We provide unfiltered news and market signals for people who have no time to search.
Breaking news, updates, and reports on current events.
Money goes to hardware makers who deliver now while hyperscalers pay years ahead. Capex flood creates short term pain but hopes for 2027 payoff. Math does not math if 7.6 trillion spend needs double that in new revenue to profit. Space data centers or China could absorb excess GPUs. Air conditioning companies already making killing … Read more
China casts more metal than the next nine countries combined. More than 5 times US output. That same industrial base feeds construction, vehicles, ships, weapons, and military production. China’s shipbuilding capacity sits around 200 times the US. The difference shows up when countries need to replace losses and expand production quickly. China also controls around … Read more
One sentence from Treasury Secretary Scott Bessent caught my attention. He didn’t announce a new policy. He didn’t unveil a new Treasury program. He felt the need to reassure everyone that the U.S. has no plans to revalue its gold reserves and that “all the gold is there.” That’s an unusual conversation for a Treasury … Read more
Washington — As the U.S.-Iran war restarts following the collapse of the weeks-long ceasefire, senior Pentagon officials are also quietly eyeing another flashpoint much closer to home: Cuba. Military planners have in recent weeks examined a range of options for possible action against the island, including an Army-led air assault involving thousands of U.S. soldiers … Read more
It would be funny if it wasn't true. — @amuse (@amuse) July 13, 2026
PM of Canada Mark Carney: "Our objective is to double our non-U.S. exports this decade." 'We need to build new trade relationships in order to move from reliance to resilience." "We are diversifying our trade and attracting massive new investment… We are forging new… https://t.co/Wt5ntznwBr — Shazi (@ShaziGoalie) July 15, 2026 So much for lessening … Read more
Scamath Palihapitiya says he regrets pumping his SPAC on CNBC in 2021 and cashing out… then proceeds to pump his new SPAC You can't make this shit up… Virgin Galactic $SPCE is down 99.8% from 2021 https://t.co/aDrygZ5KVS pic.twitter.com/9scntxxaLS — Financelot (@FinanceLancelot) July 15, 2026 Those CNBC segments were paid media to promote and dump after … Read more
https://datastream.substack.com/p/what-did-banning-airbnbs-in-nyc-accomplish Ban from 2023 dropped NYC listings from almost 13k to around 1.6k today. Promised to return apartments to long term rental market and ease rents. Three years later rents in NYC up 11%. Hotels most expensive on record. Analysis finds ban gave back only months of normal housing construction supply. Event study shows no … Read more
Critical minerals in chips consoles and hardware create direct link where supply tightness hits consumer prices hard. Measurement includes consoles and full ecosystem not just game titles so real basket rise feels bigger. Long term trend points to persistent pressure as demand for gaming and devices grows while mineral supply stays constrained. h/t DumbMoneyMedia
Former Meta employees launch lawsuit, accuse company of using AI to identify and recommended lay-offs A peculiar new problem facing workers has emerged, as dozens of current and former Meta employees launch a landmark lawsuit against the Mark Zuckerberg-owned tech behemoth. For years, the primary issue surrounding artificial intelligence was the eventual replacement of workers. … Read more
Source: https://x.com/KobeissiLetter/status/2077208206879682629/photo/1 Past boom comparisons prove current levels extreme and tied to capacity destruction not temporary demand spike.
Cash at 3.6% near 13 year lows after dropping another half point shows institutions fully committed with almost no dry powder left for dips. Institutional investors are rushing into US stocks: Global managers’ cash allocation has declined -0.5 percentage points month-over-month, to 3.6%, near the lowest in 13 years, according to a BofA survey of … Read more
"whoops" – Trump, again https://t.co/RAExiagLBO — Josh Young (@JoshYoung) July 11, 2026
Everything is telling investors to stay optimistic. Inflation is cooling. The Fed has more room. Stocks are holding up. Risk appetite is still alive. But then you look at the positioning. Something doesn’t match. It’s like someone tells you: “Don’t worry, this is a safe neighborhood.” Then hands you a gun. “Just in case.” That … Read more
Everyone keeps talking about AI creating deflation. Cheaper software. Higher productivity. Lower costs. But the first real-world bill from the AI boom may be showing up somewhere else. The hardware people use every day. Apple raised prices across multiple products on June 25, 2026 after months of warnings that memory costs were becoming impossible to … Read more
Trump's border czar Tom Homan admits several ICE officers in Minnesota are under criminal investigation pic.twitter.com/VJej1H4gcE — FactPost (@factpostnews) July 15, 2026 JUST IN: Trump officially overturns ICE’s suspension of traffic stops one day after the directive was issued. — Polymarket (@Polymarket) July 15, 2026
The craziest part about U.S. healthcare is not just the price. It is how much of the money goes into running the machine itself. America spends $5.3 trillion a year on healthcare. And roughly 25% to 34% of that spending goes toward administration. That means more than $1 trillion is tied up in billing, paperwork, … Read more
Buffett cutting off the Gates money after Epstein stuff comes out feels like long overdue move. People see the distasteful ties and wonder why it took this long. Directing to his own kids foundations means control stays in family not outside groups. The billions already given raise questions on where it all went. Warren Buffett … Read more
Chamath hits it right that we get to talk actual numbers now instead of pronoun lists and theater. The change from identity stuff to real work feels better for everyone. Sorkin getting called on his framing shows the old game. This exchange proves how off track things were before and why straight talk wins. People … Read more
Extreme volatility in semis signals the AI memory hype cycle is facing real pushback. Demand softening in smartphones and analyst caution on names like SanDisk point to potential price and margin pressure ahead. Put walls and failed breakouts in names like ASML show technical weakness even as broader market holds. This sector rotation could create … Read more