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B200s Or B-2s?
B200s Or B-2s?
By Bas van Geffen, senior macro strategist of Rabobank
Concerns about the Middle East continued to dictate markets yesterday. The Strait of Hormuz remains closed, and there were no signs that this will change soon. Oil prices rose further. Dated Brent jumped 5% on the day to top $111.
Alongside the rise in benchmark energy prices, yields increased too. 10y US Treasury yields closed around 5bp higher, and 10y German Bund yields rose 6bp to 3.1%, dragging broader EUR yields up. Equities struggled. European bourses closed around 1.5% lower,...
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Sep 14, 2026 / Tyler Durden
Gas Turbine Shortage Sends AI Developers Back To Boilers And Steam
Gas Turbine Shortage Sends AI Developers Back To Boilers And Steam
Elon Musk recently warned that “turbines are sold out through 2030,” saying SpaceX and Tesla would probably need to make turbine blades and vanes internally.
ELON MUSK: “Turbines are sold out through 2030. In order to bring enough power online, SpaceX and Tesla will probably have to make the turbine blades and vanes internally. There are only three casting companies in the world that make these, and they’re massively backlogged.” pic.twitter.com/YlKHznBXhK
— DogeDesigner (@cb_doge) August 29, 2026
SpaceX is preparing a factory...
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May 19, 2026 / Tyler Durden
Cuban Leader Warns Of Potential 'Bloodbath' If US Takes Military Action
Cuban Leader Warns Of Potential 'Bloodbath' If US Takes Military Action
Authored by Jack Phillips via The Epoch Times (emphasis ours),
Cuba’s leader on Monday warned that any U.S. military action against the communist-controlled island nation would cause a “bloodbath” and lead to regional insecurity.
Cuban President Miguel Diaz-Canel delivers a speech during a plenary session of the Eurasian Economic Forum in Minsk, Belarus June 26, 2025. Sputnik/Sergey Bobylev/Pool via REUTERS
“If it were to materialize, it would trigger a bloodbath with incalculable consequences, plus the destructive impact on regional peace and stability,”...
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Jul 28, 2026 / Tyler Durden
FIRY Wins $719 Million Game Of Solitaire, Torching Shorts Along The Way
FIRY Wins $719 Million Game Of Solitaire, Torching Shorts Along The Way
Markets rarely hand you a clean morality play. On Monday night, a federal judge entered one, clocking in no less than 78 pages, in the public docket. And for anyone who has played one of America's chart-topping “skill gaming” apps - a group that certainly includes many readers of this site - this may be for you.
A federal trial has now established that at Papaya Gaming, the private Tel Aviv-based publisher of Solitaire Cash and
Bingo Cash, the “humans” across the...
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