Ever wonder how Elon could actually fund something as massive as the $119B Terafab?@CernBasher thinks Jensen Huang may have just given us a clue!NVIDIA is working with Apollo, BlackRock, Blackstone, Goldman and KKR to bring $500B+ of outside capital into AI infrastructure.The idea is pretty simple: investors fund the AI factories, companies rent the compute, and the hardware pays for itself through revenue.Basically, AI compute could start getting financed the way airplanes and power plants are.If that mode ...

Macroeconomic and Market Trends - S&P 500 performance is annualized around 20%, while earnings are growing at year-over-year rates above 30% [1] - Core CPI is at 2.5% year-over-year, approaching the lowest level, reflecting the deflationary pressures of artificial intelligence [2] - U.S. immigration authorities removed more than 350,000 individuals in fiscal year 2026, averaging 1,450 arrests per day in June [68][69] Artificial Intelligence and Sector Growth - AI thematic portfolio features around 100 names, having bounced strongly off the bottom with the Cosby 200 index up 70% year-to-date [1] - Anthropic is expected by people to reach 120 billion U.S. dollars in Annual Recurring Revenue (ARR) by the end of the year [27] - Palantir reported company revenue growing at 149% year-over-year [33] Financial Technology and Blockchain - Figure Technologies reported revenue growing at over 100% year-over-year and EBITDA growing at more than 50% year-over-year, achieving a rule of 150 [4] - Figure Technologies rapidly scaled to become the third largest Home Equity Line of Credit (HELOC) originator in the country [10] - Galaxy 1 offers 3.5% Annual Percentage Yield (APY) on cash, with an 8% yield guaranteed for accredited investors earning over 200 thousand U.S. dollars a year [77]

Situational Awareness increased its exposure to semiconductor firms Micron and Sandisk in the second quarter, while the hedge fund cut options positions against Nvidia, Broadcom and Advanced Micro Devices https://t.co/NLihqFNXtg ...

Market Dynamics and Industry Trends - Nvidia's 500 billion dollar ($500 billion) plan drives artificial intelligence (AI) frenzy across Wall Street [1] - Energy and geopolitical markets monitor developments regarding Iran and control of the Strait of Hormuz [1] Investment and Corporate Strategy - Financial institutions analyze macroeconomic conditions through insights provided by PNC Chief Investment Officer Amanda Agati [1]

>> THIS IS "BALANCE OF POWER," LIVE FROM WASHINGTON, D. C. JOE: TONIGHT, NOT NEARLY LONG ENOUGH -- PRESIDENT TRUMP WAVING OFF CONCERNS ABOUT THE CREW ABOARD THE USS ABRAHAM LINCOLN DURING HIS RECORD DEPLOYMENT SUPPORTING OPERATIONS AGAINST IRAN.REACTION TO HIS COMMENTS FROM BOTH SIDES OF THE AISLE. PLUS, CUBA IN THE CROSSHAIRS. ECHOING ITS RECENT STRATEGY SHIFT ON IRAN, THE TRUMP ADMINISTRATION RAMPING UP ECONOMIC PRESSURE ON CUBA RATHER THAN PURSUING MILITARY ACTION ACCORDING TO NEW REPORTING FROM BLOOMBER ...

Nvidia on Friday disclosed a nearly $21 billion stake in Elon Musk’s SpaceX and a $30 billion one in Intel https://t.co/Gstf80VjIe ...

after Citadel took most of Situational Awareness's public book, SNDK and MU lean higher near term. in July, SNDK fell 46.6%, MU fell 28.7%, and the fund lost 67% as lenders demanded cash. it sold and removed all leverage, so its lenders cannot force another sale. ...

Three weeks ago, Wall Street’s casino crowd took a beating. AI stocks buckled, semiconductor shares tumbled and leveraged trades unraveled. Now many of those speculative trades are snapping back just as quickly https://t.co/pAZMbCYjCr ...

>> THE COUNTDOWN IS ON. EVERYTHING YOU NEEDED TO GET THE EDGE AT THE END OF THE MARKET DAY. THIS IS "THE CLOSE. " ROMAINE: CONSUMERS TAKE A BREATHER AND SO TOO DOES THE EQUITY RALLY. LIVE AT BLOOMBERG HEADQUARTERS IN NEW YORK, I'M ROMAINE BOSTICK. ISABELLE: WE GOT A DATA DUMP TODAY. IT SHOWED THAT THE ENGINE OF THE U.S. ECONOMY IS COOLING FROM CONSUMER SALES TO RETAIL SALES. THE S&P DOWN 5.2%. NASDAQ EDGING LOWER BY .3%. THE TWO YEAR YIELD EXTENDING ITS DECLINES FOR THE THIRD STRAIGHT WEEK AS FED RATE CUTS ...

This is Guru Focus Market Today, your afternoon market brief for Friday, August 14th. Here's where things stand. The S&P 500 posted its third consecutive weekly gain, edging lower on Friday, but maintaining upward momentum as investors balanced optimism with recent volatility.The index's resilience comes despite mixed economic signals and sector rotation with continued attention on inflation and consumer spending trends. Turning now to individual stocks, Reddit shares surged 11% after being announced for in ...