BREAKING: Global technology funds posted +$9.0 billion in inflows last week, the largest weekly inflow since October 2025. This also marks the 3rd-largest weekly inflow on record. As a result, 4-week average net inflows rose to +$4.0 billion, the 2nd-highest since early 2021.
BREAKING: Shots were fired at White House, with Secret Service neutralizing the target. White House locked down after as many as 30 shots fired in vicinity.
BREAKING: US officials say Iran has agreed to give up its highly enriched uranium under the deal which President Trump said will 'soon' be announced, per NYT. Iran has yet to make any public statements on the supposed agreement.
Pakistan foreign minister Dar: today's key phone call led by Trump marks notable progress toward regional peace Pakistan foreign minister Dar: achievements in these talks provide grounds for optimism of a positive, lasting outcome
The ECB is heading for an interest-rate increase next month unless a sustainable peace deal between the US and Iran can be found, according to Governing Council member Martin Kocher
Tehran has not consented to surrender HEU stockpile; nuclear issue excluded from preliminary agreement; Tasnim source: 'If US persists in creating barriers, final understanding will be unattainable'
Morpho 30d fees $15.1M vs AAVE $8.42M; Morpho mcap $1.38B vs AAVE ~$5B; Apollo accumulating 9% MORPHO supply over 4 years; Coinbase $2B+ BTC collateral via Morpho vaults on Base; $4.1B active loans
Morpho在手续费规模上首次超越AAVE，但市值仅为AAVE约四分之一（13.8亿美元 vs 约50亿美元），显示市场定价存在显著差距或重估空间。Apollo的机构级长期积累与Coinbase的大规模BTC抵押品整合，被视为协议基本面强化的双重机构背书信号，指向DeFi借贷格局的潜在重构。
morpho flipped aave on 30-day fee generation. $15.1m vs $8.42m. morpho trades at $1.38b market cap, aave at ~$5b. apollo is accumulating 9% of MORPHO supply over 4 years while coinbase routes $2b+ in BTC collateral through morpho vaults on base. $4.1b in active loans is already
Vessels from China, India, Pakistan, and some Gulf littoral nations that cooperated with Iran hold the record for transiting the Strait of Hormuz - Iran's IRIB News
Trump: 'Fed became distracted by concerns far removed from its core mission and mandate, drifting into matters such as climate policy and DEI initiatives'
Trump: "Unfortunately, in the eyes of many, the Fed lost its way in recent years. It became distracted by concerns far removed from its core mission and mandate, drifting into matters such as climate policy and DEI initiatives."
Trump: 'told representatives not to rush into deal'; 'blockade to stay fully enforced until agreement reached, certified, and signed'; 'time is on our side'; Iran adviser: 'controlling Hormuz Strait is Iran's legal right to safeguard national security'
What could derail the consumer-driven US economy? A loss of purchasing power with inflation outpacing wages. After 35 consecutive months of positive YoY real wage growth, this indicator has turned negative for the first time since 2023.
.@TrumpAccounts are designed to strengthen financial foundations early in life. Each eligible child will receive an initial $1,000 contribution from the U.S. Treasury to support long-term growth.
There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis. Oil prices have averaged near $100/barrel since March 6th, or 79 days. The longer this persists, the more inflation we will see. Asset owners are the only winners.
Tiling the lightcone of knowledge [QT @MTSlive: SITUATION DETECTED: Google DeepMind's AI agent autonomously solved 9 of 353 open Erdos problems in mathematics, at a cost of a few hundred dollars per problem.]
US-Iran agreed in principle; Strait of Hormuz reopening; source: NYT / US official; material update vs prior 'US retreat on two central issues' / 'not expected to be signed today' signals
Annual interest expense on US public debt could rise to as much as 30% of government revenue by 2036, an all-time high. This would occur if the 10Y Treasury yield averages 4.70% over the next decade, or ~55 basis points above the current projection
The value of equities held by US households is up to a record $57.7 trillion, up +156% since 2020. This is now more than the total value of real estate by $9.8 trillion, or 20%, the widest gap on record.
We're really about to end 2026 with like 20 public companies worth more than $1 Trillion [QT @PolymarketMoney: JUST IN: Anthropic is now projected to hit a $2,000,000,000,000+ valuation this year.]
In 2022 the United States 🇺🇸 represented 14% of Nvidia's $NVDA revenue. In 2026 the United States represents 78% of Nvidia's revenue. $NVDA's China revenue contribution has fallen from 25% to just 6% of total sales following successive US export restrictions. Yet Jensen Huang still sees a potential $50B opportunity if H20 sales reopen between Washington and Beijing.
This is how the largest public companies in world have performed so far in 2026: Nvidia $NVDA +15.5%🟢 Google $GOOGL +22.4%🟢 Apple $AAPL +13.6%🟢 Microsoft $MSFT -13.5%🔴 Amazon $AMZN +15.4%🟢 Broadcom $AVGO +19.7%🟢 Tesla $TSLA -5.3%🔴 Meta Platforms $META -7.6%🔴
SpaceX's valuation hit a record high of $1.50 trillion this month. 3 years ago it was $137 billion, 5 years ago it was $74 billion & 10 years ago it was $10 billion. If SpaceX goes public at a $1.75 trillion valuation it would be the 7th largest company in the S&P 500.
CEO Jensen Huang: "Trump would like us to win in every aspect of AI... he's been very clear that he would like American companies to win around the world."
The president of the governing body of Iranian soccer said Saturday the nation's World Cup training base has been moved to Mexico from the United States after getting approval from FIFA.
zcash flipped monero by market cap on may 21 and hasn't given it back. SEC closed their 3-year investigation with zero enforcement action. within the same week, MiCA article 76 forced EU delistings. so you have US capital with regulatory green light buying while EU sell pressure
saikat chakrabarti > be first 10 at stripe > clear 9 figures > ladder-pull: don't want people to start startups > donate $500K to Prop D, the 800% increase in gross receipts tax that blocks startups from staying in SF ^^ don't be this guy. don't be the ladder puller.
Interesting. [QT @rishabhm: I can share an interesting experience from last week. We have a person who is incharge of buying hardware, software and data sets. This might sound stupid but when you are buying 100s of servers, workstations and laptops a month, it's complicated. This dude used Claude to create]
NEW: White House shooting suspect identified as 21-year-old Nasire Best, who officials say was previously sent to a psychiatric ward after an earlier Secret Service incident.
$POD at $8m market cap is doing what render did at the infrastructure layer but for AI inference instead of GPU rendering. venice AI partnership already generating revenue, 100% flows to token buybacks. 11% circulating supply with 3-month unstaking lockup and a veCRV-style bribe
Interesting note. As the authors point out, software & accessories inflation in PCE--part of durable goods--is the highest since the series began in the late 1970s. This is a plausible channel where AI demand could be weighing on measured core PCE inflation.
Rare earths are the backbone of modern technology. No other country dominates the production and processing of the commodity like China. But now it's using that monopoly as geopolitical leverage. So what will it take to break China's grip?
My newest gbrain-evals just dropped - this is how gbrain does vs other options. https://t.co/yRWm72QEgf is SOTA for reranking and embedding cost, speed, and retrieval success. GBrain beats MemPalace by 1% on LongMemEval and beats Vector RAG by 38%
German supermarket chain Rewe may sell some or all of its Penny Market stores in Italy as it weighs exiting or scaling back its presence in the country, Corriere della Sera reported Sunday, citing sources it didn't identify
🎯DISMANTLED: Hezbollah underground terror tunnel, ~100 meters long with 4 hideout rooms that IDF troops located during operations in the Mount Dov area in southern Lebanon.
Britain will have to wait weeks, if not months, for confirmation that it's getting a new prime minister. And the gears of government are starting to slow as the political drama plays out in Westminster
Memory chips went to AI. Their prices climbed 250%. The cheapest phones are vanishing because data centres outbid the world's poorest buyers for the same chips.
Kemal Kilicdaroglu, the former head of Turkey's opposition CHP party, is seeking state help to take control of party headquarters after a court ordered his reinstatement and removed Ozgur Ozel as its leader
India sees the US as a "significant and reliable" energy partner, Foreign Minister S. Jaishankar said after meeting US Secretary of State Marco Rubio, who called ties between the two nations as "one of the most important" globally
South Africa's NPA is tapping private-sector digital forensics expertise as it seeks to boost an investigation into an overhaul of the country's tax agency under former President Jacob Zuma, the Johannesburg-based Sunday Times said
The Maextro S800, a luxury EV that parks by itself and features a 40-inch screen, is the pre-eminent symbol of Chinese automakers' push to dominate the top end of the car market
~$3B valuation incl. debt; Neuberger Berman unit → Centerbridge Partners; Merritt Properties minority stake; source: FT
A unit of Neuberger Berman is in talks to sell a minority stake in Merritt Properties to Centerbridge Partners, valuing the business at about $3 billion including debt, the Financial Times reported
French President Emmanuel Macron and his Belarusian counterpart Alexander Lukashenko held a rare phone call on Sunday, the state-run Belta news agency reported
Romuald Wadagni was sworn in as Benin's new president on Sunday after winning an election widely seen as consolidating the country's policy direction over the past decade
Leaders of the Southern African Development Community agreed to deepen regional integration in an effort to curb illegal migration as anti-foreigner sentiment rises in South Africa
I think the recent forward looking outlook for altcoin volumes/fees have caused rev multiple compression from 20x+ to around 10x today, but think trad market perps open up the valuation ceiling and lets the market dream the dream again.
spread between headline & core CPI widening; essentials inflation 'off the rails'; disinflation in discretionary; DIY large-purchase scaling back confirmed by retailer executive
...as essentials inflation goes off the rails, I continue to witness disinflation in discretionary. It is clear in the data - in the spread between headline & core. The more pinched households are forced to spend on gasoline & food, the less they have to spend on everything else.
Sink: 'customers are scaling back large discretionary purchases in the DIY category and are instead focusing on tackling smaller home improvement projects'
"Sink said customers are scaling back large discretionary purchases in the DIY category and are instead focusing on tackling smaller home improvement projects."
Including dividends, the S&P 500 is now up over 1,400% since the March 2009 low - despite 32 corrections >5%. "Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." Peter Lynch
The Mandalorian and Grogu, the first film in the Star Wars franchise in seven years, was the highest-grossing movie in the US and Canada over the four-day holiday weekend with $102 million in ticket sales
This 8-week 17% gain in the S&P 500 is the 20th biggest 8-week gain since 1950. Here's what happened next: One year later the S&P 500 has put up average gains of 27%. Good work from Charlie Biello.
Egypt will carry out its first comprehensive aerial mining survey in more than four decades, part of efforts to unlock mineral discoveries and attract foreign investment.
"Frankly, I was shocked, I didn't really believe it at first," says @RepGlennIvey about the White House's "Anti-Weaponization Fund." The former prosecutor tells @EenaRuffini and @davidgura he is "disgusted" over the $1.8 billion fund.
Some of my perspective on where the @ethereumfndn is going. First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition.
Q: How are job postings for software engineers rising rapidly despite AI agents automating coding? A: Because there's far more code to manage than ever before. We're already seeing a 14x YoY increase in GitHub commits, and it's accelerating. AI has dramatically lowered the [cost of software creation]
Reporter: The DOJ has this new fund: $1.7 billion. Why should taxpayers pay for the January 6ers? Trump: Well, it's been well received. I know very little about it.... but this is reimbursing people who were horribly treated.
y'all don't realize how big the compute gap is about to be. all things considered, labs haven't had that much more compute (esp. divided by # of bets) so far. all those GPUs are finally landing. expect progress to be bonkers this year, if only for that. table stakes are 10B now
Months after drone strikes hit AWS, Gulf AI investment is still paused. The Gulf was supposed to be the cheap, safe answer to AI's energy problem, and now it is the riskiest variable on the board.
Windows Update auto-installed HP's BIOS fix. It bricked them. HP flagged the update critical, so nobody could delay it, and now £4,000 workstations won't boot.
JD Vance: 'The president doesn't sit at the Oval Office on his computer, on his like Robinhood account, buying and selling stocks. That's absurd...He's not making these stock trades himself.'
CLARITY Act: Urgency Before Election & Congress Adjourns @LowBeta joins RenMac's Off-Script Podcast with Neil Dutta, Steve Pavlick, and Steve Duttenhofer Seeking Crypto Clarity
GPT-5.5 Pro is a very solid fact checker. I can throw entire chapters at it and it will hunt down every key reference accurately. The only real annoyance is that it loves nuance, so returns a lot of "the general idea is right, but you are not taking into account tiny detail X"
The AI jobpocalypse is not a thing. The mass unemployment thing that AI lab CEOs are talking about—that's not going to happen. AI models make yesterday's human competence cheap. But what's interesting is that since everyone's using the same models, it all...