation of their social media platforms, producing a bellwether verdict in the first lawsuit to take tech giants to trial for … Read more
