Hello.
The past 24 hours were big for AI and Space:
Oracle posted an earnings beat; ORCL rose 12% despite massive CapEx plans
Amazon to raise ~$50 billion in the 4th-largest US corporate debt sale ever
SpaceX is weighing a Nasdaq listing after seeking early index entry
Let's get into it.
This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.
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Energy transitions aren't linear. This story is still forming. |
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📰 Market Headlines
US stocks ended mixed on Tuesday as Wall Street tried to make sense of conflicting signals from the Iran war front.
The Dow and S&P 500 slipped 0.1% and 0.2%, respectively, while the Nasdaq squeaked out a fractional gain.
Oracle surprised everyone with an earnings beat yesterday, answering AI buildout fears with a confident “We’re fine.” ORCL rose 12% on the news. Markets still don’t seem to love how much Larry Ellison’s company is spending, though, as ORCL is still down 50% from its 2025 highs.
Oil prices whipsawed hard, tumbling as much as 15% before trimming losses after the White House walked back Energy Secretary Chris Wright's claim that the US had escorted a tanker through the Strait of Hormuz. WTI and Brent crude settled around $87-88 per barrel after touching $119 on Sunday night.
Saudi Aramco's CEO warned of "catastrophic" consequences if the oil crisis drags on, calling it "the biggest crisis the region's oil and gas industry has faced." The company is maxing out its East-West pipeline at 7 million bpd to bypass Hormuz.
Amazon is raising nearly $50 billion in bonds, making it the fourth-largest US corporate debt sale ever, and the biggest not tied to an acquisition. The dollar portion alone hit $37 billion, with a planned €10 billion sale to follow. Order books swelled to $126 billion, one of the largest ever for a corporate offering.
Nvidia struck a massive deal with Thinking Machines Lab, the AI startup led by former OpenAI CTO Mira Murati. The multiyear partnership will deploy at least 1 gigawatt of Nvidia's Vera Rubin compute platform starting next year, enough juice to power a mid-size city.
SpaceX is reportedly weighing a Nasdaq listing after seeking early index entry, per Reuters. Details are thin, but it'd be a blockbuster debut if Musk pulls the trigger.
CPI data drops on Wednesday, followed by PCE on Friday. Neither report will capture the recent oil spike, which has already scrambled the Fed's rate-cut calculus.
🤖 AI/Future/Tech News
YouTube's $40.4 billion in 2025 ad revenue topped Disney, NBC, Paramount, and Warner Bros. Discovery's combined $37.8 billion.
Google's Gemini now generates drafts across Docs, Sheets, and Slides by pulling context from Gmail, Chat, and Drive.
Adobe's new Photoshop AI assistant lets users describe edits in plain English.
ChatGPT added interactive visuals for 70+ math and science concepts where students can tweak variables in real time.
Senator Peters called for a DOGE investigation after personnel created an unapproved server and potentially exposed Social Security numbers.
🚨 Trending on Reddit
QuantumScape (QS) saw limited focused discussion, with mentions largely tied to broader conversations around speculative battery technology plays rather than a specific catalyst.
EON Resources (EONR) discussion skewed bullish. Users pointed to aggressive debt reduction and a transition to horizontal drilling as potential growth drivers, with some speculating the stock could reach $1–$1.50. Management share purchases were also cited as a confidence signal.
Alphabet Inc. (GOOGL) chatter centered on Google Trends data around “stagflation.” Users noted the relatively low search interest while pointing out that US equities have continued to outpace inflation, prompting comparisons with other countries’ markets.
🤫 Insider Trading
🚚 Market Movers
Tech layoffs jumped 51% in January-February versus last year, with AI cited in 12,000+ US cuts. Block slashed from 10,000 to 6,000 staff, explicitly crediting AI tools.
Amazon eliminated 16,000 roles in January during ongoing reorganization.
Ackman's Pershing Square filed for a $5 billion IPO on the NYSE. The hedge fund manages $28.3 billion across 8-12 holdings, including Meta, Alphabet, and Uber.
Mira Murati's Thinking Machines Lab signed with Nvidia to deploy one gigawatt of Vera Rubin systems starting in 2027, with Nvidia taking a stake in the $12 billion startup.
Meta acquired Moltbook, the viral AI agent social network, where security flaws let humans pose as bots plotting secret communication.
🎙 Make Your Voice Heard
Who anonymously sold 1.6M shares of AAPL in 1997, causing a selloff?
🎤️ What you said last time
“ALL. Every section is valuable.”
🏎️️ Alternative Investment of the Day: Classic Cars
The collector car market remains robust, with Broad Arrow's 2026 Amelia Concours Auction achieving $111 million in total sales over two days, the highest-grossing auction in the 31-year history of the event. The auction saw a 92% sell-through rate with over 1,000 registered bidders from 23 countries.
Modern supercars dominated with record prices: a 2003 Ferrari Enzo sold for $15.2 million, a 2005 Porsche Carrera GT hit $6.7 million (more than double the previous record), and a 1972 Lamborghini Miura SV reached $6.6 million. Even accessible models set records; a 1960 Chevrolet El Camino sold for $193,200, and a 1967 Datsun 2000 Sports fetched $106,400.
The market shows strength across all eras, with "passion-driven assets" attracting serious investment. Key success factors include exceptional specifications, documented provenance, and original condition. Anyone can start by attending local car auctions, though the sweet spot for returns appears to be well-maintained 1990s-2000s performance cars and time-capsule classics.
🧠 The Missing (Market) Links
Single women now make up 21% of all US homebuyers, nearly double their 1981 share, and represent a quarter of first-time buyers.
US solar installations dropped 14% in 2025 as policy shifts caused project delays, utility-scale fell 16%, but the pipeline for 2026-27 looks robust.
Job switchers used to get 14% pay bumps; now it's closer to 4%, according to Bank of America data. The "Great Stay" appears to be real.
The global renewable energy market is projected to hit $1.57 trillion by 2032, growing at 9.1% CAGR as solar and wind costs keep falling.
Wisconsin orders 113% more frozen pizza per customer than the national average, and Detroit-style crust is up 38% YoY, while cauliflower crust declined 14%.
📜 Quote of the Day
Opportunities come to those who are patient enough to see them.
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Brandon & Blake of Invested Inc
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