Prediction traders now give Republicans a 9% shot at holding Congress, so a split government in January is close to priced in while Trump floats military action against Cuba.
BREAKING: Trump says US will "take care" of Cuba after Iran at rally ahead of midterms 9% chance Republicans hold Congress. https://t.co/xIhNx6sOtL
The yield you chase in retirement determines not just how much you need invested, but whether your income survives a decade of inflation or quietly falls apart. Three very different portfolios can all generate $6,800 a month, and the math behind each one changes everything.
A $23.7 million open-market purchase is the biggest insider bet in PepsiCo's history, and board members buying that size rarely do it quietly.
Pepsi just had its largest insider buy ever. Director Robert Pohlad bought $23.7M in the open market. $PEP https://t.co/gTMLKku0hH
Custom HBM base dies moving to a 3nm logic node means TSMC captures content inside every memory stack Nvidia buys, and Samsung's internal foundry review is the swing factor for who makes it.
Samsung will reportedly use TSMC’s $TSM 3nm node for base dies for Nvidia’s $NVDA next-gen custom NVHBM chips, though Samsung is also said to be evaluating if its internal foundry could handle manufacturing. $MU
A $170 million beat on the quarter puts Bloom Energy's fuel cells squarely in the data center power trade.
RT @Beth_Kindig: Bloom $BE reported Q3 revenue of $1.24 billion, up 16% QoQ and 138% YoY, beating the consensus estimate for $1.07 billion.…
An $80 billion first-half net loss at one of the biggest private AI labs, with $72 billion of it noncash, is the number that sets the bar for how investors price the rest of the AI buildout.
RT @Beth_Kindig: According to the WSJ, Anthropic reported a net loss of more than $80 billion in 1H, though $72 billion of this came from a…
Traders are now pricing a two-thirds chance that Washington flips, and with 10 days left, tax, energy and healthcare policy exposure is the fastest-moving variable in sector positioning.
BREAKING: Democrats surge in odds of sweeping both the House & Senate, with just 10 days until the midterm elections. 66% chance. https://t.co/0VsfxSpQSA
AI data centers consume enough power to light entire cities, and the landlords collecting rent on those facilities are quietly growing their dividends. Four REITs sit at the center of this buildout, but their payout safety and growth outlooks differ in ways that matter.
Downside hedges are now the priciest since early July, and crowded bearish positioning is exactly the setup that fuels violent squeezes in silver and the miners levered to it.
The short silver trade is becoming crowded. Silver's 3-month silver put-call skew is up to -3 points, its highest level since early July. This metric measures the relative cost of put options to call options and is up +10 points over the last 4 weeks, signaling growing demand https://t.co/kSjMpq3DZZ
Ethereum has shed 12% this October while ETF outflows mount and its next major upgrade sits in limbo. Whether ETH can stage a comeback before month-end depends on a few critical price levels holding or breaking.
Crypto traders and Wall Street are once again searching Google for “Is Bitcoin dead?” This renewed concern comes despite Bitcoin’s (CRYPTO: BTC) impressive 11,786% gain over the past decade. Bitcoin is currently trading at $80,530, 36.1% below its all-time high. It has dropped 3…
Four dividend stocks sitting in the wrong account quietly hand a five-figure sum to the IRS every single year, and the bracket you land in determines exactly how much compounding power you surrender over time.
