Trafigura just made $4.1 billion in 6 months.
That's more than its entire 2025 full year. October-December 2025 was the 2nd-best quarter in company history and the war hadn't even fully started yet. For context: → Trafigura full-year 2025 profit: $2.7 billion → Trafigura H1 2026 profit: $4.1 billion → Time elapsed: 6 months Source: Jack Prandelli on X
The S&P 500 just said today that it will NOT be changing its inclusion rules to let SpaceX and other mega cap companies enter the index earlier
SpaceX will have to wait at least 1 year to get added to the S&P 500. Indeed, the S&P just announced they will NOT change eligibility requirements to 'fast track' index inclusion for megacap stocks such as the upcoming SpaceX or Anthropic IPOs. Looks like $SPCX will just have to settle for joining the Nasdaq 100 $QQQ Source: Evan, LuxAlgo
For the 3rd month in row, AI was the #1 reason for job cuts in the US.
88k job cuts were attributed to AI so far this year, a 60% increase over the AI-driven job cuts in all of 2025. Source: Charlie Bilello
The world’s largest private investment group said investors in the $45bn Blackstone Private Credit Fund attempted to withdraw 10% of its net assets in the second quarter.
Source: FT
Crypto ETF outflows are MASSIVE
US Bitcoin ETFs posted net outflows of -$534 million in the most recent session, led by the ETF, $IBIT, at -$389 million. This extends a persistent trend of outflows over the last several weeks, with Bitcoin ETFs posting negative flows on the majority of trading days since early May. Overall, weekly crypto funds posted -$1.7 billion in outflows in the most recent week, in line with the highest weekly redemptions over the past year. In total, crypto funds saw over -$4 BILLION in outflows in just 3 weeks. Crypto market sentiment is deteriorating fast. Source: zerohedge, global markets investor
marvel $MRVL is up 245% since Nvidia announced a $2 billion investment on March 31 and has added $224 billion to its market cap in just 66 days.
Just 3 days ago Jensen Huang said "This is the next trillion dollar company." Since that single sentence, MRVL is up another 65%. At $278 billion today, Marvell needs to 3.6x from here to reach $1 trillion. Source: Bull Theory
The US Treasury just bought back $12,500,000,000 of its own debt to improve liquidity.
Source: Bull Theory
How to Actually Build an AI Agent (That Works in Production)
Source: Bekalu Tamene
