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The AI Era Has a Complexity Problem. Datadog Is the Answer.
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TIC Solutions Update: New performance framework and a path to $26+ per share.
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BSDs in the news
Tariffs hitting the American consumer, says hedge fund chief
Ken Griffin, chief executive of hedge fund Citadel, has said research is suggesting the US administration’s tariffs are hitting US consumers rather th...
Hedge fund chief Ken Griffin criticises Trump’s pursuit of Greenland
US billionaire hedge fund manager Ken Griffin has criticised Donald Trump’s bid to seize Greenland, saying that the US has “frayed our relationship wi...
Goldman sets new targets for asset management unit
Goldman Sachs set new “medium-term” targets for its asset and wealth management business, including a goal of reaching $750bn in alternative assets un...
Grand sham finals, Ackman edition
Plus, newsroom hedge fund goes long and Revolut’s heady valuation
Bill Ackman’s uphill Berkshire climb
Plus, CATL sells shares to fuel global expansion and DHL teams up with Evri
Steve Cohen’s Hedge Fund Is Beating the Competition
Hedge fund Point72 will return as much as $5 billion in profits to investors and raise fees.
‘Eastward, Westward’: A Bridge to China
As a legal scholar in the 1970s, Jerome A. Cohen brought American ideas about law to Deng Xiaoping’s government.
A Real-Estate Tycoon’s Loan Went Bad. Then They Came for His Ferraris and Fine Wine.
Fortress Investment Group is trying to seize homes, cars, yachts and other belongings of Charles Cohen following his business’s default on a $535 million loan with a $187.2 million personal guarantee.
Weekly Articles
The Two-Tier Oil Market: Spot Barrels Hit $120 Amid the “Fig-Leaf” Diplomacy
Happy Friday! In this week’s letters, – Robotti Value Investors on Oil & Gas, LSB Industries and Home Building – Rodrigo Benedetti on AI Melt-up and value – Massif Capital on Iran war, diplomacy and possible paths forward – Elevator pitches for SLB, KYGA LN, and PAYS Quarter in progress: 676 fund letters of 2026 […]
The Anthropic Shock: Is the FactSet & S&P Global Oligopoly Over?
Happy Friday! In this week’s letters, – Horizon Kinetics on markets, GFC, and investments – Horos Asset Management on AI & Anthropic’s effects – Federated Hermes on markets benefiting from gold surge – Elevator pitches for ATG LN, QDEL, and CGSP Quarter in progress: 659 fund letters of 2026 Q1 are live on our database! […]
Beyond the Screen: Why the AI Revolution is Becoming a Land Grab
Happy Friday! In this week’s letters, – Oldfield Partners on US equity concentration and diversifications – Old West Investment Management on AI valuation gap and natural gas – Burke Wealth Management on FED, Supreme Court and SaaS – Elevator pitches for ESI CN, BOBS, and RWE GR Quarter in progress: 595 fund letters of 2026 […]
Epic Fury & The 45% Gap: Why Software Valuations Live in 2036
Happy Friday! In this week’s letters, – Minot Light Capital Partners on the economy and market drivers – Artisan Focus Fund on market uncertainty and concentration – ACR Alpine Capital on market volatility and risks – Elevator pitches for CSL, CF, and DT Quarter in progress: 464 fund letters of 2026 Q1 are live on […]
Oil at $127: Why Grantham Says You’re “Smoking Dope” if You’re Bullish
Happy Friday! In this week’s letters, – Claret Asset Management on geopolitics and markets during war – Boyar Value Group on AI and valuation; – Appalaches Capital on the payment-rails ecosystem – Elevator pitches for KEX; OVV; FP CN Quarter in progress: 308 fund letters of 2026 Q1 are live on our database! We just […]
The “Disruption Virus”: From AI Fatigue to Software Sell-offs
Happy Friday! In this week’s letters, – Broadleaf Partners on Iran war, private credit, and AI fatigue – Manole Capital Management on Payment Systems and its innovation – St. James Investment Company on Efficient Market Hypothesis – Elevator pitches for PGR; XPEL; VID SM Quarter in progress: 188 fund letters of 2026 Q1 are live […]
Michael Burry’s Warning: Is the “Market Dip Allergy” Driving Foreign Policy?
Happy Friday! In this week’s letters, – Baumann Capital on market valuation and investor conviction; – Staude Capital on tariffs and inflation; – RGA Investment Advisors on AI and LLM; – Elevator pitches for OSK; FSF NZ; JBSS Quarter in progress: 813 fund letters of Q4 are live on our database! We just launched the […]
Strait of Hormuz Closed: The 20% Oil Shock & China’s Bold Move
Happy Friday! In this week’s letters, – Goehring & Rozencwajg Associates on oil, LNG and commodities; – Headwaters Capital on the market concentration and small-caps; – Giverny Capital Asset Management on the effects of AI; – Elevator pitches for MELI; ORE CN; 4441 JP Quarter in progress: 811 fund letters of Q4 are live on […]
The Concentration Crisis: Why 60% of US Stocks are Now in Foreign Hands
Happy Friday! In this week’s letters, – Lux Capital on Market Concentration; – Hinde Group on Financial Markets, AI and the Economy; – ACATIS Investment on the Geopolitical Risks; – Elevator pitches for SHC; HII; NFG Quarter in progress: 794 fund letters of Q4 are live on our database! We just launched the BSD 13Fs […]
Must Watch Videos
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Hegseth slams 'woke ideology' in West Point speech
US Defense Secretary Pete Hegseth used parts of his commencement speech to criticize 'woke ideology' at the US Military Academy at West Point on Saturday.
Debate: If ending The Late Show wasn't about Trump, why's he celebrating?
Stephen Colbert put on an emotional and existential final episode of “The Late Show” Thursday night, thanking his staff, studio audience and viewers for eleven years of laughs. Paramount cited financial pressures, but many Colbert fans blamed political pressures, namely President Donald Trump’s contempt for Colbert’s frequent criticism of him. Paramount was urgently seeking the Trump administration’s approval of a media merger at the time Colbert was given marching orders last summer. 0:00 What Trump posted about the remaining late night hosts 1:21 Money or politics? A CNN NewsNight panel debates why now 5:38 What Colbert meant to America Watch more CNN here: https://cnn.it/4kh5RPe #Trump #thelateshow #News
Senate GOP furious over Trump's $1.8B 'anti-weaponization' fund
The Trump administration’s push for a $1.8 billion “anti-weaponization” fund derailed Senate Republicans’ plans to pass the president’s priority immigration enforcement package Thursday. Senators left Washington for their Memorial Day recess with Republicans saying they were blindsided by the Justice Department’s announcement of the fund and at odds over how to rein it in. The issue had become so toxic for the Senate GOP that there were doubts they could muster 50 votes needed to pass the broader bill that would provide tens of billions of dollars to US Immigration and Customs Enforcement and border patrol. President Donald Trump had demanded the package land on his desk by June 1, but GOP lawmakers will now almost certainly miss that deadline. 0:00 Tapper unpacks GOP blowback 2:12 Chief Legal Affairs Correspondent's sources on conversations behind closed doors 3:31 Congressional Correspondent describes pulse on Capitol Hill 5:12 January 6 rioter seeks grant as DOJ doesn't establish who can apply Watch more CNN here: https://cnn.it/4kh5RPe #Trump #GOP #News
President Trump delivers remarks at Rockland Community College — 5/22/2026
President Donald Trump delivers remarks at Rockland Community College in New York on Friday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC https://www.cnbc.com/select/best-credit-cards/ #CNBC #CNBCTV LIVE: President Trump delivers remarks at Rockland Community College — 5/22/2026
Support for women's museum breaks into partisan fight
On Thursday, the bipartisan support for a bill that would pave the way for the Smithsonian's American Women’s History Museum crumbled into a partisan fight, leaving the museum's future uncertain. CNN's Lauren Fox reports.
Why Bond Markets Pose a Problem for Fed’s Kevin Warsh | WSJ
President Trump wants lower interest rates. WSJ’s David Wainer explains why that might prove difficult for newly sworn-in Fed Chair Kevin Warsh. #wsj #thewallstreetjournal #kevinwarsh #interestrates #bondmarkets
Is the American consumer hitting a breaking point?
#inflation #economy #consumer Are we at 'peak consumer'? Americans are still spending money, but the economy may be approaching a dangerous tipping point. In this segment from Yahoo Finance Live, Brian Sozzi and the panel debate whether consumers are finally reaching their limit after years of rising prices, expensive gas, higher interest rates, and growing financial pressure. Chapters 00:00 Why the consumer economy looks confusing 00:45 How inflation is changing spending behavior 01:45 Why Walmart may be flashing warning signs 02:20 Are consumers reaching “peak tolerance”? 03:52 Why higher rates could hurt spending later 04:52 Walmart’s stock chart raises concerns #walmart #stocks #markets #finance #retail #investing == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 alphaspace.finance.yahoo.com — https://www.facebook.com/yahoofinance — https://x.com/YahooFinance — https://www.instagram.com/yahoofinance/ — https://www.tiktok.com/@yahoofinance — https://www.linkedin.com/company/yahoo-finance — https://finance.yahoo.com/
Tulsi Gabbard resigning as Dir. of Natl. Intelligence
Director of National Intelligence Tulsi Gabbard announced Friday that she’s resigning at the end of June, citing her husband’s diagnosis with cancer. Over the last few weeks, White House officials heard rumors that Gabbard was planning to leave. But as of two weeks ago, she was denying she was leaving the administration, a senior administration official said. 0:00 CNN's Kevin Liptak reports from the White House 2:54 CNN national security analyst Beth Sanner reacts to Gabbard resignation 5:37 Sanner: "She was in search in a mission that was of value," prompting Georgia trip 7:17 CNN's Brian Todd on Gabbard's political journey and policy priorities 9:24 Brian Todd reads Gabbard's resignation letter Watch more CNN here: https://cnn.it/4kh5RPe #TulsiGabbard #TrumpAdmin #News
Squawk Pod: Friday in DC: Kevin Warsh, prediction markets, & OpenAI’s IPO - 05/22/26 | Audio Only
Squawk Box’s Joe Kernen and Becky Quick are in Washington, D.C., where President Trump will swear in Kevin Warsh as the Federal Reserve’s next chair. The two are joined by House Oversight and Government Reform Committee Chairman Rep. James Comer (R-KY) to discuss his congressional probe into insider trading on Kalshi and Polymarket. Then, House Minority Whip Rep. Katherine Clark (D-MA) shares her thoughts on the Democratic agenda ahead of the November midterm elections, the DNC’s 2024 election autopsy, and the affordability crisis. Plus, President Donald Trump said he postponed a signing ceremony for his administration’s much-anticipated executive order on AI, and reports have unveiled more details about OpenAI’s IPO filing. In this episode: Rep. James Comer, @RepJamesComer Rep. Katherine Clark, @WhipKClark Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC https://www.cnbc.com/select/best-credit-cards/ #CNBC #CNBCTV
Kevin Hassett on Trump's new EPA rules: They will help lower the price of groceries
White House National Economic Council Director Kevin Hassett told CNBC's "Squawk Box" that President Trump's new EPA rules will help lower the price of groceries. The Trump administration estimates that American businesses and families will save more than $2.4 billion under the new rules. However, it's unclear whether or how companies such as grocers would use those savings to make it more affordable for shoppers to fill their carts.
Anderson Cooper's emotional goodbye to 'The Late Show'
Anderson Cooper paid tribute to Stephen Colbert, as the final episode of "The Late Show" aired on Thursday night. Cooper recounted his appearances on the show, saying: “it's a sad night to see Stephen sign off." #cnn #news
Republicans slam Blanche’s $1.8B fund
CNN’s Manu Raju talks with Republicans against the $1.8 billion “Anti-Weaponization Fund” and pushes House Speaker Mike Johnson on why the GOP leaders are delaying the vote. #cnn #news #politics
