Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 36 videos · 13 channels
Long-end rates
2 videos · 2h 36mDCP notes the 10-year closed at 5.22% and ZB is down almost 10 points over two and a half months, with Treasury's buyback filling only $4bn of $6bn; the 30-year hit its highest since 2004 near 5.5%, and the global bond index yield breached
Rates trader DCP: higher yields remain the pain trade until a credit or AI-financing accident forces policy response
DCP argues the bond market cannot flip to a favorable long until the Fed signals hikes are done, AI capex slows, crack spreads roll over, indices show material weakness, or a geopolitical de-escalation occurs. He expects a bear steepener and sees the 30-year potentially reaching 6% or higher before bonds become attractive.
Oracle moves to defer payments on New Mexico Stargate data center if project slips
Oracle sent the developer of its controversial New Mexico data center a notice citing a bid to put off payments should the project fail to come online in 2028 as planned; the data center is a major part of the Stargate AI buildout and has faced setbacks including energy permit denials.
Oracle and AI data centers
2 videos · 2h 20mOracle sent the developer of its New Mexico data center a notice seeking to defer payments if the project fails to come online in 2028; Anthropic signed an $11.6bn seven-year Akamai contract for CPU access, building on an earlier deal.
Oracle moves to defer payments on New Mexico Stargate data center if project slips
Oracle sent the developer of its controversial New Mexico data center a notice citing a bid to put off payments should the project fail to come online in 2028 as planned; the data center is a major part of the Stargate AI buildout and has faced setbacks including energy permit denials.
Anthropic signs $11.6B seven-year compute contract with Akamai, lifting CPU demand
Bloomberg reported Anthropic signed an $11.6 billion seven-year contract with Akamai Technology, which will supply Anthropic access to CPUs that have seen renewed demand in data centers, building on a deal struck earlier this year.
US-China summit
2 videos · 1h 38mThe main deliverable was a two-month truce extension versus the three-to-six months observers hoped for, with no tariff cuts and no mechanism for future AI talks; rare-earth licensing remains unresolved and Hang Seng Tech fell 2.6% to a 19-
No mechanism emerged for future US-China AI talks
AI was discussed according to the Chinese side, but no mechanism for future talks emerged, and no concrete deliverables were announced.
Oracle moves to defer payments on New Mexico Stargate data center if project slips
Oracle sent the developer of its controversial New Mexico data center a notice citing a bid to put off payments should the project fail to come online in 2028 as planned; the data center is a major part of the Stargate AI buildout and has faced setbacks including energy permit denials.
Meta's consumer AI narrative finally coheres around 'good enough' agents plus distribution
TBPN hosts argue Meta Connect presented a legible strategy for the first time: near-frontier (not frontier) intelligence is sufficient for consumer agent tasks, so integration, distribution across the app family, and ad monetization matter more than benchmarks. They credit Meta for tying hardware, personal superintelligence, and advertising together, while explicitly refusing to give management credit for 4D chess given prior scattered efforts (Vibes app, Manus acquisition unwind, chat clone).