First Squawk
1.97K subscribers
30 photos
166 links
Download Telegram
COINBASE CANCELS $2 BILLION ACQUISITION OF STABLECOIN STARTUP BVNK — FORTUNE
(@FirstSquaw)
UK PM STARMER GEARS UP TO DEFEND LEADERSHIP FROM ‘FERAL’ LABOUR MPS — TIMES
(@FirstSquaw)
GOOGLE IS ROLLING OUT IPHONE-STYLE AI UPGRADES TO PIXEL PHONES, INCLUDING MESSAGE SUMMARIES, VIP-PRIORITY ALERTS, AND SMARTER SPAM WARNINGS — ALL POWERED DIRECTLY ON-DEVICE, NOT THE CLOUD. || THE UPDATE ALSO BOOSTS GOOGLE’S CREATIVE AI TOOLS — TURNING PHOTOS INTO SKETCHES AND ANIMATIONS IN-CHAT — AND INTRODUCES ONE-TAP THEME PACKS AHEAD OF THE WICKED: FOR GOOD FILM RELEASE.
(@FirstSquaw)
COP30 — CALIFORNIA GOVERNOR NEWSOM: CLIMATE RISK IS BECOMING INCREASINGLY UNINSURABLE
(@FirstSquaw)
UK politics turns volatile as allies of Prime Minister Keir Starmer accuse Health Secretary Wes Streeting of covertly plotting a leadership challenge — warnings of a market shock and rising gilt yields emerge amid cabinet fractures and a tough Nov. 26 budget that could test Labour’s stability and Starmer’s grip on power.
(@FirstSquaw)
UK POLITICS TURNS VOLATILE AS ALLIES OF PRIME MINISTER KEIR STARMER ACCUSE HEALTH SECRETARY WES STREETING OF COVERTLY PLOTTING A LEADERSHIP CHALLENGE — WARNINGS OF A MARKET SHOCK AND RISING GILT YIELDS EMERGE AMID CABINET FRACTURES AND A TOUGH NOV. 26 BUDGET THAT COULD TEST LABOUR’S STABILITY AND STARMER’S GRIP ON POWER.
(@FirstSquaw)
DOW JONES CLOSES UP 542.03 POINTS, OR 1.14%, AT 47,910.66
(@FirstSquaw)
S&P 500 CLOSES UP 10.62 POINTS, OR 0.16%, AT 6,843.05
(@FirstSquaw)
NASDAQ CLOSES DOWN 68.20 POINTS, OR 0.29%, AT 23,458.97
(@FirstSquaw)
TREASURY SECRETARY BESSENT: DISCUSSED WITH SAUDI PIF GOVERNOR YASIR AL-RUMAYYAN WAYS TO BOOST MAJOR INVESTMENT INTO AMERICA
(@FirstSquaw)
US TRANSPORT SECRETARY DUFFY: 4% FLIGHT REDUCTION CAME FROM SAFETY OFFICE; CANCELLATIONS DATA-DRIVEN, NORMAL TRAVEL TO RESUME ONCE CONDITIONS CHANGE
(@FirstSquaw)
US stocks climbed as investors bet the government shutdown will end within days, unlocking key economic data and boosting confidence in Fed rate-cut odds, while dip-buyers kept pushing the year-end rally narrative despite tech volatility.
(@FirstSquaw)
US STOCKS CLIMBED AS INVESTORS BET THE GOVERNMENT SHUTDOWN WILL END WITHIN DAYS, UNLOCKING KEY ECONOMIC DATA AND BOOSTING CONFIDENCE IN FED RATE-CUT ODDS, WHILE DIP-BUYERS KEPT PUSHING THE YEAR-END RALLY NARRATIVE DESPITE TECH VOLATILITY.
(@FirstSquaw)
HOUSE DEMOCRATIC CAUCUS TO MEET WEDNESDAY NOON IN WASHINGTON — PUNCHBOWL REPORTER ON X
(@FirstSquaw)
AMD CEO: SEES OPERATING MARGIN ABOVE 35%, EPS ABOVE $20 IN 3–5 YEARS; GROSS MARGIN 55–58%; SHARES JUMP 4.5% AFTER-HOURS — CFO JEAN HU SPEAKING IN NEW YORK
(@FirstSquaw)
AMD CEO: I HAVE HAD VERY DISCIPLINED ENGAGEMENT WITH OPENAI. THE OPENAI DEAL INCLUDES SPECIFIC PLANS ON BUILD OUT.
(@FirstSquaw)
ChatGPT said:

AMD CEO: HAS CLEAR FORECASTS FROM CLOUD CUSTOMERS; ON OPENAI — “I WOULDN’T BET AGAINST THEM.”
(@FirstSquaw)
AMD CEO: HAS CLEAR FORECASTS FROM CLOUD CUSTOMERS; ON OPENAI — “I WOULDN’T BET AGAINST THEM.”
(@FirstSquaw)
CROWDSTRIKE CEO KURTZ IN TALKS TO BUY TOTO WOLFF’S MERCEDES F1 STAKE — FT
(@FirstSquaw)
Aluminum climbed to a one-year high in Shanghai as record trading volumes and supply curbs fueled a rush into the metal, with investors betting on booming demand from renewables, AI-driven power infrastructure, and US tariff-tightened inventories, extending a global upswing across base metals.
(@FirstSquaw)
ALUMINUM CLIMBED TO A ONE-YEAR HIGH IN SHANGHAI AS RECORD TRADING VOLUMES AND SUPPLY CURBS FUELED A RUSH INTO THE METAL, WITH INVESTORS BETTING ON BOOMING DEMAND FROM RENEWABLES, AI-DRIVEN POWER INFRASTRUCTURE, AND US TARIFF-TIGHTENED INVENTORIES, EXTENDING A GLOBAL UPSWING ACROSS BASE METALS.
(@FirstSquaw)