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@_Investinq
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Covering the biggest moves in the stock market, the headlines making waves, and the trends shaping tomorrow. Not Financial Advice!
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Joined July 2022
Netflix is acquiring Warner Bros. Discovery's streaming and studio operations for approximately $82.7 billion, beating out competitors like Paramount Skydance and Comcast. Netflix gets the Warner Bros. studios, HBO Max, HBO, and iconic IP like Game of Thrones, Harry Potter, and
BREAKING: Netflix, $NFLX, announces it has struck a deal to buy Warner Bros. Discovery for $72 billion in one of the largest media acquisitions of all time.
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Netflix is acquiring Warner Bros. Discovery's streaming and studio operations for approximately $82.7 billion, beating out competitors like Paramount Skydance and Comcast. Netflix gets the Warner Bros. studios, HBO Max, HBO, and iconic IP like Game of Thrones, Harry Potter, and
BREAKING: Netflix, $NFLX, announces it has struck a deal to buy Warner Bros. Discovery for $72 billion in one of the largest media acquisitions of all time.
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The *UPDATED* AgentFi Landscape just dropped. Looks like I'll need to release these quarterly with how fast the tech is changing with AI agents. Agentic Finance unites autonomous agents with programmable money on DeFi protocols to create a whole new genre of finance. What we see
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Trump signaling a very aggressive all in on growth economic team. Bessent already runs Treasury and is very hawkish on trade and bullish on the US economy. So adding the top economic adviser role would centralize tax, spending and trade decisions around someone who likes
BREAKING: President Trump is reportedly considering making Treasury Secretary Bessent his top economic adviser if Kevin Hassett becomes the next Fed Chair. This would be in addition to Bessent’s current job as Treasury Secretary. A new era of financial policy is coming.
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Trump signaling a very aggressive all in on growth economic team. Bessent already runs Treasury and is very hawkish on trade and bullish on the US economy. So adding the top economic adviser role would centralize tax, spending and trade decisions around someone who likes
BREAKING: President Trump is reportedly considering making Treasury Secretary Bessent his top economic adviser if Kevin Hassett becomes the next Fed Chair. This would be in addition to Bessent’s current job as Treasury Secretary. A new era of financial policy is coming.
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Charles Schwab's CEO just mentioned that tons of clients are asking how to protect their wealth after the stock market has gone up. This is a pretty telling sign about where things stand right now in the market and what investors are really thinking about. After markets do
CHARLES SCHWAB CEO SAYS CLIENTS ARE ASKING US HOW TO PROTECT THEIR WEALTH AFTER MARKET GAINS
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With the Midnight blockchains NIGHT token going live on Cardano Dec. 8th, the Redeem phase also begins. Wallets that participated in Glacier Drop and/or Scavenger Mine will be able to claim 25% of their NIGHT within the first 90 days. Learn more about the NIGHT redeem in this🧵
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Charles Schwab's CEO just mentioned that tons of clients are asking how to protect their wealth after the stock market has gone up. This is a pretty telling sign about where things stand right now in the market and what investors are really thinking about. After markets do
CHARLES SCHWAB CEO SAYS CLIENTS ARE ASKING US HOW TO PROTECT THEIR WEALTH AFTER MARKET GAINS
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President Trump is preparing to negotiate with China to potentially lift the ban on Nvidia’s powerful H200 AI chips, effectively using this advanced technology as high value bait to secure a better trade deal. For years, the U.S has blocked these top tier processors to prevent
BREAKING: President Trump is preparing to hold high-level talks with China to decide whether to allow Nvidia, $NVDA, to sell H200 chips to the country, per FT.
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TLT short interest shows a textbook mismatch between what traders are betting on and what the actual market is doing. Short interest in TLT (a 20+ year Treasury bond ETF) has hit an all-time high while the ETF price itself has been declining from recent peaks. Basically, a
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TLT short interest shows a textbook mismatch between what traders are betting on and what the actual market is doing. Short interest in TLT (a 20+ year Treasury bond ETF) has hit an all-time high while the ETF price itself has been declining from recent peaks. Basically, a
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Folks who learned to code in the 2000-2007 period were forged in darkness. Born too late for Usenet and BBS but too early for Stackoverflow or Github and certainly far before LLMs. When we got stuck, we sprinkled print statements everywhere. When we googled our stacktraces, we
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What you are seeing is a classic economic contradiction that suggests Japan is losing control of its finances. The Japanese government is currently trying to boost the economy by handing out $135 billion in stimulus money to help citizens with rising costs. However, at the
BREAKING: Japan's 30Y Government Bond Yield surges to a record 3.43% as the Bank of Japan is now considering RAISING interest rates. This comes just days after Japan finalized a $135 billion stimulus package. Japan is printing stimulus, yet raising rates? Something is broken.
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What you are seeing is a classic economic contradiction that suggests Japan is losing control of its finances. The Japanese government is currently trying to boost the economy by handing out $135 billion in stimulus money to help citizens with rising costs. However, at the
BREAKING: Japan's 30Y Government Bond Yield surges to a record 3.43% as the Bank of Japan is now considering RAISING interest rates. This comes just days after Japan finalized a $135 billion stimulus package. Japan is printing stimulus, yet raising rates? Something is broken.
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The IBM CEO is basically doing the math and saying it doesn't add up. Building and operating a 1-gigawatt AI data center costs about $80 billion. Companies are planning roughly 100 GW of capacity, which is $8 trillion total. The problem is you'd need $800 billion per year in
$IBM CEO says that at today’s costs it takes about $80B to build & fill a 1 GW AI data center, so the ~100 GW of announced capacity implies roughly $8T of capex & “no way you’re going to get a return on that,” since you’d need “about $800B of profit just to pay for the interest”
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Bitcoin just ripped higher after getting absolutely crushed yesterday because Vanguard finally cracked and opened its platform to crypto ETFs starting today. That's genuinely massive since they manage trillions and suddenly 50 million retail customers who couldn't touch Bitcoin
BREAKING: Bitcoin surges above $93,000 as levered short liquidations near $400 million over the last 24 hours. Bitcoin has now added +$200 BILLION in market cap in 36 hours. Keep watching leverage.
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30 agents. Cameras ordered off. @EricTrump recounts the moment the raid began. Watch the full interview.
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Bitcoin just ripped higher after getting absolutely crushed yesterday because Vanguard finally cracked and opened its platform to crypto ETFs starting today. That's genuinely massive since they manage trillions and suddenly 50 million retail customers who couldn't touch Bitcoin
BREAKING: Bitcoin surges above $93,000 as levered short liquidations near $400 million over the last 24 hours. Bitcoin has now added +$200 BILLION in market cap in 36 hours. Keep watching leverage.
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OpenAI just admitted it is no longer running unopposed in frontier AI. Google’s Gemini 3 is good enough and growing fast enough, that Sam Altman reportedly told teams to halt side projects and go all‑in on improving ChatGPT. That is the same existential threat to the core
OPENAI'S "CODE RED" ANNOUNCEMENT: The irony of this announcement is that Google was the FIRST tech giant to issue a "code red." On December 21st, 2022, exactly 3 WEEKS after ChatGPT was announced, Google issued their "code red." Google was concerned about ChatGPT's threat to
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Wild, if true.
This is WILD. Tesla just showed Optimus running. Not the stiff, pre-programmed movements we've seen before, actual running with coordinated legs and real stride patterns. Running is fundamentally harder than walking because the robot loses ground contact and has to solve
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If you enjoy write-ups like this, you can check out my Substack here:
thestockmarket.news
Strategic Macro Research. Click to read Investinq, by Stockmarket.News, a Substack publication with thousands of subscribers.
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The IBM CEO is basically doing the math and saying it doesn't add up. Building and operating a 1-gigawatt AI data center costs about $80 billion. Companies are planning roughly 100 GW of capacity, which is $8 trillion total. The problem is you'd need $800 billion per year in
$IBM CEO says that at today’s costs it takes about $80B to build & fill a 1 GW AI data center, so the ~100 GW of announced capacity implies roughly $8T of capex & “no way you’re going to get a return on that,” since you’d need “about $800B of profit just to pay for the interest”
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@AnthropicAI and @Lovable took on @SlushHQ 2025 together by co-hosting “the world’s shortest hackathon”- Push to Prod with Lovable and Claude. 100 European founders. 1 hour to ship real product features. The winner built a fully functional CRM - frontend on Lovable, intelligence
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Vanguard has been one of the big holdouts on crypto. For a long time they refused to let customers buy the new spot Bitcoin ETFs even though basically every other major brokerage did. Starting Tuesday, Vanguard will let you trade ETFs and mutual funds that primarily hold
Starting tmrw vanguard will allow ETFs and MFs tracking bitcoin and select other cryptos to begin trading on their platform. They cite how the ETfs have been tested performed as designed through multiple periods of volatility. Story via @emily_graffeo
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This is your ultimate guide to finally understanding Palantir (Save this) Imagine your company is a mess. You've got one system for tracking orders, another for inventory, another for shipping, another for customer information. Your finance team uses spreadsheets. Your
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