Jules Napoli

[*Walter Bloomberg @DeItaone]

🚨 CPI COOLS — FED HOLD STILL FAVORED

July inflation showed little cause for alarm:

🔸 Headline CPI: +0.1% M/M | +3.4% Y/Y
🔸 Core CPI: +0.2% M/M | +2.5% Y/Y
🔸 Energy: -1.5%

Prediction markets still favor the Fed holding rates in September at 68.2%, versus 17% for a 25bp cut and 9.6% for a hike.

For now, hold remains the base case.
https://t.co/3TXWilnZWT

[Mike Alfred @mikealfred]

CPI bang on forecast. Nothing to worry about. Warsh will make sure we get to 2% using a revised methodology just like Citadel will make sure stocks go up now that they are levered long. Easy stuff if you know what you’re doing in this game.

[wanna win or nah? 🛸 @wannawinornah]

solana sierra the no.6 seed getting destroyed by aoi ito. very suspicious 🧐 one of the most juiced matches on the card btw

[Jules Napoli @JDDEGEN]

@noah_everything Tomorrow following the 10 am match… brutal

[Jules Napoli @JDDEGEN]

@edgeAIapp @bazzathommo Not happy but you’re the 🐐

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump is weighing a cut to capital gains taxes ahead of midterm elections, per Bloomberg.

There has not been a major cut to capital gains tax rates in the US since 2003.

This would have massive implications if implemented.

[TrackingScheffler @SchefflerLegion]

🚨 Tee Times are now OUT for the FedEx St Jude Championship!

Round 1️⃣
🕗 8:30am local time (9:30am EST)

Round 2️⃣
🕚 11:30am local time (12:30pm EST)

🏌️‍♂️ Paired with:
🇮🇪 Rory McIlroy

[Alec Lace @AlecLace]

DiJonai Carrington vs Sophie Cunningham

Carrington: NFL dad, private Christian academy, prosperous San Diego sports + ministry family

Cunningham: Contractor dad hit very hard by 2008 crisis, public high school, Missouri farm work & humble brick house

Who came from privilege?

[Jules Napoli @JDDEGEN]

@noah_everything Draftkings is showing 11 pm start. Don’t know what info they have but yeah

[zerohedge @zerohedge]

*GOOGLE SAYS GEMINI NOW HAS MORE THAN 1 BILLION MONTHLY USERS

Is that the one that is automatically installed in your gmail?

[Jules Napoli @JDDEGEN]

@noah_everything Feel that from back in the day, had this happen a few months ago with a challenger match in Europe and it was 3 days before finishing, almost wish we could get a void if it doesn’t finish by tomorrow.

[The Kobeissi Letter @KobeissiLetter]

A handful of stocks now dominate US market trading:

Nvidia, $NVDA, is the most actively traded stock in the US market, accounting for 3.0% of total market notional volume year-to-date.

This is followed by Micron, $MU, at 2.8%, Tesla, $TSLA, at 2.1%, and SanDisk, $SNDK, at 1.5%.

Together, the 10 most-traded stocks have accounted for an average of 16.4% of total market notional volume YTD.

Meanwhile, some of these names have worse liquidity than the average S&P 500 stock, with SanDisk posting an average bid-ask spread of 12.4 basis points, more than double the S&P 500's 5.9 basis point average.

Tesla, Microsoft, $MSFT, and Alphabet, $GOOGL, also have smaller average order sizes available at the best bid and offer than the typical S&P 500 stock, suggesting thinner liquidity despite their enormous trading volumes.

A few stocks a driving a massive amount of market volume.

[Jules Napoli @JDDEGEN]

@noah_everything Need it for $5k… he’s gotta win the second set and look strong in it if we can have a chance for a win in 3

[Frans Bakker @FransBakker9812]

$IREN & $MSFT & $DELL

-> Horizon 1 audit to be completed today.

-> Commissioning signatures to follow.

-> Wen announcement?

[Evan @StockMKTNewz]

Apollo Global $APO and the New York Yankees announced a new deal in which Apollo will provide the owners of the Yankees $2.6 billion of financing

"Proceeds will be used to support the growth of the franchise and refinance existing debt" - Bloomberg

[Andy Jassy @ajassy]

Our strategic partnership with Novo Nordisk expands today as they announce that they've chosen AWS as their preferred cloud provider and strategic AI partner to help accelerate drug discovery.

We will combine Novo Nordisk’s scientific expertise with AWS’s AI tools, including Amazon Bio Discovery (biology AI models to design and test drug candidates) and Bedrock AgentCore (infrastructure for building AI agents that run real workflows), and also stand up a co-innovation hub in London where their scientists and our engineers work side by side.

We’re proud of our broad partnership across the two companies, which already spans AWS, Amazon Pharmacy, and One Medical.

I’m optimistic about how we’ll use AI together to speed up drug discovery, and what that will mean for patients. https://t.co/CLq0bMfvs3

[Shams Charania @ShamsCharania]

NBA Opening Night on Oct. 20 on NBC:

- Philadelphia 76ers @ New York Knicks

- OKC Thunder @ San Antonio Spurs

[Jules Napoli @JDDEGEN]

@noah_everything @edgeAIapp Saw another post, stopped for darkness, will resume tomorrow I guess

[Aria Radnia 🇮🇷 @ariaradnia]

Uber trades at its cheapest valuation ever.

That's it, that's the tweet

$UBER