A major capex spend by mega cap companies.

The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/ The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone* 1/🧵

Visiting with ⁦Lauren Simonetti⁩ this afternoon to discuss tariffs and the markets.

Thank you Lauren Simonetti for having me on the show today. Great segment.

Powell has been clear, he is more concerned about inflation than the job market. video.foxbusiness.com/v/6376460684112

We're at the used car sales pitch stage of the housing market crash

BREAKING: World central banks bought another 166.5 tonnes of gold in Q2 2025. This is ~41% above the average quarterly purchase between 2010 and 2021. This also brings total purchases in the first half of 2025 to 415 tonnes, the third-largest H1 on record. Demand is likely to

For the first time, $PLTR reported over $1 billion in revenue... Palantears of joy for the bulls! +4.5% after-hours

There really is no stopping Palantir. What a story. $PLTR at $168 in after hours trading.

A killer quarter for earnings, considering estimates on June 30th for only 4.9% growth in Q2. We’ve more than doubled that number.

Why owning the mega caps has been so very important. _Michael A. Arouet_

$PLTR

Ummm…. Glad I didn’t invest in these….

$UTES

Stagflation incoming

The reality of EV hopes and dreams. zerohedge