Real trading signals pulled from social media
CoreWeave just dropped the most aggressive infrastructure play in AI this quarter. On July 7, they announced a $9 billion all-stock acquisition of Core Scientific. That gives them direct access to roughly 1.3 gigawatts of active data center capacity and … Read more
The White House dropped a 50% tariff hammer on Brazil this week, and the fallout is already rippling through both economies. President Trump’s announcement came via a public letter to President Lula da Silva, citing political grievances over Bolsonaro’s prosecution … Read more
One of the regionals slipped under the waterline last Friday. Not national news yet. Not big enough to trigger Fed chatter. But it defaulted. Real estate and private equity exposure stacked too high. Cash ran thin. Doors didn’t close, but … Read more