Copper's Growth Signal Muddled By AI, Rates Stress zerohedge.com/markets/copper…
Watch: Chaos Erupts At UN As Mike Waltz Gets Into Screaming Match With Cuban Diplomat, U.S. Staffer Allegedly Assaulted zerohedge.com/political/watc…
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Marathon prepaid $50M to its hosting provider, Compute North, which then went bankrupt.
The lender got the sites. Marathon got a $40M unsecured claim...
When you prepay 20-30% for B300 or GB300 capacity, there's a non-0 risk that you could be signing up for the same position...
Inside The Little-Known Drug Program Making Big Hospitals Billions zerohedge.com/political/insi…
NBA Legend Who Earned Nearly $200 Million Admits He's Broke As Wild Spending Habits Revealed zerohedge.com/personal-finan…
US Military's Drug-Boat Strikes Have Now Killed At Least 240 People zerohedge.com/military/us-mi…
Democrat Operatives Spent Months Hunting For Alaskans Named Dan Sullivan - Campaign Denies Involvement: Report zerohedge.com/political/demo…
Roswell Attracts ETs (Extra Tourists) After Government Releases New UFO Files zerohedge.com/technology/ros…
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Mag 7 vol at the 15th percentile. Nasdaq vol at the 94th. Same tech market, two very different stories.
zerohedge.com/the-market-ear…
Putin Calls Musk A "Real Genius," Says Russia Coordinating With Him In On Satellites zerohedge.com/geopolitical/p…
META may be new to the negative cash flow club, but not GOOGL: free cash flow was negative for a second straight quarter, -$9.1bn vs -$3.5bn consensus. Trailing-12-month FCF collapsed 73% to $19.7bn, from $73.6bn a year ago.
GOOGL Capex rose 114% y/y to $51.4bn (below est $55.8bn). But operating cash flow fell 13% y/y to $42.3bn, far short of the $53.9bn consensus, so the capex 'miss' did not help free cash flow.
GOOGL in charts:
Cloud was only big beat. Cloud came at $30.7bn vs $29.1bn expected (+103% y/y), but Search, YouTube, Subs and Services all missed
Two speeds. Cloud doubled; Search grew 12% (vs ~14% buyside bogey), YouTube 9% (below 10% toleration line), and Network just 1%
Google Plunges After Ugly Top And Bottom Line Miss, As AI Cannibalizes Search And Ads zerohedge.com/markets/google…
Google Plunges After Ugly Top And Bottom Line Miss, As AI Cannibalizes Search And Ads zerohedge.com/markets/google…
Vance Sends Letter To Iranian "Hardliner" Mohsen Rezaei In Bid To Reset Talks zerohedge.com/geopolitical/n…
175 House Democrats Call For Halt To Ilhan Omar Investigation zerohedge.com/political/175-…
