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Nvidia Just Keeps Rolling
Nvidia is worth more than Amazon, Temu spent millions on their Super Bowl ads, disinflation is kicking in, X wants to lure more creators to the platform with different ad payouts, Arm’s stock rally keeps going, and Franklin Templeton filed a spot ethereum ETF.
Tucker's Russia Trip
Goldamn is facing a CFTC probe, Tucker Carlson interviewed Putin in Moscow, Einhorn said markets are ‘fundamentally broken,’ top US venture firms funded blacklisted Chinese companies, Sam Altman wants trillions to reshape the chip industry, and Google rebranded Bard AI to Gemini.
Disney Bets on Fortnite
Investors have a strong appetite for 10-year treasuries, Citadel got Morgan Stanley’s block-trading leaks, the BOJ ruled out rapid rate hikes, the biotech IPO window is opening, DoorDash is expanding overseas, Soho House stock tumbled on a shortseller report, and Disney invested in Epic Games.
Adam Neumann's Second Act & Litquidity's Unveiling
Litquidity's identity has been revealed, Adam Neumann wants to rebuy WeWork, Snap’s stock tanked after earnings (again), tech layoffs keep coming, the SEC is increasing oversight of hedge funds, NYCB’s credit grade got cut to junk by Moody’s, and Tucker Carlson is interviewing Putin.
Bullish on India
Wall Street is ditching China for India, Meta has figured out how to sell the Metaverse, the Senate released its bipartisan Israel/Ukraine/border security proposal, tech layoffs contineu, Dartmouth is reinstating SAT requirements, and Bill Gross is betting on a steeper yield curve.
2026 World Cup Live from New Jersey
Apple’s Vision Pro is the hottest new consumer tech item on the market, Powell said the Fed is wary of cutting rates too soon, Big Tech stocks are looking pricy, Macy’s CEO is looking to revive the 166-year-old brand, Facebook turned 20, and the World Cup final will be held at MetLife Stadium.
Zuck's Big Bounceback
Tim Cook teased Apple AI announcement later this year, Musk wants to move Tesla’a incorporation from Delaware to Texas, Apple’s China slump is deepening, JPM says to exit five-year Treasury bets, Japanese retail investors are piling billions into Indian equities, and Nvidia’s CEO is bullish on nations wanted their own AI systems.
No Rate Cuts (Yet)
Jerome Powell said a March rate cut is not likely, Musk and Tesla’s board will have to start from scratch on a pay deal, Barry Sternlicht sees a $1T loss in the office market, Boeing is being sued by shareholders, remote workers and middle managers are first in line to be fired, and Brazil’s central bank cut rates.
Regulators Hate Vacuum Monopolies
Amazon abandoned its Roomba acquisition due to regulatory issues, Senator Warren wants J Pow to cut rates, Musk’s Neuralink just completed its first brain tech implant, Tencent says its gaming business is under threat, Ark is buying Tesla stock, and Toyota was the world’s best-selling automaker in 2023.
All Eyes on Big Tech Earnings
All eyes are on big tech earnings this week, plummeting inflation has the Fed watching out for rising real interest rates, Meta is welcoming a headset war with Apple, Argentina’s president says he’s delivering on his free-market revolution, and United’s CEO kickstarted talks with Airbus amid Boeing delays.