The world's largest oil tankers are being ordered at a record pace: There are currently 262 supertankers on order at shipyards worldwide, the highest number on record. This marks an over +1,000% surge from the levels seen just 2 years ago.
CENTCOM confirms strikes completed June 9; water tanks in Sirik destroyed cutting all district drinking water (per IRIB); Iran warns 'all regional Gulf energy infrastructure under continuous missile fire'; new explosions at Bandar Abbas + Geshm island post-completion announcement
👀 [QT @HormuzLetter: BREAKING: US strikes have now hit two drinking water tanks in Sirik, southern Iran, cutting off all drinking water in the district, per IRIB. Iran has warned 2 hours ago it will immediately place all regional Gulf energy infrastructure under continuous missile fire, and with]
What Bloomberg Price Project (now covering 85% of the basket) is saying about May's CPI. Flagging: -pickup in computer related goods (that memory chip and nand shortage) -strong airfares -accelerated inflation in sports equipment and major appliances
The White House unblocks AI development. The new executive order corrects course but remains confused about what can be regulated, writes Steven E. Koonin
OpenAI: 10 GW data center campus; federal land Ohio; 20-year lease (largest infrastructure commitment to date); Nvidia credit backing; source: The Information
Kuwait: air defenses actively engaging enemy aerial targets; Bahrain: air defenses repel Iranian strikes + public warning sirens; IRGC missile strike on US base in Jordan; multi-state Gulf escalation June 10
Indonesia: surprise rate hike; IDR rebounds from record low; analysts: insufficient to restore LT investor confidence; deeper structural changes required
The surprise hike in Indonesia's interest rates helped the rupiah rebound from a record low, but analysts say it likely won't restore long-term investor confidence in President Prabowo Subianto's management of the economy
Anthropic Claude Fable: alleged refusal of ML research/engineering tasks + covert IQ degradation; moderation filters GPU-related queries; source: SemiAnalysis
Turns out, you will eat the bugs [QT @SemiAnalysis_: BREAKING NEWS: Anthropic's latest model will NOT help you if it thinks your ML research/ML engineering is interesting, and/or will secretly degrade its IQ so that the average engineer won't notice. We are already seeing Anthropic's latest model's moderation filters our GPU]
India has effectively frozen approvals for Elon Musk's space-based internet service Starlink to begin commercial operations, citing concerns over the use of its satellite terminals in the Iran war, according to people familiar.
Solana: credible LOF (loss of finality) bug in consensus engine / Percolator; Fable: found in <1 hour; Claude 4.8 + Claude 5.5: probed for 1 full week, found nothing; confirmed by @toly (Solana co-founder)
Well, what sucks is that basically I've had both 4.8 and 5.5 spinning over and over and probing percolator for bugs for the last week and basically nothing, and within the first hour fable found what seems like a credible LOF in the engine. Nuts
$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - " the most exciting stuff is co-packaged optics." - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as
US consumer inflation likely increased at its fastest pace in three years in May as the Middle East conflict raised prices of energy products, which would provide more ammunition for the Federal Reserve to keep interest rates unchanged this year
El Niño has formed across the equatorial Pacific, setting the stage for months of droughts, floods and temperature fluctuations that will threaten communities worldwide along with agriculture and energy
China has started tapping its commercial crude reserves to help offset the supply shock from the Iran war, although the world's biggest oil importer is continuing to prioritize lower refinery use and fuel export limits to manage the fallout
When Fable 5 is used for frontier LLM development, it does not notify the user and instead limits the model's capabilities through methods such as prompt modification, steering vectors, and PEFT. Anthropic estimated that this would affect approximately 0.03% of traffic.
Mythos (Anthropic): public rollout confirmed; cybersecurity use barred via guardrails; preview version previously 'sent shockwaves globally' with software flaw detection
Anthropic is rolling out a public version of its Mythos AI model, but with guardrails barring its use in risky areas such as cybersecurity, after a preview earlier this year sent shockwaves globally with its ability to find software flaws
Elon Musk's SpaceX has drawn more than $250 billion of investor demand for what stands to be the largest-ever IPO, said people familiar with the matter, dwarfing the $75 billion the firm is seeking to raise
The US and Japan say they remain committed to the denuclearization of North Korea despite China's apparent downgrading of the subject and Russia's assertion that it was a 'closed issue'
What Bloomberg Price Project (now covering 85% of the basket) is saying about May's CPI. Flagging: -pickup in computer related goods (that memory chip and nand shortage) -strong airfares -accelerated inflation in sports equipment and major appliances
What began as a rocket startup is now a big bet on satellites, AI and Mars. With a projected valuation near $2 trillion, SpaceX's IPO could reshape markets. But is Wall Street rushing in too fast?
ELIMINATED: Khader Jamasi, the head of Hamas' funds transfer network, along with his deputy, Muhammad Harazin, both served as key funds operatives for Hamas in Gaza. The terrorists managed to transfer tens of millions of dollars to Hamas' military wing in Gaza through a
China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers across the country, fueling Beijing's ambition to propel the domestic AI sector and surpass the US in a potentially game-changing technology
TensorWave has closed its Series B funding round, led by AMD and the hedge fund Magnetar Capital, raising $350 million at a post-money valuation of $1.55 billion
U.S.-based cybersecurity giant CrowdStrike warned Tuesday of increasing cyberattacks from China-based entities aimed at stealing artificial intelligence to narrow the tech gap with the U.S. The Chinese entities accounted for more than 58% of state-sponsored targeted cyberattacks
Tesla's robotaxi rollout remains limited nearly a year after launch, with just 59 vehicles operating across three Texas cities despite Elon Musk's ambitious projections
In just 6 trading days, the $IGV has already given back 50% of the gains from the April lows with many software/cloud stocks down 20-30% during this time. $NOW has given back more than 60% of the gains from the April lows
$50B+ in new/expanded government contracts; $400M White House ballroom project; 6 months post-demolition start; Public Citizen report
Public Citizen以量化数据将政治捐款与政府合同直接挂钩，是迄今金额最大的行政利益输送指控之一。批评者视此为特朗普第二任期商业利益与政策资源高度交织的缩影，白宫尚未就该报告作出正式回应。
Corporate donors to President Trump's $400 million White House ballroom project have received more than $50 billion in new or expanded government contracts in the six months since demolition of the East Wing began, per Public Citizen.
arthur hayes accumulated 16.79m ENA at $0.666 and fully exited by june 5. four days later janus henderson, a $480b asset manager, announced they're integrating sUSDe into treasury operations and building USDe-denominated ETFs. ENA dropped 3% on the news. USDe is $5.4b, 3rd
US CPI Inflation Rate moved up to 4.2% in May, its highest level since April 2023. The Inflation Rate is now 0.6% above the Fed Funds Rate. The Fed is once again behind the curve and should be hiking interest rates.
Amazon $AMZN just announced that its supply chain services business has expanded its less-than-truckload freight service in the 🇺🇸 Any business can now ship palletized freight to a wide range of destinations, not just into Amazon facilities
BREAKING: President Trump says he is considering ordering the US military to begin targeting Iranian power plants and bridges today, per Fox News. Trump also says Iranian leadership has been moving too slowly and 'tapping the US along' on peace negotiations. 'I may keep going.'
US CPI Inflation Rate moved up to 4.2% in May, its highest level since April 2023. The Inflation Rate is now 0.6% above the Fed Funds Rate. The Fed is once again behind the curve and should be hiking interest rates.
UPDATE: Iranian drone 'lodged' between 2 Apache pilots; did NOT explode; Strait of Hormuz; Trump official first-person explanation; prior reports stated 'helicopter shot down'
BREAKING: President Trump explains what happened with yesterday's Iranian strike on a US Apache helicopter: Two US Apache helicopter pilots were flying low in the Strait of Hormuz. An Iranian drone then "lodged" in-between both pilots but did not explode. The drone then caught
Sheikh Isa Air Base (Bahrain, major US forward base); strategic radar site; Iranian attack drones; early Wednesday June 10 2026; source: Fars News (Iranian state media, unverified by US)
Early Wednesday morning, Sheikh Isa Air Base and a strategic radar site belonging to US forces in Bahrain were targeted by the army's attack drones - Fars News.
The Bank of Canada held its key interest rate but reiterated that US trade uncertainty and the Iran war may mean it needs to either cut or deliver consecutive hikes to keep inflation stable.
Bill Gates: closed-door transcribed interview; House Oversight Committee; Epstein; Gates: 'I should have never met with Jeffrey Epstein in the first place'
BREAKING: 🚨 MASTERCARD PARTNERS WITH RIPPLE $XRP, SOLANA $SOL, COINBASE $COIN AND OTHER CRYPTO FIRMS TO ENABLE AI AGENTS TO TRANSACT USING STABLECOINS AND DIGITAL ASSETS
10-Year Note Auction High Yield 4.538% [Stop-through 0.1 bps] Bid-to-cover 2.57 Sells $39 bln Awards 71.34% of bids at high Primary Dealers take 9.5% Direct 12.3% Indirect 78.2%
OpenAI's Altman told staff: OpenAI is preparing to launch a tender very soon at the current share price. That share price is $687.69 - The Information.
Anthropic's boss said he doesn't know what role his artificial intelligence model played in a missile strike that killed an estimated 120 children at an elementary school in Iran
Iran President Pezeshkian: Trump threats on critical infrastructure = 'a sign of desperation'; official statement in response to Trump's 'hit Iran hard today'
BREAKING: Iran's President Pezeshkian responds to President Trump's threats to target Iranian infrastructure calling it 'a sign of desperation.' Full statement: 'Critical infrastructures are the lifeblood of the people. Threats to target them, from transportation networks to'
Kan News Reporter: About an hour ago, a B-52 strategic American bomber was detected on flight tracking sites heading from the American base in Sicily towards the Middle East. The plane turned off its transmitter - the flight path is still unknown.
Trump: 'not looking to renew USMCA'; 'US doesn't need anything Mexico or Canada have'; sets stage for months or years of negotiations on autos + key industries
President Donald Trump said he would not reauthorize the US's trade deal with Canada and Mexico, setting the stage for months or years of negotiations over provisions governing automobiles and other key industries
The Justice Department has sent far-ranging subpoenas to several of America's largest banks including JPMorgan Chase and Bank of America, requesting information about whether they "debanked" clients
Treasury Sec Bessent: "The US is disrupting procurement networks that support Iran"; Energy Sec Wright: "not aware of US taking oil from Iran" (same day)
"This was the renters, not the owners, selling off their Bitcoin. A leverage unwind. All the people that were trading around it are gone" "Who actually sold? It's the fast money, shocker, not the believers. Hedge funds puking 31,400 Bitcoin, that's 39%. Brokerages 18,800"
"A human makes the final decision," says Anthropic's CEO. He also says he doesn't know how Claude was used. CENTCOM hit 13,000 targets in 5 weeks with Claude inside Maven.
Q1 2026: best quarter for YoY net new ARR growth in ~5 years; 'SaaSpocalypse is finished' — Orlando Bravo, SuperReturn Berlin; agentic AI 'going to merge quickly' with software
The "SaaSpocalypse is finished," Orlando Bravo tells @daniburgz at the SuperReturn conference in Berlin. He says people are realizing that these companies don't stay still and that agentic AI is going to merge quickly
Lets say what Trump said is true and roughly 2 million barrels per day made it through in the last 40 days. That is roughly 10% of normal traffic at the cost of an Apache helicopter, several drones, and god only knows how many billions a month it costs to sustain the blockade
Three sailors were reported missing in an attack on a second Indian—crewed commercial vessel off the coast of Oman this week as tensions escalate between the US and Iran
Iran and US officials held parallel talks with Qatari mediators in Doha. Iran refused trilateral meeting with US and Qatar - Axios. [QT @BarakRavid: Iranian and U.S. officials held parallel talks with Qatari mediators in Doha over the past two days, according to a regional source. The Qataris tried to arrange a trilateral meeting to directly negotiate on the remaining gaps, but the Iranians refused]
there were signs… [QT @Moshaikh: Citadel, is one of the most significant hedge funds, and they just dropped tokenomics … And it's not what you would have expected]
Revenue $19.2B vs $19.10B est; EPS $2.11 vs $1.96 est; Op Income $8.6B vs $8.25B est; $40B FY2027 debt+equity raise; US government-wide HR contract; capex > estimates
Oracle $ORCL just said that it expects to raise ~$40B in fiscal year 2027 through a combination of debt and equity [QT @WOLF_Financial: Q4 results: Revenue $19.2B vs $19.10B est; Adjusted EPS $2.11 vs $1.96 est; Adjusted operating income $8.6B vs $8.25B est; Adjusted net income $6.2B vs $5.78B est]
SPACEX $SPCX HAS REPORTEDLY LINED UP INVESTMENT-GRADE CREDIT RATINGS FROM ALL THREE MAJOR AGENCIES [QT @IPONewsroom_: Per Bloomberg, citing sources: Moody's, Fitch, and S&P Global all have SpaceX at investment grade. The ratings are reportedly being communicated privately ahead of Friday's]
Hegseth: 'Central command will be busy tonight'; Trump Situation Room meeting; 'large and short' Iran operation per Axios; Fars province air defense activated
TradFi-linked perpetuals: ~10% of total stablecoin trading volume; up from negligible at early 2026 launch; RWA perps on gold/oil/stocks; 24/7 leverage on crypto rails
TradFi-linked perpetuals now account for ~10% of total stablecoin trading volume. Up from a negligible share at launch earlier this year. TradFi perps are perpetual futures on RWAs like gold, oil, and stocks, settled in stablecoins, trading 24/7 with leverage on crypto rails.
The Interest Expense on US Public Debt hit $1.3 trillion over the last 12 months, another record high. If it continues to increase at the current pace it will soon be the largest line item in the Federal budget, surpassing Social Security.
Microsoft $MSFT owned Xbox is planning major layoffs next month. The layoffs, the exact scale of which is not yet clear, are expected shortly after the close of Microsoft's fiscal year on June 30th. Xbox is also planning to significantly slash budgets for marketing and some other
CENTCOM 2nd-day Iran strikes; ~20 targets; 5:15 PM ET June 10; Pentagon WSJ: 'coercive diplomacy' 'designed to force Iranian concessions at the negotiating table'
Pentagon says strikes on Iran are a form of 'coercive diplomacy' that are 'designed to force Iranian concessions at the negotiating table', according to Wall Street Journal report. Wait I thought they were 'defensive strikes'
Fable is the real deal. Had several material technical breakthroughs this afternoon that had resisted every other model. What struck me most was the elegance of the proposed solutions. Just the exact right tools for the job, seemingly effortlessly.
ASML's ascent to fresh record highs has been a highlight for European markets, yet it's done little to improve what is the stock's cheapest relative valuation in years
Leonardo's new CEO expects European regulatory approval for its satellite venture with Airbus and Thales by the end of next year, clearing the way for one of Europe's most ambitious defense and space projects
A judge urged the Trump administration to back off its appeal of his order to fully refund $166 billion in tariffs overturned by the Supreme Court, saying it was unnecessary and would create more delays for importers to get their money back
A Florida trading company is in advanced talks to send Cuba the biggest cargo of US fuel since the Eisenhower administration as the island nation contends with an acute energy crisis.
CPO mass deployment delayed to 2027-2028; 1.6T pluggable optical modules (LPO linear direct drive) as 2026 revenue driver; Bernstein May 2026 report; Innolight (中际旭创) channel check
Jared Kushner Albania massive coastal development project; growing resistance from protesters; Trump son-in-law connection
A massive coastal development project linked to Jared Kushner, the son-in-law of U.S. President Donald Trump, is facing growing resistance from protesters in Albania.
Alberta is set to propose a "general corridor" for a planned new million-barrel-a-day oil pipeline to the northern British Columbia coast rather than a specific route, the provincial minister of Indigenous relations said
Japan's small firms, which employ the bulk of the nation's company employees, may have trouble sustaining wage growth as the Middle East conflict drives up input costs and squeezes profit margins, putting a key pillar of growth at risk
Nintendo's shares fell by the most in a month after the game maker's presentation of upcoming games came up short on brand-new titles from heavyweight franchises such as Mario
Parabilis, a clinical-stage cancer drug developer, has raised nearly $745 million in an upsized US initial public offering that priced above its marketed range, and a private placement
Asics says it's weighing a spinoff of Onitsuka Tiger, the 77-year-old Japanese shoe brand that's enjoyed a resurgence in popularity amid a tourism boom and growing global demand for retro sneakers
Bill Pulte; acting Director of National Intelligence; Rep. Hakeem Jeffries: 'deeply unqualified'; 'weaponize the federal government against Trump's perceived adversaries'
"Bill Pulte is deeply unqualified to serve as acting director of national intelligence," Rep. Hakeem Jeffries says. "He's also someone who has clearly demonstrated a willingness to weaponize the federal government against Donald Trump's perceived adversaries."
Thailand is racing to secure a free-trade agreement with the European Union as uncertainty over US tariffs pushes countries to forge new economic partnerships, according to a top trade official
Lindsey Graham (R-SC) wins Trump-endorsed primary; Graham Platner (D-ME) wins Maine Dem Senate primary; challenger to Susan Collins (5-term incumbent); Platner faced multiple campaign scandals
Maine Democrat Graham Platner is expected to emerge from the primary to take on five-term incumbent GOP Sen. Susan Collins. But Platner has faced one scandal after another during the campaign.
CPO scale out earlier than expected: Foxconn: est. units register upward and optical switches shipped early to $NVDA CPO scale up timelines from $LITE Mizuho Technology Conference today: 'The company expects to start shipping Scale-Up optical products in the second half'
BTC Accumulation Trend Score near 1 (blue zone); large on-chain entities net accumulating BTC over past 7 days; dual-factor model: entity balance + buy/sell delta
BREAKING: China bought +10 tonnes of gold in May, the largest monthly addition since January 2025. This follows +8 tonnes acquired in April, marking their 3rd consecutive monthly net purchase. China has now bought gold for 19 consecutive months, the longest streak since...
Mythos (public model): first deliberately under-spec'd vs predecessors on technical tasks; AI capability asymmetry: internal research models vs public releases
The public Mythos is the first model that is deliberately designed to perform worse on technical tasks than its predecessors. AI companies will have models that help them to do research, but they will increasingly block others from benefiting. Not your weights, not your brain!
Canton Network在2026年Q1产生1.93亿美元链上费用，占Messari追踪21条链总费用的42%，超过Solana；但Broadridge每日3480亿美元国债回购结算及DTCC国债代币化业务在DeFiLlama等标准仪表板中TVL显示为零。
Canton Network Q1 2026: $193M fees; 42% of 21-chain total (Messari); > Solana; Broadridge $348B/day repo settlement; DTCC treasury tokenization; DeFiLlama TVL = $0
Canton Network机构级区块链规模已超越头部公链，却对标准加密分析工具完全不可见，揭示TVL/费用等核心指标对许可链的系统性盲区。Broadridge和DTCC等传统金融机构的代币化业务已具相当规模，机构链与公链正形成平行且互不透明的双轨生态，主流加密分析框架亟需重构。
canton network generated $193m in fees Q1 2026. 42% of all fees across 21 chains messari tracks. more than solana. defilama shows $0 TVL because broadridge's $348b daily repo settlement and DTCC's treasury tokenization are invisible to every standard crypto dashboard. $CC trades
A key measure of bulk shipping rates dropped for an eighth consecutive day as demand in the larger vessel segments cooled following a multi-month rally that pushed the market to its highest level since late 2023
Aluminum fell to the lowest level in one month after tensions in the Middle East escalated and expectations of US rate hikes damped the demand outlook for industrial metals
There has been no love for silver over the past month, which is down -20% over the last 30 days It is just building momentum to the downside, or is there a bottom near? If the latter, what do you think the catalyst is likely to be?
Claude Fable: 'engineermaxxed'; coding = exceptional; strategy/reasoning/writing = overcomplicated, missing the forest for the trees; token consumption very high in workflows
first impression of Fable: engineermaxxed. clearly optimized for coding, to the point where it feels autistic on other things. on a few strategy / reasoning / reasoning tasks, the responses felt overcomplicated, too detailed, and missing the forest for the trees.
Philippines: demands China remove floating structure at disputed South China Sea shoal; Philippines-Japan maritime border talks proceeding despite Beijing opposition; FM Ma. Theresa Lazaro
The Philippines intends to pursue talks on maritime borders with Japan despite opposition from Beijing, according to Manila's Foreign Affairs Secretary Ma. Theresa Lazaro
A $100,000 fee for new applications for H-1B visas to the US has been struck down in court. The fee is just part of the Trump administration's effort to overhaul the H-1B program. Here's what to know.
Beijing: sweeping crackdown on illicit overseas investment; HK Financial Secretary Paul Chan: will 'inspire confidence' of Chinese authorities; banking sector chilled
Hong Kong Financial Secretary Paul Chan said the city would attempt to 'inspire the confidence' of Chinese authorities, after Beijing's sweeping crackdown on illicit overseas investment cast a chill over banks in the city
Swedish driverless truck group Einride will make its trading debut in New York on Wednesday with hopes of benefiting from the investor buzz generated by SpaceX's IPO later in the week
The number of bearish options tied to South Korea's Kospi 200 Index has climbed so sharply relative to bullish wagers that it is nearing a level that previously foreshadowed market declines
If you want a TLDR of today: > be $NVDA, $5T company. Force shift to 800V DC and CPO > analyst: I don't think u can do it in time! > market: "I don't trust Nvidia, time to sell everything" > Nvidia and Lumentum executives after: Bullish on CPO, timelines accelerating. ???
前SEC委员/代理主席加入Backpack董事会，不得不说BP这是打造了加密领域最强的合规监管政策天团。之前CFTC代理主席（现Backpack US总裁）+前FTX总法律顾问&Coinbase上市核心法律团队成员CanSun（BP联创），已经是"传统金融监管+Crypto法律"的最强组合。现在前SEC代理主席Michael S. Piwowar加入。
"While this property crisis has been going on Chinese households have been saving...there's about 23 trillion RMB in the bank. And 3% of that is a 4% GDP impulse." PAG's Chris Gradel #BloombergInvest
Yes Bank is raising FX non-resident deposit rates, becoming one of the first Indian lenders to offer the program aimed at attracting capital flows and shore up the battered rupee
Just in: $5.6B Legora is racing to 700 employees in Europe. The Swedish legal AI firm is opening in Madrid, Milan, and Paris just 2 months after its $600M round. Rival Harvey is worth $11B, and neither is slowing down.
kamino has $25m+ in xStocks collateral across 8 tokenized equities with borrow-side incentives live on SPYx, TSLAx, NVDAx, GOOGLx. 36% utilization at 50% LTV. the moment someone borrows against their NVDA position to ape into SOL you get a reflexive loop between tradfi equity
"There's capital available, it's just you may not like the valuation that's being offered." Apollo Co-President Scott Kleinman discusses the Mega-IPO market and what it means for private equity
Support in Sweden for adopting the euro has declined over the past year, while a majority of Swedes oppose joining the currency used by a majority of European Union nations, a national statistics office poll showed.
Yep, Blackrock has now entered $SIVE positions as passive owners following index listing. Fidelity Research has shown up as starting direct positions of Sivers too. Remember when JP Morgan showed up last month with small positions… Then bought ~5.25% of the company?
announcing this just days after the Belfast beheading while youth unemployment sits at 16.2% does this Labour government have *any* grasp on reality? [QT @Telegraph: Rachel Reeves will reimburse British firms £5,000 per foreign worker in a bid to make the country more attractive despite the UK's growing youth unemployment crisis]
Growth in wholesale sales has been remarkable over past year, climbing to +10.9% y/y in April … right near upper end of range seen in cycle before pandemic
Johnson & Johnson $JNJ CEO Joaquin Duato said finding a cure for certain cancers and turning others into chronic diseases is a realistic goal for the coming decade - WSJ
All part of the 4,000 year plan. [QT @JChengWSJ: The Chinese leader's purge has swallowed the network of the man who once ran it: Wang Qishan, the enforcer Xi trusted to hunt "tigers"—Beijing's term for high-ranking officials. @Lingling_Wei]
BREAKING: SpaceX's IPO is expected to create 4,000 new millionaires, including some cafeteria workers whose compensation packages include employee stock options, per Bloomberg.
President Lula widens his lead over Senator Flávio Bolsonaro after the challenger was embroiled in a corruption scandal and the US increased pressure on Brazil, a new poll shows
Trump regulators are proposing new rules on how they will govern the booming prediction markets, with parameters that will continue to allow most sports-related bets while trying to avoid inviting obvious manipulation
NEAR is down 40% from highs but on-chain activity dropped only 12%. 42% of protocol usage is DeFi, 31% is cross-chain payments through Intents ($20b cumulative volume). market priced it as a pure AI token and walked away. an $8.36m short on hyperliquid is up 173% and fully
Oil strategists keep raising alarms over shrinking oil reserves. Carlyle's Jeff Currie: "It is robbing Peter to pay Paul -liquidating the buffer built over decades to suppress the very price signal that would trigger the investment response the mkt needs"
Iraq is accelerating oil loadings at its main port and boosting shipments out of the Persian Gulf in the latest sign that the region's top OPEC producers are getting more barrels through the vital Strait of Hormuz.
Poetic, an AI startup, is emerging from stealth with $50 million in funding from OpenAI and other investors to help businesses streamline complex tasks, ranging from insurance underwriting to financial compliance.
I talked to a founder of an AI startup generating about a 40% annual return on the cost of the GPUs he was using. I.e. he could make $400 in annual revenue for every $1000 worth of hardware he used.
frontier open weights AI; closed ancillary services monetization: near-zero; development cost >> potential revenue; structurally different from traditional open source (Red Hat model inapplicable)
The core problem with open weights is that the business model of frontier open weights AI does not look like open source, as there are very few cases where you can make money from closed ancillary services, and they are very expensive to make relative to any potential revenue.
Professional investors are resisting a bid by Wall Street's top regulator to reduce how frequently US public companies share information with the market, according to an industry survey.
can someone skilled in public company m&a explain the purpose of a "non-binding" acquisition proposal? is it basically a marketing and sentiment driving tactic to bring another party to the table while attempting a hostile action that the target management will be opposed to?
Beef prices hit a fresh record, and hopes for relief are fading as drought and the reemergence of a deadly cattle parasite keep the US herd smaller for longer.
David Kelly, chief global strategist at JPMorgan Asset Management, says there's a good chance that May "will actually turn out to be the high-water mark for inflation in this cycle"
South Africa's central bank suggested another interest-rate increase could be warranted this year because of the fallout from the Iran war, while highlighting risks the conflict poses to financial stability.
Yesterday @AravSrinivas told me power was the most significant bottleneck to AI. Today I had KR Sridhar, CEO of Bloom Energy on 20VC. 1. We are not in an AI infrastructure bubble. AI is a hockey stick on a hockey stick. 2. We are now manufacturing intelligence, and the only
Boeing's MQ-28 Ghost Bat uncrewed combat plane can now carry weapons internally, fly farther and deliver a bigger payload — upgrades the company hopes will give it the edge over rival Helsing GmbH in the competition for German orders.
The Commodity Futures Trading Commission unveiled a proposal for prediction markets Wednesday that would crack down on bets related to war, terrorism and assassination.
Saying the quiet part out loud "A Wells Fargo analyst can't trade individual stocks, but the Senate Armed Services head can buy drone stocks before the Pentagon funds them" It needs to end.
BLS Nominee Matsumoto: payroll company data + tax withholding data to supplement/replace surveys; declining survey response rates → persistently large negative job revisions; statistical model issues cited
Anthropic Co-Founder/President Daniela Amodei: AI industry trying to learn from social media giants' mistakes to self-regulate; Bloomberg The Circuit interview with Emily Chang
Anthropic Co-Founder and President Daniela Amodei sits down with The Circuit to discuss the intense weight the AI boom has placed on the shoulders of its leaders. Amodei tells Emily Chang the AI industry is trying to learn from the mistakes of social media giants to self-regulate
摩根士丹利首席美国股票策略师兼CIO Mike Wilson表示近期股票和债务发行规模表明市场健康，有足够资本吸收近期全部IPO活动，并将近期波动定性为周期性板块与大宗商品板块间的轮动而非系统性风险
Morgan Stanley CIO Mike Wilson: equity/debt offerings signal healthy market; enough capital to absorb all recent IPO activity; volatility = cyclical/commodity rotation, not systemic risk
Mike Wilson, Morgan Stanley's chief US equity strategist and CIO, says the recent equity and debt offerings signal a healthy market. Wilson says there's enough capital out there to absorb all of the recent IPO activity
In Dec 2025 the Gold/Silver ratio broke down through the shelf of support favoring Gold at 65 to 1, declining down to 43 to 1. The ratio is presently retesting that breakdown level. Longer-term this ratio will be resolved in favor of Silver as the market is showing today. $XAUXAG
President Trump was just asked about the US Government taking a stake in AI companies: 'WILL MEET WITH TOP 15 EXECUTIVES SHORTLY, I THINK THEY'LL DO THAT'
German startup Neura Robotics has raised about $1.4 billion in a funding round backed by stablecoin issuer Tether to develop and ship its artificial intelligence-powered humanoid robot
Anthropic released Claude Fable, its first Mythos-class AI model, yesterday. Microsoft $MSFT is reportedly limiting the use of Claude Fable 5 for employees because of Anthropic's new data retention requirements - The Verge
America's Car-Mart, a used car seller and subprime lender, is working on an eleventh hour capital raise to stave off a potential bankruptcy filing after a cash crunch put the company on the verge of default
The broader index is down a significant -3-4%. Stocks don't move in a straight lineup unless you're $SNDK. And are largely affected by wider selloffs. [QT @cesc1994: Navitas, lpk, wolfspeed and xfab all collapsing]
BREAKING: President Trump says "I love the inflation" and explains why after US CPI inflation rises to 4.2%. Trump also announces that the US has been taking oil from Iran, including 22 ships of oil "last night."
Helion; PyTorch-native; hardware agnostic kernel DSL; tile-programming model; vllm_project integration; Meta + Red Hat authors
Helion is a PyTorch-native hardware agnostic kernel DSL designed for writing high-performance kernels using a tile-programming model. In our latest blog post, Sean Chen (@RedHat) and Yanan Cao (PyTorch, @Meta) explored integrating Helion kernels with @vllm_project and evaluated
Big day for $HROW shareholders... stock up 9% and now pushing through the 50d, VWAPs and trendlines... still has some overhead supply to work through. @FirstWaveFund is a top 25 shareholder based on Q1 13Fs and we remain very bullish... this is a potential 5-bagger over the next [period]
The EU pushed back against US pressure to impose stricter travel restrictions to address an Ebola outbreak in Democratic Republic of Congo and some areas of Uganda as the nation prepares to co-host the World Cup
Tom Lee; Ethereum (ETH); zero fraudulent transactions; blockchain cheaper to run; traditional finance: "fake/fraudulent transactions"; Ric Edelman institutional audience
Tom Lee将以太坊重新定位为金融基础设施升级方案而非纯投机资产，以"零欺诈"和"低运营成本"构建对传统金融科技栈的系统性批判；在ETH现货ETF持续吸纳机构资金的背景下，此类来自传统金融背景分析师的叙事重构有助于拓宽以太坊的机构投资者覆盖面。
"The entire financial system today is built on tech stack on top of tech stack and there's a lot of fake/fraudulant transactions. Ether (and btc) has had zero fraudulent transactions. Blockchains are also much cheaper to run." - Tom Lee making case for Ethereum to Ric Edelman
Texas Governor Greg Abbott called on state regulators to better protect ratepayers from shouldering the costs of the data center buildout, the latest sign of growing political scrutiny over the AI-driven surge in electricity demand.
Welp that backfired quickly [QT @jsrailton: NEW: malware developers added nuclear & biological weapons text to to their spyware. Goal? To trigger LLM safety refusals... so that their spyware wouldn't be analyzed by an AI security scanner. Cleanest practical example I can think of for why over-indexing on first order...]
Amazon Inc.'s record loonie bond sale has the Canadian fixed income market working hard to accommodate the deluge of debt, pushing risk spreads higher and spurring other borrowers to delay note sales of their own.
FIFA revokes Iran fan ticket allocation; 3 US-hosted matches; several thousand seats affected; Iranian officials accuse US of blocking entry; 2026 World Cup
Iran's soccer federation says FIFA has revoked its ticket allocation for fans to attend the team's three scheduled matches in the U.S., affecting several thousand seats. While FIFA controls ticket distribution for the tournament, Iranian officials accused the U.S. of preventing
Kenya protests; proposed Ebola quarantine center for Americans; police: tear gas + warning shots; 1 protester killed (Reuters); violent scenes Tuesday June 10 2026
Protests in Kenya over a proposed Ebola quarantine center for Americans led to violent scenes on Tuesday. Police fired warning shots and tear gas in a bid to disperse the crowd near the site of the planned facility. Reuters is reporting that one protester was shot and killed,
Big <encrypted> news from @helius and @LightProtocol ZK and privacy on Solana are accelerating [QT: The Light Protocol team is joining Helius to help build Solana's most complete ZK privacy layer. Private payments, markets, and finance -- at Solana scale. Fully composable, fully onchain, fully open-source.]
Pump prices peaked nationwide at $4.60 in May per @AAA_Travel & currently $4.15. Of course, prices vary by state. More importantly, February price was $2.98. Delta huge & why May core CPI fell to 0.21% from April's 0.38% Can't squeeze blood from a rock.
Timotheus Höttges transformed Deutsche Telekom by doubling down on America's maverick brand, T-Mobile. His final test is a $300 billion-plus merger of the two.
Chevron Corp. and two other major Argentine shale producers will sign contracts this week to supply a natural gas liquids project, a move that all but assures the $3 billion plan goes ahead, according to people familiar with the matter.
OpenAI said ChatGPT accounts tied to China sought to stir local opposition to US data centers, potentially to undermine the country's AI competitiveness, echoing recent rhetoric in the tech industry
Nebius: raised prices; 'significant demand pressure on supply'; $66B market cap; Leopold Aschenbrenner largest position
这一表态量化了AI算力供给稀缺性的极端程度，与Bloom Energy CEO"AI是曲棍球杆上的曲棍球杆"的说法高度吻合。Leopold Aschenbrenner将Nebius列为最大持仓之一，标志机构层面已形成明确共识。定价策略向"可持续客户"倾斜暗示AI基础设施市场正从野蛮增长期向质量筛选期过渡。
Nebius Could Double Pricing and It Still Would Not Impact Demand… "We recently raised prices and still have significant demand pressure on supply. The challenge isn't finding the highest possible price, it's finding the level where customers can build sustainable businesses."
Northern Ireland: water cannons deployed 2nd consecutive night (first use); victim's family: 'overnight unrest is not welcome'; UPDATE from prior transport suspension report
"We know that our players like value and they like to win. The speed of Solana, the speed of those transactions and the near zero costs associated with the Solana chain align super well" – Ty Stewart, Chief Executive Officer of @WSOP
Tomorrow's News Today... BREAKING: THE ECB HIKES INTEREST RATES FOR THE FIRST TIME SINCE 2023. 25 BPS INCREASE UP TO 2.25%. CITES ONGOING WAR IN IRAN, SURGING ENERGY PRICES, AND THE HIGHEST EUROZONE INFLATION RATE (3.2%) SINCE SEPTEMBER 2023.
Every investment bank/strategist was suggesting overweight gold and underweight oil exposure into the new year. 6 months in, oil is up ~50% against gold. Information changes fast, have to always think for yourself.
Bond investors are increasingly scrutinizing financing deals linked to artificial intelligence infrastructure buildouts, according to Citigroup analysts
Hedgeeye planning a Hedged Bitcoin ETF $HBIT.. will invest in a bitcoin ETF and then buy and sell call options to manage downside risk and generate income.
Canadian Prime Minister Mark Carney's government has introduced legislation that would ban youth under the age of 16 from using social media platforms operated by firms such as Meta and X unless the companies meet a set of safety standards