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پستهای کانال
US Treasury Secretary Bessent is meeting with the Russian delegation now - Fox Business.
| 2 | US Treasury Secretary Bessent: We're working with Trump Budget Director Vought on a fiscal consolidation package - CNBC Interview.
US Treasury Secretary Bessent: Perhaps the US is the top bond market due to the buybacks news. | 37 |
| 3 | US Treasury Secretary Bessent: There is a meeting with my Canadian counterpart here at the G20 - CNBC Interview | 37 |
| 4 | US Treasury Secretary Bessent: We are not in a trade war with Canada. Unfortunately, Carney turned this into a shouting match - CNBC Interview | 37 |
| 5 |  $TSLA | 60 |
| 6 | Bernstein says $META could surpass $GOOGL Search in ad revenue by year-end after capturing “nearly half of every incremental digital advertising dollar” in Q2.
Meta’s AI spend is already translating into measurable share gains against most dominant ad product on the internet. | 61 |
| 7 | Tesla’s main news right now:Cybercab event: Official launch in Austin on September 3. Production units with no steering wheel or pedals are already testing on public roads.
Robotaxi: Service now runs 6 a.m.–10 p.m., seven days a week, in six cities (Austin, Dallas, Houston, Miami, Orlando, Tampa). Coverage areas in Austin and Dallas have expanded. Las Vegas permits were also approved.
Optimus: Robot production has started at Fremont. Outside sales still look like 2027.
Other products: Two Cybertruck trims rose $5,000. Solar Roof tiles were discontinued. Einride ordered 500 Semis. Tesla also picked 36 new Supercharger sites.
Business backdrop: Q2 had record deliveries (480,126) and $28.2B revenue, but thinner auto margins, negative free cash flow, and a $25B 2026 capex plan. Stock has been around the mid-$340s.
$TSLA | 82 |
| 8 | rump: US Communities Should Embrace Data Center Development
Trump: Communities that embrace data centers will benefit from lower taxes and increased job creation
Trump warns opposition to data center development risks undermining US economic growth and competitiveness
Trump: China stands to benefit from the anti-data center movement in the US | 81 |
| 9 | OpenAI receives warrants valued at an estimated $5.5 billion in SB Energy - WSJ | 149 |
| 10 |  https://x.com/sunnylifemoney/status/2094254765215793279?s=46 | 168 |
| 11 |  President Trump posts a screenshot of Koibessi’s August 11th post regarding his reported capital gains tax cut discussions, including "indexing" capital gains for inflation before taxes are calculated.
It appears President Trump is actively considering capital gains tax cuts. | 177 |
| 12 |  Gold saw an inflow of $7.3 Billion last week, its largest since October 2025 | 174 |
| 13 | Anthropic is targeting a $2 trillion IPO while pitching a $30 trillion TAM... not sure if I'm particularly excited about this?
Especially after what we've seen with $SPCX, $SKHY, CXMT, and Unitree.
It certainly gives the entire AI stack solid tailwind for a short-term rally, similar to what SpaceX did for its sector, but we should expect volatility after the IPO. | 167 |
| 14 | OpenAI has reportedly bought tens of thousands of Mac minis and Mac Studios for reinforcement learning and computer-use agents while Anthropic is renting Macs through $AMZN AWS.
$AAPL hardware is becoming a lot more relevant to AI workloads than we thought entering this year as memory capacity starts to matter more relative to raw GPU performance. | 173 |
| 15 | JAPANESE LARGE SCALE RETAIL SALES YOY ACTUAL 2% (FORECAST -, PREVIOUS -1%) $MACRO| | 170 |
| 16 | No significant impact so far and almost all incoming missiles intercepted at this point: Fox reporter on X citing U.S. source | 171 |
| 17 | US officials say Iran has launched ballistic missiles at a US airbase in Jordan in retaliation for US attacks on Iran near the Strait of Hormuz just hours ago.
This was the first known US strike in Iran since late-July and the IRGC has vowed to retaliate.
US oil prices are extending gains on the news. | 169 |
| 18 | U.S. official: Earlier Sunday, U.S. forces hit two Iranian launchers on Larak Island
U.S. official: Revolutionary Guard Corps forces seen readying to launch rockets with sea mines into Strait of Hormuz | 183 |
| 19 | BREAKING: U.S. forces have begun conducting strikes on Larak Island in Iran.
This marks the first U.S. military strikes against Iran in weeks.
Futures open in less than 3 hours. | 179 |
| 20 | Gold has overtaken the U.S. Dollar as the largest Global Reserve Asset | 195 |
