Shut up and wait

AMD signed a deal with Core Scientific for 530MW of Al data center capacity across five sites, with initial delivery in 2027 and full delivery expected by the end of 2028, with the potential to scale to 2.5GW over time. The deal is said to be worth more than $14 billion.

OpenAl is said to be in discussions with Nvidia about an up to $250 billion backstop to help it raise debt for a 10GW data center campus in Ohio, covering the lease and construction debt, not the $NVDA GPUs inside. $MSFT $GOOG $AMZN $ORCL

Amazon: “Graviton revenue commitments have increased nearly 3x quarter-over-quarter, and Graviton5 is growing nearly 2x faster than Graviton4 did.” $AMZN $NVDA $GOOG $META

🇺🇸 Treasury Secretary Bessent: The Crypto Structure Bill is at the "1-yard-line" and calls for Congress to pass it. It’s happening

BREAKING: Iran's Islamic Revolutionary Guard Corps has claimed that it launched cruise missiles at Amazon's, $AMZN, central data infrastructure in Bahrain, per CNBC

The global helium supply chain is tightening: China's helium imports from Qatar have collapsed to near zero, from a peak of ~65 million cubic feet in late-2025, the lowest on record. Imports from Russia have declined -50 million cubic feet over the last 2 quarters, to ~38.5 million cubic feet, the lowest since Q3 2025. The drop comes as the Iran War disrupts exports from Qatar, which supplied ~33% of global helium before the conflict, As a result, spot helium prices for immediate delivery have roughly DOUBLED over the last 4 months. Meanwhile, China has introduced new export controls on helium, despite not being a major producer itself, as the country relies heavily on imports to supply critical industries, including semiconductor manufacturing and medical equipment. China has also been an important transit route for Russian helium into Europe since direct EU imports from Russia were restricted. Helium supply is being squeezed from multiple directions.

JUST IN: SpaceX $SPCX shares rally over 7% after seven days of losses.

BREAKING: 🇺🇸 BlackRock withdraws 1,789.65 $BTC worth $119.17M from Coinbase Prime.

BREAKING: The DOJ reportedly withheld and removed some Epstein files related to prominent figures, per NPR.

JUST IN: Trump reportedly preparing a new wave of tariffs on “dozens of countries” as the current 10% global tariff expires Friday.

NOW: Bitcoin hits $66,000 for the first time since June.

Russia, Japan, South Korea. All of them are going ALL-in on Crypto. The clarity act is emergency legislation now.

BREAKING: The US is "teetering on an all out war with Iran," per WaPo

Over $650 BILLION has been added to the precious metals in the last 7 hours. Gold is up +1.8%, adding $510 Billion. Silver is up +4.3%, adding $140 Billion.

BREAKING: Navy SEAL who killed Osama bin Laden, Robert J. O’Neill, claims that Charlie Kirk was not killed by a bullet.

🇺🇸 LUMMIS: "The Clarity Act requires segregation so your assets never enter that fight in the first place."

🔥 LATEST: Amazon Business says it has reached $60B in annual sales.

⚡️ NEW: Morpho launches Midnight on Base, bringing fixed-rate, fixed-term lending to DeFi.

🔥 LATEST: Galaxy Digital launches a $5M grant initiative to help protect Bitcoin against future quantum computing threats.