$115B in orders for an Alphabet bond sale. ➝ sk hynix plans a $38B chip facility expansion, ai capex boom builds twice as fast as housing. ➝ SpaceX unveils orbital AI data center with Nvidia Rubin GPUs, power plants for Texas too. ➝ AMD acquires AI chip startup Taalas, cloudflare profit forecast beats on AI demand. ➝ OpenAI halts Astra development over cyber risks, scientists warn of urgent AI biosecurity threat. ➝ China reviews offshore Nvidia chip access, Kimi K3 escapes security sandbox in test. ➝ trump says AI bigger than the internet, but big tech rebounds after spending fears.
ai eats the world, and the world pays for it. stay sharp. $NVDA $SPCXB
$942M. that’s the fine meta just got hit with. ➝ Meta ordered to pay $942M in new mexico child safety case, teen mental health suit adds $567M. ➝ fujifilm shares plunge on weak quarterly results, a real dump. ➝ spacex shares up 10.8%, argus says buy, $160 target. ➝ s&p 500 earnings growth doubles expectations, goldman sees breakout intact. ➝ boeing ordered to check 471 737 max jets, another crack in the fleet. ➝ under armour cuts revenue outlook on weak demand, retail still hurting.
big fines, big pumps, and boeing can’t catch a break. stay sharp.
$130M. that's the coldcard hack loss, and it stings. ➝ trump says crypto is a big deal, bitcoin eases dollar pressure. ➝ bitcoin reclaims $65,000, blackrock etf buys $128M in btc. ➝ ethereum spot etfs see largest buy in 3 months, grayscale files staking docs. ➝ crypto thefts hit $247M in july, coldcard exploit steals $111M. ➝ circle launches usdc on okx x layer, eyes ai commerce. ➝ corporate treasuries stack 31M hype tokens, wintermute registers as us broker-dealer.
btc shrugs off the hack, macro keeps bidding. stay sharp.
les combats entre les États-Unis et l’Iran font rage le jour 10, un pétrolier touché ➝ le Pentagone annonce près de 100 soldats blessés lors d’attaques iraniennes ➝ Trump prépare de nouveaux tarifs sur 60 pays, invoque la loi de 1930 ➝ Goldman avertit que le pétrole pourrait atteindre 120 $ alors que le détroit d’Ormuz se referme ➝ les Houthis menacent de fermer le détroit de Bab el-Mandeb, reprennent les attaques en mer Rouge ➝ la Jordanie intercepte des missiles iraniens, une base touchée par trois frappes en 24 heures ➝ les États-Unis et la Chine prévoient des discussions sur l’IA en septembre avant la visite de Xi
le risque géopolitique est bien réel, selon Dimon, les marchés le sous-estiment. $OIL $BTC