$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.
us-iran fighting hits day 10, oil tanker struck ➝ pentagon reports nearly 100 troops injured in iranian attacks ➝ trump prepares new tariffs on 60 countries, invokes 1930 law ➝ goldman warns oil could hit $120 as strait of hormuz closes ➝ houthis threaten to close bab al-mandeb strait, resume red sea attacks ➝ jordan intercepts iranian missiles, base hit by three in 24 hours ➝ us and china plan ai talks in september before xi visit
geopolitical risk is real, dimon says markets are underestimating it. $OIL $BTC