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Money, crypto & AI analyst 📈 Breaking market news, Bitcoin, ETFs, the Fed & AI, served fast with sources. Not financial advice.

Joined July 2024
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Nelson Peltz wants the rest of Wendy's. His Trian group owns ~16% and just made a non-binding $7.35/share cash offer to take it private. $1.4B, a 20% premium. Also in the bid: Flynn Group, one of Wendy's biggest franchisees. WEN +15% on the news. via CNBC #WEN #Stocks
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"The next generation of AI will require a diverse range of compute." Google's Amin Vahdat, Tuesday. Same day, OpenAI, one of Nvidia's biggest buyers, reportedly plans to buy Google's AI chips. Search rivals. Chip partners. Alphabet reports tonight. #AI #OpenAI via Bloomberg
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Vertiv's orders more than doubled in a year. It sells the power and cooling gear AI data centers run on. Q3 revenue: $4.31B (+61%), Street wanted $3.75B. Guide raised $650M. Stock ~+15% premarket, hours before customers Google and Microsoft report. #AI #Earnings via Vertiv
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Before the Fed talks, the overnight Q&A: Bitcoin? Back near $81K, on pace for a red October. Robinhood? -8% premarket. Crypto revenue fell 55% to $120M. Futures? Nasdaq +0.4%, Dow -0.2%. Fed? Decision at 11 AM PT. A hold is expected. Via Investing.com, Reuters #Bitcoin #Fed
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"You'll see Iran in a couple of weeks, if you don't mind." Trump, at a Texas rally Tuesday. WSJ reports the US told Gulf allies to prepare for a "short, intense" campaign after the Nov 3 midterms. Trump reportedly hasn't decided. Brent +1.4% to ~$115 on the report. #Oil #Iran
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SK Hynix just made more revenue in 3 months than it did in all of 2025. Q3: ₩104.6T revenue (+328% y/y), ₩83.3T operating profit. That's an 80% margin on memory chips. Stock closed +10.9%. Kospi +6.6%. #SKHynix #AI cnbc.com/2026/10/28/sk-hynix…
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funny how the first thing people buy once they finally get access to US stocks is the same three names everyone else already owns. curious how much of this is a bet on nvidia vs a bet against the rupee
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bessent at ripple's swell today says the US is "going to win in the digital asset stack" and treasury can work with the SEC and CFTC on crypto rules since congress didn't pass the clarity act. agency rules can get undone by the next agency though
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74.2 billion transactions in three months. That's Visa's Q4. Record $46B revenue for the year, an EPS beat, dividend up 16%. $V still slipped ~1.7% after hours. FY27 EPS growth guide: low double digits to low teens, down from 16%. #Visa #Earnings via Benzinga
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five minutes isn't a prediction market, that's a coin flip with a chart attached. would love to see what % of people trading these are still green after a month.
JUST IN: 🇺🇸 Polymarket launches 5-minute BTC, ETH, SOL and XRP up/down markets on its US app.
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Most "I'll start a newsletter someday" plans die in a Google Doc. beehiiv's free plan: up to 2,500 subscribers, unlimited sends, and a website with signup forms. Paid plans add an ad network and paid subs, with 0% taken from subscription revenue. beehiiv.com?via=riskiz #ad
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TON is live on the Pumpfun app today, and you can buy TON tokens from a USDC balance. Pumpfun also says the app just hit eight record days in a row, with 72.9K daily traders yesterday. the telegram trenches and the solana trenches are officially sharing a kitchen Sources: nitter.gq/Pumpfun/status/2115081… and nitter.gq/PumpfunEco/status/2115…
Eight record days in a row for the Pumpfun app! 72.9K daily traders yesterday, nearly 8× in under four months!
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the model can apparently handle a full workday of tasks now, but nobody wants to be the one who signed off when it fat-fingers the database. feels like the bottleneck moved from capability to blame
The length of software tasks AI agents can complete has doubled roughly every 7 months since 2019, and recent models are moving even faster, from 30 seconds of human work in 2022 to a full workday today. Yet inside most companies, AI still isn't trusted to reliably update records in Salesforce. "AI does not have an intelligence problem," says Databricks CEO Ali Ghodsi. "It has a context problem." Ali's answer is what he calls a "system of record for agents." From the latest Profiles of the Future by @bhorowitz and @mikemcg0 on Databricks & the Future of the Firm: a16z.news/p/databricks-and-t…
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Kelly Ortberg on the 737 Max ramp: "I know everybody wants us to go faster but we're going to do it right." $BA fell ~10% to April 2025 lows. 47 jets a month slips to early 2027, cash flow guide well under the Street. Backlog: a record $745B. #Boeing #Earnings via Reuters
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"I feel a twinge of sadness." A math professor, after OpenAI said its AI proved the local smoothing conjecture in every dimension. Humans had only done 3. OpenAI also claims it disproved the Exponential Time Hypothesis. An MIT expert is verifying. #AI #OpenAI via Al Jazeera
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JetBlue expects fuel to cost 85% more than a year ago this quarter. Stock: +11% premarket anyway. Q3 loss was 60c/share (55c expected), revenue a hair light. But it says Q4 margins still expand, and the market bought the outlook. $JBLU #Earnings via CNBC
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Analysts expected Whirlpool to earn $1.55 a share this year. Whirlpool now expects to lose $1.30. Q3: 21¢ loss vs 80¢ profit expected. Sales guide cut to $14.5B. Stock -7% premarket. Nobody buys a new fridge when they're nervous about money. #Whirlpool #Earnings (CNBC)
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GM first listed on the New York Stock Exchange in 1911. On Nov. 17 it moves to Nasdaq. Same "GM" ticker, and it becomes eligible for the Nasdaq-100. CFO Paul Jacobson says Nasdaq is a "natural home" for GM's "technology-driven strategy." A 115-year NYSE name would rather sit with the tech stocks. via CNBC #GM #Nasdaq #stocks
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Nvidia just wrote Meta a $3B check. It's buying into Meta's AI stock sale, and Meta says it'll deploy more Nvidia Vera Rubin chips. The chip seller is helping fund the chip buyer. #Nvidia #Meta via CNBC cnbc.com/2026/10/27/nvidia-i…
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"Crypto and banks work better together." Brad Garlinghouse Ripple now gets to prove it as a bank: the OCC just gave final approval to Ripple National Trust Bank. It will hold RLUSD's ~$2.5B in reserves and offer federally supervised custody. #XRP #Crypto via CoinDesk
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