Satya Nadella published a blog post on Saturday that moves responsibility for AI safety from the company that builds a model to the company that deploys it.
Is this fair on users?
After the $388 million security breach, they are now slowly returning to normal operations. After the company’s protection fund hit $309 million, it has reportedly restored withdrawals for major assets.
Even at this delicate times, they are rolling out their expanded Open API for algo traders which now includes CFDs, Stocks and Crypto all in one place.
The company’s reserve ratio is currently at around 131%. All 19 assets covered in the recent Proof of Reserve report were backed by more than 100% reserves.
This could be huge
$9 a gallon diesel says otherwise
Honestly, to my perspective Iran needs to find an off-ramp at this point. Seven months is a long time, and with the economy under this much pressure, it’s ordinary people who are feeling the impact through rising costs and shortages.
Markets will probably react through oil and shipping before we fully understand what’s happening on the ground.
The big thing to watch is the war-risk premium on crude. Oil can move quickly on headlines, but for the move to really stick, you’d need actual disruption to barrels, tankers, or insurance.
If that happens, the conflict goes from being a geopolitical story to something households feel through fuel prices, inflation, and potentially a tougher road for the Fed.
I've been reviewing my watchlist and noticed how many smaller companies get ignored next to the usual mega-cap names.
I'm not chasing crazy returns. I'm more interested in companies where there's an interesting disconnect between the current valuation and what the business could potentially look like a few years from now.
My checklist is pretty simple:
What's on your radar right now?
Looking for names that have dropped a lot from recent highs without a big fundamental change.
Which stocks do you think are undervalued right now, and why? Prefer growth/tech, but open to anything.
$NKE is flashing two massive bullish catalysts that market sentiment hasn't fully priced in:
~$986M Refund Injection: Nike hit a pure cash windfall following the Supreme Court's IEEPA tariff invalidation. They didn't have to refund consumers, meaning nearly $1B drops straight onto their balance sheet to fund operations and dividends.
Whale Accumulation: Donald Trump disclosed buying up to 250k ofNKE Class B shares in his recent OGE ethics filings.
With Elliott Hill executing operational resets and $9B in total cash reserves backing the balance sheet, is $NKE primed for a massive mean-reversion rally, or are supply chain headwinds still a trap?
After Ukraine’s largest- drone- attack on Moscow’s oil refineries, Russia deployed an air defense system in the middle of a highway next to an oil refinery as a last ditch effort to protect it.
Trump described higher fuel prices as a “very inexpensive price to pay” for the Iran war. Meanwhile, US gasoline hit $4.48 a gallon on September 18, up $1.27 from a year earlier. That’s an extra $19.05 every time you buy 15 gallons.
Apparently affordability becomes negotiable when someone else gets the bill.
The exposure is enormous: roughly 20 million barrels a day passed through Hormuz in 2025—about a quarter of global seaborne oil trade. Alternative routes have limited capacity. Political messaging doesn’t move tankers.
The market impact goes beyond the price of crude. Higher fuel costs can squeeze household spending and business margins. Energy producers may benefit from higher prices, while businesses that buy a lot of fuel face a bigger bill.
And an oil-price dip doesn’t automatically translate into cheaper gas. Refining, distribution and taxes still shape what you pay at the pump.
Markets can rally on the next reassuring headline. You can’t fill your tank with a press release.
Who, exactly, is this “inexpensive” for?
Which stocks will be affected most
What's your play today?