Trump Disapproval Rate Hits Career-High - War And Rising Costs Take Toll

CoreWeave Expands Meta AI Deal To $21 Billion, Issues $4.25 Billion In New Convertible & Junk Debt CoreWeave has expanded its agreement to supply Meta with AI computing capacity, lifting the total value of the deal to $21 billion, as reported by Bloomberg. The updated terms extend AI cloud services through December 2032. This means that circular financing circle jerk we've been tracking since last year continues. LOL *COREWEAVE INKS $14 BILLION META DEAL TO SUPPLY COMPUTING POWER ye daily circle jerk — zerohedge (@zerohedge) September 30, 2025 The deal underscores a broader truth in the...

China Loses Monopoly Over The Rarest Of Rare Earths With less than three weeks to go the Trump-Xi summit in China, the scramble for leverage and superiority - whether in terms of the Iran war or the just as important supply chain of rare earths - is on. That explains why the Pentagon’s push to get its hands on the rarest of the rare-earth elements leads all the way to this small port city in Malaysia. As the WSJ reports, Australia's Lynas Rare Earths has begun pumping out heavy rare earths,...

Can You Price In No Longer Pricing Things In? By Michael Every of Rabobank At this point it isn’t a random walk but a determined march: markets have decided the Iran war and the Hormuz blockades are over, and everything is going to be better than normal imminently: the Nasdaq and S&P are at all-time highs and even worries over private credit are receding. In the real world, there are signs that back that stance and ones that say otherwise. Iran warned it could sink US ships in Hormuz if they police...