CHIP STOCKS SLIDE
The Philadelphia Semiconductor Index fell 3.6% in early trading.
$MU -6.7%
$ARM -4.6%
$INTC -4.0%
$AMD -3.5%
$TSM -3.4%
$MRVL -2.7%
$NVDA -2.3%
$AVGO -1.4%
The World’s Biggest Mineral Fuel Producers in Million Metric Tons:
1. 🇨🇳 China: 4,812.6
2. 🇺🇸 United States: 2,277.2
3. 🇷🇺 Russia: 1,459.0
4. 🇮🇳 India: 1,142.8
5. 🇮🇩 Indonesia: 921.4
6. 🇦🇺 Australia: 614.6
7. 🇸🇦 Saudi Arabia: 594.2
8. 🇨🇦 Canada: 489.9
9. 🇮🇷 Iran: 457.1
10. 🇿🇦 South Africa: 234.0
11. 🇦🇪 UAE: 228.9
12. 🇮🇶 Iraq: 225.2
13. 🇰🇿 Kazakhstan: 224.2
14. 🇶🇦 Qatar: 211.8
15. 🇧🇷 Brazil: 196.6
16. 🇳🇴 Norway: 196.0
17. 🇰🇼 Kuwait: 154.8
18. 🇩🇿 Algeria: 146.8
19. 🇲🇽 Mexico: 119.2
20. 🇳🇬 Nigeria: 114.8
21. 🇨🇴 Colombia: 107.0
22. 🇲🇳 Mongolia: 104.4
23. 🇩🇪 Germany: 97.5
24. 🇵🇱 Poland: 89.3
25. 🇲🇾 Malaysia: 89.3
Mineral fuel: Steam coal, coking coal, lignite, petroleum, gas, uranium.
Source: Austrian Ministry of Finance, mineral fuel production by country in 2024
Show more
Consensus real GDP growth is 2.1% over the next year... with 1yr inflation swaps steady at 2.5%.
All of it suggests 4.6% nominal growth... for as much as folks say we are humming at 6-7% nominal.
And, of course, bonds look ahead (not behind). With the 10yr piercing 5%...
Show more
COSTCO $COST Q4’26 EARNINGS HIGHLIGHTS
🔹 Total Revenue: $95.7B (Est. $94.86B) 🟢; +11% YoY
🔹 EPS: $6.75 (Est. $6.53) 🟢; +15% YoY
🔹 Oper Income: $3.8B (Est. $3.74B) 🟢; +14% YoY
🔹 Net Income: $3.0B (Est. $2.9B) 🟢; +15% YoY
Other Q4 Metrics:
🔹 Quarter: 16-week Q4
🔹 Net Sales: $93.9B (Est. $94.86B) 🔴; +11.2% YoY
🔹 Membership Fee Revenue: $1.9B; +7% YoY
🔹 Total Company Comparable Sales: 9.4%
🔹 Total Company Comparable Sales Adjusted: 6.7%
🔹 U.S. Comparable Sales: 10.7%; Adjusted: 7.2%
🔹 Canada Comparable Sales: 5.0%; Adjusted: 4.6%
🔹 Other International Comparable Sales: 7.0%; Adjusted: 6.2%
🔹 Digitally-Enabled Comparable Sales: 19.5%; Adjusted: 19.8%
🔹 Warehouse Count: 939
🔹 IEEPA Tariff Refund Benefit: $0.15 per diluted share
Show more
In the presidential primary, a 1 percent win in Michigan, as El-Sayed's did, probably results in an overall delegate loss in the state, which would be another fun result lol.
He almost certainly won fewer congressional districts than Stevens. Districts 1,3,4,6,7 and maybe 5? While she won 2, 8, 9, 10, 11, 12, and 13.
Show more
Russell Westbrook this past season:
15.2 PPG
5.4 RPG
6.7 APG
And he’s still unsigned. Someone sign this man ASAP
Novak Djokovic made his earliest exit at the US Open after a shock 7-6(5) 5-7 4-6 6-2 6-1 loss to unseeded Argentine Mariano Navone in a gruelling first-round clash, as his latest bid for a record 25th Grand Slam title went up in smoke
Show more
💡 CoinMarketCap | AI Insights $ETH 💡
ETH is outperforming BTC by 4.6% over 7 days.
🔹 ETFs have added $885.7M in five days
🔹 Odds are 71.5% for $2,750 this year
🔹 RSI at 84 marks overbought ground
Powered by the CMC Agent Hub.
Full $ETH breakdown on CoinMarketCap 👇
Show more
Humanoid BOM model:
Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US).
- Actuation = 33.8% of current BOM
- Dextrous hands = 30.3%
- Structure = 7.6%
- Sensing = 7.5%
- Electrical = 6.0%
- Vision = 4.7%
- Compute = 4.6%
- Power = 4.6%
- Other = 0.9%
* Piecing together various component costs across different Western OEMs. Numbers may be over/understated for this reason.
Show more
📊 U.S. Treasuries still make up the biggest piece of the tokenization market, but that dominance is slowly declining as investors allocate capital across a broader range of assets.
At the beginning of 2025, U.S. Treasuries accounted for 62% of the tokenized asset market. By June 2026, that share has fallen to 46%.
Meanwhile, tokenized credit has roughly tripled in market share to 19%, from 6.5% at the beginning of 2025. Asset-backed credit went from 1.4% to 6.7%, with corporate credit going from 0.5% to 5.4% in the same time period.
Show more