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Trump Media’s Truth Social Files SEC Registration for Two Crypto ETFs
22 hours ago | Feb. 13, 2026 5:27 p.m. UTC

Truth Social Funds, affiliated with Trump Media & Technology Group ($DJT), filed a registration statement with the U.S. Securities and Exchange Commission for two cryptocurrency exchange-traded funds: the Truth Social Cronos Yield Maximizer ETF and the Truth Social Bitcoin and Ether ETF. The funds have not commenced operations and require SEC approval before launch. Crypto.com will provide custody, liquidity, and staking services, while Yorkville America Equities will serve as investment adviser with a 0.95% annual management fee.

  • Form N-1A registration filed with the SEC for two proposed digital asset ETFs.
  • The Cronos Yield Maximizer ETF seeks exposure to Cronos (CRO) plus staking rewards.
  • The Bitcoin and Ether ETF seeks combined exposure to Bitcoin (BTC) and Ether (ETH), including Ether staking returns.
  • Crypto.com designated to handle custody, liquidity, and staking operations.
  • Yorkville America Equities named adviser with a 0.95% management fee.
  • Shares cannot be offered until the SEC declares the registration statement effective.

Relevant Companies

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Ashley Moody’s Howmet Aerospace Purchase Up 120% as Company Boosts 2025 Lobbying Spend
1 day, 23 hours ago | Feb. 12, 2026 4:23 p.m. UTC

Senator Ashley Moody purchased shares of Howmet Aerospace ($HWM) on April 4, 2025, in a transaction valued between $15,001 and $50,000. Since the purchase, shares have risen more than 120%, including a 9% gain today following the company’s latest earnings report. Moody serves on several Senate committees, including Homeland Security and Governmental Affairs, the Judiciary Committee, and the Joint Economic Committee.

  • Transaction date: April 4, 2025; disclosed May 13, 2025.
  • 2025 lobbying spend totals approximately $800,000, up from about $550,000 in 2024, according to lobbying filings.
  • April 2025 filings included two $180,000 payments tied to defense, manufacturing, and trade issues.
  • Lobbying focused on FY25 and FY26 Defense Appropriations bills, specialty metals acquisition policy, and “Securing America’s Titanium Supply” legislation (S.4015 / H.R.8912).
  • Additional filings reference H.R. 1 (One Big Beautiful Bill Act), international taxation, energy/nuclear policy, and H.R. 5009.

Relevant Companies

  • Howmet Aerospace ($HWM) – Aerospace and defense supplier lobbying on defense appropriations, specialty metals acquisition, and domestic titanium supply legislation.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Where did the $3.8B in insider volume go?
2 days, 21 hours ago | Feb. 11, 2026 5:45 p.m. UTC

POLITICS

Midterm Money Flows

QUIVER DATA

Insider Trades (tickers added to Insider Strategy)

QUIVER CONGRESS SPOTLIGHT

SOCIAL MEDIA ROUNDUP

WHAT QUIVER’S POSTING

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AI Spending (GOOGL) Is Reviving the 100-Year Bond
3 days, 19 hours ago | Feb. 10, 2026 8:33 p.m. UTC

A promise to pay the same amount of money every year, indefinitely, is one of finance’s most deceptively powerful ideas. For investors grappling with uncertainty about future income, a fixed annual payment eliminates reinvestment risk entirely, replacing it with mathematical certainty in a market otherwise defined by volatility and guesswork. That certainty, however, comes with a trade-off. A fixed payment offers no protection against inflation or structural shifts in the economy, leaving purchasing power exposed over time. Such instruments rarely make sense in isolation, but for institutions with long-dated, predictable liabilities — pensions, insurers, and endowments — they can simplify an otherwise complex problem. Market Overview:

  • Ultra-long bonds offer fixed income streams that eliminate reinvestment risk
  • Inflation remains the primary long-term uncertainty for fixed coupons
  • Institutional demand is strongest among liability-matched investors
Key Points:
  • Century bonds are historically dominated by sovereign issuers
  • Corporate issuers face skepticism tied to technological obsolescence
  • Extreme duration increases sensitivity to long-term rate shifts
Looking Ahead:
  • Falling long-term yields could enhance the appeal of ultra-long debt
  • Issuer scale and balance-sheet strength remain decisive for demand
  • AI-driven capital needs may push more tech firms into long-dated markets
Bull Case:
  • Alphabet’s 100-year, 6.125% bond lets it lock in long-term capital at a known cost, pushing refinancing risk far beyond any realistic planning horizon while funding massive AI and infrastructure investment needs.
  • For liability-driven investors (pensions, insurers, endowments), a century bond provides a rare, ultra-long-duration asset that closely matches long-dated liabilities and eliminates reinvestment risk on a portion of their portfolios.
  • Alphabet’s scale, cash generation, and quasi-utility role in the digital economy make it one of the few corporates that investors can plausibly underwrite over many decades, narrowing the historical gap between sovereign and corporate ultra-long issuers.
  • If long-term interest rates drift lower over time, buyers of the 100-year note benefit from price appreciation on extreme duration, potentially generating strong total returns in addition to the steady coupon stream.
  • The deal signals that leading tech platforms can access sovereign-like maturities, diversifying their capital structures and reducing medium-term funding pressure just as AI capex needs are soaring.
Bear Case:
  • Fixed 6.125% coupons for 100 years offer no inflation protection, leaving investors exposed to significant real purchasing-power erosion if inflation or policy regimes shift unfavorably over the coming decades.
  • Ultra-long duration magnifies interest-rate risk: even modest moves in long-dated yields can cause large price swings, making century bonds highly sensitive to changes in the macro backdrop or term premium.
  • Technological disruption and regulatory risk create uncertainty around whether any single tech firm — even Alphabet — will maintain today’s dominance over an entire century, raising long-horizon credit and business-model risk.
  • For most investors, such instruments make little sense in isolation; without a broader portfolio that includes inflation hedges, shorter maturities, and real assets, a 100-year fixed coupon can become a drag in adverse scenarios.
  • If AI-driven capital needs force more tech firms into ultra-long issuance, supply could rise faster than specialized demand, pressuring prices and limiting secondary-market liquidity for these niche securities.
That backdrop explains the attention drawn by Alphabet’s entry into the century-bond market. The Google parent’s 100-year note, carrying a 6.125% coupon, reflects both the enormous capital demands of artificial intelligence and the market’s willingness to underwrite them. Historically, fears of disruption kept technology firms away from such maturities, but Alphabet’s scale and cash generation have reshaped investor assumptions. For buyers, the wager is twofold: that long-term interest rates eventually drift lower, and that Alphabet remains a durable institution for decades to come. For Alphabet, the benefit is equally clear — locking in capital for a century at a known cost while pushing refinancing risk far beyond any conventional planning horizon. In that sense, the deal is less a novelty than a statement about how today’s largest technology firms increasingly resemble the sovereign-like borrowers that once monopolized the longest reaches of the bond market.

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Why AI’s Next Moat Could Be Marketing, Not Models
4 days, 9 hours ago | Feb. 10, 2026 5:42 a.m. UTC

The Super Bowl’s flood of artificial intelligence ads did more than confirm a trend — it clarified who is now willing to fight for consumer mindshare at the loudest and most expensive table in media. The standout was Claude’s campaign from Anthropic, which leaned into the uncanny rhythms of chatbot conversation — the pause, the polished phrasing, the almost too-eager helpfulness — and turned what many users experience as friction into a wink that felt culturally fluent. What’s striking is how “cheap” a Super Bowl spot can look through the lens of frontier AI economics. A headline price tag of $10 million for airtime — perhaps $20 million to $30 million all-in with production — sounds outrageous until you compare it to the scale of modern model development, where compute bills and top-tier compensation can make marketing look like rounding error. In that world, branding is no longer a side quest; it’s an efficient way to purchase distribution in an industry where building the next incrementally better model can be punishingly expensive. Market Overview:

  • AI advertising is increasingly targeting consumers, not just enterprise buyers
  • Frontier-model economics make even premium media buys look comparatively small
  • Brand recognition is emerging as a competitive lever alongside compute and talent
Key Points:
  • Claude’s ads leaned into the recognizable “chatbot voice” as a differentiator
  • Consumer adoption may be driven as much by trust and familiarity as model quality
  • Meta and OpenAI symbolize how distribution and engagement can rival research as priorities
Looking Ahead:
  • AI firms may escalate spend to lock in default user habits before the market matures
  • As model performance converges for everyday tasks, branding could matter more
  • AI marketing may start to resemble classic rivalries like Coca-Cola versus PepsiCo
Bull Case:
  • The Super Bowl's wave of AI advertising signals a pivotal shift from niche enterprise selling to mass consumer adoption, validating that AI is entering a new phase where brand awareness and trust become as important as raw model performance.
  • Anthropic's culturally fluent Claude campaign demonstrates that AI companies can differentiate on personality and user experience — not just benchmarks — opening a powerful new competitive dimension that rewards creativity and emotional connection.
  • Relative to the billions spent on model training and compute, a $20–30 million all-in Super Bowl campaign is a capital-efficient way to purchase distribution and lock in default user habits before the market matures and switching costs harden.
  • As model performance converges for everyday tasks, the company that builds the strongest brand familiarity and trust stands to capture outsized market share — mirroring classic consumer rivalries where perception and habit drive loyalty more than product specs.
  • The emergence of AI branding wars could spark a broader marketing and media spending cycle, benefiting ad platforms, creative agencies, and media companies as frontier labs compete for consumer mindshare at scale.
  • For sales and marketing leaders: Study the Claude playbook closely — investing early in brand identity, user trust, and cultural relevance could prove more durable than chasing the next incremental model improvement in a rapidly commoditizing landscape.
Bear Case:
  • Massive consumer ad spend may be premature if most users still struggle to distinguish between AI assistants, risking expensive campaigns that generate awareness without meaningful conversion or lasting loyalty.
  • The Coke-versus-Pepsi analogy cuts both ways: brand wars can devolve into costly, margin-eroding battles where enormous marketing budgets become table stakes rather than a source of sustainable competitive advantage.
  • Prioritizing distribution and branding over research could leave companies vulnerable to a rival that delivers a genuine technical leap — consumer habits can shift quickly when a clearly superior product emerges.
  • AI firms burning capital on premium media buys while simultaneously funding compute-intensive model development face compounding cost pressures that could strain balance sheets, especially for pre-profit or early-revenue startups like Anthropic.
  • Consumer trust is fragile — a single high-profile AI failure, privacy incident, or regulatory crackdown could undo millions in brand investment overnight, making marketing-led strategies inherently riskier than product-led ones.
  • For investors and strategists: Watch whether Super Bowl-level spend translates into measurable user growth and retention; if brand campaigns fail to move adoption curves, the "branding as moat" thesis could prove far more expensive and less durable than proponents suggest.
The deeper question is whether consumer-scale adoption is truly the path to dominance — or simply the most visible one. At today’s quality levels, many users may struggle to consistently tell which model is “best,” especially when outputs are filtered through similar interfaces and workflows. If perceived quality is hard to measure, familiarity becomes its own moat, and the company that feels safest and most ubiquitous can win share even without a clear technical edge. That’s why the Coke-versus-Pepsi analogy isn’t just a throwaway line — it’s a warning shot. If the next phase of the AI race is fought on habit, identity, and distribution, then the decisive advantage may come from storytelling, not just benchmarks. The winner might still build the strongest models — but it may also be the one that convinces the most people, the most often, that its assistant is the one they already know.

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Rep. Anna Paulina Luna Introduces Bill to Ban Social Media for Children Under 13, Restrict Algorithms for Teens
1 week ago | Feb. 6, 2026 8:31 p.m. UTC

Representative Anna Paulina Luna has introduced legislation that would prohibit children under 13 from accessing social media platforms and restrict the use of personalized algorithmic feeds for users under age 17, according to House records.

  • The bill, H.R. 7399, was introduced in the House on February 5, 2026.
  • It would bar individuals under age 13 from accessing social media platforms.
  • The legislation would prohibit the use of personalized or algorithmic recommendation systems for users under age 17.
  • The bill also includes provisions aimed at limiting social media use in schools.
  • On February 5, 2026, the legislation was referred to the House Committee on Energy and Commerce.
  • Corporate lobbying disclosures from publicly traded companies show that tens of millions of dollars have been spent over the past year on federal lobbying tied to technology policy, data privacy, online platforms, and digital advertising—issue areas directly relevant to the bill.
  • Among the most active spenders on these issues over the last year were major social media and technology firms, including Meta Platforms, Alphabet, and Snap.

Relevant Companies

  • Meta Platforms, Inc. ($META) — Operates social media platforms reliant on personalized recommendation algorithms.
  • Alphabet Inc. ($GOOGL) — Owns YouTube and other platforms that use algorithmic content delivery and are widely used by minors.
  • Snap Inc. ($SNAP) — Operates a social media platform with a significant under-18 user base.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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ADM Called It "Risk Sharing"
1 week, 1 day ago | Feb. 5, 2026 7:30 p.m. UTC

I'm thrilled to announce the launch of the Editorial Quant newsletter - where data meets dollars and cents.

Have questions? Spotted an interesting data trend? Just want to chat about what we're building? → Drop me a line at [email protected]

If you find value in what we're doing, please share with your network (yes, even your mom who keeps asking what stocks to buy).

There's a certain poetry to the language arc of accounting fraud. Archer-Daniels-Midland executives started by calling their $20 million revenue manipulation a "rebate." When that sounded too much like what it was, they rebranded it as "risk sharing." The SEC, perhaps lacking the same creative writing budget, eventually settled on "accounting fraud" and a $40 million fine, (about 0.12% of market cap), or what the stock moves on a slow Tuesday. The word "fraud" is now in the official record, which I suppose is something.

The CEO sold at an average of $60.76 per share, collecting nearly $20 million. The stock then dropped to $47.53 by mid-December—another 21.8% decline from his exit. If you'd shorted at his sale price and covered at the December low, you'd have made $4.3 million in four months.

By selling in August, the CEO converted uncertain equity into certain cash. Shareholders who held the same 324,821 shares rode the whole trip—$67 to $48 to $67—and ended up roughly where they started, having absorbed all the volatility. The CEO captured the recovery from April lows (+10.4%) and skipped the subsequent drawdown (-21.8%) by letting someone else provide the liquidity.

The DOJ closed its criminal probe without charges. The company paid $40 million from corporate cash. If you backtested "sell during accounting investigations, buy after settlements," the returns would be uncomfortable for anyone who thinks markets efficiently price executive information advantages. The risk, as it turns out, was shared mostly with shareholders who provided the liquidity View ADM insider data →

A 10b5-1 plan is supposed to be set up when you don't have material information, then it trades automatically.

Executives who want to sell stock face a timing problem sell before bad news and it looks like insider trading. So, the SEC created 10b5-1 plans: set up a trading schedule when you don't have inside information, and the trades execute automatically. Courts protect these plans because, in theory, you couldn't have timed the market.

Legal safe harbor. The New York AG wasn't persuaded when Emergent BioSolutions CEO Robert Kramer set up his plan one day after learning about vaccine contamination at the Baltimore facility.


The CEO sold while the stock was trading between $86 and $122. Everyone who bought from him during those 168 days was on the wrong side of an information trade they didn't know they were making.

The NYAG sued the company as a co-conspirator, not a victim, because the company came out ahead. The safe harbor was designed to align executive and shareholder interests. Instead, it provided a mechanism for value extraction with built-in legal cover. The harbor, it turns out, was quite safe for the CEO. View EBS Insider Data →

The DOJ announced a new National Fraud Division on January 8, which raises the question of what the previous fraud investigators were doing. The $250 million Minnesota child-nutrition fraud case offers some context.

Treasury is flagging banks and fintechs as enforcement targets entities with balance sheets, unlike the actual fraudsters who have fled.

Meanwhile, Congress made 233 trades in payment processors over the past two years: 117 buys, 116 sells. Visa: 108 trades from 28 members (buy/sell ratio 0.86x—slightly bearish). Mastercard: 67 trades, 15 members. PayPal: 43 trades, 15 members. Block: 15 trades from 4 members (ratio 2.75x—notably bullish, though small sample).

I'm not claiming causation. I'm just noting that the people who write financial regulations seem very interested in owning the companies those regulations affect See Lobbying Data →

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Analysis: Top Congress traders so far this year
1 week, 2 days ago | Feb. 5, 2026 3:30 p.m. UTC

QUIVER QUANTITATIVE
FIRST: A LOOK INTO THE 2026 MIDTERMS

HOUSE:
→ 82% chance Democrats take control
*US Supreme Court just said it will allow California redistricting

SENATE:


→ 64% chance Republicans retain control

House Elections Ratings Map

Senate Elections Ratings Map

Which corporations lead the pack in PAC donations this week?

  1. Honeywell International

    → Made four $125k donations to Democratic and Republican committees.
    → Half of those donations are going to the Senate Majority PAC and House Majority PAC, committees to secure a Democratic majority. The two other large donations were allocated to the Congressional and Senate Leadership fund, which aims to elect a Republican majority.

    → Also donated $110k to Advanced Materials PAC

  2. Copart Inc. PAC

    → $75k donation

    → Copart Inc., the online vehicle auction services, donated to the Issa Victory Fund representing Darrell Issa (R-CA).

  3. Valero Energy
    → Valero Energy, which has donated entirely to Republican campaigns this election cycle, reported two more donations this week totaling $135k.

    → Valero donated $70k to the Johnson Leadership Fund, which is associated with Speaker Mike Johnson (R-LA), and $65k for Thune Victory Committee — to raise money for Senate Majority Leader John Thune (R-SD).

  4. AT&T

    → AT&T reported a $60k donation to Thune Victory Committee as well.

Southwest Airlines and Entergy are right on the heels of the major PAC donors this week, donating $60k each to the NRCC and RNC, respectively.

WHO’S OUTPERFORMING THE MARKET?

Already this year, several politicians are outpacing the market, bringing in high returns with a diverse range of portfolios. Some have been taking risks with a concentrated portfolio, while others are making well-timed trades and investing in ETFs.

Top-performing members of Congress YTD

  1. Nicholas Begich (R-AK)
    → YTD return: +18.81%

    Begich’s holdings are split between State Street SPDR, a family of ETFs, the insurance agency Aflac, and Vanguard Inc.

  1. Rand Paul (R-KY)

    → YTD return: +18.80%

    Paul’s stocks are about equally distributed between Gilead Sciences — an American pharmaceutical company — and Southwest Airlines. Paul recently introduced the Restore Prescription Drugs Discount Act, which would allow drug manufacturers to set varying prices for the same product based on the buyer.

  1. Michael F. Bennet (D-CO)

    → YTD return: +16.12%

    Almost all of Bennet’s stocks are allocated to the SSGA active trust.

  1. Brian Babin (R-TX)

    →YTD return: +14.96%
    Babin maintains a portfolio with investments in aviation, defense contractors, major oil companies such as Exxon and Chevron, and the mining company Wheaton Precious Metals.

  1. Robert E. Latta (R-OH)

    → YTD return: +13.63%

    All of Latta’s investments are allocated to the Farmers & Merchants Bancorp, a financial holding company based in Ohio, providing commercial, agricultural, and consumer banking services.

  1. Lucy McBath (D-GA)

    → YTD return: +12.52%

    The majority of McBath’s stocks are allocated to Exxon Mobil.

  1. Rick Scott (R-FL)

    → YTD return: +11.02%

    Scott’s investments are mainly in Gold and SSGA trusts, with almost 60% of his portfolio in $GLDM

  1. Craig Goldman (R-TX)

    → YTD return: +10.34%

    Goldman’s stocks are distributed among Exxon Mobil, Cullen Frost Bank and Diamondback Energy.

In summary

→ The majority of congresspeople making the top 10 are Republican. Some that are seeing high returns have invested in Oil & Gas companies, which are performing better under a Republican administration.

→ Of the two Democrats high on the leaderboard, one has almost all investments allocated to the major oil company Exxon, which has received support from the Trump administration in seizing assets in Cuba.

→ When portfolios are heavily concentrated, they are more likely to experience high volatility, so it’s no surprise that many of these top performers have the bulk of their holdings in a small number of stocks.

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Senator Markwayne Mullin Discloses New Purchase of Carpenter Technology Stock
1 week, 2 days ago | Feb. 5, 2026 2:48 p.m. UTC

Senator Markwayne Mullin disclosed new purchases of Carpenter Technology Corporation ($CRS) stock, according to a periodic transaction report filed this week.

  • The filing shows two separate purchases of Carpenter Technology stock, each valued between $15,001 and $50,000.
  • The transactions were executed on January 5, 2026, and disclosed on February 4, 2026.
  • Carpenter Technology supplies specialty alloys and engineered metals to end markets including aerospace, defense, medical, industrial, and energy.
  • The company’s largest operating segment, Specialty Alloys Operations, includes alloy and stainless steel manufacturing primarily in Pennsylvania, South Carolina, and Alabama.
  • Carpenter derives the majority of its revenue from the United States, with additional exposure to Europe, Asia Pacific, Mexico, and Canada.
  • Senator Mullin serves on the Senate Armed Services Committee, which has jurisdiction over U.S. defense policy and military procurement.
  • Carpenter Technology’s corporate lobbying disclosures show ongoing federal lobbying activity covering defense-related manufacturing, industrial policy, and regulatory matters, according to corporate lobbying records.

Relevant Companies

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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EEOC Opens Investigation Into Nike Over Alleged Race Discrimination Tied to DEI Policies
1 week, 2 days ago | Feb. 4, 2026 7:47 p.m. UTC

The U.S. Equal Employment Opportunity Commission said it has opened a formal investigation into Nike, Inc. ($NKE), alleging the company may have engaged in systemic race discrimination against white employees and job applicants through certain Diversity, Equity, and Inclusion-related policies.

  • The EEOC filed an action in federal court seeking to compel Nike to produce information related to allegations of DEI-related intentional race discrimination.
  • The investigation focuses on whether Nike engaged in a pattern or practice of disparate treatment against white employees, applicants, and program participants.
  • Areas under review include hiring, promotion, demotion, layoffs, internships, mentoring, leadership development, and other career advancement programs.
  • The agency is seeking records dating back to 2018, including layoff selection criteria, use of race and ethnicity data, and whether such data factored into executive compensation.
  • The EEOC identified at least 16 programs that allegedly offered race-restricted mentoring, leadership, or career development opportunities.
  • The subpoena enforcement action was filed in the U.S. District Court for the Eastern District of Missouri after voluntary compliance efforts failed.
  • Nike’s corporate lobbying disclosures show increased federal lobbying activity in the current year compared with every year since 2020, with reported issue areas including labor, employment, and corporate governance matters relevant to the investigation, according to corporate lobbying records.

Relevant Companies

  • Nike, Inc. ($NKE) — Subject of the EEOC investigation and related federal court action concerning employment and DEI-related policies.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Pelosi Sold PayPal Before 27% Drop
1 week, 3 days ago | Feb. 4, 2026 12:29 a.m. UTC

THE QUIVER QUANT
EXECUTIVE SUMMARY

This week's power players are making headlines.

Ken Griffin isn't holding back, warning that CEO decision-making is being warped by a White House that rewards loyalty over merit.

Meanwhile, Nancy Pelosi's timing raises eyebrows again: she sold PayPal two weeks before shares cratered 27% on an earnings miss. And on the optimistic side?

Blackstone's Jon Gray is calling it—2026 is the year the IPO window finally blows open. Three stories. Three signals. Let's dig in

MIDTERMS
Things are heating up for the midterms. Here are the current probabilities: The House: 83% Dem · Senate: 65% GOP ·

Our new midterm elections dashboard is live on Quiver. Check it out to see congressional races and who is favored to win.

STRATEGY PERFORMANCE

Track every trade in real time with Quiver Premium

THE EDITORIAL QUANT
ADM Called it “Risk Sharing.” The SEC Called It Fraud.

There's a certain poetry to the language arc of accounting fraud. Archer-Daniels-Midland executives started by calling their $20 million revenue manipulation a "rebate." When that sounded too much like what it was, they rebranded it as "risk sharing." The SEC, perhaps lacking the same creative writing budget, eventually settled on "accounting fraud" and a $40 million fine, (about 0.12% of market cap), or what the stock moves on a slow Tuesday. The word "fraud" is now in the official record, which I suppose is something.

POLITICS
Midterm Money Flows

QUIVER DATA
Insider Trades

QUIVER PELOSI UPDATE

QUIVER NEWS
What we’re watching:
→ Ken Griffin Says CEOs Fear a White House that Rewards Loyalist

Ken Griffin sharpened his criticism of the Trump administration, warning that a political culture perceived as rewarding loyalty: Read analysis →

→ Pelosi Sold PayPal Stock Before 27% Drop

Nancy Pelosi disclosed a sale of PayPal Holdings, Inc. ($PYPL) common stock roughly two weeks before Read analysis →

→ Blackstone’s Jon Gray Says 2026 Will Be the Year of IPOs

Jon Gray is betting that the long-awaited reopening of the US IPO market is finally at hand, arguing that 2026 is shaping up to be a breakout year: Read analysis →

SOCIAL MEDIA ROUNDUP
WHAT QUIVER’S POSTING

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Blackstone’s (BX) Jon Gray Says 2026 Will Be the Year IPOs Roar Back
1 week, 3 days ago | Feb. 3, 2026 9:09 p.m. UTC

Jon Gray is betting that the long-awaited reopening of the US IPO market is finally at hand, arguing that 2026 is shaping up to be a breakout year for public listings. Speaking at the WSJ Invest conference, the Blackstone president pointed to a friendlier regulatory backdrop, easing interest-rate pressure and a growing backlog of high-profile private companies preparing to tap public markets. Gray said IPO momentum has been quietly building since last year, when Blackstone-backed Medline delivered the biggest US offering of the year. That success, combined with renewed confidence in capital markets, has encouraged both issuers and sponsors to accelerate timelines after years of delay driven by volatility and tighter financial conditions. Market Overview:

  • Blackstone sees 2026 as a pivotal year for US IPO activity
  • Lower interest rates and regulatory normalization are lifting deal confidence
  • Large private companies are re-entering the public-market pipeline
Key Points:
  • Gray cited Medline’s $6.26 billion IPO as a signal of renewed market depth
  • Potential listings include marquee private firms such as SpaceX, OpenAI and Anthropic
  • Blackstone reported a surprise jump in distributable earnings as dealmaking accelerated
Looking Ahead:
  • Gray expects labor-market trends and cooling inflation to support further rate cuts
  • Investment-grade private credit is poised for strong growth across infrastructure sectors
  • Normalized M&A reviews could further unlock pent-up transaction activity
Bull Case:
  • Jon Gray’s call for a breakout IPO year in 2026 aligns with an improving macro backdrop — easing rates, stabilizing inflation, and restored regulatory clarity — which collectively support renewed risk appetite for public listings.
  • The success of large transactions like Blackstone-backed Medline’s $6.26 billion IPO demonstrates that investor demand for scale, profitability, and brand-name issuers remains robust, paving the way for a surge in high-profile debuts.
  • Gray’s remarks suggest that marquee private companies such as SpaceX, OpenAI, and Anthropic are nearing readiness to go public, which could reignite enthusiasm in equity markets and deliver liquidity events critical for venture and private equity investors.
  • Blackstone’s own increase in distributable earnings and dealflow reinforces that both institutional capital and underwriting pipelines are expanding, supporting a synchronized recovery across equity, credit, and real-asset markets.
  • Private credit’s strength — financing infrastructure, energy, and tech buildouts — provides a complementary bridge to public markets, linking capital formation with real economic investment and fueling a broader asset-class re-rating.
  • For investors, 2026 could mark the early phase of a new equity cycle where improved transparency, normalized regulation, and pent-up issuance converge to refresh liquidity and portfolio diversification opportunities.
Bear Case:
  • Despite optimism, a meaningful rebound in IPOs could be capped by lingering valuation mismatches between private and public markets, as elevated investor selectivity forces issuers to accept lower multiples or delay listings again.
  • Rate-cut expectations may prove premature if inflation re-accelerates or growth cools unevenly, leading to renewed market volatility that undermines confidence in capital formation and the IPO pipeline.
  • High-profile issuers like OpenAI or SpaceX carry outsized expectations — if early 2026 offerings underperform, it could sour sentiment and stall broader issuance momentum for another cycle.
  • While private credit’s growth looks strong on paper, systemic risks could emerge if weaker borrowers or sectors face tightening refinancing conditions, creating hidden stress within leveraged portfolios.
  • Policy or geopolitical shocks — from election-year uncertainty to trade and regulatory disputes — could derail market confidence and pressure dealmakers to pull back just as pipelines expand.
  • For investors, enthusiasm for a “reopening” IPO market could fade if first movers deliver mediocre returns, reinforcing structural caution after years of uneven listing outcomes and high post-IPO volatility.
Beyond IPOs, Gray struck an optimistic tone on private credit, emphasizing that headline risks have not matched conditions inside Blackstone’s portfolio. He acknowledged isolated stress among weaker borrowers but described the overall market as healthy, particularly at the higher-quality end of the credit spectrum. Gray said investment-grade private credit is increasingly filling financing gaps left by traditional lenders, funding everything from energy and transportation to digital infrastructure and consumer finance. With capital abundant and policy easing expected to continue, he argued the foundation is in place for both public listings and private investment to expand in tandem.

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Ken Griffin Says CEOs Fear a White House That Rewards Loyalists
1 week, 3 days ago | Feb. 3, 2026 7:28 p.m. UTC

Ken Griffin sharpened his criticism of the Trump administration, warning that a political culture perceived as rewarding loyalty over neutrality puts business leaders in an uncomfortable position. Speaking at a Wall Street Journal event, the Citadel founder said most chief executives have little appetite for publicly aligning themselves with any White House in order to safeguard corporate interests. Griffin argued that favoritism — or even the appearance of it — distorts decision-making for companies that rely on stable rules rather than political proximity. When executives believe outcomes hinge on personal relationships with the president, he said, it undermines confidence that markets and institutions are serving the broader public interest rather than narrow winners. Market Overview:

  • Ken Griffin criticized political favoritism and its chilling effect on corporate leadership
  • He questioned Trump-era decisions that appeared to enrich the president’s family
  • Comments reflect growing unease among executives over politicized governance
Key Points:
  • Griffin said most CEOs resist being pressured to publicly support an administration
  • He warned favoritism can cause firms to win or lose based on political alignment
  • Trump’s net worth reportedly doubled during his reelection campaign period
Looking Ahead:
  • Corporate leaders may become more vocal about perceived governance risks
  • Political scrutiny of executive influence and family enrichment is likely to intensify
  • Griffin left open the possibility of future public service or political involvement
Bull Case:
  • Ken Griffin’s remarks highlight growing corporate courage and accountability, signaling that leading executives may increasingly push back against politicized governance and advocate for institutional integrity — a trend that could strengthen investor confidence in rule-based markets.
  • Public acknowledgment of favoritism’s risks could foster a healthier separation between politics and business, encouraging more transparent policymaking and leveling the playing field for firms competing on merit rather than proximity to power.
  • By voicing systemic concerns, Griffin positions himself — and other CEOs — as defenders of market stability, potentially inspiring a broader movement among corporate leaders to reassert independence from partisan influence.
  • Investors could view renewed emphasis on corporate neutrality as a stabilizing force for governance, compliance, and capital allocation, reducing political-risk premiums that often cloud market valuations in heavily politicized environments.
  • From a reputational standpoint, Griffin’s stand underscores responsible leadership under pressure, reminding stakeholders that long-term enterprise value is best served when ethics and transparency outweigh political advantage.
Bear Case:
  • Public criticism of the Trump administration could polarize investors, clients, and policymakers, potentially inviting backlash that complicates regulatory relations or market access for Citadel and other outspoken firms.
  • By speaking out without offering specific policy solutions, Griffin risks being seen as engaging in political rhetoric rather than constructive dialogue, which could dilute the practical impact of his concerns.
  • If other CEOs remain silent, Griffin’s comments might be viewed as an isolated protest rather than the start of a meaningful movement, limiting any near-term influence on corporate behavior or governance standards.
  • Political favoritism may remain entrenched regardless of executive disapproval, leaving markets vulnerable to continued politicization — undermining faith in “neutral” decision-making and sustaining systemic distortions.
  • For corporate leaders, the episode illustrates the communication tightrope between moral leadership and political pragmatism, where missteps can risk alienating customers, donors, or government stakeholders critical to business operations.
The remarks underscore a broader tension between corporate America and political power, as executives weigh the costs of silence against the risks of speaking out. Griffin’s comments suggest that concerns about institutional integrity are increasingly shared among elite business circles, even if they are not always voiced publicly. While Griffin stopped short of outlining specific policy prescriptions, his critique reflects anxiety that blurred lines between politics and private gain could erode trust in the economic system. Whether business leaders heed his call to speak more openly may shape how forcefully corporate America responds to political pressure in the years ahead.

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Nancy Pelosi Sold PayPal Stock Before 27% Drop as Shares Sink on Earnings Miss
1 week, 4 days ago | Feb. 3, 2026 3:30 p.m. UTC

Nancy Pelosi disclosed a sale of PayPal Holdings, Inc. ($PYPL) common stock roughly two weeks before the company’s shares fell sharply following a weak earnings report and a reduced profit outlook.

  • The periodic transaction report shows a sale of 5,000 shares of PayPal Holdings, Inc. ($PYPL) on December 30, 2025, valued between $250,001 and $500,000.
  • PayPal stock closed at around $59 per share on December 30, 2025. That would put the value of Pelosi's sale at around $295,000.
  • Since the disclosed sale, PayPal shares have declined about 27%.
  • The stock fell roughly 17% in the latest session following PayPal’s fourth-quarter earnings report.
  • PayPal reported Q4 revenue of $8.68 billion, below the $8.80 billion consensus estimate, and adjusted EPS of $1.23 versus expectations of $1.28.
  • The company issued a 2026 profit outlook below Wall Street expectations and announced leadership changes, naming HP executive Enrique Lores as incoming CEO effective March 1.

Relevant Companies

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Burry bought GameStop. Again.
2 weeks ago | Jan. 30, 2026 6 p.m. UTC

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Michael Burry is long GameStop. This is intrinsically funny because he famously sold (GME) just before it went to the moon in 2021. Now he's calling it a value play (trading near tangible book value) rather than a meme redux.

The thesis is straightforward: he's effectively "paying $1 for every $1 of real assets," positioning GameStop as an asset-backed cigar butt rather than a growth stock. He explicitly praised CEO Ryan Cohen, saying he likes the governance and sees long-term potential despite acknowledging the decline in the legacy videogame retail business.

The joke here is genre-mixing: the serious value investor returns to the meme stock, but this time for boring Buffett-esque reasons. The stock jumped 8% on the news because markets love a sequel.

And the insiders agree with him. Cohen himself recently bought 1 million GME shares in two trades at around $21 per share—worth about $21.4 million—lifting his stake to roughly 9.3%. He told the SEC that CEOs who don't buy their own stock with personal funds "should be fired."

GameStop remains a shrinking retailer with an investment thesis that's three mutually incompatible ideas stapled together: Buffett value + activist governance + internet meme optionality.

The incentives are retail wants fireworks, management wants respectability, and Burry wants vindication. It's also a reminder that "fundamental value" in meme stocks often means "assets you can write a Substack about," not actually discounted cash flows. Read analysis →

Elsewhere, Burry has puts on Oracle, betting against its AI-driven data center expansion. He argues Oracle's massive AI and cloud pivot requires a large, debt-funded data-center buildout that he considers unnecessary and possibly ego-driven.

Oracle has become one of the largest non-financial corporate debt issuers, with tens of billions outstanding as it finances the capex binge. Oracle is debt-funding its massive AI buildout while insiders’ cash out. The company's senior team collectively sold millions at the recent highs:

Their AI strategy is basically: build expensive data centers now, determine if customers actually need them later. It's perfectly aligned incentives - everyone's aligned with themselves.

Bond investors fund the AI dream, equity investors buy the narrative, insiders harvest it, and Burry buys the right to say "told you so" via puts.

What makes the insider selling notable isn't the amount—executives sell stock all the time. It's the timing. These sales came right after Oracle's stock hit all-time highs on AI hype, and right before Burry publicly announced his short. The people closest to Oracle's actual AI demand pipeline decided December was a good time to lighten up.

The symmetry with the first story is fun: Burry is long the dying retailer and short the AI infrastructure darling. In both cases, his thesis is basically "the narrative has outrun the fundamentals." Whether he's right is TBD, but at least he's consistent. Read analysis →

House Republicans advanced a bill to curtail lawmaker stock trading, with a markup on legislation designed to respond to years of scandal over member trades.

The proposal would tighten rules on individual stock trading by members and spouses, though it stops short of an outright ban on holding individual stocks while in office. Reporting highlights that some of the most active traders in Congress made hundreds of trades per year, including transactions that coincided suspiciously with committee work or policy moves.

The people who wrote insider-trading laws are shocked to discover that trading around your own votes looks bad once someone makes a dashboard out of it.

While it is encouraging to see more attention being brought to this issue, Congress has a long track record of preferring to talk about a stock trading ban rather than actually enact it. Read analysis →

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Michael Burry Bets on GameStop as Long-Term Value Play (GME)
2 weeks, 1 day ago | Jan. 30, 2026 1:56 a.m. UTC

GameStop shares jumped after Michael Burry disclosed he has been steadily buying the stock, framing the move as a long-term value investment rather than a revival of meme-stock speculation. The comments from the investor famed for shorting the U.S. housing market added renewed credibility to a name that has largely faded from speculative trading frenzies in recent years. Burry said he views GameStop as trading near tangible book value, with upside tied to disciplined capital allocation under Chief Executive Officer Ryan Cohen. He emphasized patience, governance, and balance-sheet optionality, arguing that the company’s large cash reserves give management flexibility to pursue a transformative acquisition over time. Market Overview:

  • GameStop shares rose more than 6% after Michael Burry disclosed recent purchases
  • Burry characterized the position as a value play, not a short-squeeze trade
  • Renewed attention highlights continued investor focus on GameStop’s cash-rich balance sheet
Key Points:
  • Burry said he expects to be buying near 1x tangible book value and net asset value
  • He expressed confidence in Ryan Cohen’s governance and long-term capital deployment strategy
  • GameStop has used past surges in investor interest to raise billions through equity offerings
Looking Ahead:
  • Investors will watch whether GameStop deploys its cash toward a growth-oriented acquisition
  • Cohen’s recent purchase of 1 million shares reinforces insider alignment with shareholders
  • Bitcoin exposure adds an additional macro-sensitive layer to the company’s capital strategy
Bull Case:
  • Michael Burry’s disclosure lends strong credibility to the fundamental bull thesis for GameStop, reframing the stock from a meme-era relic into a disciplined value play anchored on tangible book value and cash-backed optionality.
  • Burry’s view that he is buying near 1x tangible book underscores that downside may be limited, while upside could come from more efficient capital allocation and a strategically timed transformational acquisition.
  • CEO Ryan Cohen’s renewed insider buying and ongoing emphasis on long-term governance signal management alignment with shareholders, reducing execution risk and reinforcing confidence in disciplined stewardship of GameStop’s liquidity.
  • With a strengthened balance sheet and minimal debt, GameStop retains flexibility to pursue non-core expansion—potentially into adjacent digital, collectibles, or gaming infrastructure verticals that could unlock higher-margin growth opportunities.
  • From an institutional perspective, a shift toward fundamentals and away from speculation could attract long-term value-oriented investors, helping stabilize volatility and gradually rebuild market confidence in the equity story.
Bear Case:
  • Despite Burry’s involvement, the underlying business remains in structural decline—game retail fundamentals have weakened, foot traffic is shrinking, and the company lacks a clear digital transformation path to reignite durable revenue growth.
  • While GameStop’s cash reserves provide near-term stability, the capital is non-productive without a coherent acquisition or reinvestment strategy; poor timing or execution could rapidly erode value if deployed into speculative ventures.
  • Investors may overestimate governance improvements—Ryan Cohen has yet to deliver a consistent, transparent long-term plan, and previous strategic resets (NFT marketplace, crypto experiments) suggest mixed results in allocating capital efficiently.
  • Burry’s buying activity may drive short-term enthusiasm, but without sustained operational improvement or a credible turnaround model, valuation could slip back toward stagnation once initial excitement fades.
  • Broader market risks—particularly crypto volatility and macro slowdowns—could amplify downside, as any Bitcoin-linked exposure adds another layer of unpredictability to an already fragile equity narrative.
GameStop’s evolution from meme-stock icon to balance-sheet-driven value case remains a work in progress, but Burry’s endorsement reframes the debate around fundamentals rather than volatility. His comments suggest that, stripped of speculative excess, the company’s assets and leadership could support a patient, multi-year thesis. Whether that thesis ultimately plays out will hinge on execution, particularly Cohen’s ability to convert a declining core business into a platform for durable cash generation. For now, the trade underscores how GameStop continues to attract high-profile believers even as its market narrative matures.

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Rep. Dale Strong Makes First-Ever Stock Trade With Purchase of IREN Shares
2 weeks, 1 day ago | Jan. 29, 2026 4:11 p.m. UTC

Representative Dale Strong disclosed his first-ever stock trade, reporting a purchase of shares in IREN Limited ($IREN), a data center company focused on power-dense computing infrastructure.

  • The filing shows a single stock purchase between $1,000 and $15,000 in IREN, marking the first trade ever reported by Rep. Strong.
  • Strong serves on the House Appropriations Committee, which is responsible for setting federal government spending levels.
  • IREN operates grid-connected data centers designed for high-performance computing, including cryptocurrency mining, and emphasizes renewable energy use.
  • Throughout last year, Rep. Cleo Fields also purchased IREN shares, representing the first congressional trade in the company at the time. He's made returns of well over 100% on IREN.
  • Iris Energy ($IREN), was incorporated in 2018 and is headquartered in Sydney, Australia.

Relevant Companies

  • IREN Limited ($IREN) – Congressional trading disclosures have drawn attention to the company’s data center and renewable energy-focused operations.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Snap Forms “Specs Inc.” Subsidiary Ahead of Consumer AR Glasses Launch Later This Year
2 weeks, 3 days ago | Jan. 28, 2026 2:30 p.m. UTC

Snap Inc. (Snap Inc. ($SNAP)) has formed a standalone subsidiary, Specs Inc., dedicated to developing and launching its first consumer augmented reality glasses, branded as “Specs,” which are expected to debut later this year.

  • Specs Inc. will operate separately from Snap’s core Snapchat business, and users will not be required to have a Snapchat account to use the device.
  • Snap said the structure allows greater operational focus, partnership flexibility, and the ability to raise outside capital, while confirming the product will launch regardless of external investment.
  • The consumer glasses are designed to be smaller and lighter than Snap’s 2024 developer-only Spectacles, which ran Snap OS and used hand-gesture controls.
  • The new subsidiary is actively hiring for nearly 100 roles globally as development accelerates ahead of launch.
  • Snap has increased its corporate lobbying activity over the past year, according to recent filings, as regulatory scrutiny around social media platforms and youth safety intensifies.
  • Snap is scheduled to report earnings on February 4.

Relevant Companies

  • Snap Inc. ($SNAP) – The company’s valuation, capital allocation, and long-term strategy may be affected by the launch and structure of its standalone AR hardware unit.
  • Meta Platforms ($META) – Operates competing smart glasses products and is planning its own consumer AR hardware roadmap.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Pelosi’s $69M Trade Filing Shows Apple Trim and Fresh Megacap Call Bets
2 weeks, 4 days ago | Jan. 26, 2026 6:01 p.m. UTC

Fresh financial disclosures show Nancy Pelosi filed roughly $69 million in new stock-related transactions, a headline-grabbing mix of large outright sales and smaller, directional call-option purchases that keep her exposure to megacap technology while trimming cash-equity positions. The biggest move was a reported $50 million sale of Apple shares, alongside sales of Nvidia and Disney, signaling a notable reduction in three of the market’s most closely watched bellwethers even as equities remain heavily influenced by mega-cap flows and AI-linked sentiment. Market Overview:

  • Disclosures indicate ~$69M in new trades, led by large sales in Apple and smaller sales in Nvidia and Disney
  • New bullish exposure is expressed through LEAPS call options across Alphabet, Amazon, Apple, and Nvidia
  • Mix of de-risking via share sales and maintaining upside via long-dated calls keeps tech beta in the portfolio
Key Points:
  • Major sells: ~$50M Apple shares, plus ~$5M Nvidia and ~$5M Disney
  • New calls: ~$500K each in Alphabet, Amazon, and Apple LEAPS; ~$250K in Nvidia LEAPS
  • Structure shifts exposure from full notional equity to options-defined risk while preserving participation in upside
Looking Ahead:
  • Traders will parse whether the Apple sale reflects valuation discipline, tax planning, or portfolio rebalancing
  • LEAPS positioning suggests continued conviction in megacap durability, particularly AI and platform monetization
  • Future filings and any additional legs in the trade could clarify whether this is a one-off reshuffle or a broader pivot
Bull Case:
  • Pelosi’s ~$69 million portfolio reshuffle represents disciplined risk management rather than a bearish signal—locking in large gains from mega-cap tech after a strong multi-year run while still maintaining upside through long-dated (LEAPS) call options.
  • The sales of Apple, Nvidia, and Disney free up liquidity and reduce concentrated exposure at elevated valuations, yet LEAPS exposure in Alphabet, Amazon, and Apple shows continued belief in long-term growth themes anchored in AI, cloud, and consumer platforms.
  • By converting direct stock holdings into options-defined exposure, the portfolio becomes more capital-efficient—allowing participation in further appreciation while preserving downside protection and freeing cash for potential rotation into new opportunities or tax planning.
  • Markets could read this as a sophisticated “expressed conviction with controlled risk” move, signaling confidence in megacaps’ structural dominance even amid short-term volatility or policy uncertainty.
  • For traders, Pelosi’s activity reinforces that political and high-profile investors still see value in core tech franchises, supporting sentiment that AI, platform monetization, and earnings durability remain intact drivers of mega-cap leadership in 2026.
Bear Case:
  • The magnitude of the Apple sale—roughly $50 million—could be interpreted as an early warning from a well-connected investor that valuation risks are stretched across major tech names and that reversion after years of outperformance may be near.
  • Despite maintaining exposure via LEAPS, reducing direct equity stakes might decline institutional confidence in the megacap narrative, potentially prompting other large holders to lighten positions and weigh on short-term market sentiment.
  • The trade’s complexity—selling physical shares while buying multiple call legs—may hint at caution or hedging against potential downside catalysts such as earnings deceleration, election-year regulation, or macro shocks affecting rate-sensitive growth stocks.
  • Should Apple, Nvidia, and other big tech names correct meaningfully, even the defined-risk LEAPS could underperform due to decaying time value, leaving the portfolio with reduced participation in any post-dip recovery.
  • For investors tracking political disclosures, the optics of heavy tech sales just ahead of key policy decisions could stoke speculation of front-running or insider awareness, drawing scrutiny and potentially amplifying volatility around subsequent filings.
In portfolio terms, the combination reads less like an exit and more like a reshape: selling concentrated stock blocks generates liquidity and reduces drawdown sensitivity, while long-dated calls can retain upside exposure with a smaller upfront outlay and clearer downside limits. What markets will watch next isn’t just the headline number, but the cadence—whether subsequent disclosures show follow-through into other sectors or a continued preference for keeping risk concentrated in the same handful of mega-cap franchises that have driven index performance.

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Trump Claims DOJ and Congress Are Reviewing Ilhan Omar’s Finances
2 weeks, 5 days ago | Jan. 26, 2026 1:43 p.m. UTC

President Donald Trump said the Department of Justice and Congress are reviewing the finances of Representative Ilhan Omar, citing public claims about her net worth while announcing that former ICE Acting Director Tom Homan is being sent to Minnesota amid broader federal investigations in the state.

  • In a Truth Social post, Trump said DOJ and congressional authorities are looking at Omar’s finances and referenced reports claiming her net worth exceeds $40 million.
  • Trump’s statement did not cite specific filings or charges, and no formal allegations against Omar were announced.
  • Quiver Quant estimates Omar’s net worth at approximately $18 million, based on financial disclosures and related public records.
  • Separate from Omar, Trump said a federal investigation is ongoing into alleged large-scale welfare fraud in Minnesota.
  • Trump said Tom Homan will travel to Minnesota and report directly to the president regarding developments tied to federal enforcement efforts.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Nvidia Invests $2B in CoreWeave as AI Infrastructure Expansion Accelerates
2 weeks, 5 days ago | Jan. 26, 2026 1:36 p.m. UTC

NVIDIA ($NVDA) said it has invested $2 billion in CoreWeave ($CRWV), purchasing Class A common stock at $87.20 per share, as the companies deepen their partnership to expand large-scale artificial intelligence computing capacity.

  • The investment values CoreWeave shares at $87.20 and pushed the stock up about 9% in premarket trading.
  • CoreWeave plans to add more than 5 gigawatts of AI computing capacity by 2030, supported by Nvidia hardware.
  • Nvidia previously agreed to purchase more than $6 billion in services from CoreWeave through 2032.
  • As part of the collaboration, CoreWeave will be among the first customers to deploy Nvidia’s upcoming products, including storage systems and a new standalone CPU.
  • The CPU, branded “Vera,” marks Nvidia’s first standalone CPU offering for data centers.
  • Nvidia’s shares were down less than 1% following the announcement.

Relevant Companies

  • NVIDIA ($NVDA) – Expands strategic investments to support AI infrastructure growth and deploy new data center products.
  • CoreWeave ($CRWV) – Receives significant equity funding to finance large-scale AI data center expansion.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Rep. Kevin Hern Files December Sale of up to $500K in UnitedHealth Shares After CEO Testifies on Health Costs
3 weeks, 1 day ago | Jan. 23, 2026 3:27 p.m. UTC

Representative Kevin Hern disclosed the sale of his entire position in UnitedHealth Group ($UNH), worth between $250,001 and $500,000, according to a newly filed Periodic Transaction Report, following congressional testimony this week by UnitedHealth’s chief executive and other healthcare leaders.

  • The filing shows a sale of UnitedHealth common stock on December 23, 2025, with notification made on December 24, 2025.
  • The transaction was reported as “sell to close” and attributed to a subholding of the Hern Family Revocable Trust.
  • Hern represents Oklahoma’s 1st District and serves on the House Ways and Means Subcommittee on Health.
  • The disclosure follows a House Energy and Commerce Subcommittee on Health hearing focused on health insurance affordability.
  • UnitedHealth CEO Stephen Hemsley testified alongside executives from CVS Health, Elevance Health, and Cigna.
  • Earlier this week, UnitedHealth said it plans to rebate profits from its Affordable Care Act exchange plans in 2026.

Relevant Companies

  • UnitedHealth Group ($UNH) – Subject of the disclosed stock sale and recent congressional testimony on health costs and ACA-related policies.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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U.S. GDP Growth Revised Higher in Q3 2025 as Corporate Profits Jump and Inflation Holds Steady
3 weeks, 2 days ago | Jan. 22, 2026 1:38 p.m. UTC

U.S. economic growth in the third quarter of 2025 was revised higher, with real gross domestic product increasing at a 4.4% annualized rate, according to an updated estimate from the Bureau of Economic Analysis, alongside a sharp rise in corporate profits and steady inflation metrics.

  • Real GDP rose 4.4% in Q3 2025, revised up from the prior 4.3% estimate.
  • Growth was driven by increases in consumer spending, exports, government spending, and investment, partially offset by higher imports.
  • Corporate profits increased $175.6 billion in the third quarter, reflecting an upward revision of $95.5 billion.
  • Real final sales to private domestic purchasers rose 2.9% in Q3.
  • The PCE price index increased 2.8% annualized, while core PCE inflation excluding food and energy rose 2.9%, in line with expectations.
  • Initial jobless claims totaled 200,000 for the week ending January 17, below the 209,000 consensus estimate.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Trump Says Greenland–Arctic Framework Reached, Cancels Feb. 1 Tariffs as Stocks Rally
3 weeks, 2 days ago | Jan. 21, 2026 7:41 p.m. UTC

President Donald Trump said the United States and NATO have formed a framework for a future deal involving Greenland and the broader Arctic region, announcing that previously scheduled tariffs set to take effect on February 1 will no longer be imposed.

  • Trump said the framework followed a meeting with NATO Secretary General Mark Rutte and applies to Greenland and the broader Arctic region.
  • The president said the tariff suspension is directly tied to the understanding reached with NATO partners.
  • Additional discussions are underway related to “The Golden Dome” as it pertains to Greenland.
  • Vice President JD Vance, Secretary of State Marco Rubio, and Special Envoy Steve Witkoff were named as lead negotiators reporting directly to the president.
  • U.S. equities extended gains following the announcement, with the S&P 500 last up about 1.2%.

Relevant Companies

  • Lockheed Martin ($LMT) – Potential involvement in missile defense or Arctic-related defense infrastructure tied to “Golden Dome” discussions.
  • RTX Corp. ($RTX) – Exposure to missile defense systems and radar technologies relevant to Arctic and NATO defense planning.
  • Northrop Grumman ($NOC) – Supplier of missile defense, space, and radar systems potentially relevant to Arctic security initiatives.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Meta Files $6.5 Million New Lobbying Disclosure as Q4 Total Reaches Record High
3 weeks, 2 days ago | Jan. 21, 2026 4:01 p.m. UTC

Meta Platforms ($META) disclosed $6.5 million in additional federal lobbying activity, lifting its fourth-quarter total to the highest quarterly lobbying spend on record for the company, based on a review of historical filings.

  • The $6.5 million filing was submitted in January and applies to lobbying activity conducted during Q4 of 2025.
  • Historical disclosures show Meta’s Q4 total surpassed prior quarterly highs recorded in 2024 and earlier last year.
  • Reported lobbying issues during the quarter include data privacy, antitrust and competition policy, artificial intelligence oversight, online advertising regulation, and platform governance.
  • The record lobbying quarter coincides with recent cost-cutting actions at Meta, including layoffs within its Reality Labs division as the company continues to rein in spending on long-term metaverse initiatives.
  • Q4 filings show sustained attention to AI-related legislation and federal privacy proposals, reflecting expanding regulatory focus on large technology platforms.

Relevant Companies

  • Meta Platforms ($META) – Record lobbying activity aligns with heightened regulatory scrutiny and internal restructuring, including workforce reductions in Reality Labs.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Corporate PACs have already spent over $66 million on the 2026 Midterms
3 weeks, 2 days ago | Jan. 21, 2026 3:51 p.m. UTC

The 2026 Midterm elections are already seeing millions of dollars of corporate PAC donations pour into campaigns for Senate and House seats (along with organizations like the Congressional and Senate leadership funds). With over $66.6 million raised for campaigns and congressional funds, and 407 PACs spending money across political parties, it begs the question: what could be motivating some of the largest PAC spenders this election cycle?

Here’s a closer look at the biggest Corporate PAC donors of this cycle (so far), and what could be driving their spending:

1) Honeywell International2026 Donations (to-date) $2.06m ($938k to Dems, $768k to Reps)Industry: Aerospace / Defense

Top Recipients: Tom Cole (R-OK), Darin LaHood (R-IL), Mark Warner (D-IN), Raja Krishnamoorthi (D-IL), Haley Stevens (D-MI), Katherine Clark (D-MA)

The corporation has been transparent in its political priorities, which include energy efficiency, emission reduction, and national security — priorities that top political recipients have been vocal supporters of. Namely, democrat Haley Stevens has been advocating for a balance between innovation — artificial intelligence, for example — and national security to protect citizens’ private data.

2) Northrop Grumman2026 Donations (to-date) $1.49m ($666k to Dems, $743K to Reps)Industry: Aerospace / Defense

Top Recipients: Cindy Hyde-Smith (R-MS), Julia Letlow (R-LA), Joe Courtney (D-CT)

Northrop Grumman — the fifth-largest U.S. federal contractor — received 87% of its revenue from the federal government in 2024. Recently, the company has faced mass scrutiny over its supply of weapons during the Gaza War, resulting in protests against the government to divest money from the company.

Both Hyde-Smith and Letlow sit on subcommittees for military and national security-related funding, areas that remain likely political priorities for the major U.S. defense contractor.

Northrop Grumman also notably made the largest donation to the top recipient of corporate PAC funds so far this election cycle, the National Republican Senatorial Committee. The committee has received $1.3 million, with Northrop Grumman donating $105,000, more than double what the second-highest corporate PAC donor has given to the committee.

3) Home Depot2026 Donations (to-date) $1.37m ($507.5k to Dems, $805.5K to Reps)Industry: Home Improvement Retail

Top Recipients: Blake Moore (R-UT), Dave McCormick (R-PA), Mark Warner (D-VA)

4) Charter Communications2026 Donations (to-date) $1.29m ($603k to Dems, $622.5K to Reps)Industry: Telecommunications / Media

Top Recipients: Andy Barr (R-KY), John Thune (R-SD), Katherine Clark (D-MA)

5) General Dynamics2026 Donations (to-date) $1.16m ($407.5k to Dems, $641.5K to Reps)Industry: Aerospace / Defense

Top Recipients: Ashley Hinson (R-IA), Joe Courtney (D-CT), Jon Husted (R-OH), Jim Jordan (R-OH), John Carter (R-TX), Pete Ricketts (R-NE)

General Dynamics, another top defense contractor for the U.S., manufactures both military weapons and modern IT technology, including Generative AI technologies to identify insider threats. The company is also a major contractor for the Department of Homeland Security.

6) Boeing2026 Donations (to-date): $1.14m ($397.5k to Dems, $708.5k to Reps)Industry: Aerospace / Defense

Top Recipients: Adam Smith (D-WA), Tom Cole (R-OK), Donald Norcross (D-NJ), Tom Emmer (R-MN), Sam Graves (R-MO)

7) Lockheed Martin2026 Donations (to-date): $1.12m ($357.5k to Dems, $519k to Reps)Industry: Aerospace / Defense

Top Recipients: Tom Cole (R-OK), John B. Larson (D-CT), Mario Diaz-Balart (R-FL), Steve Scalise (R-LA)

Boeing and Lockheed Martin manufactured artillery used in the most recent U.S. military operations, including Operation Absolute Resolve to capture former Venezuelan leader Nicolás Maduro Moros and the Pentagon’s deployment of F-15E fighter jets to the Middle East.

Both companies are two of the top defense contractors, with Lockheed Martin receiving 73% of its revenue from the federal government. In 2024, 26% of its revenue was from sales of the F-35 — a key aircraft in Operation Absolute Resolve.

Adam Smith has served on the House Armed Services Committee for two decades, now as a ranking member, and has been responsible for the allocation of defense projects that include Boeing. Donald Norcross and Sam Graves also serve on the committee.

Tom Cole, who is a top recipient from both Boeing and Lockheed Martin, is a senior member of the House Appropriations Subcommittee on Defense, stating, “Congress has no greater responsibility than to provide our military with the resources needed to confront the challenges to our national security.”

8) Elevance Health2026 Donations (to-date): $1.11m ($445.5k to Dems, $615k to Reps)Industry: Health Insurance

Top Recipients: Randy Fine (R-FL), Andy Barr (R-KY), Angie Craig (D-MN), Susan Collins (R-ME)

While major U.S. Defense and National Security Contractors have dominated the top 10 Corporate PAC donors, Elevance Health — a health insurance company and entity of the Blue Cross Blue Shield Association — has donated $1.1 million to campaigns this cycle, the majority going to Republican candidates and committees.

Randy Fine, the top recipient of Elevance Health donations by $5,000, sits on the Subcommittee on Health, Employment, Labor, and Pensions, which oversees and guides policies related to healthcare coverage.

9) United Parcel Service (UPS)2026 Donations (to-date): $1.02m ($307.5k to Dems, $627.5k to Reps)Industry: Transportation / Logistics

Top Recipients: Andy Barr (R-KY), Dan Sullivan (R-AK), Ashley Hinson (R-IA)

Barr, the top recipient of UPS donations, is a senior member of the House Financial Services Committee, which oversees the economy, banking systems, and securities and exchanges. The committee shapes policy over monetary policy and international finance.

10) Valero Energy2026 Donations (to-date): $970k ($740k to Reps)Industry: Oil / Gas

Top Recipients: John Thune (R-SD), Mike Johnson (R-LA), Steve Scalise (R-LA)

Valero Energy, the 10th highest corporate PAC donor, was the only corporate PAC of the top 10 to donate entirely to Republican campaigns and committees. Valero donated the most money to Senate Majority Leader John Thune. Thune has taken a strong stance on supporting energy sources, including backing bills that would expand the capabilities of the U.S. Energy Industry.

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Rep. Mike Collins Discloses USDC Trade as House Ethics Committee Review Continues
3 weeks, 2 days ago | Jan. 21, 2026 3:42 p.m. UTC

Rep. Mike Collins disclosed buying and later selling USDC stablecoin in a Periodic Transaction Report filed Jan. 20, 2026, as the House Ethics Committee continues reviewing an Office of Congressional Conduct referral involving his congressional office operations.

  • PTR shows a USDC purchase on 12/26/2025 and a USDC sale on 01/12/2026, each for $1,001–$15,000.
  • House Ethics Committee said it received an OCC referral on Oct. 7, 2025, extended the matter on Nov. 21, 2025, and later said it would proceed under Committee Rule 18(a) to gather additional information.
  • OCC findings include allegations that a paid district intern was retained without duties commensurate with compensation and that the intern had a personal relationship with the office’s chief of staff; OCC cites payments of $5,044 (late 2023) and $5,244.44 (late 2024) for the intern role.
  • OCC recommended subpoenas for multiple witnesses, including Rep. Collins and the alleged intern, citing limited cooperation in the review.
  • In a Dec. 31, 2025 letter, counsel for Collins and his chief of staff asked the Committee to dismiss the referrals.

Relevant Companies

None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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UnitedHealth to Rebate 2026 ACA Profits as Congress Debates Extending Premium Tax Credits
3 weeks, 3 days ago | Jan. 21, 2026 3:11 p.m. UTC

UnitedHealth Group ($UNH) said it plans to rebate profits from its Affordable Care Act exchange plans in 2026, according to CEO Stephen Hemsley’s prepared House testimony, as lawmakers weigh whether to extend enhanced ACA premium tax credits.

  • Hemsley said UnitedHealthcare will “eliminate and rebate” its ACA exchange profits for 2026, describing the business as a relatively small part of the company’s overall footprint.
  • The company said it has about 1 million ACA exchange members and is working with Congress and the administration on rebate details.
  • UnitedHealth previously cited “low single digit” margins in its ACA marketplace business.
  • UnitedHealth said it raised ACA premiums by about 25% on average for 2026 and exited some markets, expecting enrollment to drop by roughly two-thirds.

Relevant Companies

  • UnitedHealth Group ($UNH) – Rebates tied to its ACA exchange plan profitability and ongoing policy debate over premium tax credits.
  • Centene ($CNC) – Large ACA exchange exposure; policy changes to subsidies and market dynamics can affect pricing and enrollment.
  • Oscar Health ($OSCR) – ACA-focused insurer; subsidy decisions and exchange enrollment trends can affect results.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Trump Signs Executive Order Restricting Institutional Investors From Buying Single-Family Homes
3 weeks, 3 days ago | Jan. 21, 2026 12:40 a.m. UTC

The White House announced that President Donald J. Trump signed a new executive order aimed at limiting the ability of large institutional investors to purchase single-family homes that could otherwise be bought by individual families, directing multiple federal agencies to adjust housing, lending, and oversight policies accordingly.

  • The order establishes administration policy that large institutional investors should not acquire single-family homes intended for owner-occupants.
  • The Treasury Department is instructed to define “large institutional investor” and “single-family home” within 30 days.
  • Federal agencies, including HUD, USDA, VA, GSA, and the Federal Housing Finance Agency, are directed to issue guidance within 60 days restricting federal programs from facilitating such purchases.
  • Agencies are instructed to promote sales to individual owner-occupants through first-look policies, disclosure requirements, and anti-circumvention measures.
  • The Attorney General and Federal Trade Commission are directed to review institutional acquisitions for potential anti-competitive conduct.
  • The White House is tasked with preparing legislative recommendations to codify the policy.

Relevant Companies

  • Fannie Mae ($FNMA) – Directed to adjust federal housing finance activities to avoid facilitating institutional purchases of single-family homes.
  • Freddie Mac ($FMCC) – Subject to new guidance limiting support for institutional acquisition of single-family homes through federal housing programs.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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DOJ Serves Grand Jury Subpoenas on Minnesota Governor, Minneapolis Mayor, and Attorney General Over ICE Enforcement Probe
3 weeks, 3 days ago | Jan. 20, 2026 7:18 p.m. UTC

The U.S. Department of Justice has served grand jury subpoenas on multiple Minnesota government offices, including those of Governor Tim Walz, Minneapolis Mayor Jacob Frey, and Attorney General Keith Ellison, as part of a federal investigation tied to alleged interference with Immigration and Customs Enforcement operations in the state.

  • The subpoenas were served by the FBI and seek records and communications from at least five Minnesota government offices.
  • Officials targeted include Gov. Tim Walz, Minneapolis Mayor Jacob Frey, St. Paul Mayor Kaohly Her, Attorney General Keith Ellison, and Hennepin County Attorney Mary Moriarty.
  • The investigation centers on whether Minnesota officials conspired to impede federal immigration enforcement during recent ICE operations.
  • The Justice Department declined to comment, and the subpoenas do not cite a specific criminal statute.
  • Federal prosecutors expanded the inquiry after initially focusing on Walz and Frey, according to people familiar with the matter.
  • The probe follows public criticism of ICE operations by several Minnesota leaders and recent unrest linked to immigration protests.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Sen. Markwayne Mullin Bought Chevron and Raytheon Stock Days Before U.S. Venezuela Operation
3 weeks, 4 days ago | Jan. 20, 2026 3:04 p.m. UTC

Senator Markwayne Mullin purchased shares of Chevron Corporation ($CVX) and RTX Corporation ($RTX) on December 29, 2025, according to financial disclosures, days before the U.S. conducted a high-profile operation targeting Venezuelan President Nicolás Maduro. Mullin serves on the Senate Armed Services Committee, which oversees U.S. military policy, defense programs, and national security matters.

  • The disclosed purchases were valued between $15,001 and $50,000 for each stock and were jointly owned.
  • The transactions were executed on December 29, 2025, and publicly disclosed on January 16, 2026.
  • Chevron is directly exposed to U.S. policy toward Venezuela through sanctions, licensing, and oil-sector restrictions.
  • RTX is a major U.S. defense contractor with significant Department of Defense missile and defense systems contracts.
  • Since the trades, Chevron shares have risen approximately 10.1%, while RTX shares have increased about 9.5%.
  • Over the same period, the S&P 500 has traded relatively flat.

Relevant Companies

  • Chevron Corporation ($CVX) – The company operates under U.S. sanctions and licensing frameworks governing Venezuelan oil activity.
  • RTX Corporation ($RTX) – A primary defense contractor whose revenue is tied to U.S. military operations and procurement.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Palantir Secures Hundreds-of-Millions Software Deal With HD Hyundai as AI Push Expands in Heavy Industry
3 weeks, 4 days ago | Jan. 20, 2026 2:35 p.m. UTC

U.S. data analytics firm Palantir Technologies ($PLTR) has reached a multi-year agreement to expand its software deployment across HD Hyundai, a South Korea-based industrial conglomerate with operations spanning shipbuilding, energy systems, construction equipment, and robotics. The deal is expected to generate hundreds of millions of dollars in revenue for Palantir over several years, according to reporting shared with Reuters at the World Economic Forum in Davos.

  • The agreement expands an existing relationship between Palantir and HD Hyundai that began in 2021.
  • Palantir’s Foundry and Artificial Intelligence Platform will be deployed across multiple HD Hyundai business units.
  • The partnership includes plans to establish a joint Center of Excellence focused on AI and data analytics.
  • HD Hyundai operates globally in shipbuilding, marine engines, heavy machinery, energy systems, and industrial robotics.
  • Palantir has recently disclosed lobbying activity related to artificial intelligence, government software procurement, and defense-adjacent technology policy.

Relevant Companies

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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House Democrats Introduce Articles of Impeachment Against DHS Secretary Kristi Noem
4 weeks, 1 day ago | Jan. 15, 2026 3:40 p.m. UTC

Representative Robin Kelly (D-Ill.) formally introduced articles of impeachment against Homeland Security Secretary Kristi Noem, citing alleged obstruction of Congress, violations of public trust, and self-dealing, according to the resolution filed in the House.

  • The impeachment resolution was introduced by Rep. Kelly and referred to the House committee of jurisdiction.
  • The measure includes three articles: obstruction of Congress, violation of public trust, and self-dealing.
  • Article I alleges DHS unlawfully restricted congressional access to ICE detention facilities despite federal law permitting oversight visits.
  • Article II cites alleged violations of the Immigration and Nationality Act, constitutional protections, and due process during ICE operations.
  • Article III claims misuse of position, including a $200 million ICE recruitment ad campaign allegedly routed through a non-competitive contracting process.
  • As of now, 80 House Democrats are listed as cosponsors of the resolution.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Rep. Julia Letlow Files Dozens of Late Stock Trades, Including Micron Purchase Up 370%+
1 month ago | Jan. 14, 2026 3:47 p.m. UTC

Representative Julia Letlow filed over 100 stock transactions after the required disclosure deadline, including multiple trades in Micron Technology ($MU), one of which was made in April and has risen more than 370% since the trade date. Letlow serves on the House Committee for Appropriations which handles legislation that controls federal spending.

  • Late filings involve dozens of stock transactions disclosed well past the STOCK Act deadline of 45 days.
  • One April purchase of Micron Technology ($MU) shows a gain of roughly 370% based on current return data.
  • Disclosure data shows several other high-return trades, including Warner Bros. Discovery ($WBD) with gains above 250% and Tapestry ($TPR) exceeding 200%.
  • Under the STOCK Act, late transaction reports are typically subject to a $200 civil penalty.
  • Letlow, a Republican representing Louisiana’s 5th congressional district, has served in the House since 2021.

Relevant Companies

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Federal Prosecutors Seek Interview With Sen. Elissa Slotkin Over Military Video
1 month ago | Jan. 14, 2026 3:54 a.m. UTC

Senator Elissa Slotkin of Michigan said she has learned that federal prosecutors in Washington, D.C., are seeking to interview her in connection with a video she organized urging U.S. service members to refuse illegal orders, according to her office. The request came from the office of U.S. Attorney Jeanine Pirro, though officials declined to confirm whether a formal investigation is underway.

  • Slotkin said her office was contacted by prosecutors seeking an interview with her or her private counsel.
  • The video was organized with five other Democratic lawmakers who are military veterans.
  • Its message focused on the obligation of service members to disobey unlawful orders.
  • The U.S. attorney’s office declined to confirm or deny an investigation.
  • Defense Secretary Pete Hegseth announced administrative actions against Sen. Mark Kelly, who also appeared in the video.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Rep. Gil Cisneros’ Drone Stock Trade in AeroVironment Draws Attention After Shares Jump 54%
1 month ago | Jan. 13, 2026 8:07 p.m. UTC

Representative Gil Cisneros disclosed a December 15 purchase of AeroVironment ($AVAV) shares as the defense contractor expanded its role in U.S. and allied military programs tied to unmanned systems, counter-UAS, and C4ISR modernization.

  • Cisneros serves on the House Armed Services Committee and holds seats on the Subcommittee on Intelligence and Special Operations, Subcommittee on Military Personnel, and Subcommittee on Seapower and Projection Forces.
  • Shares of AeroVironment ($AVAV) are up about 54% since the disclosed purchase.
  • In 2025, the company’s lobbying disclosures list issues including C4ISR integration, defense authorization and appropriations, unmanned aircraft systems, loitering munitions, and counter-UAS policy.
  • Oversight of C4ISR falls directly within the jurisdiction of the Intelligence and Special Operations, Seapower and Projection Forces, and Military Personnel subcommittees, which address battlefield intelligence, networked warfare, and operational readiness.
  • The firm recently secured major awards, including an $874 million foreign military sales IDIQ for UAS and counter-UAS systems and a $743 million Army contract ceiling increase for Switchblade systems.
  • USAspending data shows roughly $500 million in federal contract obligations to the company in 2025, primarily from the Department of Defense.

Relevant Companies

  • AeroVironment ($AVAV) — Directly affected by congressional oversight of C4ISR modernization, counter-UAS procurement, and recent Department of Defense contract activity.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Trump Announces 25% Tariff on Countries Doing Business With Iran
1 month ago | Jan. 12, 2026 9:55 p.m. UTC

President Donald Trump said the United States will impose a 25% tariff on any country that conducts business with Iran, announcing the policy in a post on Truth Social and stating that the measure takes effect immediately.

  • The tariff applies to “any and all business” conducted with the United States by countries that also do business with Iran.
  • Trump said the order is “final and conclusive,” signaling no planned exemptions or phase-in period.
  • The announcement was made via the president’s official Truth Social account.
  • The move adds a new layer of economic pressure tied to U.S. policy toward Iran.
  • No formal executive order or Treasury guidance had been released at the time of the announcement.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Bryan Steil’s Stock Trading Proposal Sparks Clash in Congress as Lawmakers Push Competing Bans
1 month ago | Jan. 12, 2026 6:05 p.m. UTC

House leaders are weighing a new proposal from Representative Bryan Steil that would allow members of Congress to keep existing stock holdings while banning new purchases, drawing immediate opposition from House Democrats and renewed momentum for a broader bipartisan push to restrict lawmakers’ stock trading.

  • The Steil-backed bill would permit members to retain stocks they owned before entering Congress.
  • Lawmakers would be prohibited from buying new stocks and could only sell existing positions after giving seven days’ notice.
  • House Democrats released a statement opposing the measure, saying it fails to eliminate conflicts of interest tied to owning or selling stocks.
  • Representatives including Pramila Jayapal, Alexandria Ocasio-Cortez, and Jamie Raskin called for a full ban on members owning and trading stocks.
  • Representative Anna Luna said a bipartisan discharge petition has led to a bill expected to move out of committee that would prohibit members from buying individual stocks.
  • Supporters of the competing effort say the new bill reflects growing bipartisan pressure for stricter trading rules in Congress.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Apple Taps Google’s Gemini to Power AI Features in Siri Under New Multi-Year Partnership
1 month ago | Jan. 12, 2026 3:30 p.m. UTC

Apple ($AAPL) has entered a multi-year partnership with Alphabet ($GOOGL) to use Google’s Gemini models and cloud technology to support AI features in products including Siri, with rollout expected later this year.

  • The agreement will use Google’s Gemini models as part of Apple’s foundation model strategy for AI-powered experiences.
  • Apple said it selected Google after evaluating multiple technology partners for large-scale AI infrastructure.
  • The partnership covers both model capabilities and cloud services supporting AI workloads.
  • The announcement pushed Alphabet to the $4 trillion market capitalization milestone.
  • Apple plans to integrate the new AI features across its ecosystem, starting with Siri.

Relevant Companies

  • Apple ($AAPL) — Expands AI functionality across core products, including Siri and future on-device and cloud-based features.
  • Alphabet ($GOOGL) — Gains a major enterprise partnership for Gemini and cloud infrastructure adoption.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Warren to Hold Unofficial Hearing as HUD Whistleblowers Allege Lapses in Fair Housing Enforcement
1 month ago | Jan. 12, 2026 3:25 p.m. UTC

Massachusetts Senator Elizabeth Warren will convene an unofficial hearing Tuesday to spotlight allegations that the U.S. Department of Housing and Urban Development has failed to adequately enforce federal fair housing laws, as two whistleblowers prepare to testify about internal retaliation and reduced civil rights enforcement.

  • The whistleblowers are civil rights attorneys from HUD’s fair housing division who say they faced termination or administrative leave after signing a report criticizing enforcement practices.
  • The hearing will examine claims that HUD has shifted away from addressing systemic discrimination by landlords and lenders.
  • Warren invited Housing Secretary Scott Turner and senior officials to appear at the forum scheduled for Jan. 13.
  • According to one whistleblower, the number of HUD fair housing attorneys has fallen from 27 at the start of the Trump administration to nine today.
  • HUD previously issued termination notices to hundreds of staff during a federal shutdown, including many involved in discrimination investigations.
  • Advocacy groups say reduced federal funding has forced cutbacks in fair housing enforcement nationwide.

Relevant Companies

  • None found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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World Liberty Financial Launches Crypto Lending Platform to Expand Use of USD1 Stablecoin
1 month ago | Jan. 12, 2026 2:13 p.m. UTC

World Liberty Financial has launched a new lending-and-borrowing platform, World Liberty Markets, aimed at expanding adoption of its USD1 stablecoin and WLFI token as competition intensifies in the stablecoin and decentralized finance sector.

  • The new platform allows users to lend and borrow digital assets, including USD1, WLFI, Ether, tokenized Bitcoin, and leading stablecoins USDC and USDT.
  • World Liberty Markets debuted Monday and is powered by Dolomite, a crypto lending and borrowing protocol.
  • USD1 has reached a reported $3.4 billion market value since its launch last year.
  • The company plans to add new collateral types over time, including potential real-world assets.
  • A mobile app with integrated lending features is expected later this year, alongside plans for a debit card tied to the stablecoin.
  • The firm is also seeking a U.S. bank charter to expand USD1 operations and target institutional users.

Relevant Companies

  • Coinbase ($COIN) — Operates major crypto trading and custody platforms that could see increased stablecoin lending activity.
  • Block ($SQ) — Through its crypto and payments ecosystem, may be affected by broader stablecoin usage in financial services.
  • Visa ($V) — Actively integrates stablecoin settlement tools that could intersect with expanded lending and payment use cases.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Mary Peltola Enters Alaska Senate Race, Setting Up High-Stakes 2026 Midterm Battle
1 month ago | Jan. 12, 2026 2:06 p.m. UTC

Former Alaska Representative Mary Peltola launched a campaign to challenge Senator Dan Sullivan in Alaska’s U.S. Senate race, placing the seat in play for Democrats ahead of the 2026 midterms. The contest comes as Alaska voters face rising costs tied to health insurance premiums, tariffs affecting trade with Canada, and ongoing debates over energy policy and federal subsidies.

  • Peltola previously represented Alaska’s at-large House district and narrowly lost reelection in 2024.
  • She announced her Senate bid with a campaign focused on lowering grocery and energy costs, protecting fisheries, and expanding affordable housing.
  • Alaska has some of the highest Affordable Care Act premiums after the expiration of enhanced subsidies this month.
  • Sullivan voted to advance debate on extending ACA subsidies but supported maintaining tariffs on Canada that have affected Alaska’s economy.
  • Both candidates support expanded oil and gas development, a central issue in the state.
  • The race can be tracked on our midterm elections dashboard, which follows this contest and other key Senate and House races nationwide.

Relevant Companies

    None Found

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Trump Calls for One-Year Cap on Credit Card Interest Rates at 10% Starting January 2026
1 month ago | Jan. 10, 2026 1:26 a.m. UTC

President Donald Trump said in a Truth Social post that he will seek to impose a one-year cap on credit card interest rates at 10%, starting January 20, 2026, as part of an effort to reduce borrowing costs for consumers.

  • Trump said the proposed cap would limit credit card interest rates currently ranging from 20% to 30%.
  • The policy would take effect on January 20, 2026, marking one year into his current administration.
  • He framed the proposal as part of a broader affordability initiative aimed at lowering household financial burdens.
  • The announcement was made via Truth Social and has not yet been accompanied by formal regulatory or legislative details.
  • Any nationwide rate cap would likely require congressional action or regulatory coordination with financial agencies.

Relevant Companies

  • Visa ($V): Lower interest rate caps could affect issuer economics and transaction volumes across major card networks.
  • Mastercard ($MA): Policy changes impacting credit card pricing could influence usage patterns and network fees.
  • American Express ($AXP): As both a network and issuer, AmEx could see direct effects on interest income from cardholders.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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Unveiling Quiver 2026 Midterm Election Dashboard
1 month ago | Jan. 9, 2026 10:15 p.m. UTC

As we round the corner into the 2026 midterm elections, all eyes are on the congressional races. With all 435 districts in the House of Representatives and 33 U.S. Senate seats up for election, the midterms will determine whether Congress remains under Republican control or shifts to Democratic control. Aside from the political implications, this election is bound to also have a major impact on the stock market, and many corporate PACs have already started making big donations to influence different races.

To provide a holistic overview of election campaigning and corporate influence as we inch closer, Quiver Quantitative has launched a new dashboard to track midterm updates, from what seats in the Senate and House of Representatives are the most contested to candidates’ financial backings.

Here is a breakdown of some of the key features:

Election Projections

Quiver Quantitative’s dashboard includes projected outcomes of the House and Senate races, including what seats are solid Republican or Democrat, which ones are a toss-up, and, using all of that data, which party is likely to seize control. These numbers are based on implied probabilities taken from prediction markets.

These projections currently indicate that the Democrats are expected to have around a 79% chance of controlling the House after the midterms, a 50% margin over Republicans. The Senate projections swing the other way, with Republicans having a 66% chance of retaining control.

Individual Race Tracking

In addition to the projections for the overall outcomes, there is also a table to track individual matchups. If you are particularly interested in the seats identified as a ‘toss ups,’ you can see specifically what candidates are part of the more contested races. These “Toss Up” designations are based on projections from Cook Political Report (CPR).

But the dashboard does not stop there. For looking into a specific congressional district, maybe to see who a politician’s opposition is, you can go into the “Track” module for a more detailed exploration of the race.

  • In Wisconsin’s 3rd Congressional District, for example, Quiver Quantitative’s tracking shows incumbent Derrick Van Orden compared to opponents Rebecca Cooke and Emily Berge.

    • This dashboard includes information on a candidate’s fundraising. The ‘Quarterly Committee Fundraising Amount’ refers to a candidate’s net funds raised by a politician in three months; the ‘Committee Cash on Hand’ refers to the unspent funds a political committee has at present. Both of these dictate the financial support a candidate has during the campaigning period, while maintaining transparency into said candidate’s backing.

Each seat up for election in the House and Senate contains a similar dashboard.

But what if there is a race that is important to pay particularly close attention to?

For example, in Michigan, Democratic Senator Gary Peters is not seeking reelection, leaving an open seat. In a state that President Donald Trump narrowly won, this race could be particularly important to watch. So, what does the financial support and breadth look like for candidates?

Quiver Quantitative’s new midterm tracking page links to a politician’s financial profile, including where they have received recent donations. Republican Candidate Michael J Rogers, for example, has a profile that lists recent donations in support and opposition of his campaign, including Corporate PAC donors.

The personal dashboards connected to the 2026 Midterm Elections page can track spending in support of a campaign, including outside spending.

Which can then be compared to a candidates opponent…

The 2026 Midterms dashboard contains insightful clues into a candidate’s profile, including the breadth of support for their campaigns. With Quiver Quantitative’s data collected into one accessible page, you can see which direction the elections for your district may sway, or just identify key battlegrounds in a divisive political climate.

We are planning to continue adding new features to this dashboard in advance of the Midterms, so check back in as we continue to make updates. As always, please reach out to [email protected] if you have any feedback or recommendations for new features.

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Markets bet on whether Trump will announce his new Chair of the Federal Reserve in 2026
1 month ago | Jan. 8, 2026 11:35 p.m. UTC

Kalshi has reported 43,776 in volume over the last 24 hours on their market for “Will Trump announce his new Chair of the Federal Reserve in 2026?”, making it one of the hottest markets on the platform today.

The market currently is implying a 85% chance for "Before Feb 1", which is neutral from yesterday, when the market implied a 85% probability.

If the President announces a new nominee for Chair of the Federal Reserve before Feb 1, 2026, then the market resolves to Yes.

In total, this market has seen a volume of 335,675 transactions since it was first opened on December 02, 2025. There are 188,108 positions of open interest in this market, and the overall liquidity is sitting at 7,854,136 contracts.

Based on Quiver’s tracking, here are 10 of the finance and politics markets that have had the most volume on Kalshi over the last 24 hours:

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Markets bet on whether government spending will decrease by $1 billion before 2025
1 month ago | Jan. 8, 2026 11:35 p.m. UTC

Kalshi has reported 58,665 in volume over the last 24 hours on their market for “Will government spending decrease by 1 before 2025?”, making it one of the hottest markets on the platform today.

The market currently is implying a 6% chance for "At least 1 billion", which is up from yesterday, when the market implied a 5% probability.

If government spending decreases by at least $1 billion during Q4 2024 to Q4 2025, then the market resolves to Yes.

In total, this market has seen a volume of 2,780,909 transactions since it was first opened on February 25, 2025. There are 954,000 positions of open interest in this market, and the overall liquidity is sitting at 11,272,719 contracts.

Based on Quiver’s tracking, here are 10 of the finance and politics markets that have had the most volume on Kalshi over the last 24 hours:

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Markets bet on whether the unemployment rate (U-3) will be above 4.5% in December
1 month ago | Jan. 8, 2026 11:35 p.m. UTC

Kalshi has reported 47,668 in volume over the last 24 hours on their market for “Will the unemployment rate (U-3) be above 4.5% in December?”, making it one of the hottest markets on the platform today.

The market currently is implying a 45% chance for "Above 4.5%", which is neutral from yesterday, when the market implied a 45% probability.

If the seasonally adjusted unemployment rate (U-3) reported by the Bureau of Labor Statistics in the Employment Situation Report is above 4.5% in December 2025, then the market resolves to Yes.

In total, this market has seen a volume of 219,925 transactions since it was first opened on December 16, 2025. There are 163,635 positions of open interest in this market, and the overall liquidity is sitting at 5,482,813 contracts.

Based on Quiver’s tracking, here are 10 of the finance and politics markets that have had the most volume on Kalshi over the last 24 hours:

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Markets bet on whether real GDP will increase by more than 3.5% in Q4 2025
1 month ago | Jan. 8, 2026 11:35 p.m. UTC

Kalshi has reported 42,227 in volume over the last 24 hours on their market for “Will **real GDP** increase by more than 3.5% in Q4 2025?”, making it one of the hottest markets on the platform today.

The market currently is implying a 45% chance for "Above 3.5%", which is neutral from yesterday, when the market implied a 45% probability.

If real GDP (as measured by the BEA’s seasonally adjusted and annualized Advance Estimate) increases by more than 3.5, then the market resolves to Yes.

In total, this market has seen a volume of 102,472 transactions since it was first opened on October 24, 2025. There are 31,302 positions of open interest in this market, and the overall liquidity is sitting at 4,294,429 contracts.

Based on Quiver’s tracking, here are 10 of the finance and politics markets that have had the most volume on Kalshi over the last 24 hours:

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Markets bet on whether the government will be shut down on January 31
1 month ago | Jan. 8, 2026 11:35 p.m. UTC

Kalshi has reported 141,933 in volume over the last 24 hours on their market for “Will the government be shut down on January 31?”, making it one of the hottest markets on the platform today.

The market currently is implying a 24% chance for "Shut down", which is down from yesterday, when the market implied a 25% probability.

If the website of the U.S. Office of Personnel Management contains a notice that the government is shut down on January 31, 2026 at 10:00 AM ET due to a lapse in appropriations, then the market resolves to Yes.

In total, this market has seen a volume of 1,665,117 transactions since it was first opened on November 11, 2025. There are 883,544 positions of open interest in this market, and the overall liquidity is sitting at 28,341,956 contracts.

Based on Quiver’s tracking, here are 10 of the finance and politics markets that have had the most volume on Kalshi over the last 24 hours:

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Markets bet on whether the President will sign Executive Orders between Jan 4, 2026 and Jan 10, 2026
1 month ago | Jan. 8, 2026 11:35 p.m. UTC

Kalshi has reported 358,894 in volume over the last 24 hours on their market for “Will the President sign Executive Orders between Jan 4, 2026 and Jan 10, 2026?”, making it one of the hottest markets on the platform today.

The market currently is implying a 87% chance for "Yes", which is neutral from yesterday, when the market implied a 87% probability.

If the President signs any Executive Orders during Jan 4, 2026 to Jan 10, 2026, then the market resolves to Yes.

In total, this market has seen a volume of 405,294 transactions since it was first opened on January 04, 2026. There are 224,350 positions of open interest in this market, and the overall liquidity is sitting at 3,729,023 contracts.

Based on Quiver’s tracking, here are 10 of the finance and politics markets that have had the most volume on Kalshi over the last 24 hours:

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