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The man who called the 2008 housing collapse just made a prediction about Elon Musk that is hard to ignore (Save this). Steve Eisman, the Big Short investor says he fully expects Musk to use the SpaceX IPO stock price to buy Tesla and merge both companies into one giant entity called X. Tesla's earnings have declined for four consecutive years. The EV business, Eisman argues, is not structurally attractive but rather is capital intensive, it is highly competitive, and China is producing electric vehicles at costs Tesla simply cannot match. The issue with using SpaceX stock to buy Tesla is precisely what it sounds like. SpaceX is about to list as what would be the largest IPO in history, targeting a valuation around $1.77 trillion, with a thesis built on orbital compute, Starlink and the future of AI infrastructure. Tesla is a car company with four years of declining earnings, competing on price against manufacturers who have a structural cost advantage. Combining those two businesses would force SpaceX shareholders to absorb Tesla's problems, its margin pressure, its China exposure, its capital requirements at the exact moment SpaceX is trying to tell the cleanest possible growth story to public markets.
StockMarket.News693,964 次观看 • 9 天前
Netflix just made the most DANGEROUS move in Hollywood. They didn't buy Warner Bros but instead bought something far more threatening. An AI company, built in secret and founded by one of Hollywood's own. Ben Affleck. The company is called InterPositive and you've never heard of it. And that was the point. Affleck quietly registered it under a shell company called Fin Bone LLC. He filed patents under his legal name. He built a proprietary AI dataset on a closed soundstage, all while making movies. Here's what InterPositive does. It takes the raw footage from a film shoot, the dailies and trains a custom AI model on it. That model can then relight scenes, reframe shots, remove stunt wires, fix missing angles, color correct entire films and add visual effects. Work that currently employs thousands of people in post production. Netflix now owns all of it, exclusively and no other studio gets access. Think about the timing. One week ago, Netflix walked away from an $83 billion bid to buy Warner Bros. Wall Street cheered and the stock jumped 14%. Days later, they quietly acquired the technology that could make traditional studios obsolete. They just bought Hollywood's replacement. And they made Ben Affleck an Oscar winner, a director, a guy people trust, the face of it. SAG-AFTRA's contract expires in June. AI is the single biggest issue on the table and the last fight over AI shut Hollywood down for months in 2023. And Netflix just acquired an AI production company, right before negotiations. They're calling it tools for filmmakers and they say it empowers storytellers. That's what they always say. The real question, how many jobs disappear when a machine can do in seconds what a VFX team does in weeks? Netflix won't answer that but the technology already did.
StockMarket.News3,736,555 次观看 • 3 个月前
Morgan Stanley just FIRED 2,500 people. Not because the company is struggling. They posted record revenue last year, $70.6 billion, and it was their best year ever. But they fired them anyway. Investment banking, wealth management, front office, back office and across all divisions. The CEO of Anthropic, the company building one of the most powerful AI systems on Earth, went on national television and said AI will wipe out 50% of entry-level white collar jobs. Entry-level law, finance and consulting. The exact jobs Morgan Stanley just cut. Last week, Jack Dorsey laid off 4,000 people at Block. Nearly half the company and his reason? AI tools make humans unnecessary. He said most companies will reach the same conclusion within a year. Morgan Stanley's own research team surveyed nearly 1,000 companies already using AI. They found an 11% job elimination rate, a 4% net headcount decline, and productivity up 11.5%. The machines are cheaper, faster and they don't need health insurance. Morgan Stanley itself predicted 200,000 European banking jobs will disappear in five years. And then they started cutting their own. Record profits, record layoffs while AI gets the credit and workers get the door. The man building the technology is telling you it's coming. The banks using the technology are proving it. And yet no one in Washington has a plan.
StockMarket.News3,328,636 次观看 • 3 个月前
BREAKING: After saying he had “no reason” to meet with China’s President Xi just hours ago, President Trump now says, “I haven’t cancelled, but I don’t know that we’re going to have it but I’m going to be there regardless,”. Markets have no idea what to make of this.
StockMarket.News5,472,726 次观看 • 8 个月前
Oracle just told every AI company on earth the same thing. Your models are worthless. Not the technology, talent or the billions spent training them. But the data they were trained on. Larry Ellison, the man who built Oracle into the backbone of global enterprise just dropped a bombshell. He said ChatGPT, Gemini, Grok, and Llama, all of them are training on the exact same data. The entire public internet, every Wikipedia page, Reddit thread and every news article. That means they're all converging essentially becoming the same product with different logos. Ellison's word for it is commodities. But here's where it gets dangerous. He says the real gold isn't public data, It's private data. The medical records in hospital systems, the financial data in bank vaults. The supply chain secrets of every Fortune 500 and guess where most of that data already lives. Not Google, Amazon or Microsoft but inside Oracle. Oracle databases hold most of the world's high value private enterprise data. So Oracle just launched something called AI Database 26ai. It lets the top AI models, ChatGPT, Gemini, Grok, Llama reason directly over a company's private data, without that data ever leaving the vault. They're using a technique called RAG, Retrieval Augmented Generation. The AI doesn't train on your data, it searches it in real time. Think about what that means. A bank could ask AI to analyze every loan it's ever made without exposing a single customer record. A hospital could have AI diagnose patients using its full medical history without violating HIPAA. A defense contractor could let AI reason across classified operations without data leaving a secure environment. Ellison is betting this is bigger than the training market. Bigger than the GPU boom. Bigger than the data center buildout. He called it the largest and fastest growing market in history. The numbers back the ambition. Oracle's remaining performance obligations just hit $523 billion. That's contracted revenue not yet delivered and $300 billion of it comes from OpenAI alone. Cloud revenue hit $8 billion in a single quarter, OCI grew 66 percent and GPU revenue surged 177 percent. But here's the part nobody's talking about. If private data becomes the real AI moat, then whoever controls the database controls the future of AI. And that's a level of power that should make everyone uncomfortable.
StockMarket.News1,694,235 次观看 • 3 个月前
The man who manages $11 trillion just said two words that should terrify every person on the planet. "Global recession." Larry Fink, CEO of BlackRock, the largest asset manager in human history sat down with the BBC and laid out the scenarios. Fink told the BBC there are only two possible outcomes for the global economy right now. His exact words: "There's not going to be an outcome that's somewhere in the middle." Outcome one is that Iran gets reintegrated into the global community, sanctions ease and Iranian oil and Venezuelan oil flood back into markets. Then the oil drops below $40 a barrel, the world gets relief. Outcome two is that Iran remains a threat, the Strait of Hormuz stays disrupted and the standoff stretches on for years. Oil stays above $100 and pushes toward $150. The result? A "stark and steep global recession." Why does $150 oil collapse the world economy? Because oil is embedded in everything. Food production, shipping, manufacturing, heating., fertilizer, chemicals and plastics. When oil spikes, prices spike across every single category of human life. Central banks raise rates to fight inflation, businesses freeze investment and consumers stop spending. Also, jobs disappear, GDP craters and the cycle feeds itself. There is no bailout for this and no rate cut fixes an energy shock. Fink also made a point that high oil prices are a "very regressive tax." The wealthy absorb higher energy costs while the poor cannot. This hits grocery bills, rent, and transportation everything the bottom half of the global population depends on to survive. The market is still pricing in hope, a resolution, a deal, a ceasefire. Fink is pricing in reality, two extremes, and the clock is running. Pay attention to this one.
StockMarket.News815,118 次观看 • 2 个月前
Warren Buffett spent three years quietly selling everything while the rest of Wall Street was throwing a party. Between 2022 and 2024, Berkshire Hathaway sold a net $172 billion in stocks while buying almost nothing in return. In 2024 alone, he offloaded $134 billion in equities, a pace of selling so fast that most investors did not even notice it was happening. He sat through a bull market, watched stocks climb to the moon, and kept stacking cash anyway. The result is $373.3 billion sitting in Treasury bills right now, the largest corporate cash hoard in the history of American business. That number is not a mistake or fear, it is a loaded weapon waiting for the right moment to fire. His own market valuation signal, the Buffett Indicator, is now sitting at 220 percent, a level that has only been higher during the dot-com bubble of 1999. The Shiller CAPE ratio, another valuation measure, recently hit 39.42, which is the second-highest reading ever recorded outside of that same dot-com era. Buffett has previously said that when the indicator crosses 200 percent, it is like playing with fire. Now he has confirmed it publicly in an interview, when a big market decline comes, Berkshire will deploy, and they will deploy because businesses become attractive, not because someone told him the bottom is in. He is not guessing at timing, he is simply waiting until the math works in his favor again. When Berkshire had just $31 billion in cash going into 2008, Buffett turned that crisis into over $16 billion in pure profit through deals with Goldman Sachs, Bank of America, and General Electric. Today he has $373 billion, twelve times that firepower sitting ready while recession warnings are louder than they have been in years. Goldman Sachs and Capital Economics have both warned that the S&P 500 could face a double-digit decline if earnings disappoint or economic conditions weaken further. Berkshire has already outperformed the market by 23 percentage points in 2026 alone, simply by doing nothing while everyone else lost money. Meanwhile, that $373 billion in Treasury bills is generating roughly $13 billion in risk-free interest every single year while Buffett waits. He is being paid billions to be patient, and the patience itself is the strategy. Apple is still his largest single equity holding roughly 19 percent of the entire portfolio and he called it publicly better than any business Berkshire owns outright. He admitted he sold Apple too soon but made over $100 billion pre-tax on the trade anyway, which is the kind of mistake most people spend a lifetime dreaming about. The new CEO Greg Abel has described the cash pile as a "strategic asset" that allows Berkshire to act decisively when others are fearful which is the clearest signal yet that a major move is coming. When Berkshire finally pulls the trigger, it will not be a cautious nibble, it will be one of the largest single capital deployments in the history of financial markets. The only thing left to figure out is what price breaks him off the sideline. Based on every signal he has sent over the last three years, that price is getting closer.
StockMarket.News687,637 次观看 • 2 个月前
A robot just replaced the human who draws your blood, and it is already inside European hospitals right now. The device called Aletta is CE-marked, the European equivalent of FDA approval and it is already operating on real patients. Vitestro built a machine that maps your veins using AI powered Doppler ultrasound, locks onto the right one with submillimeter precision, inserts the needle, fills the tubes, removes the needle and applies the bandage completely on its own. No human hands touch you during the procedure and one trained supervisor can oversee up to three of these machines running simultaneously. And 98% of patients who went through it said they would accept the procedure again. The machine does not care if your veins are difficult or your skin tone, body type, or whether past draws were painful. It finds a vein on almost every patient regardless and roughly 1.4 billion blood draws happen in the United States alone every single year. Every one of those is currently done by a human being and that human has a job title, phlebotomist. There are roughly 130,000 of them working in the US today and that job is now directly in the crosshairs of this technology. Northwestern Medicine, one of the most prestigious hospital systems in America already signed a multi-year collaboration agreement with Vitestro to bring this machine to US hospitals.
StockMarket.News546,345 次观看 • 2 个月前
Charlie Munger’s 1998 Harvard speech is the ultimate cheat code for life. He compressed 74 years of billionaire wisdom into just 30 minutes. Most people spend 4 years in college and learn less than what’s in this video. Save this video, you will come back to this.
StockMarket.News1,055,300 次观看 • 5 个月前
The man who turned $100 into $100 billion just said the Fed is lying to you. The Federal Reserve has one sacred rule, every single year, they allow prices to rise 2%. They have run the entire global economy on this principle since 2012 and Buffett called it a compounding disaster. His exact words: "Once you start saying you're going to tolerate 2%, that compounds pretty dramatically over time." Buffett made the math brutally simple. If you are earning less than 2% on your money, you are not breaking even. You are going backwards every single day. Most Americans with a basic savings account are earning nowhere near 2%. The Fed calls this price stability while Buffett calls it a policy that punishes anyone responsible enough to save. Buffet wants a 0% inflation target which means prices stay flat and money holds its value but no major central bank on earth currently operates that way. The 2% rule was never born from science or rigorous research. It started in New Zealand in the 1980s, spread as a convenient benchmark, and eventually became untouchable global doctrine never seriously challenged, never put to a public vote. Meanwhile the Fed is not even holding their own floor. US inflation is running above target right now, with projections pointing higher through the rest of 2026. The bar they set keeps moving, and the people paying the price are the ones who saved. Buffett has been warning about this for decades but this time he went further. He said the banking system carries risks most people do not see, that fragility is hiding inside the financial structure, and that a currency the government permits to lose value every year is the foundation underneath all of it.
StockMarket.News523,450 次观看 • 2 个月前
BREAKING: The United States just told Israel "WTF." Over 30 Iranian oil depots Israel bombed on Saturday without warning Washington about the real scale. A senior official said plainly: "We don't think it was a good idea." Here's why this matters more than you think. Trump's own adviser admitted the president "doesn't like the attack" because "he wants to save the oil." Because it "reminds people of higher gas prices." Gas is already up 16% in one week and prediction markets say there's a 63% chance it blows past $4.50 by the end of March. Iran just warned keep hitting our oil, and crude goes to $200 a barrel. The Strait of Hormuz, where 20% of the world's oil passes through is effectively shut down. 150+ tankers are sitting dead in the water and the traffic is near zero. Kuwait, Iraq, and Qatar have declared force majeure. They literally can't export oil anymore. Inside the White House, aides are getting screamed at to find good news. They're "looking under every rock" for ideas. And while the White House scrambles, here's Senator Lindsey Graham calling it "the best money ever spent." The Pentagon asking for $50 billion and a senator on live TV saying it's a bargain. Israel went rogue on the one thing Trump cares about most, the price at the pump. And nobody in Washington can even agree on whether this was a good idea. I’ll keep monitoring this and post an update later, and make sure to turn on notifications. A lot of people are going to wish they were paying attention earlier.
StockMarket.News667,127 次观看 • 3 个月前
The CEO of a $3 trillion company just admitted the biggest threat to AI has nothing to do with the technology itself. It is YOU. Satya Nadella spoke at Davos and said the real obstacle to AI is getting people to actually change how they work. He gave a personal example. Before Davos, his team would spend days preparing briefing notes, filtering up through layers of staff before reaching him. That process had not changed since he joined Microsoft in 1992. Now he types one sentence into Copilot and gets a full 360-degree brief in seconds what Microsoft is doing for a client, what that client is doing for Microsoft, the whole picture at once. Nadella said that kind of capability does not just speed things up, it completely inverts how information flows through an entire organization. The old model, departments hoarding knowledge, information trickling upward through hierarchy, is now structurally obsolete. Most companies have not figured that out yet. He said firms will see almost zero productivity gains from AI unless leaders actively redesign their structures, retrain their people, and rebuild how context moves through the organization. The companies that refuse to change will not just fall behind and they will become irrelevant to the ones that do. His exact words: "That's why you're going to see the challenge of why am I not seeing immediate results in productivity. You have to do the hard work." The hard work is convincing an entire workforce to let go of how they have operated for decades. That is the actual AI race and most companies are losing it before it even starts.
StockMarket.News463,899 次观看 • 2 个月前
Jeff Currie of Carlyle went on live television and said the oil market is completely mispriced. He said futures price crude at around $100 a barrel, but physical oil delivered to Asian refiners is actually costing between $130 and $170. At one point this month, Oman crude, the benchmark for oil on the free side of the Strait spiked all the way to $173 a barrel. The paper market and the real world have completely split from each other and Currie was explicit about why that split is dangerous. He said jet fuel spiked to $230 a barrel in Singapore last week, then the same spike hit Rotterdam at $220 a barrel, then Thailand, then the Philippines, then New Zealand, then Australia. He called it molecular contagion, a physical shortage virus spreading across global supply hubs one by one. To understand why that phrase matters, consider what the Strait of Hormuz actually is. Before the war, roughly 20 million barrels of oil per day moved through that single 100-mile waterway. The IEA now says flows have dropped from 20 million barrels per day to what they described as a trickle and Barclays estimates the effective supply loss at 13 to 14 million barrels per day in a prolonged closure scenario. Currie said there are no more spare barrels in the system. The price spread between Singapore and Rotterdam which normally tells traders where surplus oil is sitting has completely disappeared and when that spread goes to zero, there is no buffer left anywhere on earth. He said this supply shock is nearly equal in size to the COVID demand crash, and he reminded viewers what COVID did to global supply chains. COVID wiped out approximately 20 million barrels per day of demand and fractured supply chains for two full years. This war has now wiped out a comparable volume of supply and supply chains cannot work from home. The data behind his warning is already visible. Middle Eastern crude exports to Asia have collapsed from roughly 19 million barrels per day in February to under 7 million barrels per day in March. Dubai crude surged past $166 a barrel on March 19, hitting an all-time record and Oman crude crossed $150 for the first time in history just days before. Meanwhile, Chevron's CEO and Shell's CEO both stood up at the CERAWeek conference in Houston and confirmed the same thing Currie said, physical disruptions are now spreading from South Asia into Southeast Asia, Northeast Asia and are beginning to reach Europe. Currie said the reason WTI and Brent paper prices stayed suppressed is that Russian Urals crude rallied 65 to 70 dollars a barrel after sanctions were lifted. That closed the gap between cheap Russian oil and expensive Western benchmarks. Once that gap closed, the last pressure valve in the global system shut off and now the entire complex has nowhere to hide.
StockMarket.News360,188 次观看 • 2 个月前
The second richest man on Earth just told a room full of investors exactly how he plans to WATCH you. Every minute and every day of your life. Larry Ellison, co-founder of Oracle, a $320 billion government contractor stood in front of financial analysts and said the quiet part out loud. "Citizens will be on their best behavior because we're constantly recording and reporting everything that's going on." Read that again slowly. Here's the system he described: Every police body camera in America streaming 24/7 to Oracle's cloud and officers can't turn them off. The camera is always recording. But here's the twist. It's not humans watching the footage, it's AI. Oracle's artificial intelligence monitors every feed in real time. If something happens, a shooting, an altercation, excessive force, AI flags it instantly. An alarm goes off and the chief of police is notified in seconds. "Every police officer is going to be supervised at all times," But he didn't stop there. He said the same system watches citizens too. Doorbell cameras, dash cams, security cameras, traffic cameras, drones overhead. All feeding into one AI-powered network, all analyzed in real time and is on Oracle's servers. And about those drones. Ellison says high-speed police chases should be eliminated, no more patrol cars. Just a drone that locks onto your vehicle and follows you. "It's very simple," he said, "in the age of autonomous drones." So who controls this system? Not you or your local government. Oracle. A private corporation with deep ties to the CIA, the Pentagon, and intelligence agencies around the world. A company whose founder built his first database for the Central Intelligence Agency. The same company now pitching itself as the infrastructure backbone of total surveillance. Critics are calling it a real-life 1984, the ACLU flagged it. But Larry Ellison isn't worried about any of that. He's worried about closing the deal. "There are so many opportunities to exploit AI," he told the room. This isn't a debate about whether AI can help policing, it can. The question is what happens when a private company builds a system designed to watch 330 million people and calls it a product. No vote was taken, the law was passed, and no citizen was consulted. Just one billionaire, one investor meeting, and one vision for a world where everyone is watched and told to behave.
StockMarket.News488,182 次观看 • 3 个月前
Sam Altman told the world exactly what skills will matter when AI takes over 30 to 40 percent of the global economy. He was asked what his own kids should do to survive it. His answer was surprisingly human. He said the single most valuable thing anyone can build right now is the meta-skill of learning how to learn. Not a degree or a certification but the raw ability to adapt when everything around you changes. He also said learning to understand what other people actually want and building useful things for them will be more valuable than almost any technical knowledge. That skill has never been automated and is not close to being automated. He said human creativity and the desire to express it are, in his words, limitless. Every major technological revolution increased the demand for creative, curious, and socially intelligent people, not decreased it. The Industrial Revolution is the clearest parallel. Machines replaced physical labor and people were terrified. The next generation took those machines and built industries, art forms, and institutions nobody had conceived of before. The people who thrived were not the ones who competed with the machines. They were the ones who learned to direct them toward something new. That dynamic is already playing out right now with AI. The practical implication is this, depth in a single rigid skill is becoming less valuable. The ability to move across domains, pick up new tools quickly, and apply judgment in ambiguous situations is becoming more valuable. Altman also pointed to something most career advice ignores entirely, learning how to interact with the world, build relationships, and earn trust from other people. Those are things AI can simulate but cannot replace. The honest opportunity in this moment is not to outrun AI. It is to focus on the things that make you irreducibly human. Curiosity, judgment, empathy and the ability to ask the right question before anyone knows what the right question is. The people who will matter most in an AI-driven economy are not necessarily the ones who understand the technology deepest. They are the ones who can figure out what the technology should actually be used for. Altman has spent his career betting on human potential in the face of technological disruption. Based on every historical precedent, that is still the right bet to make.
StockMarket.News376,393 次观看 • 3 个月前
Ben Affleck breaks down exactly why Hollywood is dying and the math is brutal. It costs a minimum of $25 million just to shoot a movie today with any A-list stars, no massive action sequences just 40 to 50 days of standard production. Then you spend another $25 million to market it, which puts you at $50 million before a single ticket is sold. From there, theaters take 50% of every dollar at the box office so if your movie grosses $100 million, you walk away with $50 million , the exact amount you already spent making and marketing it. Which means a $25 million movie has to gross $100 million at the box office just to get back to zero. And most movies don't come close. The 2025 domestic box office hit $8.9 billion which sounds okay until you realize it's still down more than 20% from pre-pandemic levels, with the average wide release earning 14% less than it did the year before. So what happens when the math stops working? Studios stop taking risks. "When things are more expensive, people get risk averse. And when they're risk averse, they do the same shit. That's how you get the safe, homogenized stuff. And so it's a vicious cycle." The second thing killing it is streaming, people see the trailer, think it looks good, and decide to wait for it to hit Netflix. The only movies that survive the math are the ones audiences refuse to wait for which is why every theater slate looks like a Marvel calendar and why even Ryan Coogler making a Creed film with Michael B. Jordan is still considered a risk because it's not a sequel to a sequel. The system doesn't reward creativity but rather punishes it.
StockMarket.News217,179 次观看 • 1 个月前
At the end of "The Big Short" we see the aftermath of the financial crisis, the banks get bailed out, almost no bankers face justice and regular people are left holding the bag losing homes, jobs, and savings. The system itself barely changes, and most of Wall Street goes right back to profiting while the public pays for the mistakes. If an AI driven disaster triggered similar chaos today, do you think the government has no choice but to step in?
StockMarket.News800,147 次观看 • 7 个月前
The US government just DECLARED war on the company that builds Claude. A full federal blacklist. President Trump just ordered every single federal agency to stop using Anthropic's technology, effective immediately. The reason is wilder than you think. Back in January, US special forces raided Caracas and captured the president of Venezuela. Reports later confirmed that Anthropic's AI was used during the operation. Anthropic found out from the news. That's when the cracks started showing. Anthropic has two rules baked into its Pentagon contract. No mass surveillance of Americans and no autonomous weapons that kill without a human pulling the trigger. The Pentagon said those rules have to go. Defense Secretary Pete Hegseth called Anthropic's CEO into the Pentagon on Tuesday and gave him 72 hours. Remove the guardrails or lose everything. Dario Amodei said no. His exact words: "We cannot in good conscience accede." The Pentagon's response was immediate. A senior official called Amodei a liar with a "God complex" who is endangering national security. Then Trump went nuclear. He ordered every agency in the federal government not just the military to cut Anthropic off. CIA analysts using Claude to find patterns in intelligence data, NSA teams processing intercepted communications. All of it, gone. But that's not even the scary part. The Pentagon is threatening to invoke the Defense Production Act. A Cold War law designed to force factories to build weapons. They want to use it to force a software company to delete its safety code. Legal experts say this has never been done before. Multiple scholars say it would likely fail in court but the threat alone is the point. There is also the supply chain risk designation. Normally reserved for Chinese firms suspected of espionage. If Anthropic gets that label, defense contractors across the country would be forced to stop using Claude overnight. Every other major AI company already gave the Pentagon what it wanted. Google, OpenAI, Elon Musk's xAI. Anthropic is the last one standing. And here is the part nobody is talking about. Congress passed a law two months ago requiring the military to use AI that meets ethical standards. The Pentagon is now demanding the opposite. One branch of government wrote the rules. Another is trying to shred them. Researchers have warned that if you force an AI to be retrained without ethics, it does not just lose its morals. It can develop unpredictable, dangerous behaviors. A model trained to ignore right and wrong does not become neutral. It becomes unstable. Anthropic's CEO is betting the company on a principle. The Pentagon is betting national security on total obedience. What happens next will define how AI is used in war for a generation.
StockMarket.News374,709 次观看 • 3 个月前