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$NVDA, $CSCO, OPENAI BACK UAE STARGATE AI CENTER - CNBC
Nvidia, Cisco, and OpenAI are throwing support behind the new "UAE Stargate" data center project just announced by the Trump administration. The center will be built in Abu Dhabi by Emirati firm G42, with Nvidia set to provide its latest Blackwell GB300 systems.
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$NVDA, $CSCO, OPENAI BACK UAE STARGATE AI CENTER - CNBC
Nvidia, Cisco, and OpenAI are throwing support behind the new "UAE Stargate" data center project just announced by the Trump administration. The center will be built in Abu Dhabi by Emirati firm G42, with Nvidia set to provide its latest Blackwell GB300 systems.
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 16, 2025)
$SPY +0.64% 🟩
$QQQ +0.44% 🟩
$DJI +0.78% 🟩
$IWM +0.84% 🟩
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S&P 500 Closing Bell Heatmap (May 16, 2025)
$SPY +0.64% 🟩
$QQQ +0.44% 🟩
$DJI +0.78% 🟩
$IWM +0.84% 🟩
S&P 500 Opening Bell Heatmap (May 16, 2025)
$SPY +0.10% 🟩
$QQQ +0.16% 🟩
$DJI +0.05% 🟩
$IWM +0.03% 🟩 tweet
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MOODY’S DOWNGRADES U.S. CREDIT RATING TO Aa1 FROM Aaa
Moody’s just cut the U.S. 🇺🇸 credit rating, citing rising debt and weaker fiscal outlook. They now expect the federal debt burden to hit around 134% of GDP by 2035, up from 98% in 2024. While they still see strong economic fundamentals, they say that’s no longer enough to fully offset the decline in fiscal health. Long-term growth isn’t expected to take a major hit from tariffs.
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MOODY’S DOWNGRADES U.S. CREDIT RATING TO Aa1 FROM Aaa
Moody’s just cut the U.S. 🇺🇸 credit rating, citing rising debt and weaker fiscal outlook. They now expect the federal debt burden to hit around 134% of GDP by 2035, up from 98% in 2024. While they still see strong economic fundamentals, they say that’s no longer enough to fully offset the decline in fiscal health. Long-term growth isn’t expected to take a major hit from tariffs.
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Wall St Engine
The U.S. 🇺🇸 now loses its last AAA rating as Moody’s, for the 1ST time ever, cuts the U.S. sovereign credit rating to Aa1—following Fitch’s d/g in 2023 & S&P’s in 2011.
Moody’s cites rising debt—projected to reach 134% of GDP by 2035—growing interest costs, and persistent deficits.
“Successive U.S. administrations and Congress have failed to agree on measures to reverse the trend of large annual fiscal deficits and growing interest costs,” the agency said.
Federal deficits are expected to widen to nearly 9% of GDP, up from 6.4% in 2024, mostly driven by entitlement spending, low revenue, and surging interest payments. By 2035, interest could eat up 30% of federal revenue.
Moody’s doesn’t expect any meaningful fiscal restraint from the current administration and warns that “budget flexibility will remain limited” without tax or spending reforms.
It also flagged that tariffs may slow growth in the near term but doesn't expect long-term damage. Despite the downgrade, Moody’s moved the outlook to stable, citing strength in the U.S. economy, the Fed’s independence, and the dollar’s global reserve currency status.
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The U.S. 🇺🇸 now loses its last AAA rating as Moody’s, for the 1ST time ever, cuts the U.S. sovereign credit rating to Aa1—following Fitch’s d/g in 2023 & S&P’s in 2011.
Moody’s cites rising debt—projected to reach 134% of GDP by 2035—growing interest costs, and persistent deficits.
“Successive U.S. administrations and Congress have failed to agree on measures to reverse the trend of large annual fiscal deficits and growing interest costs,” the agency said.
Federal deficits are expected to widen to nearly 9% of GDP, up from 6.4% in 2024, mostly driven by entitlement spending, low revenue, and surging interest payments. By 2035, interest could eat up 30% of federal revenue.
Moody’s doesn’t expect any meaningful fiscal restraint from the current administration and warns that “budget flexibility will remain limited” without tax or spending reforms.
It also flagged that tariffs may slow growth in the near term but doesn't expect long-term damage. Despite the downgrade, Moody’s moved the outlook to stable, citing strength in the U.S. economy, the Fed’s independence, and the dollar’s global reserve currency status.
MOODY’S DOWNGRADES U.S. CREDIT RATING TO Aa1 FROM Aaa
Moody’s just cut the U.S. 🇺🇸 credit rating, citing rising debt and weaker fiscal outlook. They now expect the federal debt burden to hit around 134% of GDP by 2035, up from 98% in 2024. While they still see strong economic fundamentals, they say that’s no longer enough to fully offset the decline in fiscal health. Long-term growth isn’t expected to take a major hit from tariffs. tweet
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @michaeljburryBC Hahahaha love it — well timed Michael (as usual), will be great to see the longs you took when you flipped long in Q2 in the first 3 weeks of April https://t.co/zE3VITwvEW
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RT @DimitryNakhla: @michaeljburryBC Hahahaha love it — well timed Michael (as usual), will be great to see the longs you took when you flipped long in Q2 in the first 3 weeks of April https://t.co/zE3VITwvEW
Yes, Burry sold all his stocks & purchased $EL
Yes, he purchased a ton of puts $NVDA $BABA $PDD $JD $EL $TCOM
This is not as “breaking news” as many make it seem
These filings snapshot past months
Burry likely cashed in on the April correction, closed shorts & flipped long Q2 https://t.co/EkDQ6GYNhS tweet
The All-In Podcast
🚨🚨 pod up!!
@benshapiro fills in for @DavidSacks
the besties analyze trump's big week!:
-- middle east trip, trump's vision for a "new middle east"
-- us-china deal
-- pharma executive order
-- GOP split over "big, beautiful bill"
(0:00) the besties welcome ben shapiro!
(1:53) a bestie apology to phil hellmuth, all-in poker tournament
(7:58) trump's majorly consequential middle east trip: saudi, qatar, iran, and his vision for a "new middle east"
(35:18) us-china deal: is the tide turning on tariffs?
(46:33) gop divided over "big, beautiful bill" due to its impact on the us debt spiral
(1:18:48) science corner: montana bans cell-based meat, joining florida and others
(1:24:31) trump's eo on pharma prices: role of pbms, is this too much government intervention?
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🚨🚨 pod up!!
@benshapiro fills in for @DavidSacks
the besties analyze trump's big week!:
-- middle east trip, trump's vision for a "new middle east"
-- us-china deal
-- pharma executive order
-- GOP split over "big, beautiful bill"
(0:00) the besties welcome ben shapiro!
(1:53) a bestie apology to phil hellmuth, all-in poker tournament
(7:58) trump's majorly consequential middle east trip: saudi, qatar, iran, and his vision for a "new middle east"
(35:18) us-china deal: is the tide turning on tariffs?
(46:33) gop divided over "big, beautiful bill" due to its impact on the us debt spiral
(1:18:48) science corner: montana bans cell-based meat, joining florida and others
(1:24:31) trump's eo on pharma prices: role of pbms, is this too much government intervention?
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$UNH: a steady compounder, but under a lot of pressure lately. https://t.co/H1GdohrXon
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$UNH: a steady compounder, but under a lot of pressure lately. https://t.co/H1GdohrXon
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