With Nvidia creeping back up, it's time for $NVDA new record watch! Closing high $135.58 on July 18 Intraday high $140.76 on July 20 Right now around $132. finance.yahoo.com/quote/NVDA/

*June 18 & June 20, h/t Jud Norrell

I do this for all restaurant meals, but it's because I like thinking about food.

Intel has fallen 55% this year, on track for its worst performance ever. $INTC

Transports. Small-caps. Bitcoin!

Big tech has been investing billions in nuclear power to provide electricity to their AI data centers. There are a couple of challenges for investors who want to follow along. My column 👇

Wired tweeted this to its 10 million followers and it has under 50 retweets - presumably suppressed due to the link out. "These plans for militia activity in the wake of the US election are not from a private conversation on an encrypted platform. It was unfolding on a public

One of my faves, benjamin folds, is playing tonight to benefit Hurricane Helene relief for NC. You can livestream it here: volume.com/t/qg7azI/?utm_…

Super Micro schedules a first quarter update call on Nov. 5. (via Josh Schafer). Good thing there won't be anything else occupying our attention on that day... $SMCI

I would really love to do this as a couple's costume, but I'm well aware I'm at least a decade too late.

Similarly, from Seema Shah at Principal Asset Management:

Feels like the whole country is reading "We're Going On a Bear Hunt" over the next 48 hours: We can't go over it. We can't go under it. Oh no! We've got to go through it!

First time I've seen a quarter described as "eviscerated." $PLTR “We absolutely eviscerated this quarter, driven by unrelenting AI demand that won’t slow down. ,” said Alexander C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies Inc.

My takeaway - no point in staying up late (especially for those of us who have to rise extra early tomorrow).

I'm taking a little social media sabbatical. Need to reach me? [email protected]

"I'm going to be buying Bitcoin at the top forever."

Always fun to talk to Michael Saylor, especially on $BTC $100k day. What happens to Bitcoin now? "It's going to appreciate against the dollar forever." Says future pullbacks should be more muted than the past.

Discussing with Richard Christopher Whalen at 3:45pm ET today on Yahoo Finance Sadly, not in person -- s'il te plait, freeze some of the boeuf bourguinon to bring next time!

cc Rick

Some really helpful perspective on the reports that Trump could soon attempt to fire Fed Chair Powell from veteran Fed reporter Jon Hilsenrath & the co-CEO of private equity firm THL.