DerbTrades

All about the Markets, Crypto, Stocks.

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BREAKING: Leopold Aschenbrenner tells investors he will keep investing in stocks but stop using leverage.

Learned his lesson the hard way.

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TRUMP: IRAN IS DOING VERY POORLY
IRAN IS DOING VERY POORLY
IRAN IS HAVING A HARD TIME
IRAN HAS BEEN DISHONEST TO DEAL WITH
SOON IRAN WON'T HAVE SOME MILITARY CAPACITY LEFT
WANT DEFENSE FIRMS TO MOVE FAST

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Leopold Aschenbrenner’s hedge fund Situational Awareness lost about 67% in July after heavy AI-stock losses, prompting asset sales and a leverage pullback.

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DeepSeek Plans 1 GW AI Data Center in Inner Mongolia: Report

China’s DeepSeek is preparing a massive AI data center in Ulanqab, Inner Mongolia, targeting 1 gigawatt of compute capacity.

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*CITADEL BUYS BULK OF STOCK PORTFOLIO FROM SITUATIONAL AWARENESS, SOURCES SAY -- WSJ

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$DIS ABC SAYS TRUMP ADMINISTRATION IS RETALIATING AGAINST NETWORK OVER ITS NEWS COVERAGE IN EARLY LICENSE REVIEW, SENDING WARNING TO ALL OTHER MEDIA COMPANIES

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$MSFT

*MICROSOFT SHARES JUMP 12% IN BIGGEST ONE-DAY GAIN SINCE 2020

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Nebius Releases 2025 Sustainability Report as AI Cloud Grows

Nebius $NBIS published its 2025 Sustainability Report, highlighting energy and water efficiency gains as AI cloud capacity expands.

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Good numbers coming out of PCE and Jobless Claims

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Treasury Yield Reaches 19-Year High After Fed Holds Rates

The 30-year U.S. Treasury yield rose to 5.238% Thursday after the Federal Reserve held rates, while three officials dissented for a hike.

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• Revenue $1.31B vs Est. $1.28B • EPS $0.62 vs Est. $0.43 • Net Income $573M vs Est. $390M • Total Platform Assets: $369B (+32% YoY) • Gold Subscribers: 4.8M (+39% YoY) • ARPU: $187 (+24% YoY)

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FOMC Key Interest Rate Unchanged; Target Range Stands At 3.50% - 3.75%, As Expected

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$DASH

DOORDASH BUILDING DRONE DELIVERY BUSINESS INCLUDING OWN AIRCRAFT VIA ROBOTICS AND AUTONOMY TEAM

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$DRAM

SOUTH KOREA FINANCE MINISTRY TO STABILIZE STOCK MARKET

*SOUTH KOREA FINANCE MINISTRY TO RESTRICT LEVERAGED ETF TRADING

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$USO

TRUMP ON IRAN: GOING TO LET THEM KEEP TALKING

TRUMP TO FOX: WE'LL BE HITTING IRAN HARD

TRUMP: U.S. STRIKES WILL TAKE PLACE AGAINST IRAN IN RESPONSE TO ATTACKS ON U.S. TARGETS IN JORDAN -FOX

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Massive earnings tonight, Who goes up? Who goes down?

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$SPY

Mediators say a proposal to revive the US–Iran memorandum of understanding on the Strait of Hormuz is close but awaits President Trump’s decision after his meeting with Israeli Prime Minister Benjamin Netanyahu.

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Fear & Greed Index is now in Fear

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TRUMP: PICKAXE MOUNTAIN IS NOT A BIG PROBLEM

TRUMP: IRAN UNDERSTANDS THEY WILL NEVER HAVE A NUCLEAR WEAPON

TRUMP: IRAN CAME OUT AND SAID WE ARE TALKING

TRUMP ON PICKAXE MOUNTAIN: WILL TAKE IT OUT IF NO DEAL

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AI hyperscaler credit risk hits record highs - FT

Credit-default swap prices tied to major AI companies, including Oracle, Nvidia, and Alphabet, have climbed to record highs as investors worry about heavy data-center spending.