Around X:
- @Business
- Netanyahu said he plans to press Trump in their meeting Tuesday to keep a “constant, constant watch” on Iran’s nuclear program, even as he said he has no new evidence that Tehran’s ability to build a weapon has been destroyed.
- CXMT is set to begin trading in Shanghai on Monday after raising 66.6 billion yuan ($9.8 billion) in the second-largest IPO in China’s history, with potential for a first-day gain that would make it the largest company in the country.
- Nvidia is in discussions to provide a guarantee of about $250 billion to help OpenAI lease computing from a giant data center project, the Wall Street Journal reported, citing people familiar with the matter.
- Investors will soon have another way to bet on the hottest stocks from Nvidia Corp. to SpaceX, without trading a single share.
- Kioxia faces more wild price swings with leveraged exchange-traded funds tracking the Japanese memory chipmaker’s shares set to be listed in the US.
- Here’s the latest news and analysis on the oil market.
- Get up to speed on what's moving global markets.
- Here’s what you need to know to start your day.
- @Zerohedge
- Fauci writes about a “very good talk” he had with Sam Bankman-Fried, at the urging of Joe Manchin.
- Goldman Trading Desk: Tech Is Now "Sold On The News"... And The Top Charts Of The Week.
- "In the previous round of escalations, negotiations were initiated once US gasoline prices reached $4.20 and became materially more urgent as prices neared $4.50. Oil may be a global commodity, but political tolerance for high energy prices remains overwhelmingly domestic" - JPM.
- Fauci Files: A Megalomaniacal Egomaniac Milking Covid For Everything It's Worth.
- IPOs have underperformed the market since 2019.
- "Don't Flock Me": Massie Readies Bill To Yank Federal Cash From Cities And Police Departments Running Flock Cameras.
- Activists Target WNBA Player After She Takes Stand Against Trans Agenda.
- *TRUMP SAYS US HAS FAR MORE MUNITIONS THAN IT NEEDS: WSJ.
- *TRUMP POSTS MADE-UP IMAGE OF JETS HITTING KHARG ISLAND ONLINE.
- ASU Just Made 'Influencing' A College Major.
- No Country For Old Trends: BTIG Warns Of "More Dangerous Regime" Imminent. (graph)
- Iran Blasts "Freeloader" Zelensky For Ordering Deadly Attack On Caspian Vessel "At Israel's Behest".
- Machete-Wielding Islamic Terrorist Killed By Cops After Deadly Berlin Price Attack.
- "Now Taking Reservations For 2031 Delivery": GE Vernova Gas Turbine Backlog Climbs To 116 GW.
- Hawaii's Lieutenant Governor Indicted In "Biggest Bribery Scandal In State History".
- Catherine Herridge Uncovers Shocking Revelations About The Biden Family.
- US One-Way Attack Drone Found Adrift In Hormuz Offers New Look At Western Capabilities.
- US State Department Issues Travel Advisory For Belgium.
- Tit-For-Tat Strikes On Hold As Iran Signals Reciprocal Pause If US Continues Stand-Down: Report.
- Big Tech's AI Reckoning: This Earnings Week Could Decide The Next Leg Of The Market.
- France Orders Largest Peacetime Evacuation Since WWII As Wildfires Rage.
- UK Cities Roll Out More Diversity Barriers; Vehicle-Ramming Threat Now The Norm.
- Beijing Blacklists 14 EU Firms After Brussels Targets Chinese Companies In Latest Russia Sanctions Package.
- Young Middle-Income Buyers Frustrated As US Home Costs Rise Faster Than Incomes.
- US To Resume Mexican Cattle Imports After Yearlong Screwworm Ban.
- War Zones Converging? Zelensky Says Ukraine Hit Ship "Transporting Military Cargo" From Iran.
- Rand Paul Should Make Fauci Answer For Wuhan And BeagleGate Lies.
- Trump Orders Signs Outside Smithsonian Museum To Warn Of Inaccurate Exhibits.
- Do DSA Elites Rank America Worse Than Mao's 70-Million Body Count?
- Meltdown? The Real Reason Why The Media Hates Elon Musk.
- @CNBC
- CNBC Daily Open: Markets finally get a calm weekend; Nvidia and SK Hynix announce massive memory deal.
- Luxury retailers turn to outlets for growth. Analysts say these stocks can benefit.
- Earnings playbook: Apple and other megacaps lead busiest week of the season.
- What more expensive corporate debt could mean for the AI buildout.
- Some high-earning investors will soon owe taxes on years of deferred capital gains.
- Inside the S&P 500 AI boom, industrials are getting as rich as tech stocks.
- Nasdaq futures rally ahead of big week of earnings, Fed meeting: Live updates.
- Oil slides 5% as Iran reportedly signals halt to attacks if U.S. pause holds.
- @MarioNawful
- Lloyd's of London, the world's largest insurance marketplace, has told the Saudi shipping industry that they'll stop selling war cover for Saudi-linked vessels in the Red Sea. Any ship that has "Saudi touchpoints" will be included on the list of excluded ships. This is a massive blow, with the sea on both sides of the country now effectively under siege. At the same time, the Houthis warned that recent strikes on Saudi Arabia were just the start of a new war campaign.
- A drone strike on a holiday camp in Russian-held Zaporizhzhia reportedly killed 12 people, including 5 children. The attack hit the coastal resort of Kyrylivka, with 19 others wounded and rescue crews searching the damaged site. Russian authorities blamed Ukraine for the strike, while Kyiv has not yet responded. Both sides deny intentionally targeting civilians in the war. Whether this specific camp strike was direct payback or just the latest exchange, the pattern is clear: each high-profile hit is quickly followed by one on the other side. The civilian toll keeps climbing on both ends of the front. (pics)
- @EricLDaugh
- BREAKING OVERNIGHT: Sen. Mike Lee will OFFICIALLY object to Leader Thune starting August recess until the SAVE America Act is passed. It takes ONE SENATOR to block the automatic recess and ask for the YEAs and NAYs. LFG. “I hereby object to any effort to put the Senate into recess in August—at least until such time as the Senate has passed the SAVE America Act—and hereby request a roll call vote. Do not assume you have my consent. You do not.” Time to FIGHT.
- @DeItaone
- IRAN CLAIMS MAJOR U.S. AIRCRAFT LOSSES. Iran’s IRGC claimed it destroyed 11 U.S. fighter jets and helicopters at regional military bases over the past 15 days. Tehran also said additional aircraft, including an F-15, P-8, C-17 and refuelling planes, were destroyed, and claimed U.S. fatalities exceeded 200. These claims have not been independently verified.
- @ShadowofEzra
- Knoxville police in Tennessee, who have replaced Flock cameras with Axon, say the public must now accept mass surveillance as the new normal because Axon is "safe and effective" and for your own good. Axon has already acquired Israeli police technology company Carbyne, that was co-funded by Jeffrey Epstein and former Israeli Prime Minister Ehud Barak. BlackRock and Vanguard are the largest shareholders of Axon. "The technology will be used the way it was intended to be used." (video)
- @FiananceLancelot
- @GenFlynn
- @Unusual_whales
- @ScottPresler
- We need ONE brave Senator to force a roll call vote in order for the Senate to vote. on leaving for a 37-day paid vacation for August recess. We need ONE Senator to object to unanimous consent & “ask for the yeas and nays.”
- @RyanRozbiani
- MASSIVE Ongoing Clashes in Yemen between Ansar Allah and the Pro-government military factions. Praying for the people of Yemen. (video)
- @rawsalerts
- @IranObserver
- BREAKING: Iran's Foriegn Minister has announced that Zelensky's Drone Strike on an Iranian Vessel in the Caspian Sea will receive a Response from Iran. Russia and the European Union have been Notified.
- @The_Real_Fly
- Netanyahu is scheduled to meet with President Donald Trump in Washington on Tuesday, where Netanyahu is expected to present intelligence claiming Iran is “once again racing towards nuclear weapons and accelerating its actions.”
- @HyperTechInvest
- $MU has decided to burn bridges with $AAPL wow. Years of bullying suppliers for cheap memory do not come without consequences. (pic)
- @KanekoaTheGreat
- @LeadingReport
- @KobeissiLetter
- BREAKING: The S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest in data going back to 2009. If the current margin holds, it will mark the 10th consecutive quarterly increase. This comes as 27% of S&P 500 companies have reported their results so far this earnings season. Alphabet, $GOOGL, is the single largest margin contributor after significantly beating earnings estimates. Meanwhile, 86% of reporting S&P 500 firms have so far beaten EPS estimates, while 80% have exceeded revenue expectations. AI is driving historic earnings growth.
- @TomiLahren
- Anchor baby births are outpacing deportations. How is this sustainable? Discussion ahead on @BigWeekendShow 5-8pmET foxnews.
- @PatrickWebb
- @TruthGundlach
- @Barchart
- @BowesChay
- A major escalation in the War on Iran is coming. Israeli media is reporting that senior Israeli and US military commanders and politicians have been briefing "countries in the region" that a large scale escalation is coming. (video)
- @Britains_rights
- @TiffMoodNukes
- No one wants to talk about this… Trump just handed Pfizer another $1.24B in COVID vaccine contracts for the rest of FY26 and all of FY27 — including hundreds of millions specifically for pediatric doses for children This isn’t “health freedom” It’s a straight-up betrayal and a slap in the face to every family that lost someone to that poison. He just refinanced the producers of the clot shots — the same demons many believe who want to decrease the world population Where TF is the outrage?
Night Trading
- Asian indices are -.75% to +.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 71.0 -1.5 basis points.
- China Sovereign CDS 38.0 -.75 basis point.
- China Iron Ore Spot 98.0 USD/Metric Tonne -.2%.
- Crude Oil 85.40/bbl. -4.4%
- Gold 4,107.70 USD/t oz. +.9%
- Swiss Franc/Offshore Chinese Renminbi Cross 8.31 -.22%.
- Bloomberg Emerging Markets Currency Index 34.49 +.02%.
- Bloomberg Global Risk-On/Risk Off Index 124.8 -.7%.
- US 10-Year Yield 4.63% -4.0 basis points.
- Japan 30-Year Yield 3.97% -2.0 basis points.
- Volatility Index(VIX) futures 18.7 -2.8%.
- Euro Stoxx 50 futures +.35%.
- S&P 500 futures +.64%.
- NASDAQ 100 futures +1.09%.
No comments:
Post a Comment