Nasreen Aminifard @SecurityTradeIdeas @sectradeideas

Oil Prices Spike After Houthis Target Ships in Red Sea youtu.be/nh-QRShS7Qw?si… via @YouTube

@CNBC NOT WHATEVER IT IS CALLED THE PERSIAN GULF A.HOLE

Alphabet 2026 Q2 Earnings Call youtube.com/live/LzExSq9DU… via @YouTube

BREAKING: Saudi Arabia says its Saudi-owned vessel Encelia, previously reported as one of two ships targeted in the Red Sea, was hit, causing a fire on board. All crew members are safe, authorities say. 🔴LIVE updates: aje.news/soi7wl

Brent Hits $100 Again as Houthi Attacks Threaten Further Supply Squeeze wsj.com/business/energ… via @WSJ

There’s growing speculation that Elon Musk will merge SpaceX and Tesla. Here's what to know. bloomberg.com/news/articles/…

Market Chatter: @MorganStanley 's Wealth Unit Secures Over $70 Billion in Q2 Following SpaceX Listing 03:17 PM EDT, 07/22/2026 (MT Newswires) -- Morgan Stanley's (MS) wealth management unit has gained more than $70 billion in net new assets during Q2, largely fueled by the initial public offering of SpaceX (SPCX), Bloomberg reported Wednesday, citing sources familiar with the matter.

Houthi Red Sea threat would challenge a stretched US military reuters.com/world/middle-e…

Apple is readying an overhaul of its Mac line, seeking to capitalize on demand for powerful laptops and desktops fueled by the artificial intelligence boom. bloomberg.com/news/articles/…

@CNBC @business @redbullracing bears are focused on debt. Bulls are focused on the fact that Oracle just became the epicenter of a $1 trillion AI infrastructure wave. Here's the case nobody's tweeting. Oracle's backlog just hit $638B (+363% YoY) — bigger than Microsoft's growth rate. OCI revenue up 84%. Yes, debt is rising, but $65B in NEW deals came in last month with ZERO from OpenAI. This is diversification, not dependency. Wedbush: $250+. Guggenheim: $400. Everyone's scared of Oracle's OpenAI exposure. Meanwhile Oracle just signed $65B in new cloud deals in 30 days — from Meta, xAI, Nvidia, AMD — with zero from OpenAI. The backlog isn't concentration risk, it's proof of demand nobody else can supply. $638B and counting. $638B backlog. 84% OCI growth. $20B fresh Meta deal. Cross-platform cloud revenue up 16x YoY. Every $1 spent on Nvidia GPUs drives $8-10 in OCI revenue (Wedbush). The market's pricing Oracle like it's fragile. The backlog says otherwise. Street high: $400. Oracle bears are focused on debt. Bulls are focused on the fact that Oracle just became the epicenter of a $1 trillion AI infrastructure wave. Here's the case nobody's tweeting. $638B RPO backlog, +363% YoY — outpacing Microsoft's own commercial backlog growth. OCI cloud infra revenue growing 84% YoY. This isn't hype, it's signed contracts. The OpenAI-concentration fear is already old news. Oracle just landed $65B in NEW commitments across 7 deals, 4 customers, in a single 30-day window — zero from OpenAI. Plus a $20B Meta deal. Diversification is happening in real time. Wedbush's Dan Ives: for every $1 spent on Nvidia GPU hardware, OCI captures an $8-10 revenue multiplier. He's not calling this debt — he's calling it toll-road infrastructure for the entire AI buildout. Price target: $250+. Management's own 2030 target: $21 EPS on $225B revenue, 30%+ margins. Guggenheim's street-high target is $400. The bear case is about a 2027 cash crunch. The bull case is about who owns the infrastructure when the AI decade plays out. I know which side I'm on.

@Oracle's credit-vs-cloud story just hit a new level of tension. $638B RPO backlog (+363% YoY) $167B debt load, leverage climbing to mid-4x S&P just cut them to BBB- — one notch above junk 2056 bond spread widened to 263bps today, near an 18-yr high The elephant in the backlog: OpenAI's $300B, 5-yr deal = ~54% of Oracle's entire RPO. OpenAI is burning cash until ~2030 (HSBC: -$63B in 2027 alone) and priced at ~34x revenue. Oracle flagged the counterparty risk itself in its 10-K. But it's not a one-customer story anymore: → $65B in new commitments across 7 deals, 4 customers — in 30 days, zero from OpenAI → $20B Meta deal → Multi-cloud OCI revenue (AWS/Azure/GCP) up 16x YoY Wall Street is split down the middle: 🏦 Big banks (GS $220, MS $207-213, JPM $210) — worried about the $275B capex bill 🎯 Boutiques (Guggenheim $400, HSBC $382, Bernstein $319-325) — betting the backlog converts The real question isn't solvency — it's speed. Can Oracle turn $638B of promises into free cash flow fast enough to fund $275B+ in capex before a forced equity raise or a junk downgrade? Watch: execution speed, OpenAI's solvency, and OCI margins moving from 14% toward the 30-40% target.

After hearing Tesla’s countless promises about artificial intelligence, autonomous driving and robotics, Wall Street wants the company to start putting its money where its mouth is bloomberg.com/news/articles/… Wall Street wants Tesla to start delivering on its promises about artificial intelligence, autonomous driving and robotics after the company spent just $2.5 billion of its $25 billion in 2026 capital expenditures. Investors are looking for Tesla to increase its capital expenditures to show that its product development is moving in the right direction, with a higher outlook for AI outlays likely to give the shares a boost. Tesla's stock is priced as if its promised future is already here, but the company's ability to execute on robots and robotaxis could determine whether it will remain independent in the future.

After hearing Tesla’s countless promises about artificial intelligence, autonomous driving and robotics, Wall Street wants the company to start putting its money where its mouth is bloomberg.com/news/articles/… Wall Street wants Tesla to start delivering on its promises about artificial intelligence, autonomous driving and robotics after the company spent just $2.5 billion of its $25 billion in 2026 capital expenditures. Investors are looking for Tesla to increase its capital expenditures to show that its product development is moving in the right direction, with a higher outlook for AI outlays likely to give the shares a boost. Tesla's stock is priced as if its promised future is already here, but the company's ability to execute on robots and robotaxis could determine whether it will remain independent in the future.

Alphabet has more than quadrupled its office space in Miami this year shortly after co-founders Larry Page and Sergey Brin bought homes in the area. bloomberg.com/news/articles/… Alphabet Inc. has more than quadrupled its office space in Miami this year, signing a lease to expand to about 45,000 square feet. The expansion was partially driven by co-founders Larry Page and Sergey Brin's recent residential real estate purchases in the area. The move is a sign that some wealthy newcomers in Miami are helping to grow businesses locally, rather than simply shielding personal fortunes from higher levies in other states.

Amazon.com’s business sales unit was recently on track to sell $60 billion of merchandise over the course of a full year, up about 71% from 2023, evidence that the world’s largest online retailer is gaining ground in corporate sales. bloomberg.com/news/articles/…

SpaceX has set the stage for one of the largest share unlocks in capital markets history, with as much as $116 billion worth of stock becoming eligible for sale for the first time next month. bloomberg.com/news/articles/… SpaceX has set the stage for one of the largest share unlocks in capital markets history, with as much as $116 billion worth of stock becoming eligible for sale for the first time next month. Restrictions preventing some insiders from selling as many as 911.5 million shares will lift on August 6, with billions of shares set to be freshly eligible for trading by the end of the year. Insiders and early backers who owned SpaceX shares before the company went public are almost certainly in line for a windfall when they can finally sell, with the number of shares available to trade set to soar to 5.33 billion by early December.

Larry Ellison's Net Worth Drops $8 Billion Amid Oracle’s Nearly 50% Crash youtu.be/W7AH3YGK8Pg?si… via @YouTube

Judge Temporarily Blocks Paramount-Warner Deal wsj.com/business/media… via @WSJ

Domino’s Pizza Reports Higher Profit as Same-Store Sales Growth Slows wsj.com/business/earni… via @WSJ