The Fed Chair Musical Chairs Game Just Got Spicy (And Bond Traders Are Not Having It)
So here's the tea: Wall Street is having a collective nervous breakdown over who might be running the Federal Reserve next, and honestly? They have every right to be sweating.
Meet Kevin Hassett, Trump's National Economic Council director who just went from "maybe Fed Chair" to "probably Fed Chair" faster than you can say "interest rate cut." His odds on Polymarket jumped from 30% to 73% in a week, which in betting terms is basically like watching someone go from bench ...
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The AI Chip Wars Just Got Spicy: Why Nvidia’s Monopoly Party Might Be Over
Remember when Nvidia was basically the only game in town for AI chips? Yeah, those days are officially over, and the drama is chef's kiss.
Last week, Google threw the first punch by getting Meta to consider ditching Nvidia's GPUs for Google's own TPU chips. Yesterday, Amazon jumped into the ring with their new Trainium series, promising 30-40% cost savings over Nvidia's gear. Suddenly, the AI chip world looks less like a Nvidia fan club and more like a proper cage ...
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Netflix Just Went Full Beast Mode: $83B Warner Bros Deal or Epic Disaster?
Well, well, well. Netflix just dropped the mic with an $82.7 billion acquisition of Warner Bros Discovery's crown jewels – the film studios, TV production, and HBO Max. That's not a typo. We're talking about enough money to buy a small country, and Netflix just casually threw it at Harry Potter, Game of Thrones, and whatever DC superhero nonsense Warner has cooking.
Here's the deal: Netflix beat out Paramount and Comcast in what was basically a billionaire bidding war. They're paying ...
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Warren Buffett’s Beauty Blunder: How Ulta Just Made Him Look Silly
Remember when your friend sold their Bitcoin at $30k right before it hit $60k? Well, Warren Buffett just had one of those moments, except with makeup instead of crypto.
The Oracle of Omaha—who's usually about as wrong as a Swiss watch—just got schooled by Ulta Beauty (NASDAQ: ULTA). And honestly? It's kind of hilarious.
Here's the tea: Buffett's Berkshire Hathaway bought into Ulta in Q2 2024, then dumped it entirely by Q4. That's roughly six months—which for Buffett is like a one-night ...
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Two Gamers Just Turned Their Discord Chat Into a $5M Investment Fund (And Wall Street Is Shook)
Remember when your mom said you'd never make money playing video games? Well, she was technically right, but she didn't account for making money talking about stocks on gaming platforms.
Meet Moody Nashawaty and Risley Mabile, two guys who went from swapping memes in Discord DMs to managing $5 million in actual investor money. Their fund, Enders Capital (yes, named after that sci-fi book you pretended to read in high school), is proof that the future of finance might just be ...
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America’s $11 Trillion Plot Twist: Why Robots Are the Real Winners
So here's a fun fact that'll make your morning coffee taste bitter: America has been playing economic chess with China for 242 years, and we've been losing pretty much the entire time.
It started innocently enough in 1783 when some enterprising Americans shipped ginseng to China. Cute, right? Fast forward to today, and China controls 97% of rare earth processing while we can't even build our own defense systems without their help. Oops.
But plot twist incoming: America is about to flip ...
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ASML’s Chip Monopoly Just Got a New Challenger (Spoiler: It’s Actually Going to Help)
So here's the deal: there's this Dutch company called ASML that basically owns the entire world when it comes to making the machines that make AI chips. And when I say "owns," I mean they have a monopoly so tight it makes your local cable company look competitive.
For over 20 years, ASML has been the only game in town for something called EUV lithography – think of it as the world's most expensive and precise 3D printer, except instead of ...
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Wall Street’s Crystal Ball Says ‘Meh’ for 2025 (But When Are They Ever Right?)
So here we are again, folks. It's that magical time of year when Wall Street's finest dust off their crystal balls and tell us exactly where the market's headed next year. Spoiler alert: they're about as accurate as your weather app predicting rain three weeks out.
This time, the big brains at Goldman Sachs and Bank of America are singing the same tune: the S&P 500 is going to have a pretty "meh" 2025. Goldman says we'll hit 6,500 by year-end, ...
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