Gold is money. Everything else is credit - JP Morgan

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Palantir $PLTR and SOMPO have signed a multi-year expansion of their partnership in Japan, where over 8,000 SOMPO employees use Foundry daily. The platform supports senior care, revamps claims processing, and uses AI agents for automated underwriting—expected to boost SOMPO’s

BREAKING: July CPI inflation was unchanged, at 2.7%, below expectations of 2.8%. Core CPI inflation rises to 3.1%, above expectations of 3.0%. Core CPI inflation is now above 3.0% for the first time since February 2025. The Fed is in a tough spot.

The S&P500's 10 biggest companies are pulling away from the rest of the pack, per FT:

S&P 500 Opening Bell Heatmap (Aug. 12, 2025) $SPY +0.37% 🟩 $QQQ +0.38% 🟩 $DJI +0.42% 🟩 $IWM +0.65% 🟩

BREAKING: U.S. layoffs have surged to their highest level since the early months of the COVID-19 pandemic.

🚨OH MY LORD: NVIDIA and Microsoft now account for 15.4% of the S&P 500's market cap, an all-time high. Never in the modern history of financial markets have two companies had such a large share in the US market. The market concentration is absolutely insane.

For the first time, a humanoid robot can fold laundry using a neural net We made no changes to the Helix architecture, only new data

How Perplexity felt after submitting their bid

The probability of a September rate cut is now 94.4%.

This is the week of the “breakaway” move for S&P 500 👇

Bonds, real estate, and stocks are now destroying American cities with their underperformance. With the U.S. pushing Bitcoin and gold into 401(k)s and Harvard now buying Bitcoin, one thing is clear: the 60/40 portfolio is dead. Long live hard money. Long live #Bitcoin

2025 Performance: S&P 500: +10% Nasdaq: +12.5%

JUST IN: Bitcoin hits a new all-time high.

The S&P 500 is at a record high. The Nasdaq is at a record high. Bitcoin is at a record high. We're so back.

I spent 4-years in college just to stare at candles on a screen… 😂😂😂

BREAKING: U.S. PPI rises to 3.3%, higher than expectations.

You can’t lose if you show up everyday and keep getting better. My secret is I never get comfortable. And I’ll study and try until I get it. You ain’t gotta be the smartest person to be successful. You just have to show up everyday because most people won’t.

Anything else Noam?