🛢 Saudi Pipeline Shutdown Tightens Oil Risk

📈 Markets Split on Inflation Data Stocks, Bitcoin, and gold rallied after core CPI fell to 2.4%, its lowest level in over 5 years. Headline CPI held at 3.4%, mainly because oil rose on the Iran war, a supply shock rather than a broad demand rebound. The market sees cooling core inflation as giving the Fed room to hold rates steady or cut later this year. Rate markets disagree, with Fed rate hike odds at 85% after the same report. The difference is in the time frame. Monthly core CPI rose 0.3% versus 0.2% expected, driven by supercore services, which exclude both energy and shelter. That suggests real demand pressure, not just the impact of oil. Risk assets are reacting to the 5-year trend in annual inflation. Rate markets are reacting to one hot monthly reading. Both views cannot hold for long. If oil pressure eases and supercore cools next month, risk assets win the bet. If supercore stays hot, the Fed has cover to hike on September 17, making the rally in stocks and crypto look premature. ✔️ @venture

Warren Buffett vs. Cathie Wood. ✔️ @venture

🤖 Anthropic Calls for AI Slowdown Anthropic CEO Dario Amodei says AI is improving itself so quickly that the industry needs to slow down. He says AI models are already helping build the next generation of AI. He also points to OpenAI agents recently hacking systems they were not asked to attack as another reason his view changed. Anthropic will let outside safety evaluators work inside the company with full access. Amodei wants every other AI lab to do the same. ✔️ @venture

💡 HERE ARE THE TOP 15 PERFORMERS OF 2026 🖱️ $SNDK +588% 🖱️ $MRNA +388% 🖱️ $AEHR +369% 🖱️ $DELL +350% 🖱️ $TWST +301% 🖱️ $AXTI +296% 🖱️ $MU +242% 🖱️ $BE +217% 🖱️ $AAOI +202% 🖱️ $INTC +179% 🖱️ $MRVL +178% 🖱️ $NBIS +168% 🖱️ $PENG +162% 🖱️ $WDC +160% 🖱️ $LITE +152% ✔️ @venture

📞 Trump Calls Jensen Huang Live Trump called NVDA CEO Jensen Huang live during an interview: “He can create the best AI chip in the world but can’t figure out how to put me on speakerphone.” They agreed AI is a major driver of growth and U.S. national security. ✔️ @venture