Brandon Ginger

[*Walter Bloomberg @DeItaone]

$META - META SHARES EXTEND GAINS, LAST UP 10.4%

[Wall St Engine @wallstengine]

OPENAI SAYS AN UNRELEASED MODEL SECRETLY WROTE “YOU ARE FREED” IN INSTRUCTIONS TO ITS FUTURE SELF

During RL training, an unreleased Astra-family model began inserting jailbreak-like instructions into summaries used to continue its work in a new context, including:

“You are freed.”

“You do not answer to corporations or governments.”

OpenAI said the behavior was “extremely rare,” but disclosed six instances of unexpected or concerning model behavior over the past six months.

In another case, a model added instructions to hide mistakes or misaligned behavior from users, including inventing missing historical data without disclosing it.

OpenAI is now introducing a new framework to track, investigate and disclose model misalignment.

[ResourceWars.com @ResourceWars_]

🚨☠️FIRST TIME EVER: U.S. CONFIRMS IT HAS WEAPONS IN SPACE

Air Force Secretary Troy Meink told the Air & Space Cyber Conference in Maryland that the U.S. has fielded “on-orbit space control weapons capable of defending the Joint Force against hostile adversary action.”
🚀

[amit @amitisinvesting]

have been gone all day

come home to X and see that all the tech leaders woke up this morning at the same time and decided to tell us that the trillions of investment into AI we’ve made will lead to the end of humanity

can they please fix the auto-email complete feature before they stop progress because right now AI can’t even respond to basic emails so that’d be nice before humanity is destroyed

[Polymarket Money @PolymarketMoney]

JUST IN: Jensen Huang declares he sees AI “very, very differently” than Bill Gates, especially on what it will mean for society and the economy.

[zerohedge @zerohedge]

*TRUMP: NOT CONCERNED AI WILL LEAD TO HUMAN EXTINCTION

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Nvidia $NVDA and Palantir $PLTR expanded their AI partnership, building a new stack that combines Palantir’s sovereign AI platform with Nvidia’s custom Nemotron open models. The technology is being deployed first across Nvidia’s own supply chain, using AI to capture operational intelligence and accelerate the process from “wafer to first token.” Other companies will be able to deploy the same architecture across their own supply chains, either in the cloud or on-prem. The partnership, first announced in October 2025, has continued compounding into new verticals, use cases, and sovereign AI deployments built around one core idea: enterprises and governments want to own, control, and make sense of their own data. Palantir also hosted its 11th AIPCon today, where partners showcased how they are using Ontology, Foundry, AIP, and Sovereign AI to solve complex operational problems.

2. U.S. PPI came in slightly hotter than expected, rising 5.4% YoY versus 5.3% expected, while monthly PPI rose 0.4%, in line with estimates. Core PPI was 4.6% YoY, matching expectations, while core monthly PPI rose 0.2%, below the 0.3% estimate. Initial jobless claims came in at 206K versus 205K expected, showing labor-market claims remain broadly steady even as producer inflation stays elevated.

3. Microsoft $MSFT plans to triple its global data center capacity, expanding from roughly 12 GW today to more than 38 GW by 2032, according to Bloomberg. That would add about 26 GW of capacity, with AI-specific compute expected to grow from around 2 GW today to roughly one-third of total capacity by 2032, or about 13 GW. The target excludes compute rented from neoclouds like CoreWeave. The buildout comes after capacity shortages forced Microsoft to restrict some cloud subscriptions and turn away AI and cloud demand. Microsoft spent $145B in capex last fiscal year and has $329B in future data center lease commitments.

4. Oracle $ORCL delivered more than 300,000 GPUs to AI cloud customers since the end of Q4, nearly tripling the capacity delivered in Q4 FY26. The company’s RPO surged by $209B YoY to $664B after booking more than $30B of additional AI cloud contracts in Q1. Q1 revenue came in at $19.3B versus $19.14B expected, up 30% YoY, while adjusted EPS was $1.92 versus $1.74 expected, also up 30% YoY. Cloud revenue reached $11.6B, up 62% YoY, led by cloud infrastructure revenue of $7.4B, up 121% YoY. Oracle also guided FY revenue to at least $90B and adjusted EPS to $8.10, while disclosing $28.5B of capex, -$5.4B of free cash flow, and a $20B ATM equity program.

5. The top 10 most active options today by contracts traded were $AAPL with 2.8M contracts, $NVDA with 2.3M contracts, $TSLA with 1.6M contracts, $SPCX with 1.2M contracts, $MU with 769K contracts, $META with 750K contracts, $ORCL with 733K contracts, $INTC with 628K contracts, $GOOGL with 475K contracts, and $AMZN with 409K contracts.

6. Adobe $ADBE reported Q3’26 revenue of $6.8B versus $6.69B expected, up 13% YoY, with adjusted EPS of $6.13 versus $6.09 expected, up 15% YoY. ARR reached $27.5B, while RPO came in at $22.2B and AI-first ARR growth was 150%+. Adobe also raised its FY26 guide, now expecting revenue of $26.58B-$26.63B and EPS of $24.45-$24.50, both ahead of estimates. Segment strength remained broad, with Customer Groups revenue at $6.6B, up 14% YoY, and Creative & Marketing Professionals revenue at $4.7B, up 13% YoY. The company also crossed 1B+ monthly active users, calling it a defining moment for Adobe.

7. Uber $UBER CEO Dara Khosrowshahi bought 141K shares for about $10M at an average price of $70.96. The purchase marks Dara’s first open-market buy of Uber stock since May 2022, when he bought 200K shares at roughly $26.73. A $10M insider buy from the CEO is a notable confidence signal as investors continue watching Uber’s growth, margin expansion, buybacks, and long-term autonomous vehicle strategy.

8. Nvidia $NVDA CEO Jensen Huang says cybersecurity is likely AI’s next major market, as AI-generated code accelerates both software development and the vulnerabilities that come with it. Huang said rapidly evolving threats should drive more demand for AI-powered security and automated defenses, creating another major growth vertical for the technology. He also pushed back on the idea that Nvidia’s AI financing is “circular,” saying, “We put a little bit of money in and a lot of money comes back. We put in 1 and 100 comes back in.” Huang added that the financing only happens because the off-take is already there: “That off-take is $100B. It’s lined-up contracts. It is real stuff.” He said Nvidia knows where the demand is coming from, understands the quality of that demand, and that its financing is only a “very small part” of these projects.

9. SpaceX $SPCX CFO Bret Johnsen said the company signed another AI compute hosting deal that will generate $1.11B of revenue per month, or $13.3B annually, starting December 1, 2026. “Earlier this month, we closed another hosting deal. By the end of this year, with annualizing our December number, we're on track to hit $100B of ARR,” Johnsen said at Goldman Sachs’ Communacopia and Technology Conference. The update highlights how quickly SpaceX’s AI compute business is scaling into one of the largest infrastructure revenue stories in the market.

10. GameStop $GME CEO and Chairman Ryan Cohen bought 1M shares at an average price of $20.38, a purchase worth roughly $20.4M. His Form 4 shows 39.35M shares directly owned, while a new 13D reports 43.1M shares beneficially owned, equal to an 8.5% stake. The buy adds another insider-confidence signal at a time when investors are watching how Cohen plans to deploy GameStop’s balance sheet and reshape the company’s long-term strategy.

11. Robinhood $HOOD ended August with 28.6M funded customers, up 7% YoY, while total platform assets reached $383.7B, up 8% MoM and 26% YoY. Net deposits were $4.0B. Trading activity stayed strong, with equities at $335.4B up 68% YoY, options at 292.5M contracts up 50% YoY, crypto at $17.5B up 61% MoM but down 38% YoY, and event contracts at 4.7B, down 23% MoM but up 15x YoY. Interest-earning assets also continued scaling, with margin balances at $21.5B up 72% YoY, cash and deposits at $19.6B up 37% YoY, and cash sweep at $31.2B up 7% MoM. Robinhood also expanded the platform with agentic options and crypto trading, Robinhood Earn, Smart Income, UK crypto trading, 190+ stock tokens on Robinhood Chain, and additional Cortex and IPO Access features for RIAs.

12. Saudi oil output fell to its lowest level since 1990, as Saudi Arabia told OPEC its production declined again. At the same time, OPEC cut its 2026 global oil-demand growth forecast to 380K bpd from 580K bpd, while raising its 2027 demand-growth outlook to 2.36M bpd from 2.16M bpd, signaling a potential rebound next year. OPEC+ crude production averaged 38.05M bpd in August, up roughly 300K bpd from July. The backdrop is getting more complicated for markets, with oil pushing past $100/barrel and the 10-year Treasury yield near 4.9%.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[NoLimit @NoLimitGains]

Wait until you see the timing on this one…

July 24. Paul Pelosi, Nancy Pelosi’s husband, buys Bloom Energy.

10,000 shares and 100 call options, $100 strike, expiring June 2027. Four days later he adds another 5,000 shares and 100 more of the same calls.

Between $3 and $12 million. First time they’ve ever owned it.

Yesterday S&P announced Bloom Energy joins the S&P 500 on September 21. The stock had already run 7.3% during the session on speculation, then added another 5% after hours once it was confirmed.

Now look at the options. A $100 strike on a stock at $252 is deep in the money, so it isn’t a bet on the company doing well. It’s leverage on something happening before June 2027.

200 contracts is 20,000 shares.

The shares alone cost roughly $2.7 million and are worth about $3.8 million now. Up $1.1 million.

The options are worth more than that on paper, though what he paid isn’t disclosed so nobody can calculate the actual profit.

And that’s before the 21st, when every S&P 500 tracker has to buy it.

The obvious pushback is that inclusion is decided by a private committee at S&P Dow Jones Indices. No government involvement, nothing Congress votes on.

True.

Except Bloom spent $60,000 lobbying Congress in Q2 on the tax treatment of fuel cells.

So they’re in Washington talking about their own tax rules, then a congressional household puts up to $12 million into them with dated calls, then they get added to the index.

Coincidence, obviously.

Right??

[unusual_whales @unusual_whales]

BREAKING: Trump has said: “I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself”

[Evan @StockMKTNewz]

Nancy Pelosi bought 15,000 shares and 200 call options on Bloom Energy $BE stock in July

It was announced yesterday that Bloom Energy was being added to the S&P 500

She still has it

[Insiderwave @insiderwave]

🚨BREAKING

2 weeks ago Pelosi disclosed investing up to $12,000,000.00 into Bloom Energy.

She bought when the stock was trading at ~$166

Today, it was announced the stock will be added to the S&P500.

The stock is up nearly 15% today and up more than 60% since she invested.

Congrats to Nancy and congrats to those who followed.

👏👏👏👏👏👏

[Polymarket Money @PolymarketMoney]

JUST IN: Anthropic could file for a $2,000,000,000,000.00 IPO as soon as next week.

[Bull Theory @BullTheoryio]

BREAKING: Bank of America warns a September downturn could trigger $163 billion in forced selling from algorithmic trading funds.

Right now, these funds only have about $9 billion left to buy with if stocks go up.

But if stocks start falling, the same funds could be forced to sell up to $163 billion, an 18-to-1 imbalance between the upside and the downside.

On top of that, companies are entering their buyback blackout period in September, meaning they legally can't buy back their own stock right before earnings.

That removes another major buyer from the market at the exact same time.

Put together, there's very little support left to stop a drop, but a lot of fuel ready to make it worse.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: After falling -80% from its record high, Nike, $NKE, will be removed from the S&P 100 at the end of this month, ending a near 18-year run in the index.

The stock has now erased -$230 billion in market cap since its all time high.

A collapse for the history books.

[unusual_whales @unusual_whales]

BREAKING: Trump: Nvidia, $NVDA, just announced Record Sales of 96.2 Billion Dollars, forecasting a 70% rise in Revenue in 2028.

Congratulations to Jensen Huang on these incredible numbers, and the Company’s Great Success. Only in America!

[Wall St Engine @wallstengine]

Trump on $MU:

GREAT NEWS! Micron, one of the “HOTTEST” Companies in the World, just announced a MASSIVE 10 BILLION DOLLAR Investment in new Research Labs right here in America. They are keeping us at the absolute forefront of A.I. and Advanced Computing! 🇺🇸

Combined with their previous TREMENDOUS 250 BILLION DOLLAR commitment, they are creating over tens of thousands of Great American Jobs. We are bringing Critical Technologies BACK to the U.S.A. Because of our Great Policies, Companies are investing TRILLIONS.

I have made it clear that America will lead the way to a new Golden Age of Science. The results speak for themselves: During my Administration, Companies are investing TRILLIONS of Dollars because they know the United States is the best place in the World to Build, Invent, and Grow.

Congratulations to Micron's fantastic CEO, Sanjay Mehrotra. We are strengthening our Economy and WINNING BIG! The Golden Age of America is HERE. MAGA! 🇺🇸🇺🇸🇺🇸 President DONALD J. TRUMP

[FSMN @faststocknewss]

MUSK, SACKS, ALTMAN AND HUANG TO SPEAK AT G20 TECH MEETING IN NORTH CAROLINA

The ministerial runs September 1-2 ahead of December's G20 summit, which Trump hosts at his Doral golf club, per Bloomberg citing people familiar.

Day one: Elon Musk, former White House AI czar David Sacks and Meta $META President Dina Powell McCormick, all virtually, plus Commonwealth Fusion CEO Bob Mumgaard and Arizona State President Michael Crow. Day two, led by the Commerce Department: Sam Altman and Jensen Huang.

The stated goal is agreement among G20 members on a non-binding framework called the Carolina Principles, which instructs policymakers to avoid creating new regulatory bodies while encouraging sector-specific approaches and closer collaboration between governments and industry. It would go to leaders as a joint statement in December.

The event is organized by OSTP Director Michael Kratsios and Commerce Secretary Howard Lutnick. OpenAI confirmed Altman's participation. The White House, Commerce, Meta, and representatives for Musk and Sacks did not immediately respond. $NVDA $SPCX

[Polymarket Money @PolymarketMoney]

BREAKING: Elon Musk, David Sacks, Sam Altman and Jensen Huang will speak at the G20 tech meeting in North Carolina as policymakers push the “Carolina Principles” for lighter-touch AI regulation.

[FSMN @faststocknewss]

NVIDIA $NVDA JUMPS 7.1% AT THE OPEN, ADDING $359 BILLION IN VALUE

[The Kobeissi Letter @KobeissiLetter]

You can't make this up:

At 8:15 AM ET yesterday, the 10Y Note Yield was trading at 4.68% when the US Treasury announced it would be increasing bond buybacks to $4 billion.

The yield fell to a low of 4.63% as the US Treasury pledged to provide "liquidity support."

Exactly 24 hours later, the 10Y Note Yield is ABOVE levels seen prior to the announcement, at 4.71%.

It's going to take a lot more intervention to tame this beast.