Saturday, July 11, 2026

"Bloomberg CTO Shawn Edwards Is Rebuilding the Terminal Into an A.I. That Can’t Bluff"

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From Observer, July 10: Shawn Edwards has spent decades building the infrastructure of Wall Street. Now he's trying to teach it to think...

"How Charles Schwab Turbocharged Trump’s Stock-Trading Frenzy"

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 Via FN London, July 9: Boosted by legal win for the Trumps, Schwab account went on automated trading spree  In August, a New York appeals c...
Friday, July 10, 2026

Agriculture: "USDA Reports Summary"

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From DTN Progressive Farmer, July 10: USDA Lowers New-Crop Corn Ending Stocks, Forecasts Record-Large US Soybean Crop  By DTN Staff This ...

Wheat and Soybean Futures Pop On USDA Production and WASDE Reports

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Soybeans have given back much of the initial jump, wheat maintains.  From the U.S. Department of Agriculture, July 10:  World Agricultural S...

Amazon Has A Secret ‘Moonraker’ Project (AMZN)

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 In association with Hugo Drax Productions. From Business Insider, July 8: Amazon documents reveal a costly new Alexa AI project  Amazon...

"China imposes immediate ban on helium exports"

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From Reuters via Investing.com, July 10:  China announced an immediate temporary export ban on helium on Friday as renewed military conflic...

Due To Typhoon Bavi TSMC Delayed Release Of Its June Report

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The storm has been downgraded from the earlier Supertyphoon designation but it still packs a rainy, windy punch. From Insurance Journal, Jul...

Five Year Plan: "China Omits Job Goal for First Time in Decades as AI Spreads"

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From Bloomberg, July 9: China dropped a numerical target for urban job creation over the next five years for the first time in decades, in...
Thursday, July 9, 2026

"Apollo's Sløk: The market faces big risks if hyperscalers' AI profits get delayed"

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From Yahoo Fiance, July 9:  Wall Street expects hyperscaler companies' free cash flow to boom, starting in 2028. If that boom doesn...

"Singaporean sovereign wealth fund Temasek thinks AI is going to pay off"

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From The Register, July 9: Downer for doomers as conservative investor plans to lift portfolio exposure by 150 percent, and even more once i...

Update: Another Congo province has suspected Ebola case as deaths hit 600

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From Reuters, July 8/9: The Democratic Republic of Congo said on Wednesday that suspected ​Ebola cases had been reported in a new province, ...

Capital Markets:"The US Dollar Consolidates with a Softer Bias as Oil Steadies"

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From Marc to Market: With the fog of war still shrouding the near-term outlook, the US dollar is mostly consolidating with a softer bias aga...

News You Can Use: "How to hide from killer drones"

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This piece looks at the visual part of the electromagnetic spectrum but the thing that always got me thinking was thermal/infrared. As long ...
Wednesday, July 8, 2026

Iran Responds To U.S. Bombing With Drone Strikes, Threatening Banner

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From Iran International, July 9. Today's liveblog headline: US launches new strikes on Iran over Hormuz attacks   Iran army says it laun...

Euro area 'under strain' as recession risks loom

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Here's the video at EuroNews , July 7: Rolf R. Strauch, Chief Economist at the European Stability Mechanism, said governments "have...

SemiAnalysis: Anthropic May See A 3Q26 Profit Over $1Billion

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They grow up so fast.  From SemiAnalysis, July 7: Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak Anthropic’s Opport...

"NASA Seeks Volunteers for New Yearlong Simulated Moon, Mars Mission"

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From Florida's Space Coast Daily, July 6: NASA is recruiting research participants for the agency’s next simulated deep space mission.  ...

"Indonesia, Singapore say key oil passage will remain 'accessible'"

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I should hope so after the comments of Singapore's Foreign Minister a few months ago.* From Agence France-Presse via MSN, July 6: Indone...

Trump muses about new blockade in Strait of Hormuz, taking over Kharg Island, appointing Rubio as Ayatollah

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It really does seem that neither the American administration nor the Revolutionary Guards/mullahs are interested in returning to the status ...

"South Korea’s market chaos puts region on AI meltdown alert"

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From Asia Times, July 8: South Korea, Taiwan and Japan are all riding the same AI wave — and all are heavily exposed to the same potential A...

Capital Markets: "Renewed War Roils Markets"

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From Marc Chandler at Bannockburn Global Forex: There is one overreaching development that is driving the capital markets today. War. Hosti...

"It was the world’s hottest stock market. Now South Korea’s stock market has entered bear-market territory"

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From MarketWatch, July 8: Kospi index in South Korea is stumbling after huge gains   On June 19, the Kospi peaked at 9385 and was showing a ...
Tuesday, July 7, 2026

Japan Warns Korea On U.S. Responses To Memory Dominance

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From Korea's Maeil Business, July 8: "South Korea's Memory Monopoly Will Be Openly Harassed by the United States"... A War...

Growing Pains: "Anthropic Leases a Hudson Square Tower Even as It Rations Its Own AI Model"

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From Startup Fortune, July 7: Anthropic is leasing all 466,000 square feet of a 16-story Hudson Square tower and doubling its New York headc...

"Palantir’s Alex Karp and Mistral’s Arthur Mensch agree: AI lock-in is coming for enterprises"

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From The New Stack, July 6: Palantir's Alex Karp and Mistral's Arthur Mensch are making the same case from different angles: Don...

What Fresh Hell Is This?*: "Why GE Vernova, Caterpillar Stocks Are Getting Crushed" (GEV; CAT)

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* As noted in the outro from March 2020's " What Fresh Hell Is This? "Windows 10 could start bullying people into using a Micr...

"China's DeepSeek Developing Its Own AI Chip, Sources Say"

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A Reuters exclusive via US News & World Report, July 7: Chinese startup DeepSeek is developing its own AI chip, according to three peop...

Capital Markets: "Struck Qatari Ship Underpins Oil and Gas Prices, While Strong Samsung Earnings Fail to Stem Chip and AI Profit-Taking"

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From Marc to Market: The fragility of the ceasefire in the Middle East was driven home today by the strike on a Qatari LNG ship in the Strai...

"Frontiers of compute: The technologies to reduce AI inference costs"—McKinsey

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The cost of inference has dropped by over 99.5% in the last three or four years while the price to the end user definitely has not fallen by...