Trump; OIL IS FLOWING, IRAN CAN NEVER HAVE A NUCLEAR WEAPON (THE WORLD WILL BE SAFE!), THE STOCK MARKETS ARE ROARING, JOBS ARE AT RECORDS, AND PRICES ARE DROPPING (AFFORDABILITY!). OUR COUNTRY IS STRONG, SAFE, AND RESPECTED LIKE NEVER BEFORE. “YOU’RE WELCOME!” President DJT
Micron $MU capex and spending outlook:
Expects 2026 capex above $25B, with construction-related capex increasing by over $10B year-over-year in fiscal 2027. Higher equipment spend and meaningfully increased R&D investments also planned for FY27.
DRAM and NAND bit demand in 2026 expected to be constrained by supply, with tight conditions continuing beyond 2026.
Singapore advanced packaging facility for HBM on track to contribute meaningfully to HBM supply in 2027.
U.S. December business inventories +0.1%, in line with estimates. November revised to unchanged from +0.1%.
Business sales +0.5% vs +0.6% prior. Retail inventories ex-autos revised up to +0.4% from +0.2%.
U.S. Treasury's Bessent Says Anytime We Have Productivity Booms There's An Employment Boom; The Fed Under Kevin Walsh's Leadership Will Be Also Watching Just To Make Sure That There's Not A Timing Mismatch; We See A Very Good Partnership With Venezuela That Will Eventually Lead To Free And Fair Elections
🚨 BREAKING:
Oracle $ORCL refutes report of AI data center delays.
There have been no delays to any sites required to meet our contractual commitments. All milestones remain on track.
Google's $GOOGL Co-Founders are now the 2nd and 3rd richest people in the world
Here are the current top 10 richest people in the world via Bloomberg
🥇 Elon Musk - $442B
🥈 Larry Page - $276B
🥉 Sergey Brin - $258B
4 Larry Ellison - $254B
5 Jeff Bezos - $251B
6 Mark Zuckerberg - $225B
7 Bernard Arnault - $196B
8 Steve Ballmer - $166B
9 Michael Dell - $155B
10 Jensen Huang - $155B
JUST IN: George Soros, Soros Fund Management, just released their new portfolio:
They added new positions in:
Ford $F debt
$SMH put options (!!!)
$KWEB call options
$TLT call options
$NCLH debt
Amazon $AMZN calls
$WOLF puts
Full changes: https://t.co/cXzgrgaiTG
Live look at our Trading Floor! 📊
Market bullish or bearish?
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Independent traders staying green, This isn't luck - it's about learning to trade the right way at the right time 💪
Tesla $TSLA Chairman Robyn Denholm just said:
- ELON MUSK PARTICIPATES IN SUCCESSION TALKS WITH BOARD, LEADERSHIP PLAN IN PLACE IF MUSK CAN NO LONGER SERVE
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