Around X:
- @Business
- President Trump said he'd prioritize trade discussions during his summit with Chinese counterpart Xi Jinping and downplayed the amount of attention they would devote to the Iran war.
- EXCLUSIVE: Anthropic is in early talks with investors to raise at least $30 billion in fresh financing, setting the stage for what could be its largest funding round yet.
- High-flying chip stocks struggled through one of their most challenging sessions of the year on Tuesday in a dramatic reversal for some of the market’s best performers.
- Get up to speed on what's moving global markets.
- Here’s what you need to know to start your day.
- @ZeroHedge
- "Chicom Among Us": Maryland GOP Lawmakers Sound Alarm Over Chinese-Born Delegate's AI Disclosure Bill.
- SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows.
- He did it by receiving an $8 billion bailout from the state and deferring pensions for retired city workers. In true socialist fashion, he needed to be saved after running out of other peoples' money. (video)
- As Hegseth Spars With Congress Over Iran War, Trump Decries Criticism As 'Virtual Treason'.
- Former CIA Director Brennan Says There Are Still "Legions" Of Anti-Trump, Deep State Operatives, At DOJ, FBI, & CIA.
- China's Teapot Refiners Slash Output As Hormuz Crisis Crushes Margins.
- Seven Reasons Why The Hormuz Crisis Has Yet To Hurt The Global Economy.
- Judy Chu is also one of the most prolific (insider) traders in Congress.
- Congress passed a Covid bailout that gave billions to talent agents and celebrity touring companies. Lil Wayne used it to pay for his private jet. It turns out 70% of the programs' payments were improper.
- US Unleashes Another Wave Of Crude From Strategic Reserve As Gas Prices Soar.
- Iran Specifies 5 Demands To Restart Peace Talks With US.
- 'AI Tax' Threats & NACHO Nerves Trigger Market Tantrums.
- @CNBC
- CNBC Daily Open: Wall Street meets its old nemesis: Inflation.
- Asia markets set to open mixed as investors watch Trump-Xi meeting and Iran tensions.
- FedEx CEO brushes off Amazon's new logistics service that recently sent shares tumbling.
- Wednesday's big stock stories: What’s likely to move the market in the next trading session.
- Stock futures are little changed as Wall Street awaits another April inflation report: Live updates.
- This metal just set a new record, boosted by AI data center demand. Citi says it’s time to 'chase the move higher'.
- Both Iraq and Pakistan have cut deals with Iran to ship oil and liquefied natural gas from the Gulf, according to five sources with knowledge of the matter, in a demonstration of Tehran's ability to control energy flows through the Strait of Hormuz.
- @TheTranscript
- $NVDA CEO on rising GPU prices: "GPU consumption is going through the roof and over, you know, even GPUs we sold four or five years ago now are rising in price faster than, you know, good wine. And so it has defied what every buying Nvidia GPU is like, investing in art."
- $NVDA CEO on Anthropic: "If you think about it, in the arc of history, there’s never been a company like this before. To have grown from, what are they, 10 years old or something like that, from zero to nearly a trillion dollars in value, at the business rate that they have. I mean, they’re currently probably $40B to $50B annualized run rate. For a software company to generate these kinds of revenues, this is historic in many, many ways. And their contributions to computer science, to society, are incredible.”"
- @WallStEngine
- @MarioNawful
- Yulia Mendel dropped some serious claims on the Tucker Carlson Show... Her allegations: - Ukraine's population has collapsed from 40+ million to roughly 25 million since the war began - Around 11 million retirees are surviving on $75-100/month pensions - Zelensky is allegedly linked to money laundering schemes This is someone who worked inside his own administration. A former insider, not a Russian propagandist or a pre-war opposition figure with an axe to grind. The population figure alone is staggering. A 40% drop would make this one of the worst demographic crises in modern European history, and it's barely being discussed. (video)
- Megyn Kelly just dropped a bombshell. Brad Parscale, Trump's former campaign manager and current Salem Media exec, registered as a foreign agent for Israel last September. His contract: between $6 and $9 million to build digital campaigns combating anti-Semitism. At least 80% of the content is required to be tailored to Gen Z across TikTok, Instagram, YouTube, and podcasts. Megyn confirmed she personally knows Parscale and has had long discussions about what his AI can actually do. Her words: "It's substantial." This is the influence network operating at a scale most people don't even realize exists.
- @RWMaloneMD
- A virus or some other pathogen emerges somewhere in the world. The media shifts into apocalyptic mode. "Experts" appear to be predicting catastrophe. Computer models project millions dead, if the right circumstances coalesce. Politicians declare emergencies. Pharmaceutical companies announce new products. Social media turns into a digital panic attack. And ordinary people, who just wanted to buy eggs and walk the dog, suddenly feel like civilization is one cough away from collapse. Wash. Rinse. Repeat. This is how psychological bioterrorism works. The pathogen itself matters less than the emotional payload attached to it.
- @MJTruthUltra
- Reporter: Do you regret pulling out of the World Health Organization now with Hantavirus? TRUMP: No.. they got it all wrong with COVID. I was the one who said it came from Wuhan. They covered it up and are owned by China. (video)
- @BGatesIsaPsycho
- Politicians in Suits Stand next to a Bus full of people in Hazmat Suits (who are allegedly being quarantined for exposure to Hantavirus) so Legacy Media can take Photographs in order to promote their new Scamdemic. They’re already discussing Vaccines & think you’re stupid. (video)
- @ValerieAnne1970
- Bill Gates is a PSYCHOPATH masquerading as a PHILANTHROPIST. Bill Gates is back, with a blueprint for CONTROL. He has a CARTEL of the world's most POWERFUL corporations—BLACKROCK, MICROSOFT, GM, Bank of America—under the green banner of his "Catalyst" fund. His smooth promises of "bringing costs down" and "helping all countries participate" are a SMOKESCREEN. Here’s what he's really saying: (video)
- BEWARE: Grocery store 'pre-cut' fruits & vegetables are doused with 7 chemical agents before being packaged & sold 'ready to eat.' (video)
- @TheSCIF
- Dominion contractor who worked during the Michigan 2020 election states that she did not witness one single Trump ballot the entire 27 hours she worked in the election. She also witnessed the same stacks of ballots being scanned 8x to 10x. She stated that at least 90% of the workers in the election were involved in the fraud. The same stories and testimonies of fraud are consistent all over the country during the 2020 election, which indicate a massive fraud operation that stole the 2020 election from Donald Trump. (video)
- @disclosetv
- @RepLuna
- We are facing a massive population decline and John Thune thinks it’s a good time to shill for pesticide manufacturers. For those who don’t know, a lot of the crap they are spraying on our food during farming IS causing cancer… especially in kids. Not to mention the KNOWN impacts on fertility. The pesticide liability shield needs to STAY OUT of the Farm Bill. Hearing the Senate is trying to add it back in.
- This is completely false and he knows it. (video)
- @HealthRanger
- ANOTHER refinery explosion? It's almost one per day at this point. This is NOT normal... (video)
- Stop using Microsoft products and paying annual fees! Here are just some of the open source free replacements for popular Microsoft products. I use MANY of these daily:
- @SenseReceptor
- Former BlackRock fund manager Ed Dowd on how private equity has infested veterinarian offices, encouraging "vaccines" that cause (expensive) health problems: "they know the vaccines are going to cause problems for dogs and cats to come back in to get treated for whatever". "And... when I go to the beach on Maui, that's where I take the pulse of the average human who doesn't know anything. And the numbers of stories of people with cat and dog issues for seven-year-old dogs and cats because they got them vaccinated and because they're like, I have to put my dog to sleep. I don't have four grand for X, Y, Z—". Dave Collum: "I spent $1,200 yesterday at the vet". Dowd: "There you go". (video)
- @17QStorm
- BOOM! JAMES O’KEEFE JUST DROPPED A NUKE — WIDESPREAD VOTE BUYING RING EXPOSED NATIONWIDE AS DEMS (AND SECRET RINOS) PAY $5-$8 PER BALLOT TO RIG EVERY ELECTION! Undercover footage catches these hired guns openly bragging: “I’m bringing in 3500 votes”… “He was paying me $5k a month, now it’s $8k!” Even judges and Texas Republicans caught secretly working for Democrats while funneling thousands of fake ballots! This is the Deep State’s desperate election theft machine in action — our Republic is being sold out in broad daylight for chump change! We NEED the SAVE AMERICA ACT PASSED IMMEDIATELY + MASS ARRESTS and PROSECUTIONS for these treasonous fraudsters before they steal 2026 too!
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly lower, weighed down by transport and technology shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the day.
- Asian equity indices are -.5% to +.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 72.75 +.25 basis point.
- China Sovereign CDS 41.5 +.25 basis point.
- China Iron Ore Spot 110.7 USD/Metric Tonne +.4%.
- Crude Oil 101.5/bbl. -.7%
- Gold 4,717.7 USD/t oz. +.67%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.70 -.04%.
- Bloomberg Emerging Markets Currency Index 35.47 -.04%.
- Bloomberg Global Risk-On/Risk Off Index 121.9 +.4%
- US 10-Year Yield 4.46% unch.
- Japan 30-Year Yield 3.86% +3.0 basis points.
- Volatility Index(VIX) futures 20.6 +.01%.
- Euro Stoxx 50 futures +.66%.
- S&P 500 futures +.05%.
- NASDAQ 100 futures +.13%.
BOTTOM LINE: Asian indices are mostly lower, weighed down by transport and technology shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the day.
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