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13.07.26 - 00:51
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James Carville Has Major Freakout Over The Socialist Wing Of The Party (ZeroHedge)
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James Carville Has Major Freakout Over The Socialist Wing Of The Party
James Carville thinks Democrats are making the same mistake that helped elect Donald Trump in 2016 - and he says they're doing it all over again.
In a Politicon video posted Friday, the veteran Democratic strategist blasted the party's growing crop of Democratic socialist insurgents, arguing they're more interested in defeating fellow Democrats than Republicans and warning they'll hand the GOP more victories in the process.
He pointed to a string of primary defeats that have unseated sitting Democratic members of Congress in favor of candidates running even further to their left. In New York, Brad Lander defeated Rep. Dan Goldman, and Democratic socialist Darializa Avila Chevalier ousted Rep. Adriano Espaillat. Democratic socialist Melat Kiros beat sitting Rep. Diana DeGette in Colorado. Carville also singled out Michigan candidate Abdul El-Sayed as the case study of what worries him most, accusing him of running a camp...
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12.07.26 - 18:30
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Goldman Sachs’ Insane SpaceX AI Forecast Has One Clear Winner: Micron Technology (24/7 Wall St.)
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Artificial intelligence has already stretched the semiconductor supply chain to its limits. High-bandwidth memory (HBM), advanced packaging, and leading-edge chip manufacturing remain bottlenecks even after chipmakers spent hundreds of billions of dollars expanding capacity. Yet one recent forecast from Goldman Sachs suggests today's AI infrastructure race may look modest compared to what's being discussed for ... Goldman Sachs' Insane SpaceX AI Forecast Has One Clear Winner: Micron Technology...
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12.07.26 - 04:01
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Guggenheim AI Survey Finds Adoption Surging Across Large IT Enterprises As Mass Layoff Fears Fall Flat (ZeroHedge)
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Guggenheim AI Survey Finds Adoption Surging Across Large IT Enterprises As Mass Layoff Fears Fall Flat
Building on Goldman's estimate that AI adoption across corporate America currently stands at roughly 20.6% and could rise to 24% by year-end, a Guggenheim Securities survey of 150 large-enterprise IT professionals found that 81% of respondents have already deployed AI agents. Anthropic and OpenAI are leading adoption among AI-native platforms, reinforcing the view that the enterprise chatbot and frontier-model battle is increasingly becoming a two-pony race.
The survey found that enterprise adoption of AI is quickly accelerating, with 81% of respondents already deploying chatbots.
About 42% of employees actively use AI for roughly 22% of the workday, resulting in an estimated 18% productivity gain.
According to respondents, AI accounts for an average of roughly 19% of corporate IT budgets, with spending concentrated in software development, data analytics, and IT operations. About half of r...
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11.07.26 - 18:15
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Was SK Hynix′s US Debut The AI Bubble Top? BNP Says It′s Still 1998 (ZeroHedge)
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Was SK Hynix's US Debut The AI Bubble Top? BNP Says It's Still 1998
With SK Hynix's American depositary receipts now trading under the temporary ticker SKHYV as of late Friday morning, the seven-times-oversubscribed offering highlights Wall Street's rush for more direct exposure to high-bandwidth memory amid the AI infrastructure boom.
Against the backdrop of mounting concerns about an AI infrastructure bubble, Roth Capital Partners' sales trading team asked clients earlier Friday: "How will investors, looking back two years from now, view the timing and significance of SK Hynix's US offering?"
Taking a look at the GS TMT Memory Exposed Index (GSTMTMEM Index), Goldman Sachs' thematic basket tracking companies with high exposure to the memory chip cycle, the trade appears to have peaked in mid-June.
Zooming in on the recent price action in the GSTMTMEM Index:
That rollover has since spread into the broader South Korean market, with the Kospi entering a bear market this week as...
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10.07.26 - 20:15
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Three Reasons Gas Prices Are Likely To Remain Elevated (ZeroHedge)
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Three Reasons Gas Prices Are Likely To Remain Elevated
The US national average for regular 87-octane gasoline remained uncomfortably above the politically sensitive $4-per-gallon threshold for roughly two and a half months. That stretch pressured lower-income consumers, forcing many to trade down or cut discretionary spending while weighing on broader consumer sentiment. The key question now is whether pump prices have further room to fall or whether current levels will become the new normal this summer.
Answering that question is Goldman's leading commodity expert Daan Struyven, who penned a note on Thursday explaining the three forces keeping pump prices high:
Reason #1: Tight Refining Fundamentals
Exhibit 4: The Global Refining Utilization Rate Was Near Historical Highs Before the Hormuz Shock
Exhibit 5: Refined Oil Products Stocks Are Low
Reason #2: Ongoing Refined Products Supply Shocks
Exhibit 6: Combined Refinery Outages in Russia and the Middle East Are 4.6mb/d Above Their Seasonal N...
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10.07.26 - 18:01
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Goldman Sachs bans employees from some prediction market contracts (The Hill)
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Goldman Sachs is placing restrictions on employee trading on some prediction markets, a source familiar confirmed to The Hill on Friday. Staff at the investment banking giant are permitted to place wagers related to sports and entertainment but are barred from trading on markets tied to specific companies, financial markets or election outcomes. Bloomberg first......
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