Kimi, Kuwait, & Korean Chaos Cap Ugly Week For Tech; Oil Jumps Most Since Start Of War
Moonshot wrecks tech as all the stuff that’s "worked" YTD is going the wrong-way...
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US Sends Dozens More Refueling Planes To Israel Amid Widening Iran War, Oil Climbs
Also reports of bridges, airports again being targeted...
Toxic Wildfire Smoke Begins To Disrupt Local Economic Activity As GOP Senator Readies Canada Sanctions Bill
"This doesn't feel like normal wildfire season anymore. It feels like a war on our forests."
The Great Normalization (Nobody Declared Martial Law... Yet America Began Looking Like It Anyway)
What initially appeared to be isolated security improvements increasingly resembles an interconnected ecosystem whose influence extends far beyond crime prevention alone...
"Just The Beginning": Japan Buys Billions In Nvidia Rubin Chips To Power Humanoid Robots
Physical AI...
When Socialists Tell You Who They Are, Believe Them
"Our goal is communism..."
World Stumbles Towards Volatile 2030s As Goldman Finds Global Alignment Hits Lowest In Decades
"Geopolitical risks from the war in Iran have faded since March. But broader risks around geopolitical and economic fragmentation..."
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Israel Advances Plan For Palestinian Prisons With Crocodile-Filled Moats
Another 'creative' project of Ben Gvir...
Russia Expresses Alarm Over Deepening NATO-South Korea Ties
Blasts Seoul for becoming de facto participant in NATO's rearmament process...
Fake Records May Have Put Untrained Drivers On America's Roads
...now investigating about 75 entry-level driver training schools suspected of doing exactly that...
$100 Billion & Climbing: Iran War Price Tag Believed Far Higher Than WH Estimates
No surprise here...
Why Washington Is Challenging The International Criminal Court
...this is not merely a legal technicality. It goes to the heart of democratic accountability...
Organized Insanity: Why ICE Shootings Are Usually Justified
NGOs train migrants and activists to play stupid games... They don't get to claim martyrdom when they win stupid prizes...
California Grocery Stores Use Facial Recognition Technology To Combat Theft
Customers are not thrilled about it...
UBS Sees Treasury Ownership Shifting Away From Central Banks
Filling the gap have been more price-sensitive private investors...
PremiumHard Evidence: Prosecutor Accused Of Having Romantic Relationship With Illegal Immigrant
Camille Johnston, a prosecutor in Missouri, has been removed temporarily pending the outcome of a new lawsuit.
Humanoid Loses Its Head In World's First Full-Size Robot Combat Tournament... And Keeps Fighting
Matador kept throwing punches and kicks at its rival...
"Glaring Subsidization": Virginia Questions Cost Allocation For Data Centers
“Regardless of the cost allocation methodology ... there remains a glaring cross-class subsidization occurring to the benefit of new [large load] customers,” said SCC attorney Andrew Major.
Trump Wants To Revoke Broadcast Licenses Of Networks That Didn't Air His Election Meddling Speech
NBC and ABC don’t want you to hear the truth. All they want to do is hide the facts from YOU.
US Embassy Offers Large Cash Sums For Groups In Lebanon To Promote America's Image
To push back on "adversarial narratives"...
The Perfect Storm: Everything That Could Go Wrong... Just Did
The AI trade is suddenly under attack from every angle. Momentum is imploding, China is closing the AI gap, semis are flirting with a bear market, and earnings season may decide whether the trillion-dollar capex story survives.
The AI Golden Child Is Finally Bleeding
Semiconductors have slipped into a technical correction, volatility has exploded and positioning remains crowded—but investors still aren't ready to call the top. The charts reveal a market caught between exhaustion and one last push higher.
One Of Wall Street's Biggest Winners... And Most Hated Trades
Industrials have become an unexpected second-order AI winner, as data-center spending boosts demand for power and infrastructure. Despite rich valuations, positioning is at multi-year lows, raising the question of whether the recent pullback is a buying opportunity.
When Credit Stops Believing
The AI story is becoming a financing story, as bond investors grow more cautious despite rising hyperscaler capex. If credit conditions keep tightening, the impact could extend well beyond the bond market into AI equities.
Semiconductor Supercycle Rolling Over?
Semiconductor sentiment has flipped from euphoria to panic, with Dot-com-era volatility fueling fears that the AI trade is fading. Yet fundamentals remain strong—record cash flow, solid earnings and cheaper valuations suggest this looks more like a correction than the end of the cycle.
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