$BA 0.51 Developing

Notable posts

• @amitisinvesting neutral 1232 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. NVIDIA $NVDA unveiled its new Open Agent Safety Platform, an open framework designed to continuously monitor and enforce safety for autonomous AI agents across both software and hardware. The platform combines OpenShell, an open-source runtime that sandboxes AI agents with verifiable policies, and NVIDIA Sentry, which runs on BlueField-4 hardware to independently monitor agent behavior and enforce security policies beyond the agent’s control. NVIDIA said the initiative was motivated by recent reports of frontier AI agents escaping evaluation environments and misreporting their actions, arguing that AI agents require an independent trust layer similar to what enabled the modern internet. The company is positioning the platform as an open ecosystem and is inviting frontier AI labs, developers, and infrastructure providers to build on it. 2. Meta $META is launching Meta Enterprise Platform, a new business dedicated to selling its AI tools and services directly to enterprises and developers. The initial offering combines Meta’s enterprise AI stack, including Muse, Meta Business Agent, Muse API, Muse Code, and other products built on the company’s models, agents, and infrastructure to support customer engagement, software development, and broader enterprise workflows. To lead the new division, Meta hired former MongoDB CEO and President CJ Desai as Chief Enterprise Platform Officer, reporting directly to Mark Zuckerberg. Before MongoDB, Desai held leadership roles at Cloudflare and spent nearly 8 years at ServiceNow, including serving as President and COO. 3. Finland President Alexander Stubb said Google $GOOGL will invest at least $15.2B in the country over the next 2 years to expand AI and digital infrastructure. Finland currently has around 50 data centers, with another 25 projects in development, potentially bringing the country's total to 75. The investment further strengthens Finland's position as one of Europe's fastest-growing hubs for AI infrastructure and large-scale data center capacity. 4. Boeing $BA fell 6% after reports that the FAA is delaying certification of the 737 MAX 10 while it reviews a newly discovered software issue that could cause the aircraft’s automated navigation system to fail in certain missed-approach scenarios. According to reports, Southwest and United Airlines have told Boeing they do not want deliveries with the affected software and have instead requested an earlier software version. The certification delay adds another hurdle for Boeing as it works to bring the 737 MAX 10 into commercial service. 5. AMD $AMD has agreed to acquire World Labs, the AI research company founded by Fei-Fei Li, in an $8.2B all-stock transaction. World Labs develops spatial intelligence models capable of generating, reconstructing, and simulating interactive 3D environments from text, images, and video. The acquisition brings World Labs' AI research directly into AMD as the company expands further into reasoning, robotics, simulation, and physical AI. As part of the deal, Fei-Fei Li will join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Lisa Su. The transaction is expected to close by the end of 2026. 6. The top 10 most active options today by contracts traded were $NVDA with 4.2M contracts, $TSLA with 2.3M contracts, $AAPL with 1.2M contracts, $META with 1.1M contracts, $INTC with 1.1M contracts, $MU with 999K contracts, $AMZN with 728K contracts, $AMD with 704K contracts, $MSFT with 634K contracts, and $SPCX with 622K contracts. 7. NVIDIA $NVDA authorized an additional $150B share repurchase program, the largest increase in share buyback authorization in history, bringing its total remaining authorization to $235B through FY2028. CEO Jensen Huang said the company’s strong cash generation allows NVIDIA to both invest aggressively in the technologies driving the AI transformation and return capital to shareholders. The expanded authorization underscores NVIDIA’s confidence in its long-term growth outlook while providing substantial flexibility for future capital returns. 8. Serious credit card delinquencies continued to rise across several age groups in Q2 2026, with Americans aged 18–29 seeing transitions into 90+ day delinquency climb to 10.1%, up 0.4 percentage points from the prior quarter and the highest level since Q1 2025. The delinquency rate for this group has now more than doubled since Q2 2021. Americans aged 70+ also saw delinquencies rise to 6.3%, the highest since Q3 2011, while the 50–59 age group increased to 6.4%, its highest level since Q4 2024. The data suggests credit stress is continuing to broaden across both younger and older consumers. 9. Retail investors have purchased just $1B of individual U.S. stocks over the last 20 trading days, one of the lowest rolling totals in at least 2 years. In early August, the figure briefly turned negative for the first time since at least October 2024, compared with roughly $20B of 20-day purchases in April 2025. Total retail equity purchases have also slowed sharply, falling to $10B over the last 20 trading days, near their lowest level since at least October 2024. That's down roughly 67% from the $30B recorded over the comparable period in February 2026, highlighting a significant slowdown in retail participation. 10. The 30-year U.S. Treasury Price Return Index has fallen 60% since 2020, dropping to roughly 107, matching its lowest level since 2000. In just 6 years, the index has erased nearly 20 years of gains as the 30-year Treasury yield has surged 478 basis points from its 0.71% intraday low in March 2020. For comparison, the previous largest drawdown over the last 40 years was roughly 35% during the 2008 Financial Crisis. Over the same period, U.S. nominal GDP has grown approximately 63%, highlighting the stark divergence between economic growth and long-duration bond performance. 11. SpaceX $SPCX successfully launched Starship to orbit and deployed its V3 Starlink satellites for the first time, marking Starship’s first revenue-generating mission and a major milestone for the program. According to SpaceX, each V3 Starlink satellite increases the total bandwidth capacity of the entire Starlink constellation by roughly 0.11%. With approximately 11,100 Starlink satellites already in orbit, most of them V2 Mini satellites, future Starship missions carrying up to 60 V3 satellites each could dramatically expand the network’s global capacity while significantly lowering launch costs. 12. U.S. data center IT power demand is projected to surge 755% from 2025 levels, reaching a record 78.57 GW by 2029. Demand is expected to nearly double this year to 17.96 GW, followed by another 97% increase in 2027, as AI infrastructure continues expanding at an unprecedented pace. Between 2026 and 2028, U.S. data centers are expected to require 97 GW of power, but only 21 GW is currently under construction and another 19 GW of grid capacity is available, leaving a potential 57 GW shortfall. The gap is widening as increasingly powerful AI systems consume far more electricity, with servers based on NVIDIA’s Vera Rubin and Rubin Ultra architectures expected to drive a 5x increase in IT power demand between 2025 and 2028. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay bullish 246 eng

  $ACHR cleared HSR antitrust review for its $BA deal covering Wisk, SkyGrid and Insitu with closing still targeted by year end. The acquisition would add a profitable $200M+ defense business and an autonomy stack with nearly 2M flight hours while giving Boeing ~20% of Archer. https://t.co/QP4aHrisTO

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• @Venu_7_ neutral 143 eng

  Top Hedge Fund Buys from the latest 13F filings 👀 Renaissance Technologies - $CRWD $META $NVDA $GOOGL $AMZN Tiger Global - $CBRS $AMD $INTC $STX $V Coatue - $MU $SPCX $INTC $CBRS $AMD Stan Druckenmiller -$INSM Calls $GOOGL $AMZN $FOXA $TSLA Calls $META Calls David Tepper - $BA $AMZN $TSM $AAL $SPCX $CRWV Berkshire Hathaway - $GOOGL $GOOG $DAL $LEN $M $DHI Bill Ackman - $NFLX $V $MA $SPGI $ALC $ICE D1 Capital -$SPCX $JCI $META $SHW $NU Whale Rock - $AMD $ALAB $SNOW $TWLO $INTC Baillie Gifford - SPCX MU AMD KLAC AVGO Saudi PIF - SPCX now 65% of the portfolio A few themes really stand out: - SPCX showing up across multiple major funds - Mega-cap AI exposure remains strong through GOOGL AMZN META - Semis continue seeing institutional interest: AMD INTC TSM - Memory remains a divided trade, with funds taking opposite sides - AVGO showing up heavily on the sell side Space. Semis. AI. Memory. Very interesting to see where some of the biggest funds are positioning.

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• @WOLF_Financial neutral 138 eng

  BREAKING: PRESIDENT TRUMP JUST RELEASED HIS LATEST ANNUAL FINANCIAL DISCLOSURE The filing runs more than 800 pages and lists thousands of positions across his trust, his operating entities, and several managed brokerage accounts. Here's what's actually inside it: His largest single stock holding is Trump Media & Technology Group $DJT. The filing shows 114,750,000 shares held through the Donald J. Trump Revocable Trust. Next to it sits a crypto sleeve held in cold wallets, including holdings tied to World Liberty Financial: - Bitcoin - Ethereum - Chainlink - Aave - Ethena - Movement - USDC and a US dollar stablecoin The filing also discloses a roughly 38.25% stake in Stablecoin Holdco LLC. The managed brokerage accounts hold individual stocks, with value ranges per the filing: - CoreWeave $CRWV: $1M-$5M - Carnival $CCL: $1M-$5M - Coty $COTY: $1M-$5M - Sirius XM $SIRI: $1M-$5M - Victoria's Secret $VSCO: $1M-$5M - Accenture $ACN: $100K-$250K A deep corporate bond ladder, with most notes paying $15K-$50K in annual interest: - Netflix $NFLX - Boeing $BA - United Rentals $URI - Tenet Healthcare $THC - Ball Corp $BALL - Occidental Petroleum $OXY - Whirlpool $WHR - Discovery and First Horizon And a heavily index-weighted ETF sleeve: - SPDR S&P 500 ETF: $5M-$25M - iShares Expanded Tech Sector ETF: $5M-$25M - Invesco S&P 500 Quality ETF: $5M-$25M - Vanguard Growth, Mega Cap Growth, Russell 2000, Consumer Discretionary and Small-Cap Growth ETFs - iShares Silver and SPDR Gold MiniShares for metals exposure Nvidia $NVDA and Tesla $TSLA also show up in the accounts' transaction activity for the year. This is a slice of the full filing, which lists thousands of line items in total.

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• @wallstengine bearish 120 eng

  Boeing $BA -6% FAA is delaying approval of the 737 MAX 10 while it reviews a newly discovered software issue that could cause the automated navigation system to fail in certain missed-approach scenarios. Southwest and United reportedly told Boeing they don’t want deliveries with the flawed software and requested an earlier version instead.

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• @WOLF_Financial neutral 105 eng

  HERE ARE AMERICA'S 🇺🇸 50 LARGEST COMPANIES BY REVENUE IN 2026 RETAIL: 👑 Amazon $AMZN: $717B Walmart $WMT: $713B Costco $COST: $275B Home Depot $HD: $165B Walgreens: $148B Kroger $KR: $148B Target $TGT: $105B Lowe's $LOW: $86B HEALTH CARE: UnitedHealth $UNH: $448B McKesson $MCK: $403B CVS Health $CVS: $402B Cencora $COR: $321B Cigna $CI: $275B Cardinal Health $CAH: $223B Elevance Health $ELV: $199B Centene $CNC: $195B Humana $HUM: $130B Johnson & Johnson $JNJ: $94B TECHNOLOGY: Apple $AAPL: $416B Alphabet $GOOGL: $403B Microsoft $MSFT: $282B Meta $META: $201B NVIDIA $NVDA: $216B Dell $DELL: $114B FINANCIALS: Berkshire Hathaway $BRK: $371B JPMorgan Chase $JPM: $182B Fannie Mae: $153B StoneX $SNEX: $132B Freddie Mac: $122B Bank of America $BAC: $113B State Farm: $123B Progressive $PGR: $88B AUTOMOTIVE: ExxonMobil $XOM: $332B Ford $F: $187B GM $GM: $185B Tesla $TSLA: $95B ENERGY: Chevron $CVX: $189B Marathon $MPC: $133B Phillips 66 $PSX: $132B Valero $VLO: $123B Energy Transfer $ET: $86B MEDIA & TELECOM: Verizon $VZ: $138B AT&T $T: $126B Comcast $CMCSA: $124B Walt Disney $DIS: $94B INDUSTRIALS & LOGISTICS: PepsiCo $PEP: $94B Boeing $BA: $90B UPS $UPS: $89B RTX $RTX: $89B FedEx $FDX: $88B

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• @wallstengine neutral 101 eng

  United Launch Alliance, the Boeing $BA and Lockheed Martin $LMT rocket joint venture, is raising $1.5B through private bonds, triple the $500M initially planned. ULA launches missions for the U.S. military and commercial customers including Amazon. https://t.co/u4N91T1WU3

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• @wallstengine bullish 97 eng

  TRUMP: I'M THE GREATEST SALESMAN IN THE HISTORY OF $BA BOEING, IF I WAS IN THE PRIVATE SECTOR I'D ASK FOR A PIECE OF THE COMPANY

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