Ben

Alle Posten Ihre Meinung, ihren Hass, ihre Moral, niemand postet seine Argumente.

[Brian Krassenstein @krassenstein]

Trump’s Truth Social has just officially launched their $100,000 per month paid service offering faster access to President Trump's market manipulating posts.

Below is a taste of what you’re paying $100,000 per month for.

He’s manipulating the stock market and then charging people to have the ability to insider trade.

Things don’t get any more corrupt than this.

[Sumit Kumar @TweetsOfSumit]

Ich möchte einem Mitarbeiter
€100.000 Gehalt
bezahlen.

Dafür muss ich als Arbeitgeber
€118.000 auszahlen.

Und beim Mitarbeiter kommen dann
€58.000 auf dem Konto an.

Die Differenz von 51% frisst dieser gierige Staatsapparat 👇

[Ben @Ben4Twitt]

@mrfundman Hahah

[mr fundman @mrfundman]

$TSLA

[unusual_whales @unusual_whales]

About 3.4% of South Korea's adult population has reportedly received margin calls, according to Goldman Sachs.

[Barchart @Barchart]

U.S. Debt now exceeds 100% of GDP for the first time since World War 2 🤯👀

[*Walter Bloomberg @DeItaone]

MUSK PLANS MAJOR MIDTERM SPENDING

Elon Musk has reportedly authorized his super PAC to spend up to $120 million to support Republican candidates in this year’s US midterm elections.

The funding, expected to total $100 million-$120 million, would target campaigns in at least eight states.

[*Walter Bloomberg @DeItaone]

MIDDLE EAST CONFLICT ESCALATES

Fighting between Iran and the US intensified overnight as Iran launched ballistic missiles at US forces, while the US and Saudi Arabia responded with strikes on Iran-backed militias in Iraq, ending a brief diplomatic pause.

Saudi Arabia said it intercepted drones targeting its oil facilities for a second consecutive day. The US said all Iranian missiles aimed at its forces were intercepted.

Oil prices jumped nearly 4%, with Brent crude rising to around $87 a barrel, as traders reacted to renewed supply concerns. The Strait of Hormuz remains effectively closed, with shipping heavily disrupted, while tensions are also rising in the Red Sea after attacks by Iran-backed Houthi rebels.

The widening conflict now spans Iran, Iraq, Saudi Arabia and Yemen, raising fears of a broader regional war. Markets are increasingly focused on energy security, inflation risks and the potential economic fallout, while hopes for renewed US-Iran peace talks continue to fade.

[*Walter Bloomberg @DeItaone]

MORGAN STANLEY STAYS BULLISH ON AI

Morgan Stanley says the AI supply chain still offers attractive risk/reward after the recent pullback, calling the selloff largely technical and driven by profit-taking. The bank expects AI compute demand to outpace supply for years and remains bullish on AI capability gains, adoption, and the long-term growth in AI-related capital spending.

[*Walter Bloomberg @DeItaone]

AI CUTS THOUSANDS OF CUSTOMER SERVICE JOBS

AI is rapidly replacing customer service workers as companies including Commonwealth Bank, Microsoft, Uber and Hyatt automate chat and call centers. Bloomberg reports thousands of jobs have already been eliminated, with Microsoft alone cutting its support workforce from 50,000 to 40,000. Analysts expect AI to impact nearly half of customer service roles by 2030, with outsourced markets facing the biggest losses.

[*Walter Bloomberg @DeItaone]

JPMORGAN TURNS BULLISH ON STOCKS

JPMorgan said its tactical positioning monitor is flashing a buy signal, pointing to further upside for the S&P 500.

The bank expects lower bond yields, a weaker dollar, steady Fed policy, and strong earnings to support equities, while warning that semiconductor positioning and U.S.-Iran tensions remain key risks.

[Bob Elliott @BobEUnlimited]

Anyone notice data center construction growth has slowed a lot over the last year?

[Daily Chartbook @dailychartbook]

"The S&P put/call skew just collapsed to 0.71. Not a low. The lowest reading on record ... crash protection is essentially free. Nobody wants it."

Goldman Sachs via @ThierryBorgeat

[Hidden Small Caps @hiddensmallcaps]

$MSFT Free Cash Flow actuals and estimates going out to 2030.

[*Walter Bloomberg @DeItaone]

$TSLA - TESLA ON BERLIN GIGAFACTORY: FROM OCTOBER 2026, PRODUCTION IS SET TO RAMP UP TO A VOLUME OF 7,500 VEHICLES PER WEEK, REPRESENTING A FURTHER 20% INCREASE IN PRODUCTION

TESLA ON BERLIN PLANT: THE PLANNED INCREASE IN PRODUCTION WILL BE ACCOMPANIED BY THE RECRUITMENT OF A FURTHER 1,000 EMPLOYEES

[*Walter Bloomberg @DeItaone]

BOFA: DEFENSIVES COULD SHINE IF AI HYPE FADES

Bank of America strategist Sebastian Raedler warns investors to consider defensive sectors like consumer staples and pharma if AI spending proves unsustainable. He argues AI profitability may fall as cheaper models emerge and customers resist higher prices. While upbeat forecasts from Micron and Qualcomm have lifted sentiment, Raedler says bonds and defensive stocks could outperform if the AI trade weakens.

[Eugene Ng @EugeneNg]

Bernstein is modeling Samsung, SK Hynix, and Micron’s EPS to peak cyclically towards end 2027 and decline post 2028.

[*Walter Bloomberg @DeItaone]

$SPCX - SPACE EXPLORATION TECHNOLOGIES - TO BUY ANYSPHERE VIA MERGER - SEC FILING

SPACE EXPLORATION TECHNOLOGIES - DEAL VALUES ANYSPHERE AT $60 BLN EQUITY VALUE - SEC FILING

[*Walter Bloomberg @DeItaone]

*SPACEX SHARES INDICATED TO OPEN 29% ABOVE IPO PRICE IN DEBUT

[*Walter Bloomberg @DeItaone]

$SPCX - SPACEX SHARES INDICATED TO OPEN AT $171 IN NASDAQ DEBUT VS IPO PRICE OF $135 PER SHARE