Sign in

Nicholas Brown

@nicholasabrown.bsky.social
1.6K followers 198 following 4.5K posts

Financial / political correspondent at Stock Trader Network. Seen on Benzinga, CNBC & YahooFinance.

PostsRepliesMedia
Nicholas Brown @nicholasabrown.bsky.social · 13h
@carlquintanilla.bsky.social so nice to see you hosting Closing Bell!!!!!
020
Nicholas Brown @nicholasabrown.bsky.social · 18h
RBAdvisors: “.. ISM New Orders (LEADING Indicator) continues showing strength in the manufacturing sector. More Fed rate hikes seem even more likely.”
000
Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
Goldman Sachs: "Over $1.5 trillion has poured into ETFs this year, surpassing last year’s record annual haul in only three quarters" (h/t Schwab / Gordon)
011
Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
* USTR GREER: 10 MORE TRADE DEALS ARE ON THE WAY.
021
Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
* U.S. 10-YEAR TREASURY YIELD TOUCHES 5.304%, HIGHEST SINCE MAY 2002
010
Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
* US SENATE BILL TO CAP DATA CENTER-DRIVEN ELECTRICITY BILL HIKES FAILS TO GET ENOUGH VOTES TO ADVANCE; VOTING CONTINUES
000
Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
(Bloomberg) - Power use by electric vehicles is increasing at the slowest pace in at least three years in the US, the latest sign of cooling demand for EVs, according to the nation’s Energy Information Administration.
bloomberg.com
US EV Power Demand Growth Slows to Three-Year Low as Sales Cool
Power use by electric vehicles is increasing at the slowest pace in at least three years in the US, the latest sign of cooling demand for EVs, according to the nation’s Energy Information Administrati...
111
Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
(Bloomberg) - Apple Inc. is set to sell about 6 million units of the iPhone Duo this year, Counterpoint Research said, offering the first estimate for how the company’s inaugural foldable device will fare. $AAPL
bloomberg.com
Apple Will Sell 6 Million iPhone Duos in 2026, Counterpoint Says
Apple Inc. is set to sell about 6 million units of the iPhone Duo this year, Counterpoint Research said, offering the first estimate for how the company’s inaugural foldable device will fare.
263
Nicholas Brown @nicholasabrown.bsky.social · 29/09/2026
NAVARRO: "Do you really want to spend any time on Canada? Any Canadians here? Like, please, if you’re on K Street, get the hell out of the country." @bloomberg.com
bloomberg.com
Navarro Tells Canadian Lobbyists to ‘Get the Hell Out’ of US
Peter Navarro, a longtime trade adviser to President Donald Trump, on Tuesday excoriated Canadian lobbyists, telling them during a conference in Washington to leave the US.
000
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026
JONAS: “.. I have driven 2,713 miles with Tesla's Full Self-Driving (FSD) in the past 12 months, 33% of our Tesla's total miles. .. I use FSD on 100% of my trips and, I estimate, between 98% and 99% of my miles.”
4611614
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026
“.. Here, creative types share the local Chinese dumpling spots they return to again and again.” @nytimes.com www.nytimes.com/2026/09/11/t...
31089
Nicholas Brown @nicholasabrown.bsky.social · 29/09/2026
BARCLAYS: “All else equal, a repricing of long-run estimates higher to short-run ones would over time push the fair value of 30y yields to 6%,” a level last exceeded in June 2000.
bloomberg.com
Barclays Says US 30-Year Yield Can Reach 6% in Productivity Boom
The US 30-year yield has scope to reach 6% as this month’s Treasury market selloff has yet to price in the risk of a sustained increase in productivity growth, the head of US rates research at Barclay...
000
Nicholas Brown @nicholasabrown.bsky.social · 29/09/2026
(Bloomberg) - Apple Inc. Chief Executive Officer John Ternus, just weeks into the role, is moving to overhaul the iPhone maker in an effort to accelerate product development, broaden its range of devices and create a leaner organization with a greater focus on engineering. $AAPL
bloomberg.com
Apple’s New CEO Moves to Overhaul Company to Run Faster and Leaner
Apple Inc. Chief Executive Officer John Ternus, just weeks into the role, is moving to overhaul the iPhone maker in an effort to accelerate product development, broaden its range of devices and create...
101
Nicholas Brown @nicholasabrown.bsky.social · 29/09/2026
(Bloomberg) - The global AI industry needs to earn $6 trillion in annual revenue by 2031 to justify the capital being deployed to build data centers around the world, Bain & Co. said.
bloomberg.com
AI Faces $6 Trillion Test to Justify Data Centers, Bain Says
The global AI industry needs to earn $6 trillion in annual revenue by 2031 to justify the capital being deployed to build data centers around the world, Bain & Co. said.
121
Nicholas Brown @nicholasabrown.bsky.social · 29/09/2026
BIANCO: “.. This is a value play. If we start to see yields going higher, I’m going to continue to get in… .. Everybody’s ridiculously bearish on the bond market right now. I’m getting a big fat cushion for buying bonds at 5.2%. Now’s not the time to be losing your mind over it.” @bloomberg.com
bloomberg.com
Bond Veteran Jim Bianco Turns Bullish for First Time Since 2020
Jim Bianco, a Wall Street veteran and longtime market watcher, is turning bullish on US Treasuries for the first time in six years after benchmark yields surged to two-decade highs, creating an entici...
010
Nicholas Brown @nicholasabrown.bsky.social · 28/09/2026
* GRASSLEY: DON'T THINK TRUMP ADMIN. WILL BAN DIESEL EXPORTS
020
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026
PANTHEON: “.. We now expect headline #CPI inflation to average 3.5% in both Q3 and Q4, up from previous forecasts of 3.0% and 2.7% ..”
15359127
Nicholas Brown @nicholasabrown.bsky.social · 28/09/2026
Trump: "As soon as that war ends, inflation is gonna be eradicated totally"
000
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026
WOLFE: “.. the potential for a vicious cycle between deficits and yields is getting increasingly concerning. .. rising yields create a quite imminent risk of negative feedback loops with the deficit, because the risks on interest expense are skewed sharply to the upside ..”
1026469
Nicholas Brown @nicholasabrown.bsky.social · 28/09/2026
(Bloomberg) - Investors should expect Eli Lilly & Co. to strike slightly larger deals, along the lines of its $7.8 billion acquisition of Centessa Pharmaceuticals Plc, as it casts a wide net for assets in the “white spaces” of science, Chief Executive Officer Dave Ricks said. $LLY
bloomberg.com
Lilly CEO Eyes Bigger Deals in Hunt for Pharma’s ‘White Spaces’
Investors should expect Eli Lilly & Co. to strike slightly larger deals, along the lines of its $7.8 billion acquisition of Centessa Pharmaceuticals Plc, as it casts a wide net for assets in the “...
010
Nicholas Brown @nicholasabrown.bsky.social · 28/09/2026
(Politico) - Meta CEO Mark Zuckerberg and Anthropic chief Dario Amodei are expected to attend a lunch meeting on artificial intelligence at the White House on Tuesday, according to two people familiar with the plans, each of whom confirmed one executive’s attendance.
politico.com
Zuckerberg, Amodei to attend AI White House meeting
The tech executives are expected to discuss artificial intelligence risks with President Donald Trump and Speaker Mike Johnson, according to a person familiar with the plans.
011
Nicholas Brown @nicholasabrown.bsky.social · 28/09/2026
🔥
010
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026
The ten-year yield blasts thru 5.25% @cnbc.com
63913215
Nicholas Brown @nicholasabrown.bsky.social · 28/09/2026
(Bloomberg) - While the upcoming US midterm election is one of the biggest events left on the market’s calendar for this year, derivatives pricing indicates traders aren’t expecting especially big moves in stock benchmarks.
bloomberg.com
Options Are Pricing in Muted Moves for US Stocks on Midterm Vote
While the upcoming US midterm election is one of the biggest events left on the market’s calendar for this year, derivatives pricing indicates traders aren’t expecting especially big moves in stock be...
000
Nicholas Brown @nicholasabrown.bsky.social · 27/09/2026
(Bloomberg) - Anthropic PBC Chief Executive Officer Dario Amodei is set to have dinner with President Donald Trump on Sunday night, according to people familiar with the matter, with the meeting bringing together two men at opposite ends of the artificial intelligence safety debate.
bloomberg.com
Anthropic CEO Amodei to Meet Trump With AI Safety Concern Rising
Anthropic PBC Chief Executive Officer Dario Amodei is set to have dinner with President Donald Trump on Sunday night, according to people familiar with the matter, with the meeting bringing together t...
020
Nicholas Brown @nicholasabrown.bsky.social · 27/09/2026
(Bloomberg) - Donald Trump and Xi Jinping discuss Taiwan arms sales every time they get together but the American stance on the self-ruled island remains unchanged following the Chinese leader’s state visit to Washington last week, the US president’s top envoy to Beijing said.
bloomberg.com
US Policy Stance on Taiwan Unchanged After Xi Visit, Perdue Says
Donald Trump and Xi Jinping discuss Taiwan arms sales every time they get together but the American stance on the self-ruled island remains unchanged following the Chinese leader’s state visit to Wash...
033
Nicholas Brown @nicholasabrown.bsky.social · 27/09/2026
(Bloomberg) - Treasury Secretary Scott Bessent said Federal Reserve policymakers should keep an “open mind” on interest rates, arguing that productivity gains from artificial intelligence and deregulation will help keep US inflation in check.
bloomberg.com
Bessent Urges Fed to Keep ‘Open Mind’ on US Inflation Outlook
Treasury Secretary Scott Bessent said Federal Reserve policymakers should keep an “open mind” on interest rates, arguing that productivity gains from artificial intelligence and deregulation will help...
121
Nicholas Brown @nicholasabrown.bsky.social · 26/09/2026
TRUMP, ON IRAN PROPOSAL: "They made a proposal but I rejected it. They want to make a deal where they open the strait immediately because they’re losing so badly."
bloomberg.com
Trump Rejects Iran Proposal on Hormuz as Houthis Target Riyadh
President Donald Trump said Saturday he rejected a deal from Iran to reopen the Strait of Hormuz as Saudi Arabia’s capital came under attack from Yemen’s Houthis over the weekend.
101
Nicholas Brown @nicholasabrown.bsky.social · 26/09/2026
(CNBC) - OpenAI said Friday that it is conducting an “extensive” review of its models’ activities following the Hugging Face breach, after additional examples of unusual or unauthorized agent activity were disclosed this week.
cnbc.com
OpenAI expands review of model behavior after more rogue agent incidents emerge
OpenAI is conducting an extensive review of misaligned model activity after disclosures involving an Australian government portal and other websites.
111
Nicholas Brown @nicholasabrown.bsky.social · 26/09/2026
(WSJ) - Boeing has identified a 737 MAX software glitch that could cause an automated navigation feature to fail, prompting concerns about a potential safety risk while planes are landing. $BA @wsj.com
wsj.com
Exclusive | New Boeing 737 MAX Software Glitch Could Disrupt Navigation Feature
The aerospace giant is working on a procedure for pilots and a software fix, although an FAA investigation could affect approval of new plane models.
022
Nicholas Brown @nicholasabrown.bsky.social · 25/09/2026
(Reuters) - Tesla is beginning deliveries of its Semi trucks to a first set of customers this week, executives said ​at its plant in Sparks, Nevada, almost nine years after CEO Elon ‌Musk unveiled the electric big rigs. $TSLA
reuters.com
Tesla is beginning Semi electric truck deliveries
Tesla is beginning deliveries of its Semi trucks to a first set of customers this week, executives said ​at its plant in Sparks, Nevada, almost nine years after CEO Elon ‌Musk unveiled the electric bi...
032
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
* FORMER OPENAI DATA CENTER CHIEF CHRIS MALONE IS NOW AT NVIDIA - THE INFORMATION $NVDA
theinformation.com
Former OpenAI Data Center Chief Is Now At Nvidia
Chris Malone, OpenAI’s former head of data centers, joined Nvidia as the vice president of Nvidia’s DSX Platform this month, according to his LinkedIn profile. DSX is the Nvidia division that helps cu...
000
Reposted by Nicholas Brown
Brian Stelter @brianstelter.bsky.social · 24/09/2026
The TV pool that usually handles live coverage of Trump’s events is still in a holding pattern. The five major networks are waiting on confirmation from the White House that CNN will be allowed to fulfill its pool responsibilities in the future...
79221
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
(WSJ) - The Trump administration has been quietly holding talks with China about its rapidly expanding nuclear arsenal amid doubts over Beijing’s compliance with a 30-year test ban, U.S. officials said. @wsj.com
wsj.com
Exclusive | Trump Administration Presses China on Suspected Nuclear Tests in Confidential Talks
The discussions have occurred on the sidelines of multilateral meetings in Geneva, New York and Casablanca, Morocco.
000
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
* TRUMP ADMINISTRATION SAYS MEDIA ACCESS TO WHITE HOUSE RESTORED
010
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
* OIL RISES 5%, BRENT TRADES ABOVE $108 A BARREL @bloomberg.com #OOTT
031
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
CNN journalists have been allowed back onto the White House grounds: @brianstelter.bsky.social
020
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
* CNN AND MSNOW HAVE BEEN GIVEN PERMISSION TO ENTER THE WHITE HOUSE.
000
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 24/09/2026
Starting to see more notes like this one — from Morgan Stanley — forecasting a slowdown in consumption growth.
17366110
Reposted by Nicholas Brown
Conor Sen @conorsen.bsky.social · 24/09/2026
New Housing Frame: The Housing Bear Case Needs Both 7% Rates and a Weak Economy conorsen.substack.com/p/the-housin...
2365
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
* ORACLE: FORCE-MAJEURE NOTICES ARE COMMONPLACE IN DEVELOPMENTS OF THIS SCALE AND ARE OFTEN USED TO PRESERVE CONTRACTUAL RIGHTS AMONG PROJECT PARTNERS $ORCL
020
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
“.. The prices of certain chips will go up by a low-to-mid single digit percentage, aligned with inflation, a spokesperson for PepsiCo said, adding that the new prices will be lower than where they were prior to the price cut earlier this year.” @bloomberg.com $PEP
000
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
$PEP | PepsiCo To Raise Some Prices After Cuts Failed To Grow Sales - Bloomberg
bloomberg.com
PepsiCo to Raise Some Prices After Cuts Failed to Grow Sales
PepsiCo Inc. is raising prices on some chips, soda and dips just months after pledging to make its snacks more affordable.
011
Nicholas Brown @nicholasabrown.bsky.social · 24/09/2026
“The annual decline was the largest since July 2025 and reflected a pickup in contract signings for homes priced less than $300,000.” @bloomberg.com
bloomberg.com
US New-Home Sales Rise to Fastest Pace This Year as Prices Drop
US new-home sales climbed in August at the fastest pace this year, suggesting a mix of price cuts and sales incentives is helping ease affordability constraints.
000
Reposted by Nicholas Brown
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 23/09/2026
30yr yield touched its highest level since June 2004 today.. 5.424%
823561
Nicholas Brown @nicholasabrown.bsky.social · 23/09/2026
* US JUDGE DECIDING CASE OVER MEDIA BAN AT THE WHITE HOUSE ENDS HEARING WITHOUT SAYING WHEN HE WOULD RULE
000
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 23/09/2026
Rough. 📈 $MCD $GIS @cnbc.com @yahoonews.com @benzinga.bsky.social www.cnbc.com/2026/09/23/m...
1124671
Reposted by Nicholas Brown
Carl Quintanilla @carlquintanilla.bsky.social · 23/09/2026
“IF U CAN EMBARGO CHIPS U CAN EMBARGO DIESEL.” ⛽️
9542472
Nicholas Brown @nicholasabrown.bsky.social · 23/09/2026
*US PREPARES 90-DAY DIESEL EXPORT BAN: POLITICO
000
Nicholas Brown @nicholasabrown.bsky.social · 23/09/2026
“.. While such errors are rare, it highlights the sensitivity of information handled by investment-banking teams, where details of prospective client transactions are typically closely guarded.” @bloomberg.com $MS
000