UFO 'Gatekeeper' General Vanishes Days After Trump's Full Disclosure Order

Ukraine has launched a series of drone strikes at Russia, damaging warships and killing one person.  On Monday, the Ukrainian intelligence service, GUR, claimed that drones destroyed two landing ships and damaged a radar at a Russian port in Crimea. Ukraine also attacked the Russian base in Sevastopol on Saturday.  The Russian Defense Ministry reported […]

KOSPI, Samsung Soar After 11th-Hour Union Deal Averts Chip Strike; Workers Eye $340k Bonuses South Korea's benchmark KOSPI jumped overnight after Samsung Electronics reached a tentative wage-and-bonus agreement with its main labor union, neutralizing the immediate risk of a paralyzing strike at the world's largest memory-chip producer. The wage-and-bonus deal removes a major supply-chain threat in an already tight memory market, where AI data center buildouts have driven surging demand, soaring prices, and heightened procurement risk across global semiconductor supply chains. Samsung Electronics' shares surged after it clinched an 11th-hour deal with...

MSFT Spikes After Leaving CapEx Outlook Unchanged Update (1800ET): As this evening's conference call went on, we finally got to the meat of the matter as Microsoft kept its CapEx forecast unchanged on Wednesday, ...becoming one of the first hyperscalers to hold the line on the market's insatiable AI spending spree. Against expectations to spend $190 billion on capital expenditures this calendar year, Microsoft tonight maintained this spending outlook (due to an accounting change, this CapEx guidance is now $175 billion, but, in reality, Microsoft is keeping its AI capex plan the same...