AI "Circle Jerk" Returns: Anthropic To Spend $100 Billion On AWS In Amazon Deal

The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit The biggest discussion that top Goldman Sachs trader (and flows guru), Lee Coppersmith, had with clients this week wasn’t whether AI is over - it wasn’t. The debate has shifted to how investors should own it from here. If anything, the secular backdrop across both the US and Asia continues to strengthen. Capex expectations remain robust, earnings revisions continue to move higher, and we saw another week of significant inflows into US technology. Prime Brokerage data tells...

Modular Reactors To Solve Data Center Hysteria? For the nuclear energy nerds, last night Erik Townsend joined ZH to host a panel with the founders of modular nuclear reactor startup Aalo Atomics, Matt Loszak and Yasir Arafat.  Townsend is a committed nuclear energy bull and has invested in many nuclear energy startups, his largest allocation being Aalo, a company that hopes to pump out small modular reactors on a mass scale to solve the rising energy costs that AI is rapidly ushering in. Here were some highlights from the panel for those...

Populism Is Not Dead Yet: Bulgaria's Pro-Russia Ex-President Radev Wins In Landslide Victory Despite Orban's loss in Hungary earlier this month, Europe's populist right is not dead by a longshot. Official results released Monday show former President Rumen Radev’s Progressive Bulgaria coalition capturing roughly 44.6-44.7% of the vote in Sunday’s snap parliamentary elections, delivering an absolute majority of approximately 130-135 seats in the 240-seat parliament. It marks the first time since 1997 that a single political force in Bulgaria will be able to govern without coalition horse-trading. Radev, who stepped down...