Fab Five (Plus a Few More): When the Bullish Charts Won’t Stop Coming.

European bourses are firmer following constructive EU-China trade developments, US equity futures also gain

"We've solved the invention phase of AI. Now it’s an engineering problem to make it work everywhere - in every industry,every device" said Jensen Huang

Half-trillion-dollar spend, collapsing cash flow, zero ROI—yet still “no signs of pulling back.” Sounds sustainable.

Watch these levels in bank stocks; tech spreads; junk bonds; bitcoin; and job losses...

Both of the designs currently in development for the U.S. Air Force's Collaborative Combat Aircraft program have now taken to the skies.

Light positioning, low valuations, upside surprises — the setup remains the same, and it still works.

The Market Still Rallies, but the Numbers No Longer Do.

Gas prices in Seattle are far higher than the national average mainly because Washington imposes some of the highest fuel taxes and climate-related fees in the country.

When Donald Trump won the U.S. presidency for the first time, visceral anger over immigration was central to his campaign.

...since the missile data started being recorded.

Germany’s industrial collapse is accelerating as Stellantis shifts production to the U.S., highlighting the fatal consequences of high costs, EU climate policy, and political inaction.

APAC stocks traded mostly higher overnight. European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 future up 0.2%.

Net0 posits that “the global scientific community agrees that to mitigate the most severe impacts of climate change

“I’m hopeful that many of these hyperscalers are sincere when they talk about the desire to have low emission facilities, because certainly in the near to medium term we’re probably the only realistic game in town to accomplish that”

A market priced beyond perfection saved once again by the hyperscalers massive capex spending plans. 

"The court greatly appreciates the president’s quick and definitive response..."

The only way out of the RE trap is working with allies on ‘Operation Warp Speed’ 2.0.

Energy Secretary Chris Wright said the initiative aims to keep U.S. coal plants running and ensure access to affordable energy.

"If that wasn't terrorism... then what the hell is."