Lyn

[Dan Nystedt @dnystedt]

Rumor: Google is expanding orders for TPU AI server chips as demand heats up, with market researchers putting TPU demand at 15 million by 2028, more than Nvidia’s current 13 million per year, media report, adding Google turned to Intel for EMIB packaging because Nvidia pre-booked over 50% of TSMC’s CoWoS packaging for the next 3-years. $GOOGL $TSM $INTC #semiconductors https://t.co/g8ZM6uOEtb

[emini tic @TicTocTick]

Apple has received its $2.2 billion tariff refund check.

Amazon received theirs for $600 million.

Below are other big winners—

Walmart $10 Billy.

Target $2 billy.

Costco $2 Billy.

Nike $1 billy.

Home Depot $2 Billy.

Meanwhile, where is your $2000 check?

LOL

[GURGAVIN @gurgavin]

JUST EMAILED TRUMP MEDIA ABOUT THE $100K A MONTH TRUTH API TO GET TRUMP'S TWEETS BEFORE ANYONE ELSE

HEDGE FUNDS ARE PAYING $100,000 A MONTH TO SEE TRUMP'S POSTS BEFORE YOU DO

IF THEY LET ME IN I AM PAYING OUT OF POCKET AND POSTING IT HERE FOR FREE 🤝

[Barak Ravid @BarakRavid]

Scoop: Saudi Crown Prince MBS spoke to President Trump on Saturday and expressed concern over his plans for massive new strikes against Iran, two U.S. officials and another source familiar say. @MarcACaputo and I write for @axios
https://t.co/BlURtV5AMP

[Pirate Wires @PirateWires]

Billions of dollars are about to flow into Effective Altruism.

Anthropic was founded on EA principles, and its founders pledge to donate 80% of their wealth when the company IPOs. They also match employee equity donations. Plus, last year, six EA-aligned grantmakers deployed $1.25 billion.

EAs believe, essentially, that every sentient being, across every place and time, holds the same moral claim on every other.

This logic, as @WilliamThibeau notes, only works if Americans deprioritize everything that keeps our civilization intact: nation, family, religion, tradition…

As such, EA’s success entails the disintegration of America. It’s fundamentally at odds with nation building.

If AI labs are our strategic national assets, Congress must start scrutinizing their philosophical underpinnings, and the philanthropic networks surrounding them. Full story 👇

[unusual_whales @unusual_whales]

BREAKING: The US Treasury has informed a number of ‌banks that it may intervene in the Japanese yen market on Friday and that they should "stand ready for future action," per Reuters

[tradfi news @tradfi]

*TESLA WEIGHS SALE OF CHINA BUSINESS TO PAVE WAY FOR POTENTIAL SPACEX MERGER -- WSJ

#TSLA • #SPCX

[Lyn @aahsirii]

RT @garyblack00: $RIVN +2.0% AH after posting higher than expected revs and lower than expected Adj EBITDA losses in 2Q, Auto gross margin…

[Brad Gerstner @altcap]

Killer mission for America. Relentless founders & team. Stoked to add Kleiner, Iconiq ARK & Trowe to the K2 spaceship! Go big & deep in space to keep America safe & win the race. LFG! 🇺🇸🚀🇺🇸

[JustDario @DarioCpx]

Nice one Satya - just continue to make sure people never get to read the last pages of your SEC filings, and all will be fine for $MSFT 😉

[Jonah Lupton @JonahLupton]

SK Hynix did miss the consensus estimates but before anyone tries to create a narrative that the ai story is slowing down... revenues were up 257% YoY and operating profits were up 557% YoY... the numbers are still mindboggling for a stock that is now trading below 4x NTM EPS.

I think it's important to focus on the 10 LTAs signed with major customers... this helps provide some visibility into the next few years.

[Nikkei Asia @NikkeiAsia]

China's CXMT jumps 471% on debut, tops Intel's market cap

State-backed DRAM supplier rides AI boom to record IPO despite valuation concerns
https://t.co/SKhLCCX7Q3

[Lyn @aahsirii]

@StockMKTNewz Gonna take you more than a lifetime to catch up to his net worth

[The Rock Trading Group @The_RockTrading]

TRUMP HALTS PLANNED IRAN STRIKES

Trump reportedly ordered the U.S. military not to carry out planned strikes on Iran on Friday, despite having previously approved attack plans, according to Axios.

The decision came hours after Oman-mediated talks resumed over reopening the Strait of Hormuz, with reports suggesting negotiations have made progress.

[Dan Niles @DanielTNiles]

$INTC vs consensus reported ~2x the EPS & beat revs by 12%. They raised capex (18%) much like their customers did yesterday but unlike their customers their Q3 EPS is going up by ~40%. I like infrastructure beneficiaries w/ expanding margins of all that spend, not the spenders.

[Evan @StockMKTNewz]

$AMD and CEREBRAS $CBRS TO OFFER COMBINED PRODUCT FOR FAST INFERENCE

[Uranium Price @uranium_price]

Spot #Uranium: 8525/8625 USc/Lb #U308 https://t.co/YzcIaHxzKO

[Consensus Media @ConsensusGurus]

Palantir $PLTR -4%

[Evan @StockMKTNewz]

REDDIT IS CONSIDERING CUTTING OFF GOOGLE'S ACCESS TO ITS CONTENT.

Reddit reportedly is discussing shutting off Google's access to its content for AI use.

The two struck a $60 million-a-year deal in 2024 letting Google train AI models on Reddit's content, and that deal is ending soon.

Reddit isn't alone. USA Today, Politico, the Economist, People, and Reuters are all reportedly reevaluating their relationship

The traffic numbers, per Semrush: USA Today's organic Google search traffic fell nearly 50% year over year. Politico dropped 23%. CNN fell about 25%. Business Insider fell more than 85%.

(Source WSJ)

[FSMN @faststocknewss]

SPACEXAI BRINGS GROK TO MICROSOFT $MSFT OUTLOOK

SpaceXAI is bringing Grok into Microsoft Outlook, per the company. Grok for Outlook is a Microsoft 365 add-in, available today to all paid X and SuperGrok users.

The launch extends Grok's Office suite integration following add-ins for Word, Excel and PowerPoint earlier this year.