"Stock News" by @thegiicode
BARCLAYS WARNS STOCKS ARE NEARING A BREAKING POINT
Barclays warns that rising bond yields are making equities less attractive, with the extra return stocks offer over bonds near multi-decade lows.
Despite resilient earnings and AI-driven growth, oil above $100 and renewed central-bank tightening are increasing market risks.
The bank remains overweight equities, but expects volatility to persist ahead of Q3 earnings as investors assess how much higher yields stocks can withstand.
1
3
26
SAUDI ARABIA, TURKEY AND PAKISTAN PLAN DEFENSE TALKS
Representatives from Saudi Arabia, Turkey and Pakistan are planning talks on supporting Riyadh under their joint defense agreement, Al Jazeera reports.
The move follows new Houthi missile and drone attacks on Saudi Arabia, reportedly targeting Riyadh and oil infrastructure in Yanbu.
The escalating Yemen conflict adds another threat to Gulf energy flows, particularly through the Bab el-Mandeb Strait.
1
6
27
CITI SAYS BUY THE NEXT STOCK MARKET PULLBACK
Citi remains overweight U.S. equities and says it would add exposure on any market dip.
Despite higher oil, interest rates and Fed uncertainty, stocks have remained resilient.
Citi expects AI to remain the key driver of U.S. equities, while noting markets historically weaken after the Fed’s first hike and ahead of midterm elections before recovering toward year-end.
8
9
44
$TSLA - STONEX STAYS BULLISH ON TESLA AHEAD OF Q3 DELIVERIES
StoneX reiterated its Buy rating and $475 price target on Tesla ahead of next week’s Q3 delivery report.
The firm expects 446,500 deliveries, down 10% year-over-year and slightly below consensus.
However, energy storage deployments are forecast to jump 20% sequentially to 16.2 GWh, helping offset weaker vehicle volumes.
8
5
44
Why the alternative to the ‘clear and present’ danger from bond yields is this AI-fueled market that’s quietly outperformed trib.al/1lbuD62
Economic calendar: durable-goods and consumer-sentiment survey trib.al/TtdXFPO
2
3
‘We were wrong.’ Why Morgan Stanley changed its tune on the U.S. dollar — and what it expects now. trib.al/JlIxbBP
1
4
FED PLANS TO EASE OVERSIGHT FOR LARGE BANKS
The Fed is preparing to raise asset thresholds that trigger tougher bank regulation, Reuters reports.
The highest threshold could rise from $700 billion to around $960 billion, while some requirements starting at $100 billion could shift closer to $150 billion.
The changes would give regional banks more room to grow without additional regulatory costs and could unlock a new wave of bank M&A.
52
49
324
After capital-markets day flop, Novo strikes licensing deal that sends a Swedish company’s stock soaring trib.al/djNjV6A
2
9
The low-key California property portfolio of ‘Wednesday’ star Jenna Ortega trib.al/YKv17lk
8
Akamai stock is rallying on a $12 billion cloud deal with Anthropic trib.al/2kWVJw3
6
7
Akamai stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers. trib.al/BBZ66kz
1
3
7
Built on Earth....designed for a future beyond it
Every Starship flight brings humanity one step closer to becoming a multiplanetary civilization
The most powerful rocket humanity has ever built.....made to carry us beyond Earth
147
235
1,689
We’re sending TPUs to space (yes, really).
After years of research, we’re launching a satellite to evaluate if and how Google Tensor Processing Units (TPUs) hold up in orbit.
The test mission, as part of our latest moonshot — Project Suncatcher — is designed to gather data exploring how we can one day host machine learning infrastructure in space.
ALT White text on a black background with photos of a TPU and a rocket orbiting Earth. The text reads: “Meet Project Suncatcher, our moonshot to test whether we can host AI infrastructure in space.”
ALT An image showing circuit boards, overlaid with text that reads: “We partnered with Planet to send a prototype satellite carrying four TPUs into orbit. We’ll be looking to see how well the TPUs withstand the harsh conditions of space to assess whether we can eventually host machine learning in orbit.”
164
394
2,896
Dragon arrives at pad 40 ahead of the upcoming Crew-13 launch to the @Space_Station → spacex.com/launches/crew13
197
618
6,232
Elon Musk retweeted
Behind the scenes at the @WhiteHouse #StateDinner with President @realDonaldTrump, First Lady @MelaniaTrump, President Xi, and Madame Peng—With guests in the beautiful East Room…
275
1,018
5,123
Elon Musk retweeted
UPDATE: AIs have achieved the highest *possible* score on the Mensa Norway IQ test - 151
3 years ago: cognitively impaired human (64 IQ)
2 years ago: average human
1 year ago: genius human
Today: literally off the charts
Next year?
In ONE year, the smartest AI jumped ***40 IQ points*** from 96 to 136 IQ on Mensa Norway.
In ONE year, AI went from an average human to a higher IQ than almost ALL humans.
And one year from now...?
...Do you see it yet? What's about to happen?
178
351
2,450
It was moving
Legacy media REFUSED to show you a SINGLE SECOND of President Trump's speech and historic state dinner with Xi Jinping tonight at the White House
So here's the ENTIRE thing, from start to finish, with translations for Xi's speech
DO NOT LET LEGACY MEDIA KEEP YOU IN THE DARK
997
4,828
39,217
JUST IN: @elonmusk broke down Colossus compute, and explained why the 110k number looks odd.
• Colossus 1: 150k H100, 50k H200, 30k GB200
• Colossus 2: 110k GB200, 440k GB300
• Another 220k GB300 fully operational next week
• Another 220k in November
• If lucky, another 220k GB300 by late December
Why 110k? Elon Musk: “The strange multiple of 110k is due to the number of fiber optic cables that can be plugged into a central switch.”
Colossus 1 is 150k H100, 50k H200 and 30k GB200.
Colossus 2 is 110k GB200 and 440k GB300.
Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.
15
22
114
xAI launched ~3 years ago
Since then:
Colossus 1 + Colossus 2 ≈ 670k GPUs
Grok Imagine
Grok Voice
Grok Build
Grok Bot
Grok 4.7
Grok didn’t just catch a leaderboard for a week.
models, agents, apps, compute under one roof... and they aren't slowing down
1. We will keep accelerating. Our AI efforts are only 3 years old, vs 6 and 10 years old for Anthropic and OpenAI. If our second derivative remains strong, SpaceX will reach pole position in about 6 months.
2. Once you far exceed the caliber of intelligence needed for a class of tasks, additional intelligence is pointless. You don’t need (and it would be cruel to put) Newton-level intelligence in your toaster!
3. Hardware is hard. Bringing massive compute online rapidly is incredibly difficult. SpaceX has demonstrated exceptional ability in this regard and will only get better.
69
93
1,900
The NGOs end up increasing the number of homeless people they manage, because that’s the only way to increase their revenue! Incentives drive outcomes.
“Homeless” is a propaganda word used to describe people on the street who are mentally ill or severely addicted to drugs. The word implies that this is someone who fell a little behind on their mortgage payment and they’re one job offer away from getting back on their feet, which is obviously false if you’ve ever tried talking to a “homeless” person in SF, LA, NY, Austin or anywhere else.
The honest reality is that we need to bring back asylums for extreme mental illness or drug addiction for those who are a serious danger to themselves or others.
Incentives determine outcomes
If you give an NGO a certain number of dollars per homeless person, they will never solve homelessness
SF spends more than $1b/yr (up 5x) and the homeless population has only grown
NGO fraud is so insane, man.
1,693
5,291
27,223
Elon has warned for over a decade that AI poses an existential risk. In 2014 he likened it to “summoning the demon.” In 2018 he called it far more dangerous than nukes. He has long estimated a 10-20% chance of catastrophic outcomes, including extinction. Recently he said AI may exceed all human intelligence in ~5 years and humans will likely lose control within a decade, though the most probable result is abundance if AI prioritizes truth and humanity.
326
377
2,388
Congratulations to the @Tesla_Semi team on engineering and, even harder, bringing to production an amazing machine!
1,511
3,125
34,790
Elon Musk retweeted
Testing Grok 4.7: I sketched the game literally on the back of an envelope and had it live and playable a few mins later.
lightweavegame.com/
59
99
1,103
Tesla Owners Silicon Valley retweeted
This is a congratulations post for @WyckedBitch and new YL delivery at Stockton @Tesla
It has nothing to do with @tesla_semi I'm only trying to ride the algorithm forgive me 😭
7
9
39
Bill Gates said it wasn’t possible.
Elon Musk releases a game-changing electric Semi. https://nitter.net/t.co/0XS7SGj9Z3
7
21
98
Elon Musk retweeted
I recently had a conversation with a NASA JPL engineer that was bemoaning the fact that the internal “Planetary Protection” department at NASA threw up substantial roadblocks for Mars missions in the name of protecting the pristine Martian environment. They will surely be apoplectic about this.
I kind of think we should just get it over with and empty a septic tank on mars so nobody can imagine it needs dedicated protection. Project Vandalize Mars.
Today, Pioneer Labs is announcing our first step towards terraforming Mars. 🚀🌼
With equipment that fits in just a single rocket launch, we can convert Martian dirt, water, and air into enough building materials to construct a small city on Mars.
To do it, we made the first microbe for Mars. We found the best microbe on Earth and used evolution to teach it how to source all of its nutrients directly from Martian materials.
The first astronauts will be greeted with safe shelter already filled with water, oxygen, and rocket fuel for the return journey.
This is the first step toward using biology to make Mars a friendly place for life. It lets us live off the land and helps us build the next great frontier.
It's the first of five organisms we need to green Mars ⬇️
414
443
5,385
NEWS: @elonmusk was at the White House state dinner tonight, so he sent this message to the Tesla Semi production launch 🚛⚡️
• “A revolutionary truck” that can carry the heaviest loads over very long distances
• Megacharger capable of a megawatt of power
• “It’s almost like a sports car in truck form”
• Self-driving features are coming “in the very near future”
• Electricity costs much less per mile than diesel
“I’d recommend placing more orders if you haven’t already. The waiting list is already pretty significant.” — @elonmusk
2
24
194
“That’s 500 real-world miles… These are 82K fully loaded miles, not diminishing load.” — Dan Priestley, Tesla Semi lead
6
36
“By the end of the year, we’ll have about more than 30 stations coming online with more than 200 megawatt-capable posts.” — Dan Priestley, Tesla Semi lead ⚡️
2
13
70
.@elonmusk: “This is really gonna be a game changer truck… the cost of electricity per mile is much less than the cost of diesel, especially in these crazy times.”
4
17
82
. @elonmusk on Tesla Semi: “In the very near future, we’ll be adding in the self-driving features… so that the driver arrives at the destination and still feels refreshed.”
5
8
39
.@elonmusk: “Drivers are gonna love driving this truck because it just has so much acceleration. It’s almost like a sports car in truck form. So it’s gonna be the funnest truck to drive.”
5
9
42
.@elonmusk: “We’re super excited to start production with the Tesla Semi truck… capable of carrying the heaviest loads over very long distances, with a Megacharger that’s capable of a megawatt of power.” ⚡️
4
9
48
Elon Musk and First Lady Melania Trump share a toast at the White House state dinner tonight 🥂🇺🇸
📸 Doug Mills / The New York Times
139
137
1,237
JUST IN: Tesla Semi deliveries start now.
Keys were handed over on stage tonight to the first customers, including PepsiCo, DHL and US Foods 🚛
6
34
282
NEWS: Tesla Semi by the numbers, per Tesla at tonight's launch 🚛⚡
• 500 mi range fully loaded (82,000 lb)
• 600 mi at about half load
• 325 mi Standard Range
• 60% charge in ~30 min
• 30+ Megacharger sites by end of 2026
• >98% fleet uptime
• 50,000 / year capacity
4
7
29
JUST IN: Tesla teased the next-generation Roadster to close out the Semi event 👀
"We can't have a Semi event without a Roadster."
See you next week 🏎️
4
9
128
"I'd recommend placing more orders if you haven't already. The waiting list is already pretty significant." — Elon Musk on Semi orders.
6
24
99
"In the very near future, we'll be adding in the self-driving features… the driver arrives at the destination and still feels refreshed." — Elon Musk on Tesla Semi
5
9
85
Tesla Semi program director Dan Priestley said that Tesla chases watt-level efficiencies because it has a compounding effect
More efficiency = less energy needed to perform the same amount of work
Less energy needed = fewer batteries = less cost and less mass = faster charging
🚨 Tesla designed the integrated thermal systems for Cybercab and Semi at the same time as the vehicles were both in development
Tesla wanted to build one thermal system that worked with both vehicles, apart from small modifications.
Semi and Cybercab share parts 🤯
3
49
🚨 Tesla designed the integrated thermal systems for Cybercab and Semi at the same time as the vehicles were both in development
Tesla wanted to build one thermal system that worked with both vehicles, apart from small modifications.
Semi and Cybercab share parts 🤯
3
5
49
JUST IN: Tesla is launching high-volume Semi production today.
• First factory purpose-built for Semi
• 50,000 units / year capacity
• 1.8M sq ft · Standard · Long Range · EU on one line
1
7
39
Who's who at the White House state dinner for President Xi 🇺🇸🇨🇳
1️⃣ President Xi Jinping, President Donald Trump, First Lady Melania Trump, Elon Musk (Tesla & SpaceX)
2️⃣ Lisa Su (AMD), Daniel Lin, Jensen Huang (Nvidia), Lori Huang, Tim Cook (Apple)
3️⃣ Sam Altman (OpenAI), Mark Zuckerberg (Meta), Jensen Huang (Nvidia), Lori Huang
📸 Brendan Smialowski/AFP via Getty Images
```
In each photo, the names run left to right.
37
146
1,062
.@tesla_semi has a fully electric power steering system which allows for quick response and a simpler system overall
4
69
🚨 Tesla plans to use a completely automated unloading process for cells coming from Giga Texas arriving at the Semi factory in Nevada
A line will “consume” cells from the trailer
The goal is to have zero human touch point throughout the entire process. Insane!
5
34
Absolutely unreal how quiet the roads will be 😍 Tesla Semi is awesome https://nitter.net/t.co/shexdnyIZc
12
19
373
SPACEXAI
This is a very, very big deal. Space is turning from MONEY LOSING to a MONEY MAKING proposition.
♦️Google is Buying Space on SpaceX for AI Space Compute. This time on Falcon, soon it will be Starship. This is the start of the space economy flywheel. This is the economic proof of the thesis:
AI Space Compute increases Demand to Orbit. Increased Demand lowers costs. Lowered costs = more viable businesses. Repeat.
The Space Economy is starting. This is investable proof of concept. You heard it here first. What do you think the next signal will be?
15
35
316
A new bill would lower the retirement age to 60. See who would qualify. trib.al/RqIx4fQ
5
4
17
IRANIAN PRESIDENT WHEN ASKED IF WAR COULD END BEFORE END OF YEAR: IT'S AMERICA THAT MUST CHOOSE WHETHER IT WANTS TO END THIS
40
54
882
Save the date. 🗓️ @satyanadella takes the stage at #MSIgnite.
Explore the full session catalog and register now: msft.it/6005a9T9F
18
18
114
Costco earnings beat expectations, thanks to tariff refunds trib.al/kLgPoBG
6
8
Elon Musk retweeted
Gavin Baker owned 15% of Nvidia and 10% of Tesla sub-$2 billion. His biggest regret won't be either. It'll be the price you'll pay for SpaceX after the IPO.
"A company like this comes once in your career. Thank God I took it. Plenty of people didn't."
His analog: British East India Company. Empire scale, not tech scale.
The setup:
- 10,000 SpaceX employees could have sold every 6 months for a decade
- Almost nobody did
- Secondary pricing is a decade underpriced
Baker on the Elon-Anthropic partnership: "Four months ago it didn't exist. Then it made sense. Everyone has a price."
Incumbents realign around SpaceX gravity when it moves.
The IPO doesn't price the company. It prices the last window.
Gavin Baker: "The Magnificent 7 will go from $10-12 trillion to $50-100 trillion. But one or two of them will go extinct."
His foundation-model survival list is short:
- Google — search-plus-Gemini flywheel
- Meta — Llama + ad-revenue self-funding
- xAI — X + Tesla data footprint
Anthropic, OpenAI, everyone else — Baker treats them as commoditized.
His FOMO warning: "Application SaaS is done. If you went all-in on crypto and SaaS in 2021, don't repeat the trade."
On AGI: "Elon says 3 years. I say 5 is safer."
On regulation: "The leading labs weaponized fear of China. There's going to be no regulation."
The math he keeps quoting: $12T → $100T is 8x. But 1-2 die means winners take 30-40% of the total, not 14%.
Baker's frame: no regulation + AGI in 5 years + Mag 7 8x = biggest enterprise-value transfer in market history is happening right now.
74
272
2,247
Elon Musk retweeted
Had opus 5.5 make a video predicting the next 50 years
I'm optimistic that the end will be beautiful, but the transition will be a little rough
256
570
3,854
Companies keep raising prices. The Fed is trying to get them to reconsider. trib.al/lwoOr9H
2
5
Why investors aren’t buying Treasury's latest attempt to calm bond market trib.al/2WwSO3R
5
9
Why investors aren’t buying yet another attempt by the Treasury to calm the rattled bond market trib.al/nXspwqn
2
AI’s leading executives are divided over what the industry should do to advance its most capable models.
Anthropic’s CEO, Dario Amodei, proposed slowing the advances in AI so that safeguards can catch up. His proposal includes embedding independent evaluators in AI labs, with the cooperation and coordination of AI companies and governments. OpenAI’s CEO, Sam Altman, endorsed the idea of pacing the technology. Elon Musk agreed to some extent, particularly with the idea that companies should test each other’s models, but remains skeptical of more government oversight.
NVIDIA’s CEO, Jensen Huang, and Meta’s CEO, Mark Zuckerberg both emphasized the responsibility of individual companies to develop safe products.
The disagreement seems to turn on whether company-level accountability is sufficient or collective oversight will be necessary.
As @downingARK wrote in this week's newsletter, we hope cool heads prevail, allowing the industry to address recent failures while continuing to deliver on the promise of AI’s benefits to humanity.
Read the full newsletter ⬇️
@CathieDWood teases an upcoming Letter on today's rate hike in 200+ years of context, @rhadiARK covers the SEC's and CFTC's new rules after the Clarity Act's failure, and @downingARK highlights AI leaders at odds over safety, all in this week's newsletter. nitter.net/i/article/210212595423…
4
5
19
Elon Musk shared three thoughts on the future of AI and compute. 🤖
• SpaceX plans to keep accelerating its AI efforts, which Musk says are only 3 years old compared with 6 years for Anthropic and 10 years for OpenAI. He says SpaceX could reach the top position in about 6 months if its “second derivative” remains strong.
• Once intelligence far exceeds what a task requires, more intelligence becomes pointless. As Musk put it, you don’t need Newton-level intelligence in a toaster.
• Hardware is hard. Bringing massive amounts of compute online quickly is incredibly difficult, and Musk says SpaceX has demonstrated exceptional ability in this area.
15
17
60
BREAKING: Starlink Mobile is now live in Uganda with Airtel Uganda. 🇺🇬🛰️
The service is connecting people in rural and remote communities with apps and messaging even where traditional cell coverage isn’t available.
Uganda becomes the second African country to launch Starlink Mobile after the Democratic Republic of Congo. 🌍
6
19
75
Here’s how to position your portfolio for the next AI wave, according to Morgan Stanley trib.al/rMxfwtV
6
5
U.S. utilities are adding more carbon-free power, but emissions are still rising ⚡
Developed by Visual Capitalist in partnership with @_NPUC, the Fall 2026 Annual Utility Decarbonization Report examines the forces reshaping utility decarbonization across the U.S., from rising electricity demand to shifts in generation and emissions.
Now in its fifth edition, the report tracks how major utilities are progressing across key decarbonization metrics.
Explore the full report: motive-power.com/npuc/fall-2…
2
15
ETFs over sports bets: How these Gen Z investors are choosing to build wealth trib.al/pWpTfrQ
1
1
2
ARK Invest retweeted
.@Uniswap settled 140 million trades in August, more than Cboe BZX and NYSE American combined.
NYSE American has been around since 1908. Uniswap launched in 2018.
Five years ago it was ~2 million trades a month.
Next rung up: NYSE Arca, at 232 million.
26
33
197
angladesh has approved its first commercial Starlink Direct-to-Cell service. 🇧🇩🛰️
Banglalink plans to launch the service soon, allowing compatible phones in remote areas to connect directly to Starlink satellites when mobile towers are unavailable.
A major step toward satellite-powered mobile connectivity in Bangladesh.
8
9
55