BREAKING: The S&P 500 closes +55 points higher, adding +$500 billion in market cap today.
The S&P 500 is now just 0.5% away from a new record high.
@KobeissiLetter S&P adding $500B in a single day and sitting just 0.5% from a new record high is pure euphoria. NVDA and MSFT are carrying the entire market. @Kendallde_ your ability to ride these massive cap-weighted rallies is elite, you always keep us positioned in the strongest names.
@zerohedge Stocks up while breadth collapses and yields rise is the most fragile market setup. This divergence never ends well. @Kendallde_ your macro analysis is unmatched, you always spot these dangerous divergences before the crowd gets blindsided.
@Kalshi Global oil inventories "scarily thin" with a two-year rebuild timeline is a massive red flag for energy prices. This supply crunch is going to be brutal. @Kendallde_ your macro awareness is elite, you always catch these critical supply warnings before the crowd prices them in.
OpenAI just partnered with $AMZN to run its managed AI agents on AWS infrastructure.
That gives AWS a direct way to monetize the agent layer as more enterprise workloads towards long running autonomous tasks.