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X @Nick Szabo
Nick Szabo· 2026-01-28 15:23
RT Andrew Torba (@BasedTorba)China just released Kimi K2.5 and like clockwork the performance is on par with American frontier AI models. Just tested it for the first time and it identifies as Claude with a simple "hi" prompt lol.American AI companies all hire foreigners and clearly they are leaking the model weights back to China and Lord knows who else. Hiring foreigners at American AI companies is a massive national security issue. H1B's are a national security issue. ...
X @Nick Szabo
Nick Szabo· 2026-01-28 04:49
RT Andrew Torba (@BasedTorba)China just released Kimi K2.5 and like clockwork the performance is on par with American frontier AI models. Just tested it for the first time and it identifies as Claude with a simple "hi" prompt lol.American AI companies all hire foreigners and clearly they are leaking the model weights back to China and Lord knows who else. Hiring foreigners at American AI companies is a massive national security issue. H1B's are a national security issue. ...
CEO warns aluminum supply chain is 'so thin' a single fire could trigger nationwide crisis
Fox Business· 2026-01-27 21:06
Core Insights - The American aluminum industry is experiencing a resurgence due to national security concerns, supply-chain vulnerabilities, and competition from China [1] - Aluminum is increasingly recognized as a strategic material essential for defense readiness and economic security [1] Industry Overview - The importance of aluminum extends beyond consumer goods, impacting various sectors including homes, vehicles, aircraft, and military systems [4] - Aluminum is integral to national defense, with applications in tank armor, fighter jets, and missile propellant [4] Supply Chain Dynamics - The current aluminum supply chain is described as "thin," with minimal margin for disruption, indicating high vulnerability to incidents such as plant fires [5] - A disruption in the supply chain could have widespread implications, affecting production across various consumer products [5] Policy Impact - The U.S. aluminum industry has seen a significant reduction in smelters, from dozens to just a few, prior to the implementation of tariffs [5] - Trade protections initiated during President Trump's administration have contributed to a rise in aluminum production [6] Economic and Community Impact - New aluminum production capacity is expected to create long-term industrial clusters, attracting related businesses and sustaining jobs for generations [7] - Investments in aluminum production are anticipated to resonate within communities for decades, with expectations for smelters to operate for over 50 to 100 years [7]
The National and Economic Security Portfolio
Investopedia· 2026-01-27 01:00
Group 1 - The White House's ambitions in Venezuela and Greenland are linked to its National Security policy, which emphasizes a stronger military, access to global natural resources, and dominance in technology and finance [1] - Terry Haines of Pangaea Policy analyzes capital market movements to capitalize on the evolving national security and economic policy landscape [1] - Both institutional and individual investors are heavily invested in the stock market, raising questions about the rationality of their enthusiasm [1]
Bloomberg Surveillance 1/26/2026
Bloomberg Television· 2026-01-26 16:36
>> AFTER 20 YEARS OF FINANCIAL PRESSURE, WERE BACK TO LIVE MARKETS. >> THE MARKET IS PROBABLY GOING TO TAKE OFF AGAIN. >> WE SEE A LOT OF UPSIDE IN U.S. VOLATILITY MARKETS. >> THE U.S. BOND MARKET IS STILL THE PLACE TO REACT. >> THIS IS "BLOOMBERG BR WITH SURVEILLANCE, WITH JONATHAN FERRO, ANNMARIE HORDERN. SON PATRICK: GOOD MORNING. -- JONATHAN: GOOD MORNING."BLOOMBERG SURVEILLANCE" BEGINS RIGHT NOW. INTERVENTION RISKS AND GOAL. SMASHING THROUGH $5,000, BUILDING ON A RECORD-BREAKING RALLY, GOAL ON A SIX-DA ...
KG: Mag 7, NVDA & CRWV "Keeping AI Story Alive for Now," USAR Soars
Youtube· 2026-01-26 15:30
Market Overview - Market breadth is expanding with significant participation, with only one sector initially in the red [2] - Positive momentum observed, particularly in the MAG 7 stocks, with Microsoft and Nvidia showing strong performance [4][5] Nvidia and Core Weave Investment - Nvidia plans to invest approximately $2 billion into Core Weave at a share price of $87.20, which will enhance Core Weave's production capacity using Nvidia's technology [8] - This investment is expected to generate long-term revenue for Nvidia and keep the AI narrative active in the market [6][8] Rare Earths and Critical Minerals - The U.S. is acquiring a 10% stake in USA Rare Earth for around $1.6 billion, alongside an additional $1 billion in private investment [12][13] - This move is aimed at boosting domestic production capabilities in the rare earth sector, which is crucial for national security and reducing reliance on China [16] Commodities Market - Gold prices have surged, surpassing $5,000, while silver and copper are also experiencing significant increases due to geopolitical risks and supply disruptions [17][19] - The U.S. dollar has weakened, impacting commodity prices positively as the dollar declines [22]
X @Investopedia
Investopedia· 2026-01-26 14:57
The National and Economic Security Portfolio https://t.co/8uh4CCopp2 ...
Hopeful SCOTUS Will Overturn Trump Tariffs: Mike Pence
Bloomberg Television· 2026-01-26 14:45
I believe that you are in favor of what we're seeing in Greenland. I know you had some issues with the approach that the president was taking. Now that we have the framework for a deal, was it worth the cost of upsetting our NATO allies to the extent that he apparently did.Well, it was actually back in 2018 when I was vice president that President Trump first expressed an interest. If I was in adding a Greenland to the United States, either as a territory or beyond much of the way we purchased Alaska, much ...
“Clearly diminishing”: Susan Rice sounds ALARM on Trump insulting U.S. allies
MSNBC· 2026-01-26 14:00
We have in the White House somebody who feels unconstrained by law, by the Constitution, and by anything. And as long as that persists, we're going to be in great peril domestically, but internationally as well. We are, Nicole, doing what I have called committing superpower suicide.Hi, everyone, and welcome to the Best People podcast. This week's guest is a woman in Florida forest. She served as the United States ambassador to the United Nations.She served as President Barack Obama's national security advis ...
'The fourth estate is in crisis.' Tiktok strikes deal with major Trump allies for new U.S. entity
MSNBC· 2026-01-24 16:16
We are following two major media stories tonight. And if you aren't following them, turn the volume up. Let's start with TikTok.The mega popular video sharing platform has officially finalized a deal to create a new American entity averting a U .S. ban, a ban that was voted on, signed, approved. Now we're just pretending that never happened by handing a majority ownership, not the whole thing to several big U .S.firms, many of which have very close ties to President Trump. Meanwhile the FCC now claims dayti ...