Latest: Hormuz Fertilizer Crisis
Goldman outlines some of the likely use cases for Agentic AI across the enterprise and consumer sphere - and quantifies upside to business outcomes, along with the investment levels required. It concludes with its top trade recommendations.
Premium
"Three World Class American Destroyers just transited, very successfully... under fire."
Last month, CTO Praveen Neppalli Naga said Uber had already used its entire 2026 budget for Anthropic’s Claude Code, underscoring how quickly demand for AI tools is growing inside the company.
"State Farm delayed, underpaid, and buried policyholders in red tape at the worst moment of their lives. That is unacceptable,..."
How nice...
A new CDC report says only five states have mandated federal recommendations for 150 minutes of weekly physical education for students in grades K–5...
...this is NOT going to be a normal correction... we're seeing "biblical" calls over puts flow on the recent panic grab into stocks as index options skew "goes to zero"...
Premium
One doctor’s NPI linked to 17 hospices filing thousands of claims for just 900 patients
The event was to celebrate Eid al-Adha, an annual Islamic celebration, and was promoted as being for only Muslims..
“It should be like investing in jets, bombs and missile interceptors," says foreign minister
US market is "in full-on spot up/vol up, chase territory now"...
Premium
The populist “victory” of the Trump administration is perhaps the best evidence yet that a strategy of “vote harder” is simply not going to lead to any significant change of any kind...
NS
Premium
The maps are moving...
Society risks creating a generation of displaced young men searching for identity and purpose...
...meaning most media scare stories over the last 15 years are officially junk.
NS
Today’s Democratic Party has abandoned its traditional working-class, patriotic roots and embraced a radical Jacobin ideology built on division, coercion, and political extremism...
"Congress has a constitutional responsibility to be fully informed about the nuclear balance in the Middle East"
The melt-up in tech continues to intensify, with semiconductor momentum reaching levels not seen since March 2000 as speculative call chasing across semis explodes higher. At the same time, the AI buildout narrative keeps getting bigger, from exploding token demand projections to Korea’s AI panic, waking China tech, and even silver starting to stir.
China tech is finally starting to wake up again, with high-beta speculative indices breaking above major resistance while domestic AI names like Cambricon explode higher. At the same time, the gap versus US tech has become enormous, leaving plenty of room for a violent catch-up squeeze if momentum keeps building and KWEB starts reclaiming the big breakout levels.
Silver is once again attempting a major breakout after spending months working off the excesses built during the melt-up, with positioning still surprisingly light and momentum chasers largely absent. Vols have cooled off from panic levels, but if this squeeze starts sticking above the big breakout zone, the upside convexity could reprice very quickly.
Tech continues to absorb nearly all the market’s oxygen, with QQQ seeing its biggest inflows in five years as speculative call chasing across semis explodes higher. At the same time, SPX and NDX are once again pressing into delicate technical levels while dealer positioning turns increasingly fragile, a dangerous mix when MU, INTC & SNDK are trading more call volume than SPY.
Korea’s AI and memory-driven squeeze continues to accelerate, with KOSPI surging another 6.5% overnight as vols, call positioning, and memory pricing all explode higher. SK Hynix and Samsung continue to rip amid record triple-digit export growth, but the move is starting to look less like a rally… and more like outright upside panic.
Assistance and Requests: Contact Us
Tips: tips@zerohedge.com
General: info@zerohedge.com
Legal: legal@zerohedge.com
Advertising: Contact Us
Abuse/Complaints: abuse@zerohedge.com
Make sure to read our "How To [Read/Tip Off] Zero Hedge Without Attracting The Interest Of [Human Resources/The Treasury/Black Helicopters]" Guide
It would be very wise of you to study our privacy policyand our (non)policy on conflicts / full disclosure.Here's our Cookie Policy.
