Partying Like It's 1999... In Coca-Cola: BofA Says Defensive Froth Is A Feature Of Bubble Markets zerohedge.com/markets/partyi…
Trump Admin Says It Has 'No Position' On Orban For UN Chief zerohedge.com/geopolitical/t…
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Not your ordinary momentum unwind.
zerohedge.com/the-market-ear…
Who's Buying Russian Oil? UBS Has The Answer zerohedge.com/energy/whos-bu…
'Made In Italy': Meloni Touts Tourism Italy As Employment Hits Record High zerohedge.com/political/made…
Are Investors Finally Waking Up To "The Great Rare Earth Disconnect"? zerohedge.com/markets/are-in…
Why Saudi Just Abandoned Its Core Oil Rule zerohedge.com/geopolitical/w…
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Spain, Brazil 'Allies In Global Progressivism' Says Lula After Sánchez Congratulates Him On Election Victory zerohedge.com/geopolitical/s…
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Same author
Understand how the narrative works.
Ahead of Brazil’s election, they were gearing up to blame Meta if Lula lost. Now that he’s been declared the winner, we’re hearing about the brilliant use of WhatsApp (Meta) that helped deliver his victory.
When Obama won in 2012, they celebrated his shrewd use of Facebook, voter data and microtargeting. When Brexit happened and Trump won in 2016, we got the Cambridge Analytica moral panic.
When the left wins, it’s brilliant digital campaigning. When the right wins, it’s social media manipulation undermining democracy.
FOMC Preview: A Hike Is Now "Unfathomable"... So How Does Warsh Explain Skipping After A Hot CPI? zerohedge.com/markets/fomc-p…
Alastair Crooke: The Iran War & The 'Terrible Power Of The Purse' zerohedge.com/geopolitical/a…
The Broadcom deal landed the same day Anthropic filed its S-1, and the same day Meta launched its $95 billion offering (upside to $97.5 billion). Add SpaceX closing its $40 billion Nvidia chip lease with Apollo, and Monday's AI capital call came to roughly TWO HUNDRED BILLION DOLLARS IN ONE DAY
The first lien, which Broadcom is supporting in its massive $63BN SPV, the biggest AI deal on record, is about $43.5 billion, or 69% of the total. In other words, more than two-thirds of the biggest AI debt deal on record is effectively guaranteed by the vendor.
"Some Were Getting Cold Feet": Hock Tan Pays Up, Guarantees The Loss To Get Anthropic's $63 Billion Chip Deal Done zerohedge.com/markets/some-w…
Startup Unveils "Big Iron" Rocket Whose Upper Stage Is An Orbital Data Center zerohedge.com/ai/startup-unv…
Why Can't Farmers Butcher Their Own Animals? A New Bill Could Change That zerohedge.com/political/why-…
Top Women's Podcast Promotes Divorce Because "There's Always Something Better" zerohedge.com/political/top-…
