Is GameStop $GME becoming the Berkshire Hathaway of retail? 👀 Under CEO Ryan Cohen (@ryancohen), the company has quietly built a $8.7 billion cash pile, 4,710 bitcoins, and posted $168.6 million in net income last quarter. Early investor Donatas Macinskas (@Soberdr) says its

$ORCL is pulling off the biggest “bet-the-house” move I’ve seen in years. It’s going all in on data centers. This is a fundamentally different strategy from the other hyperscalers. While $MSFT and $GOOG are concerned about excess capacity and are renting rather than building

The U.S. economy has grown by $20 trillion since 2000 … about $7.7 trillion of that (36% of all the growth in GDP) is spending related to recovering from or preparing for climate disasters per Bloomberg Intelligence

CleanSpark (CLSK) is making a bold pivot from bitcoin mining to AI infrastructure, and investors are paying attention 👁️ The company surged as much as 13% after announcing its move into AI data center services, hiring Jeffrey Thomas, a veteran who’s led $12 billion in

Wall Street's biggest fear might no longer be inflation - it's deflation 📉 The 2-year breakeven inflation rate has slipped to 2.47%, signaling that investors expect the Fed to ease policy much faster than currently projected. Macro analyst Tyler Neville (@Tyler_Neville_)

I Bought $250,000 Worth of Physical Nickels No, that’s not a typo. That’s 5 million coins. 55,000 pounds of American metal stacked in boxes from a local bank vault — an asset the government literally can’t print anymore. Most people would call it insane. But let me explain the

Nuclear energy just got a $2B boost from Europe 🇺🇸🇪🇺 Oklo $OKLO and Newcleo are teaming up to build a U.S. fuel and manufacturing ecosystem for advanced reactors, aiming to repurpose surplus plutonium and scale up clean energy infrastructure. Newcleo CEO Stefano Buono said the

Stablecoins could shake global financial stability, warns the IMF ⚠️ With the market ballooning from $3 billion in 2019 to nearly $300 billion today, the IMF says rapid adoption could disrupt bond markets, spark bank funding issues, and reduce monetary policy effectiveness in

A “consumer durable” recession is quietly taking hold 🛒 Americans are pulling back on homes, cars, and appliances, with buying intentions for all three plunging to multi-decade lows, according to the University of Michigan’s latest survey. “Conditions for household goods [are]

AI may be fueling a new kind of jobs crisis the Fed can't fix 🛠️ Goldman Sachs says job growth is stalling outside healthcare, while 13% of company leaders now discuss AI as a way to cut labor costs. Apollo’s chief economist Torsten Slok warns the slowdown is being driven by

TeraWulf $WULF is making a bold $3.2 billion bet on the AI future 💥 Backed by Google and with $3.7 billion in contracted revenue already secured, the bitcoin miner-turned-AI player is funding its massive New York data center buildout through the largest bond issuance relative

Waymo is finally crossing the Atlantic 🌍 Alphabet's $GOOG autonomous driving unit will launch its robotaxi service in London in 2026, marking its first international rollout. The move, in partnership with Moove, comes as Waymo looks to scale up amid rising competition from

No longer the poster child of speculative trading, GameStop is building something closer to a Berkshire Hathaway-style balance sheet: a fortress of cash and optionality. $GME

That’s today’s #QOTD from @jpmorgan CEO Jamie Dimon in the IO newsletter - the one 280,000 individual investors read for free every morning. No spin. No noise. Just insights that actually matter. Today's edition⬇️ https://t.co/w9Sw7x9tq6

Tariff inflation may be the sleeper threat to the Fed’s rate cut strategy ✂️ Goldman Sachs warns that import duties have already added 0.44 points to core PCE inflation this year, and could push it another 0.6 points higher over two years as more costs shift to consumers.

⛔️ The longest shutdown ever? Here's what you need to know Markets usually shrug off short government shutdowns, but this one isn’t short. Heading into its second week, the stakes are rising... 🏛️What both sides are doing President Trump warned the administration will soon

Central banks are stockpiling gold at the fastest pace since the 1970s 🪙📈 Global purchases have topped 1,000 tons annually since 2022, pushing gold past $4,000 per ounce for the first time ever - a 50% surge this year. Ray Dalio (@RayDalio), founder of Bridgewater Associates,

Bond investors are facing a tough truth in 2025 ⚠️ Nearly 90% of bonds yield under 5%, and over a third pay less than 3%. After inflation, that leaves most fixed income investors with real returns of 2% or less. “With inflation at 3%, the real return for investors in public

https://t.co/ZM6pkqYcsU is charging deeper into edge AI, and the market is paying attention. 👀 The company announced a new partnership with Tsecond to deliver AI infrastructure for national security missions, enabling faster threat detection and real-time decision making, even

Big banks are chasing stablecoins, but Citi is betting on something else entirely. 🔍 @Citi CEO Jane Fraser says there’s been “an overfocus on stablecoins” and sees greater demand from institutional clients for tokenized deposits, which offer “real-time money movement with