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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.

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Nicholas Brown @nicholasabrown.bsky.social · 1h
(Reuters) - Elon Musk said he would price Starlink's satellite internet service affordably in India to take on Mukesh Ambani's low-cost Reliance Jio, ​escalating his attacks on the rival billionaire days before Jio's parent ‌launches India's largest-ever IPO.
reuters.com
Musk vows affordable Starlink in India days before Ambani's record Jio IPO
Elon Musk said he would price Starlink's satellite internet service affordably in India to take on Mukesh Ambani's low-cost Reliance Jio, ​escalating his attacks on the rival billionaire days before J...
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Carl Quintanilla @carlquintanilla.bsky.social · 3h
It’s early in earnings season but .. Pepsi Levi’s Delta Constellation “.. The micro is already offering a glimpse of what it takes to deliver under pressure, with early results suggesting there is more to the story than simply beating expectations.” - Morgan Stanley [Savone]
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Nicholas Brown @nicholasabrown.bsky.social · 2h
Cleveland Fed President Beth Hammack was "early to argue that rates might not be restraining the economy as much as Fed officials thought, and the boom in AI-related spending rippling through the industrial and technology sectors has since brought more of her colleagues around to that view."
wsj.com
When Companies Stop Driving a Hard Bargain, This Fed Official Starts Worrying
Beth Hammack says businesses’ pricing power and a sturdy economy show interest rates aren’t yet high enough to tame inflation.
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Nicholas Brown @nicholasabrown.bsky.social · 2h
America’s Housing Affordability Crisis Spreads To The Midwest - Bloomberg
bloomberg.com
America’s Housing Affordability Crisis Spreads to the Midwest
In the region that’s often thought of as a refuge from the US housing squeeze, prices are rising and would-be buyers are feeling boxed out.
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Nicholas Brown @nicholasabrown.bsky.social · 23h
* NVIDIA IN TALKS TO ACQUIRE REFLECTION AI: FT $NVDA
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
VITAL KNOWLEDGE, on Trump/Putin diesel news: “.. The world consumes ~3.5-4M metric tons of diesel a day (w/~500K in the US), so this incremental Russian supply isn’t massive .. therefore won’t result in a material drop in prices.”
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
* PRES. TRUMP: RUSSIA WILL SUPPLY OVER 300,000 TONS OF DIESEL FUEL TO AMERICAN, GLOBAL MARKETPLACE
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
* PRESIDENT TRUMP ANNOUNCES DIESEL SUPPLY AGREEMENT WITH RUSSIA
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
* KATIE ZACHARIA TO BE NEW WHITE HOUSE PRESS SECRETARY: NYT
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
Barclays: "If AI financing were truly immune from rates then we would not have see a basket of datacenter bonds move from 120bps spreads to 180bps in the past six months."
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
“.. the $30 billion valuation Firmus sought was just too rich. By Wednesday morning, it became clear that the IPO wouldn’t fly as pitched, prompting frenzied brainstorming to try to salvage it, with a cut in the price or the size. Ultimately, the deal collapsed.” @bloomberg.com
bloomberg.com
Data Center Darling’s $30 Billion IPO Dream Crushed in 48 Hours
In 48 hours, Firmus Grid Ltd. went from a rising star of the artificial intelligence data center boom to one of the biggest deal flops in recent memory.
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
(WSJ) - China and the EU said they reached an understanding on hybrid vehicles and progressed trade talks in other areas following meetings between EU’s top trade negotiator and his counterpart in Beijing.
wsj.com
China, EU Move Forward on Trade Relationship Talks
China and the EU said they reached an understanding on hybrid vehicles and progressed trade talks in other areas following meetings between EU’s top trade negotiator and his counterpart in Beijing.
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Nicholas Brown @nicholasabrown.bsky.social · 09/10/2026
(Bloomberg) - OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, according to people familiar with the matter, driven largely by growth in its enterprise business.
bloomberg.com
OpenAI Expects $70 Billion in Annualized Revenue by End of 2026
OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, according to people familiar with the matter, driven largely by growth in its enterprise business.
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
Starbucks statement on the Chipotle acquisition report: @jonathandmaze.bsky.social $SBUX $CMG
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
GOLDMAN: “.. We continue to think that by March—the next meeting after December where a hike might be under consideration on an every-other-meeting schedule—the inflation data will have improved enough to convince most of the FOMC that additional hikes are unnecessary.”
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
(WSJ) - Just months ago, “affordability” was the left’s favorite buzzword. President Trump hated it so much he called it a “fake word by Democrats” and a “hoax.” Now, it is catching on in another circle: conservative podcasts. www.wsj.com/politics/ele...
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
(WSJ) - Taylor Farms, the produce giant linked to last summer’s deadly cyclospora outbreak, is suspending sales of iceberg lettuce from central Mexico during the parasite’s peak season.
wsj.com
Exclusive | Taylor Farms to Curb Lettuce Sales From Mexico After Massive Cyclospora Outbreak
After thousands of foodborne illnesses this year, the produce giant will suspend some harvesting and processing during peak summer months.
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
$AAPL | Apple Names New M&A Chief In Latest Shake-Up Under CEO John Ternus - Bloomberg
bloomberg.com
Apple Names New M&A Chief in Latest Shake-Up Under CEO John Ternus
Apple Inc. is naming a new mergers and acquisitions chief, according to people familiar with the matter, marking the latest management change under new Chief Executive Officer John Ternus.
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
(Bloomberg) - Wall Street strategists are divided over whether US bond yields will come tumbling down by the end of the year or keep pushing up to new highs.
bloomberg.com
From Goldman to BofA, Strategists Try to Call Peak Bond Yields
Wall Street strategists are divided over whether US bond yields will come tumbling down by the end of the year or keep pushing up to new highs.
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
* NEC’S HASSETT: REFINERIES ARE 'TURNING BACK ON', RELIEF IS COMING SOON - FOX
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
(AP) - The Trump administration is suspending tech giant Microsoft from a program to apply for green cards for workers who come to the U.S. to live and work using an H-1B visa. Vice President JD Vance accuses the company of fraud. $MSFT
apnews.com
Live updates: Trump makes third Texas trip in a month to boost Paxton as Republicans fight to hold the Senate
Trump was interrupted by protesters at a Texas rally, Trump’s $90 Medicare rebate rolls out, but millions aren’t eligible, most Americans think artificial intelligence is developing too fast.
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Carl Quintanilla @carlquintanilla.bsky.social · 08/10/2026
(FT) - Starbucks has explored a takeover of Chipotle Mexican Grill, in an ambitious gambit to unite two of America’s best-known brands in a deal that would rank as the biggest-ever tie-up in the restaurant sector. @financialtimes.com $SBUX $CMG www.ft.com/content/79ce...
ft.com
Starbucks has explored takeover of Chipotle in restaurant megadeal
A purchase of nearly $39bn market-value burrito chain would rank as largest restaurant acquisition of all time
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Nicholas Brown @nicholasabrown.bsky.social · 08/10/2026
* PEPSICO CEO: 'WE DON'T FEEL GOOD ABOUT THE BEVERAGE BUSINESS' * PEPSICO CEO: WE'RE PUTTING 'ALL THE URGENCY' TO IMPROVE SODAS $PEP
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
That NY Fed paper on tariffs gets the @axios.com treatment: www.axios.com/2026/10/07/t...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
HUD sent $WFC a letter "saying it would examine whether the bank violated fair lending laws by favoring Black or other minority homeowners, according to a copy viewed by The Wall Street Journal. @wsj.com www.wsj.com/finance/bank...
wsj.com
Exclusive | Wells Fargo Faces Regulator Probe Over Efforts to Boost Black Homeownership
Trump’s Housing and Urban Development is seeking to crack down on race-based lending, calling it a potential violation of the Fair Housing Act.
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Nicholas Brown @nicholasabrown.bsky.social · 07/10/2026
RBAdvisors: “.. We believe inflation is much more than simply energy prices but recent inflation expectations are clearly being driven largely by gasoline prices.”
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Nicholas Brown @nicholasabrown.bsky.social · 07/10/2026
“.. Consumers’ estimates for inflation one-year ahead rose to a median 3.9% in September, up from 3.6% the prior month and reaching the highest level since May of 2023.” @bloomberg.com
bloomberg.com
Short-Term Inflation Expectations Reach Three-Year High, NY Fed Survey Says
Americans’ expectations for inflation in the short-term jumped last month while their sentiment toward the labor market improved, according to a Federal Reserve Bank of New York survey released Wednes...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
Bond market testing Warsh — like it tested Greenspan? 👀 (via DRW)
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
SENTIMENTRADER: “.. S&P 500 closed at a record high. With twice as many lows as highs on the NYSE. Here's every date the S&P closed at a record and the NYSE low/high ratio was > 2: 6/22/29...2.1 12/3/99...2.0 12/21/99...4.2 12/22/99...4.1 12/23/99...2.3 12/29/99...2.4 10/6/26...2.6”
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Carl Quintanilla @carlquintanilla.bsky.social · 06/10/2026
JEFFERIES: “.. We think this chart is also very interesting … it shows the percent of S&P 500 companies outperforming the index. September’s 24% reading was near the lowest level we’ve seen in~45 years.”
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Nicholas Brown @nicholasabrown.bsky.social · 06/10/2026
What do we get out of it? A follow back?
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Nicholas Brown @nicholasabrown.bsky.social · 06/10/2026
(Bloomberg) - McDonald’s Corp.’s ambitious plan to overhaul its restaurants and menu is sparking angst among US franchisees facing upgrades that will cost at least $800,000 per location. $MCD
bloomberg.com
McDonald’s Franchisees Balk at $800,000 Bill to Overhaul Stores
McDonald’s Corp.’s ambitious plan to overhaul its restaurants and menu is sparking angst among US franchisees facing upgrades that will cost at least $800,000 per location.
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Nicholas Brown @nicholasabrown.bsky.social · 06/10/2026
(WSJ) - Companies raised more than $1 trillion in global equity markets for only the second time ever over the first nine months of the year, yet higher borrowing costs and artificial-intelligence fears are starting to dampen spirits, a Mergermarket report said.
wsj.com
Companies Raise More Than $1 Trillion in Equity Markets, But AI, Bond Yields Sour Mood
Markets had been expecting a bumper quarter following an ebullient start to the year crowned by SpaceX’s record-breaking IPO.
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Nicholas Brown @nicholasabrown.bsky.social · 06/10/2026
DIMON: Risks from AI “went up 10-fold after Mythos. AI created vulnerabilities that we didn’t know about, and we always worried about cyber before these things.”
bloomberg.com
Dimon Says Anthropic’s Mythos Pushed Cyber Risk Up 10-Fold
Anthropic PBC’s Mythos artificial-intelligence model has dramatically increased global cybersecurity risks, JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said.
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Carl Quintanilla @carlquintanilla.bsky.social · 05/10/2026
GOLDMAN: High rates “have revived fiscal sustainability concerns. The large primary deficit remains the main driver of the debt-to-GDP ratio, but persistently higher rates would boost interest expenses and push the ratio up faster—raising the odds that deficit reduction becomes necessary sooner ..”
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Nicholas Brown @nicholasabrown.bsky.social · 05/10/2026
“.. 30y Treasury yield continues to make new 24-year highs.” - Schwab / Gordon
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Carl Quintanilla @carlquintanilla.bsky.social · 04/10/2026
APOLLO: “.. When rates are high, builders build less, and when fewer homes and apartments get built, rents go up ..” @mikezaccardi.bsky.social #CPI www.apollo.com/insights-new...
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Nicholas Brown @nicholasabrown.bsky.social · 04/10/2026
(Bloomberg) - President Donald Trump cited major corporate investment plans in Ohio during a rally in the state, part of his effort to boost Republican candidates in key races ahead of the midterm elections in November.
bloomberg.com
Trump Pitches Company Investment to Ohio Voters at Midterm Rally
President Donald Trump cited major corporate investment plans in Ohio during a rally in the state, part of his effort to boost Republican candidates in key races ahead of the midterm elections in Nove...
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Nicholas Brown @nicholasabrown.bsky.social · 04/10/2026
(WSJ) - A new White House task force will have 120 days to report on the risks and opportunities of artificial intelligence—and determine the federal government’s responsibility—according to Jay Clayton, the director of national intelligence who effectively becomes the administration’s AI czar.
wsj.com
Exclusive | New AI Czar Unveils Goals, Members of White House Task Force
The group will examine the technology’s risks and opportunities—and focus on making sure the U.S. is first in the field.
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Carl Quintanilla @carlquintanilla.bsky.social · 04/10/2026
“.. The cost to insure the debt of both companies against default .. is increasingly moving in lock-step, a sign investors are beginning to treat the two credits as intertwined. “.. You have to consider your total Larry Ellison risk,” Goodman said. $ORCL $PSKY www.bloomberg.com/news/article...
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Nicholas Brown @nicholasabrown.bsky.social · 03/10/2026
(Bloomberg) - Treasury Secretary Scott Bessent said the recent rise in US Treasury yields was in line with global trends and didn’t warrant consternation, even as worries about persisting price pressures pushed some benchmark rates to their highest in more than two decades.
bloomberg.com
Bessent Downplays Worries on Rising Yields, AI Bubble Concerns
Treasury Secretary Scott Bessent said the recent rise in US Treasury yields was in line with global trends and didn’t warrant consternation, even as worries about persisting price pressures pushed som...
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Nicholas Brown @nicholasabrown.bsky.social · 02/10/2026
September nonfarm payrolls 29K, Exp. 90K, Last revised lower to 133K Unemployment rate 4.2%, Exp. 4.1% Participation rate 61.8%, Exp. 61.6% Average hourly earnings 0.1% MoM, Exp. 0.3% Average hourly earnings 3.0% YoY, Exp. 3.1%
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Nicholas Brown @nicholasabrown.bsky.social · 02/10/2026
$AMZN | Amazon’s New Push To Get Buy-In For Data Center Build-Out - WSJ www.wsj.com/tech/amazons...
wsj.com
Amazon’s New Push to Get Buy-In for Data Center Build-Out
The company is pledging transparency—and an extra $1 billion in community support—to woo skeptics and win ‘the race our nation can’t afford to lose.’
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Nicholas Brown @nicholasabrown.bsky.social · 02/10/2026
(Bloomberg) - Broadcom Inc.’s Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies, according to people with knowledge of the matter. $AVGO
bloomberg.com
Broadcom Starts Amassing $60 Billion to Fund Chips for Anthropic
Broadcom Inc.’s Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies, according to people with knowledge of the matter.
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Nicholas Brown @nicholasabrown.bsky.social · 01/10/2026
@carlquintanilla.bsky.social so nice to see you hosting Closing Bell!!!!!
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Nicholas Brown @nicholasabrown.bsky.social · 01/10/2026
RBAdvisors: “.. ISM New Orders (LEADING Indicator) continues showing strength in the manufacturing sector. More Fed rate hikes seem even more likely.”
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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)
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Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
* USTR GREER: 10 MORE TRADE DEALS ARE ON THE WAY.
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Nicholas Brown @nicholasabrown.bsky.social · 30/09/2026
* U.S. 10-YEAR TREASURY YIELD TOUCHES 5.304%, HIGHEST SINCE MAY 2002
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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
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