Legendary investor Warren Buffett says he’s watching banking for signs of contagion from private equity, but Fed Chairman Jerome Powell doesn’t see systemic risk. https://t.co/yhPDd4ThOK ...

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings I am getting some friendly heat from all of you about a video I posted on X.com Friday before 6 a.m. It was actually live — I began rolling from inside Yahoo Finance HQ around 5:30 a.m. with a full stream of consciousness on the software stock crash. If you are up before 6 a.m. studying stocks and reading ...

jupiter just admitted they lied about "zero risk of contagion" after racing to $1.3b tvl. deleted the posts thinking nobody screenshotted. jup at $0.22 all-time low but that's still overpriced for securities fraud. claiming isolated vaults when you're rehypothecating is what got celsius and ftx. jupiter's coo walking it back to "very limited risk" after getting caught is admission of guilt. $1b built on deleted lies doesn't hold. ...

Systemic Risk in Crypto - The largest source of systemic risk for crypto is outside the crypto space, but crypto is most vulnerable due to its interconnectedness [1] - A potential "risk-off moment" could significantly impact the crypto market [1] AI Investment and Market Dynamics - The AI boom's impact may be overstated, with USD devaluation playing a role [1] - China banning NVIDIA parts could affect AI investments [1] - AI investments may face challenges due to depreciating chips and the need for increased spending [1] Oracle and OpenAI Relationship - Oracle's GPU deal with OpenAI led to Oracle stock increases and further investment cycles [2] - Larry Ellison's investment strategy involves Oracle's GPU deals with OpenAI, leading to stock appreciation and further investment [2] - Index funds rebalancing into Oracle stock due to increased market capitalization further drives up the stock price [2]

⚡️ INSIGHT: What if $BTC crashes? History shows contagion: $ETH and $XRP tend to fall as traders de-risk. https://t.co/iIIu8WQh6l ...