Beijing Readies $297 Billion Data Center Buildout Blitz In Bid To Dominate AI Race
"The over-arching plan represents Beijing's most aggressive endeavor yet to lay the foundation for future Chinese AI development."
PolymarketSee more at Polymarket
Bloomberg·25m ago
Smucker Profit Tops Expectations, Buoyed by Coffee PricesZerohedge Debates
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Mallmaxxing, Millionaires And The Myth Of The Broke Consumer
The rumors of the consumer's death have been greatly exaggerated.
Premium"Device-Level" Nudity Detection: UK Gov't Blackmailing Public Into Digital ID
Because they care so much about the children...
"Too Many Red Flags": BofA Tells Clients To "Take Profits" Amid Spike In Dot Com Bubble Similarities
"Bear market signposts have risen to 70%, which matches the average of prior market peaks." - Bank of America
Premium
Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market
Goldman analysts led by Asad Haider and James Quigley laid out four main drivers...
Since Lockdowns, A 12% GDP Loss; Half Of US Dollar Purchasing Power Stolen
... how much longer will it take before the public mind recognizes what they did to us?
Global equities mostly firm; NQ +0.8%, USD and crude softer as geopols quieten - Newsquawk US Market Open
US President Trump said they are negotiating with Iran, and a victory will happen very soon, while he stated they will declare total victory in two weeks.
NSPolymarketSee more at Polymarket
Bloomberg·25m ago
Smucker Profit Tops Expectations, Buoyed by Coffee PricesThese Are The World's Most Prosperous Countries
Norway ranks as the world’s most prosperous country in 2026, leading a Nordic-heavy top 10...
Why Isn't The Dollar Higher?
U.S. macro surprises are ripping. Yields are rising. Europe is deteriorating.
Yet DXY remains stuck in a year-long range.
Premium5 Future Scenarios For Post-Conflict Iran
Iran might be doomed to repeat history once again...
Netanyahu Confirms Israel 'Holding Fire, For Now' - Rejects Iran Red Line To Not Attack Lebanon
Trump: Both sides, Israel & Iran, are looking to do an immediate CEASEFIRE!
Watch: French Fighter Jets Shoot Down Kamikaze Drone Over Latvia
Believed to have breached airspace from Russia...
Google Met Top German Govt Officials Many Times To Discuss Online "Hate Speech" And "Disinformation"
...met "dozens of times"...
Bitcoin Bid As Stocks 'Dead Cat Bounce', But History Shows Friday's Low Gets Re-Tested
There is an old saying that "markets don't bottom on Fridays"...
PremiumPro-EU Ruling Party Wins Armenia Election In Landslide, Kremlin Blasts Western Interference
...an atmosphere of unprecedented pressure on the (pro-Moscow) opposition...
Crude benchmarks a touch lower, ES/NQ firm after strong APAC lead, EU Bourses lag - Newsquawk EU Market Open
US President Trump said they are negotiating regarding Iran and a victory will happen very soon; he stated they will declare total victory in two weeks; Brent Aug’26 -1.1%
NS
Street Unrest In Albania After PM Says Pristine Land 'Belongs' To US-Saudi Investors
Luxury sprawling resort development backed by Jared Kushner...
10 Enduring Lessons From Adam Smith
From technocrats to central planners, the temptation to engineer society persists. Adam Smith saw the dangers clearly.
Apollo And Blackstone Raise $35 Billion For Anthropic In One Of The Biggest Ever Private Credit SPV Deals
Broadcom is backstopping a massive $36 billion private credit SPV with Apollo and Blackstone which will help Anthropic buy Google chips... made by Broadcom, while deal arranger Morgan Stanley is lending money to participants in the deal...
Report Says Cuba Mobilizing Militias As U.S. Invasion Fears On The Rise
"The Havana government has begun distributing weapons.."
Why Isn't The Dollar Higher?
The dollar remains stuck in a year-long range despite U.S. macro surprises firing on all cylinders, firm labor markets, and higher yields. Strong data, weak Europe, and light positioning are creating a setup where a break above 101 could finally bring it all together.
The AI Trade's Fragility Problem
Volatility came back with a vengeance on Friday. The VIX surged, tech volatility exploded, skew snapped higher, and investors suddenly rediscovered their love for puts as an ordinary selloff morphed into a full-blown volatility event. Protection paid, puts are back, and synthetic short gamma helped turbocharge the move. Here are the charts that matter.
Several Markets Are About To Decide
The semis trade has become one of the most crowded trades on the planet. Momentum remains powerful, but with the SOX/MAG ratio going parabolic and volatility hitting extreme levels, the risk-reward is starting to look less one-sided than it did a few months ago.
From SOX To MAG?
Nobody wants boring mega-cap tech anymore. Everybody wants semis, but several indicators suggest the SOX versus MAG relationship is becoming increasingly stretched. The SOX/MAG ratio has gone vertical, while roughly 85% of AI ecosystem revenues still come from spending within the ecosystem itself.
Bitcoin's Moment Of Truth
Bitcoin is getting smoked. Momentum has collapsed to some of the most washed-out levels seen in years as price tests the massive $60k make-or-break support zone, while a striking divergence versus the dollar and signs of speculative exhaustion in Korea suggest the next big move could be approaching.
Today's Top Stories
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