Not enough ppl talking about how Vic Mensa is speaking up for Megan Thee Stallion and other Black Women…honestly we need more Black Men like this. REAL💯
This dog obsession our generation has is pretty disgusting
It’s an animal why is it in the grocery store and inside restaurants and bathrooms
Please think of others, I know that’s a hard concept for many but seriously it’s going too far
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. government and critical infrastructure. The partnership combines Nvidia AI infrastructure and Nemotron models with Palantir’s platforms, allowing agencies to deploy models on proprietary data. Palantir CEO Alex Karp said: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models."
2. Rocket Lab $RKLB announced a definitive agreement to acquire Iridium $IRDM for $54/share in a cash-and-stock deal, implying an enterprise value of roughly $8B. This is a major move because it pushes Rocket Lab beyond space infrastructure and deeper into vertically integrated space communications with recurring, high-margin subscription revenue. Iridium adds a global satellite network, accelerates direct-to-device and space connectivity, and gives Rocket Lab the ability to design, build, launch, operate, and now monetize satellites through long-term communications services.
3. Robinhood $HOOD continues to show strong product momentum. Vlad Tenev, CEO, shared that Robinhood Banking has surpassed $3B in deposits and 200K customers, up from $1.6B and 110K at the end of March. Agentic trading has also seen 50K+ customers open accounts in its first few weeks, with millions of dollars traded daily across equities and options. Robinhood now has 50K+ funded custodial accounts just three months after launch, while 855K+ customers received allocation in the SpaceX IPO through IPO Access.
4. Hedge funds sold the most U.S. information technology equities in the week ending June 25 since Goldman’s data began in 2016, even more than during the August 2024 Nasdaq correction. Overall, hedge funds sold the most U.S. equities since the April 2025 “Liberation Day” selloff. Magnificent 7 exposure has also fallen to 14.5% of total U.S. hedge fund exposure, near a 3-year low, after dropping 7 percentage points since the start of 2026, the biggest six-month decline since the 2022 bear market.
5. Agility Robotics is going public via Churchill Capital Corp XI $CCXI in a deal valuing the humanoid robotics company at $2.5B pre-money. The transaction is expected to raise $620M+, including a $200M PIPE led by Foxconn, with the combined company set to trade as $AGLT. Agility says it has $300M+ in multi-year orders for its Digit v5 robot, with backers including Nvidia, Amazon, SoftBank, and Foxconn.
6. Google $GOOGL has reportedly capped Meta’s $META use of Gemini AI models due to computing capacity constraints, per Financial Times. The limits have affected some of Meta’s internal projects, with staff told to use AI tokens more efficiently. Meta had been using Gemini to automate safety workflows, but is now leaning more on its own Muse Spark model to reduce reliance on external AI models.
7. Micron $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting, reflecting just how important memory has become in the AI trade. Meanwhile, Nvidia $NVDA has fallen from closer to 8.5% of the index to 6.99%, while Apple $AAPL has dropped from around 7.5% to 6.18%.
8. Anthropic reportedly renegotiated part of its Amazon deal, shifting Claude pricing from compute hours to token-based usage starting next year, per The Information. The change could raise $AMZN’s costs for using Claude across products like Alexa for Shopping, Kiro, and Quick. Amazon is now reportedly evaluating OpenAI and its own Nova models to reduce reliance on Anthropic.
9. The top 10 most active options today by contracts traded were $TSLA with 3.8M contracts, $NVDA with 2.9M contracts, $AMZN with 1.4M contracts, $AAPL with 1.1M contracts, $MSFT with 931K contracts, $MU with 767K contracts, $SPCX with 617K contracts, $INTC with 598K contracts, $MSTR with 533K contracts, and $GOOGL with 489K contracts.
10. ByteDance is targeting early next year to finalize the design of its next-gen in-house CPU for AI infrastructure, per SCMP. Mass production and broader deployment are expected in H2 2027, as ByteDance looks to support AI workloads across Doubao, Seedance, and other internal platforms. Qualcomm $QCOM is reportedly helping with development and foundry capacity.
11. South Korea unveiled a massive $576B+ AI and chip investment push, with Samsung and SK Hynix expected to invest around $518B. Suppliers will build two new chip fab sites each in southwest Korea, while the broader plan includes a $52.7B chip packaging cluster and a goal to double DRAM output within five years.
12. U.S. online spending across all retailers hit $26.4B during Amazon $AMZN Prime Day, topping Adobe’s $26.3B estimate. Spending rose 9.3% YoY, while BNPL accounted for 6.6% of orders. However, Numerator said average household spending on Amazon fell 8.3% to $143.
WALL STREET IS THE GREATEST SHOW ON EARTH.
This is exactly why I keep saying overall we can do a better job to understand finances
Most of our finances (BM/BW) are being used solely for consumption by choice
Things could move in the other direction if people considered at minimum 5-10% of their money going into a long term investment
Go ghost. Stack money. Hit the gym. Build income streams. Then, find a peaceful woman and build a family together. Be a man who is obsessed with fitness, finance, and family. Everything else is just a distraction.
People in tech companies are soon gonna learn about SF-85s and SF-86s questionnaires.
They'll also learn about EAR, ITAR and other export controls prior to getting hired by Frontier AI model and AI infra companies.
Demand for NIST, ISO, CMMC, FedRamp and GSA is gonna grow.
Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR.
He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies have ever seen.
These are the brand new disguised Automated License Plate Reader cameras in Arizona
The large yellow plastic barrels are camouflaged housings designed to look like construction equipment
They are being deployed in remote desert areas along highways
These new camouflaged cameras are a partnership between Flock and law enforcement and the plan is to use them extensively to track vehicle movement and broader surveillance
We are witnessing the surveillance state being established in America… this only ends in mass surveillance
This is one of the clearest reasons why I am insanely bullish on Physical Infra for AI
Meta is literally paying for people to have the training to build data centers
If you as a company are willing to cover cost for education on an industry
It is entirely because of 1 of 2 things
1. Demand is outpacing by an astronomical level
2. You believe demand will outpace by an astronomical level
🇺🇸 BREAKING: NYC Mayor Mamdani just said what America refuses to admit.
"The wealth of a median white household in the city is more than $200,000, while that of a black household is less than $20,000."
Ten times the wealth. Same city. Same century. Same flag.
That's not a gap. That's a design.
Spread this. America needs to stop pretending.
🚨 IT'S OFFICIAL: After Delta Airlines canceled ALL special privileges for members of Congress while TSA is unpaid, other airlines nationwide are being pressured to follow suit
This is common sense. Treat them the same as us! ALL airlines should do this!