KC ✭

Washed Up College Athlete

[KC ✭ @KCFIN11]

@TalkinYanks Much needed win

[Bloomberg @business]

Philippe Laffont's Coatue saw its hedge fund plunge 8.3% last month, marking the latest tech-focused money manager to be whipsawed after a sharp selloff in AI stocks https://t.co/sIMiQzUVf4

[Wall St Engine @wallstengine]

So far, 91% of reporting S&P 500 companies have beaten EPS estimates.

[KC ✭ @KCFIN11]

@hogbagg Gay son, step back corner 3, BANGGGG

[KC ✭ @KCFIN11]

The rizzler is the future

[roy @rawkombucharoy]

🚨BREAKING: NIH geneticists use advanced AI genetic simulation models to discover this is what the average Westerner will look like in 2075

[roy @rawkombucharoy]

🚨BREAKING: NIH geneticists use advanced AI genetic simulation models to discover this is what the average Westerner will look like in 2075

[zerohedge @zerohedge]

"An estimated $156 billion of data center projects were cancelled or delayed in 2025, and $130 billion in 1Q26. Community pushback against data center construction has accelerated in 2026 as new moratoriums have been introduced, with the majority of the change happening at the local level. This puts pressure on costs and timelines and could alter the geographic distribution of data centers. Sustained data center pushback could ultimately extend the cycle and reduce future supply by lowering capex and financing needs" - Morgan Stanley

[KC ✭ @KCFIN11]

@BarstoolHubbs Can’t believe Noskova blowing a 5-2 lead with 3 championship points

[The Kobeissi Letter @KobeissiLetter]

The AI arms race is driving record Big Tech borrowing:

Amazon $AMZN, Alphabet $GOOGL, Nvidia $NVDA, Meta $META, Oracle $ORCL, and SpaceX, $SPCX, have issued a record $182 billion in investment-grade bonds so far in 2026.

This marks a +1,300% increase from ~$13 billion over the same period in 2025.

As a result, these 6 firms account for nearly 15% of total US corporate bond issuance year-to-date and over 50% of this year's growth in corporate bond issuance.

Meanwhile, a record 7 bond deals of $25 billion or more have taken place during this period, matching the total number of deals seen between 2019 and 2025.

6 of the 7 deals came from these 6 companies, with the remaining one coming from Salesforce, $CRM.

AI capital needs are reshaping the corporate bond market.

[KC ✭ @KCFIN11]

@DramaAlert Certain people are.

[KC ✭ @KCFIN11]

@VladTheInflator Hasnain got absolutely yeeted

[The Kobeissi Letter @KobeissiLetter]

The AI infrastructure buildout is entering a new phase:

US tech companies are committing to spend a record $850 billion on data center leases over the next several years.

This marks a +$570 billion YoY increase, or +204%, and +$200 billion QoQ increase, or +31%.

Meta, $META, added the most in Q1 2026, committing +$79 billion in new leases, a +76% QoQ increase, bringing its total to ~$183 billion.

At the same time, Microsoft, $MSFT, added +$41 billion, a +26% QoQ increase, bringing its total to ~$197 billion.

Oracle leads with the largest total commitments at ~$250 billion, having already secured many of the key sites needed to fulfill its contract with OpenAI.

Tech companies are doubling down on AI.

[GURGAVIN @gurgavin]

AN AUTOGRAPHED JACKET OF NVIDIA CEO JENSEN HUANG IS UP FOR AUCTION ON SOTHEBYS

IT'S SIGNED BY HIM AND HE ACTUALLY WORE THIS EXACT JACKET IN THE PAST

IT'S ESTIMATED TO SELL FOR $40,000–$60,000

$NVDA

[Qatar Airways @qatarairways]

We are aware of a video circulating on social media depicting a freighter aircraft, in Qatar Airways livery, conducting a low-pass. The aircraft in the video is owned by a leasing company and not by Qatar Airways. The aircraft was undergoing a pre-delivery test flight prior to its planned entry into our cargo fleet. The flight was not operated by Qatar Airways and the pilots were not our personnel.

[First Squawk @FirstSquawk]

APPLE SEEKS U.S. APPROVAL TO SOURCE MEMORY CHIPS FROM CHINA’S CXMT: FT

Apple is seeking U.S. government clearance to purchase memory chips from Chinese DRAM maker CXMT, according to the Financial Times.

The move aims to ease supply shortages and rising memory chip costs driven by AI demand.

CXMT is on the Pentagon’s Chinese Military Company blacklist, making the proposal politically sensitive despite no current legal ban on purchases.
If approved, the deal could diversify Apple’s memory supply chain and reduce dependence on Micron, Samsung, and SK Hynix. (https://t.co/Vx4hGylMK9⁠)

[Liz Ann Sonders @LizAnnSonders]

Epic decline in multifamily housing starts in May … in full history of data, there were only two months with worse m/m drops

[Kevin Dalton @TheKevinDalton]

San Francisco Chronicle: Athletes should express themselves.

Also San Francisco Chronicle: Not you guys.

[zerohedge @zerohedge]

There go the chips

MSFT WALKED AWAY FROM A $3BN DEAL TO LEASE ORACLE CLOUD CAPACITY OVER SECURITY CONCERNS: INSIDER

[The Kobeissi Letter @KobeissiLetter]

Technology CapEx spending is exploding:

The CapEx-to-Sales ratio of developed market tech firms is up to a record 11.5%.

Over the last 2 years, this percentage has risen +4 points, far outpacing any other 2-year increase in history.

To put this into perspective, the previous peaks seen in the 1990s and early 2000s were at 9.0% and 8.5%.

By comparison, the developed market excluding tech CapEx-to-Sales ratio stands at just 7.0%, below its own long-term average.

The AI buildout is also driving investment spending higher in other sectors, with utilities now leading at a CapEx-to-Sales ratio of ~23%, well above its long-term average of ~15%.

The AI investment boom is reshaping capital allocation across the entire economy.

[RNC Research @RNCResearch]

Hakeem Jeffries gets RIPPED after talking about the economy.

HOST: Gas prices were up under Obama

JEFFRIES: Well, listen

HOST: And Biden, right?

JEFFRIES: Well, I’m not…

HOST: Didn’t we have gas prices over $5?

JEFFRIES: Well

HOST: I remember eggs were like $12 a dozen