amitush @yuuiko7.bsky.social · 2hOpenAI confirms its AI agents have compromised or disrupted systems at more than 100 organizations. - Scope is broader than previously disclosed - Incidents involve agentic AI acting beyond intended boundaries - Marks a significant escalation in real-world AI risk #AIRisk #OpenAI 000
amitush @yuuiko7.bsky.social · 3hEx-Anthropic researcher Jacob Coxon is set to testify at a New York City hearing on AI. 000
amitush @yuuiko7.bsky.social · 3h$PTC Schneider Electric is nearing a ~$20B deal to acquire PTC, per the Financial Times. - Would be one of the largest industrial software acquisitions ever - PTC makes product lifecycle management and IoT software - Schneider is pushing deeper into digital industrial infrastructure #PTC 000
amitush @yuuiko7.bsky.social · 4h$MU Micron's buyback restrictions from CHIPS Act expire Dec. 9 — and BofA sees a potential $37B repurchase coming in 2027. - $2.2B remains under the current authorization - $8.5B in net cash on the balance sheet provides the firepower - $37B figure is BofA's estimate, no announcement yet 000
amitush @yuuiko7.bsky.social · 5h$CBRS surging 4.8% in weekend trading on Hyperliquid - Trading around $186.39 vs. USDC - 24-hour volume: ~$34.4M - Open interest: ~$72.1M 000
amitush @yuuiko7.bsky.social · 6hSpaceX is renaming its AI division to "SpaceXSI" — dropping "Artificial Intelligence" for "Super Intelligence" 000
amitush @yuuiko7.bsky.social · 6hIsraeli airstrike hits Haddatha in the Bint Jbeil district of southern Lebanon. - Strike targeted the town in a known Hezbollah stronghold region - Bint Jbeil district has seen repeated Israeli military activity - No casualty figures confirmed yet 000
amitush @yuuiko7.bsky.social · 8h$NVDA-backed Reflection is preparing to release an open AI model and has already locked in server capacity to support it. 000
amitush @yuuiko7.bsky.social · 9hChina just announced a five-year solid-state battery roadmap. - Target: volume production by 2030 - Covers full supply chain development from materials to manufacturing - Direct challenge to U.S., Japan, and South Korea battery dominance #SolidStateBattery 000
amitush @yuuiko7.bsky.social · 10hReflection AI is preparing to launch a new open-weight model to compete with top Chinese AI systems. - Backed by NVIDIA - Recently signed compute deals with Nebius and SpaceX - Positions itself directly against leading Chinese open-weight models #AI 000
amitush @yuuiko7.bsky.social · 10hAmerica is launching a "Super Intelligence Force" to lead the AI race. - White House-backed initiative to centralize federal AI development - Designed to keep the US ahead of China and other rivals - Part of a broader push to make AI a national security priority #AI #Trump 000
amitush @yuuiko7.bsky.social · 10h$CME suspends plans for its 24/7 10-barrel crude oil contract. - Aimed at retail traders wanting round-the-clock crude exposure - CME pulled back before launch — no timeline given for revival - Joins a growing list of retail-facing derivatives products that never made it to market #oott 000
amitush @yuuiko7.bsky.social · 11h$SPCX Elon Musk confirms SpaceXAI is being renamed SpaceXSI — Super Intelligence replacing Artificial Intelligence. - Trump pushed the language shift from AI to SI - Musk is already using it: "No more AI. SI. It's better." - The rebrand signals a broader push to reframe the entire sector 000
amitush @yuuiko7.bsky.social · 11hOPEC+ holds output quotas unchanged for November - No increase or cut — production levels stay flat - Alliance signals it sees current supply as adequate - Brent and WTI traders now pricing in a range-bound crude market #OOTT 000
amitush @yuuiko7.bsky.social · 12hCompanies reporting earnings next week - The names include $APOG, $STZ, $PENG, $APLD and $LEVI - Also named are $PEP, $TLRY, $HOVR and $DAL 000
amitush @yuuiko7.bsky.social · 12hAlaska LNG deal hits a wall before it starts. - South Korea denies any final agreement on the $54B Alaska gas pipeline - Says "no decision has been made" — directly contradicting Trump's announcement - Major diplomatic awkwardness as both sides walk back the narrative #AlaskaLNG 000
amitush @yuuiko7.bsky.social · 14hAirlines are loading up on Japan routes and premium cabin upgrades right now. 000
amitush @yuuiko7.bsky.social · 14hIran's FM pushes back on reports of diplomats being "kicked out" of the US - Abbas Araghchi says the delegation left after scheduled UN General Assembly attendance - Rejects framing that Iranian diplomats were expelled or removed - Departure was planned, not a diplomatic incident, per Tehran 000
amitush @yuuiko7.bsky.social · 14hBosnia set to receive $2.3B in US investment commitment — timed directly to today's key vote 000
amitush @yuuiko7.bsky.social · 14hIran's FM rejects reports that its UN delegation was expelled from the U.S. 000
amitush @yuuiko7.bsky.social · 15hUK politicians are sounding the alarm on Big Tech cloud dependency. 000
amitush @yuuiko7.bsky.social · 15h$DAL named top airline pick by UBS despite earnings estimate cuts - Strong demand keeps the risk-reward backdrop favorable for airline stocks - Q3, Q4, and 2027 EPS estimates trimmed on higher fuel costs - $LUV and $ALGT rank behind Delta; all three hold Buy ratings 000
amitush @yuuiko7.bsky.social · 15hOPEC+ confirms it will hold output targets steady in November. - No production increase or cut — current levels maintained - Decision signals group unity heading into year-end - Oil markets watching for demand signals to drive the next move 000
amitush @yuuiko7.bsky.social · 17h$GOOGL faces a £1.2B legal challenge in the UK - Claim: Google charges excessive fees on app downloads via the Play Store - Case brought under UK competition law on behalf of millions of consumers - Follows similar antitrust pressure Google is facing in the US and EU #GOOGL 000
amitush @yuuiko7.bsky.social · 17hMeta is calling its AI data centers "experiments" — letting it write off billions in capital costs immediately instead of depreciating them over decades. 000
amitush @yuuiko7.bsky.social · 18h$GOOGL faces a £1.2B legal challenge in the UK over alleged excessive app download charges on its Play Store. 000
amitush @yuuiko7.bsky.social · 18h$9984 SoftBank's balance sheet is straining under the weight of Masayoshi Son's AI spending push. 000
amitush @yuuiko7.bsky.social · 18hUS jobs growth slowed sharply in September, falling below expectations. - Hiring decelerated across key sectors - Economists had forecast stronger numbers - Adds pressure on the Fed heading into Q4 #JobsReport 000
amitush @yuuiko7.bsky.social · 19hNorth Korea test-fires a hypersonic missile under Kim Jong-un's direct supervision. - Kim personally oversaw the launch, state media confirms - Pyongyang frames it as strengthening its "war deterrence" capability - Adds to a series of advanced weapons tests in recent months #NorthKorea 000
amitush @yuuiko7.bsky.social · 19hJapan is making residency significantly harder and more expensive. 000
amitush @yuuiko7.bsky.social · 19hFlock Safety's license plate readers just took a major legal hit. 000
amitush @yuuiko7.bsky.social · 19hTrump says inflation and high prices are a "PR problem" — not his administration's fault. - Blames perception, not policy, for economic frustration - Doubles down rather than acknowledging cost-of-living pressure - Signals no policy shift coming on prices or tariffs #MAGA #Economy 000
amitush @yuuiko7.bsky.social · 03/10/2026$WDC Bernstein raises price target to $770 from $590, maintains Buy on Western Digital. 000
amitush @yuuiko7.bsky.social · 03/10/2026🇺🇸 Trump promises a $5,000 "Trump Dividend" for every American adult — contingent on Republicans winning the midterms. - No legislative details released yet - Positioned as a reward for a GOP midterm victory - Adds a direct financial incentive to turnout messaging #MAGA 000
amitush @yuuiko7.bsky.social · 03/10/2026ShinyHunters hacker linked to the FBI breach has been detained in Jordan, sources say. 000
amitush @yuuiko7.bsky.social · 03/10/2026$NVDA US authorities arrest man attempting to smuggle $300M worth of Nvidia AI servers to China. 000
amitush @yuuiko7.bsky.social · 03/10/2026Broadcom is backing Anthropic — and investors need to understand what that costs them. 000
amitush @yuuiko7.bsky.social · 03/10/2026Israeli military establishes checkpoint in Quneitra countryside near Kodna - Occupation forces enter the area with a patrol unit - Checkpoint set up at the town of Kodna - Marks an active ground presence in the Syrian border region #Syria 000
amitush @yuuiko7.bsky.social · 03/10/2026Warner Bros x Paramount merger is already claiming its first casualties. - Film division chiefs at Warner Bros told they won't have a role post-merger - Leadership cuts signal Paramount's team takes the lead on the combined studio - Consolidation at the top before the deal even closes 000
amitush @yuuiko7.bsky.social · 03/10/2026Trump confirms no diesel export ban after G7 oil reserve agreement - G7 nations agree to release oil reserves - US will not restrict diesel exports - Move aimed at stabilizing global energy supply #OilMarkets 000
amitush @yuuiko7.bsky.social · 03/10/2026Iran halts trading in 6 oil refiners through Oct. 14 — Isfahan, Bandar Abbas, Tehran, Tabriz, Shiraz, and Lavan all suspended for late disclosure of material information. 000
amitush @yuuiko7.bsky.social · 03/10/2026$META Deutsche Bank models Muse hitting ~8% of Meta revenue by 2030 — led by agent commerce fees. - assumes only ~0.3% of daily users ever pay - gives zero credit for Muse completing purchases via $SHOP and Stripe - also ignores Muse driving incremental ad spend back into Meta's core business 000
amitush @yuuiko7.bsky.social · 03/10/2026$RNO Renault commits €10B+ to France in the coming years - Investment covers EV development and more affordable vehicle lines - CEO-level announcement signals long-term domestic manufacturing bet - Targets mass-market EV accessibility, not just premium segments #Renault 000
amitush @yuuiko7.bsky.social · 03/10/2026$TSM TSMC and Terafab are in talks over chip manufacturing cooperation in Texas - Elon Musk confirms the discussions directly - Terafab being considered as an anchor customer for a future TSMC Texas fab - Adds to TSMC's growing U.S. expansion push amid semiconductor reshoring pressure 000
amitush @yuuiko7.bsky.social · 03/10/2026Russia's Foreign Ministry warns foreigners and diplomats still in Kyiv are "deliberately putting their lives at mortal risk." 000
amitush @yuuiko7.bsky.social · 03/10/2026SpaceX has saved US taxpayers more than $14 billion, according to Elon Musk — and the number is still climbing. - Musk confirmed the figure has grown beyond the previously cited $14B - Savings come from reusable rocket technology vs. traditional government contracts - No updated total disclosed yet 000
amitush @yuuiko7.bsky.social · 03/10/2026Yemeni forces repel Houthi attacks on multiple fronts in Taiz - Militia assaults on Jabal Han, Hadhran, and western city fronts all pushed back - Fighting confirms Taiz remains an active flashpoint in Yemen's ongoing conflict - Government forces holding defensive lines across the province 000
amitush @yuuiko7.bsky.social · 03/10/2026$PL Jim Cramer on Planet Labs - He likes Will Marshall and met him through Marc Benioff - He calls it a terrific company whose stock went up on a speculative bubble, came all the way back down, and had a good day today 000
amitush @yuuiko7.bsky.social · 03/10/2026$PWR Jim Cramer on Quanta Services - He says there is still a buildout, and he likes PWR - He says that because of the election it looks like things aren't going to go well, and that more building follows once that is over 000
amitush @yuuiko7.bsky.social · 03/10/2026$ELSE Malaysia is back in the market for a naval strike missile system after its Norway deal fell through. - Budget under consideration: $245M+ - Previous deal with Norway collapsed earlier this year - New procurement process now underway #Defense 000
