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A massive 47% performance gap has split Wall Street wide open. While other tech giants crush their margins borrowing billions for unproven AI infrastructure, Apple $AAPL is up 26% this year. Macro investors are aggressively running back to real cash flows. ๐Ÿ“ˆ
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It proves bond vigilantes see massive systemic risk in the unproven AI cap-ex bills, even if retail keeps buying the dips. The plumbing is cracking. ๐Ÿ“‰
zerohedge
@zerohedge6h
Credit stress spilling over into highest rated names: NVDA, AVGO CDS all time wides
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Makes you wonder, doesn't it?!
Fun fact: Not a single mosque was damaged during the riots in France
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The breakdown in Paris is a harsh macro warning for the rest of Europe. Real economic stability disappears the moment basic local security collapses. When municipal infrastructure fails, you are entirely on your own. ๐Ÿšจ Sad truth for 21st century.
๐Ÿšจ BREAKING: Looters are now BREAKING INTO HOMES in Paris โ€” and it was only a matter of time Absolutely NOBODY is coming to help the Parisians either. This is why you NEVER give up your guns. The government will NOT be there for you.
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Replying to @TRobinsonNewEra
Wow! No words! Interesting observation on your end. Maybe a lot more to this than meets the eye.
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Replying to @nickshirleyy
Scary times. But we have to keep in mind that there are protestors and there are rioters. Now it is hard to separate the two. And with this, it is hardly ever the case that true 'problems' will be solved, just because there is so much barbaric behavior. Sad...sad.
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Replying to @visegrad24
Not only in France and Milan. Really paints the horrible picture of true state of 'affairs' for the average human being.
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13.43B visits completely crushes the "dead platform" narrative. This massive Q3 surge proves users are abandoning legacy media for raw data streams. But can ad monetization velocity ever catch up to the raw traffic scale? ๐Ÿ‘‡
๐• is seeing all-time high usage
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Severe riots in France are spiraling out of control. Over 550,000 protestors took over streets over soaring inflation, resulting in torched municipal hubs, looted retail centers, and 2,000+ arrests. Is Europe's economy reaching a structural breaking point? ๐Ÿšจ
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MUSK PLEDGES $10B SPACEX SHARES TO KIDS: Elon Musk vowed to give 1 personal SpaceX $SPCX share to every US child next year. The $10.6B giveaway trolls rival Anthropic's new equity fund. Musk posted: "I recommend giving shares directly to the public."
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On Sunday, Anthropic announced it was allocating 5% of its corporate stock to a social public benefit fund.
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ORACLE CREDIT RISK SPIRALS ON AI DEBT MOUNT: AI infrastructure bulls are facing a reality check. Oracle $ORCL credit default swap costs hit all-time highs as the tech titanโ€™s corporate bonds inch closer to junk territory on mounting capital expenditure debt fears.
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NEBIUS CAPACITY ALARMS BLOW as new data reveals that while the cloud provider locked down a staggering 5 GW of power capacity, roughly 90% of it is completely offline. Investors are sweating over massive negative cash flow projections as energy infrastructure fails to keep up
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NEBIUS GROUP IS FACING a brutal market reality check as its stock plummeted nearly 12% to close at $165.47. Alongside rival CoreWeave, the Nvidia-backed AI cloud darling is caught in a wider sector rout driven by panic over expensive data center buildouts. $NBIS
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YOUTUBE MUSIC HAS LAUNCHED a strict three-tier labeling system to publicly flag AI-generated songs and fakes. This creates a massive battleground for major record labels demanding automated streaming copyright clampdowns.
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MICROSOFT AND META EXECUTIVE internal leaks confirm both tech giants are secretly rolling back employee reliance on AI agents. Staff are wasting countless hours fixing a deluge of AI-generated bugs, code slop, and errors.
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Albania: Just outside the EU border, anti-corruption and economic hardship protests entered their sixth day in Tirana, with students demanding the resignation of Prime Minister Edi Rama
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Belgium: In Brussels, weeks of student protests regarding university fees spilled over. Demonstrators clashed with riot police, who deployed water cannons to disperse the crowds.
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Portugal: Tens of thousands of people swarmed Lisbon to protest an intense housing affordability crisis. Rents and house prices across the country have more than doubled over the last decade, leading to demonstrators setting up tent camps in the city center.
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๐Ÿ‡ฎ๐Ÿ‡น Italy: Cost-of-living & anti-war marches turned chaotic as masked rioters threw stones and burned barricades in Piazza del Duomo. Police used tear gas & water cannons, with simultaneous clashes in Turin & Bologna.
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