Did A $1.5 Trillion Pin Just Pop The Entire AI Bubble?
• https://www.zerohedge.com, by QTRs Fringe FinanceIf the AI buildout has overshot the mark, the first warning signs won't look like a crash.
Contents Pages by Subject
Business/ Commerce
Judge in Musk v. Altman seats nine-person jury. Opening arguments start Tuesday
• https://www.cnbc.com, Ashley CapootThe nine-person jury was seated on Monday in the high-stakes legal battle between longtime friends turned rivals Elon Musk and Sam Altman at a federal courthouse in Oakland, California.
Dow Jones Adds and Removes Companies 20 Years too Late
• https://www.nextbigfuture.com, by Brian WangA reporter who did not pick Google or Amazon or Nvidia for the Dow says SpaceX is too risky to join other indices. SpaceX is getting accelerated inclusion into the Nasdaq, MCSI and maybe the SP500.
Anthropic and Status of AI Data Centers
• https://www.nextbigfuture.com, by Brian WangAmazon announced an additional $5 billion investment in Anthropic immediately, plus up to $20 billion more in the future (tied to commercial milestones).
AI "Circle Jerk" Returns: Anthropic To Spend $100 Billion On AWS In Amazon Deal
• Zero Hedge"Anthropic's commitment to run its large language models on AWS Trainium..."
Billionaire Grocery CEO Responds To Mamdani - THREATENS To Shut Down NYC Stores!
• https://www.youtube.com, Omars Talk ShowPolitical commentator and education advocate Professor Jiang Xueqin examines a radical shift in New York City's economic landscape that has pitted one of the city's most successful self-made billionaires against a new wave of municipal policy.
BREAKING: The Warren Buffett overpriced market indicator just reached highest level in 75 years.
• https://www.linkedin.com, Tuli (Nate) UrbachBlowing past the Covid shutdown and the Dot-Com Bubble. What do you think comes next?
The US technology sector is approaching a massive debt maturity wall:
• https://www.linkedin.com, The Kobeissi LetterMore than $330 billion in high-yield, leveraged loan, and business development company-linked software and technology debt is set to mature through 2028.
Uber Eats launches retail returns feature
• https://www.freightwaves.com, Eric KulischReverse logistics seen as attractive business opportunity
Google's Stake In SpaceX Could Be Worth $122 Billion At IPO
• https://www.zerohedge.com, by Tyler DurdenA long-held investment by Alphabet Inc. in SpaceX could become one of its most valuable bets if the rocket company moves ahead with a public listing, according to Bloomberg.
Former AI SPAC Executives Indicted For Fabricating "Virtually All" Revenue And Customers
• https://www.zerohedge.com, by Tyler DurdenWhat looked like a booming AI company was, prosecutors say, an audacious house of cards built on deception.
They Tried to Take 1,845 Acres… Then Everything Stopped
• Yanasa TV - YouTube.com
Narrative Warfare, Iran, and the Looming Energy Shock: Markets in Polarized Times
• Doug Casey's Take - YouTube.comDoug and the host discuss how a gloomy zeitgeist has flipped inspirational "hard work pays off" stories into reminders that most people aren't Will Smith, reflecting young people's uncertainty and widening social division that could escalate
How Blockades Affect Economic Stability and Growth
• Ron Paul Liberty Report - YouTube.comBlockades significantly disrupt economic stability and hinder growth by restricting the flow of goods, services, and resources. When trade routes are cut off, businesses face shortages of raw materials and products, leading to reduced production and
Shoe Brand Allbirds Pivots To AI, Changes Name To NewBird AI, Stock Rips More Than 360%
• https://www.zerohedge.com, by Tyler DurdenJust when you thought you'd seen the last of the AI pivot idiocy…
NYC Bans "FREE DELIVERY"… Amazon Closes 7 Warehouses PERMANENTLY
• https://www.youtube.com, Cash JordanNYC is set to ban Amazon's business model and the commerce giant has already promised to move to NJ once the ban is in effect.
From Pencils to Smartphones
• https://fee.org, Lawrence W. ReedRetelling Leonard Read's story for the 21st century.
Oregon Officials Push "Vacancy Tax" as Portland Empties Out
• https://www.youtube.com, Inspector JamesDowntown Portland is facing a growing crisis in 2026. Empty storefronts, declining foot traffic, and businesses leaving the city are becoming the new reality.
Ivanka Trump: I Learned What Most People Never Do at 9 Years Old!
• https://www.youtube.com, The Diary Of A CEOShe built an $800 million business…but sacrificed it all when her father became President, now Ivanka Trump tells her story!
Iran-United States Ceasefire...WHERE ARE THE SHIPS? | Strait of Hormuz Update April 8, 2026
• What's Going on With Shipping - YouTube.comThe April 8, 2026 update on the Strait of Hormuz looks at the ceasefire agreement between the US and Iran and how it impacted shipping in the Strait and Persian Gulf.
A Fire Sale Has U.S. Office Buildings Going for 90% Off
• https://www.wsj.com, By Peter GrantFrom Denver to Washington, D.C., developers are seizing on huge discounts when buying troubled office towers
Investors are hedging against corporate defaults at a record pace:
• https://www.linkedin.com, The Kobeissi LetterInvestors are hedging against corporate defaults at a record pace: Trading volume in the world's largest credit default swap (CDS) indexes surged +69% in Q1 2026, to $4.5 trillion, the highest on record.
What Happens When the Rules to the Game Changes?
• https://www.linkedin.com, Bruce RichardsCursor generates over one billion lines of enterprise code daily, with 67% of Fortune 500 companies already building on its platform.
When Corporations Resist the State: Ethics, AI, and the Limits of Government Power
• https://mises.org, Lipton MatthewsCorporations are frequently accused of moral indifference. Critics often portray large firms as institutions that pursue profit while ignoring the consequences of their actions.
How We're Moving Edison Motors from Prototypes to Full Production
• https://www.youtube.com, Edison MotorsGoing from a prototype to production is one of the hardest parts of building a truck company.
US Retail Sales Jumped Most In 8 Months In February
• https://www.zerohedge.com, by Tyler DurdenBank of America's omniscient analysts forecast a very strong month for Retail Sales in February data (released today)...
Red Lobster to revive disastrous 'endless shrimp deal' -- with one key change: report
• https://nypost.com, By Taylor HerzlichGood news for remorseless eating machines, arr!
K-Shaped Economy Bites Back: Retail CRE Transactions For Shops, Malls Plunge
• https://www.zerohedge.com, by Tyler DurdenFebruary U.S. commercial real estate transaction activity appeared soft on the surface, but Goldman analysts believe the weak initial print will likely be revised meaningfully higher.
S&P Upgrades Vibrantz to CCC Amid CLO Concerns
• https://www.linkedin.com, Rod DubitskyRatings Games – CLOs and Mysterious Case of Disappearing Defaults
The Private Credit Crisis Is Spreading
• https://www.zerohedge.com, by QTR's Fringe FinThe private credit crisis is spreading to another corner of the market that I warned about back in October, when I wrote about 10 parts of the market I'd avoid.
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