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GOLDMAN SEES AI CAPEX SURGING TO $1.2 TRILLION Goldman Sachs expects the five largest U.S. hyperscalers to boost AI infrastructure spending 54% to $1.2 trillion in 2027, above Wall Street estimates. Amazon, Alphabet, Microsoft, Oracle and Meta are already on track to spend $800 billion this year. Goldman estimates hyperscalers need roughly $300 billion in annual AI revenue to break even, while rising financing needs and infrastructure constraints could slow future spending growth.

$SNOW director sells $16.9 mn, chief revenue officer sells $254K

$CRWV CFO joins CEO in selling with $4.8 mn sale

Exec Chair buys $HHH weakness

$CRWV CEO sells $26.7 mn.

$CRWD CEO sells another $5 million. Neocloud signal.

Iran's president says Tehran wants a deal with the U.S. before November's midterm elections, as the regime puts an offer on the table. cbsn.ws/4iP3DIb

$HOOD CEO sells $32 million worth of stock. Wow.

$GSAT director with good record buys $29.8mn worth at $82.50 for theoretical 10% gains in less than a year if Amazon.com $AMZN buyout at $90 a share actually happens.

$360,000 of $KOD $15 puts were just purchased at $2.40 per contract. Expiring Jan 15, 2027.

More large neocloud selling at $CRWD. $12 million by director and CEO.

$GLBE CEO CFO and COO big sellers.

Berkshire Hathaway goes big into housing sector. $LEN

$KOD tick tock

Bitcoin has surged +31% and $19,500 from $62,300 to $81,800 since Jim Cramer said he is selling all his BTC.

Diamonds were the original bitcoin.

Heavy insider selling at $SE. $12 million worth. All C suite.

A bubble is a bull market in which you don't have a position.

Think energy is a sell? Insiders disagree. Here's why. $MTDR $VTS $DINO $CVX $XOM $TNGY $HMSIX $LNG $VG $SUBCY $NE $TTI $SHEL $TOU $EXE $WMB $ET $TUSK $INR $NOG $SEI $AMR $XOP marketwatch.com/story/a-sudd…

Insiders like energy stocks despite prospects of an end to the war. Here's why. marketwatch.com/story/a-sudd…