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$AKAM ripped 20% premarket on an $11.6B Anthropic cloud deal.
Then faded to +6% by late morning.
Read the fine print: $5.5B in capex, no revenue until H2 2027, and one analyst called it "another circular deal."
The market loved the headline. Then it did the math.⭐️
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$MSFT just added $124B in a single day.
Copilot is now a super app. Chat, Office, code gen, and an always-on "Autopilot" agent in one place. 30M paid seats and counting.
AI spend is still ripping. This is what $3.8T looks like when it decides to move.
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What do y’all think about the $META pocket Muse?
Looks cool but genuinely can’t imagine someone carrying it in public and whipping it out
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Every major U.S. Treasury maturity EXCEPT the 2-year is now yielding above 5%. 😑
30Y just hit its highest level since 2004.
And markets now see a 71% chance of another Fed hike next month.
5% is no longer one scary number on the 10-year.
It’s becoming the whole curve.
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$ORCL just fell 5.5%. 📉
Oracle sent a force majeure notice tied to its massive New Mexico AI data center.
The issue?
Securing enough POWER.
Oracle says the project isn’t cancelled.
But this is another reminder that electricity is becoming one of AI’s biggest bottlenecks.
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Brent yesterday: below $100
Brent today: $103.08
That’s a 3.9% one-day jump. 🧐
Iran says it will NOT surrender and Hormuz stays restricted.
Saudi Arabia restarting its pipeline helped.
But geopolitical risk just reminded the market it can overwhelm that relief VERY quickly.
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BIG oil-market development.
Saudi Arabia restarted its East-West pipeline today.
It can reroute roughly 4 MILLION barrels/day around Hormuz.
That’s about 4% of global oil supply.
Brent dropped below $100.
The market just got a serious relief valve. 👀
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$META Muse is moving FAST. 🤯
2.8M downloads in 12 days.
Meta stock is up 20%+ since launch, adding roughly $200 BILLION in market value.
JPMorgan says Muse could become the biggest consumer AI app since ChatGPT.
This AI application trade just got very real.
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A ship that never touches a chip factory told me when to buy semis.
Check out my substack below to see why I watch Freight Rates to buy chip stocks:
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$META +11.4% today. 🚀
That’s roughly $75 BILLION of market value added in a single session.
Muse AI is gaining traction and Wells Fargo just raised its price target from $640 → $796.
Meta Connect starts Wednesday.
AI monetization just became the entire story.
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This is getting serious.
Just 4 commodity vessels crossed the Strait of Hormuz Monday.
Normal before the war: ~125 PER DAY. 😬
Roughly 20% of global crude and LNG normally moves through this route.
This is no longer just geopolitical risk. It’s becoming a supply problem.
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China’s AI chip frenzy is getting ridiculous. 🫣
Tencent-backed Enflame closed +179% on its IPO day.
It’s still loss-making.
But investors are throwing money at domestic GPU alternatives as China tries to reduce reliance on $NVDA.
That theme is getting bigger, not smaller.
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The U.S. 10-year just touched 4.99%. 👀
That is VERY close to the 5% line markets have been worried about.
It backed off to ~4.93%, but the message is clear:
Rates are becoming a real valuation test again for $QQQ and long-duration growth.
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