Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Wall Street
Joined March 2022
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THE FED SAYS ITS OCTOBER 2028 MEETING WILL NOT INCLUDE A VOTE ON INTEREST RATES, IN A POLICY SWITCH: CNBC
Expo just launched Expo Simulators, letting coding agents test mobile apps in the cloud.
Your agent can now:
1. Start a cloud iOS simulator with one command
2. Install your app and tap through it
3. Send back screenshots and a screen recording so you can review its work
🤝 Paid partnership
Coding agents write mobile code faster than any team can review it.
🙌 Introducing Expo Simulators: cloud simulators built for agents.
Your agent runs its change on a cloud simulator or emulator and brings back the recording before it asks for your attention.
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$SMCI -13%
US PROBES WHETHER ALICE HUANG HELPED SMUGGLE NVIDIA-POWERED SERVERS THROUGH SUPER MICRO: BLOOMBERG
Supermicro $SMCI and Megaspeed face DOJ probes involving Alice Huang, an alleged Chinese spy, Semafor reports.
A separate antitrust probe focuses on Nvidia.
Officials say there is no indication Nvidia or Jensen Huang will face criminal charges at this stage.
Horizon just launched an AI platform that turns trading ideas in plain English into strategies you can backtest and automate through a supported broker.
🤝 Paid partnership
Senate Finance and House tax committee lawmakers are launching an investigation into the Trump administration's approval of Nvidia $NVDA chip exports to China. - Reuters
Supermicro $SMCI and Megaspeed face DOJ probes involving Alice Huang, an alleged Chinese spy, Semafor reports.
A separate antitrust probe focuses on Nvidia.
Officials say there is no indication Nvidia or Jensen Huang will face criminal charges at this stage.
The Information reports Interim Nvidia CEO Colette Kress pushed back on a proposed $250B credit backstop for OpenAI's 8 GW data center buildout.
Nvidia later split the deal, guaranteeing around $100B so far.
SPACEX $SPCX PLANS A $50 BILLION, 6GW, SUPERCOMPUTE CAMPUS IN ARIZONA
FED'S GOOLSBEE SAYS AI INVESTMENT LOOKS LIKE A FORM OF STIMULUS, WITH INFLATION RUNNING WELL ABOVE TARGET
Gold is down 3% after Fed Hammack said "we need to move to restrictive monetary policy to lower inflation"
INSTABOX LAUNCHES CLOUD COMPUTERS FOR AI CODING AGENTS
InstaBox is out of beta with no waitlist, letting you run Claude Code, Codex or OpenCode on a separate computer in the cloud.
The coding tools, browser and desktop are already installed. Give an agent a task, close your laptop, and it can keep working.
You can also copy a configured machine to run several jobs in parallel, each with its own computing resources.
Linux and Android environments are available now. The company says developers and agents created more than a million machines during its first month of beta.
🤝 Paid partnership
Your laptop isn't built for running agents.
Introducing @instabox_sh: cloud computers for AI agents.
We provide multi-OS sandboxes (Linux, Android, Mac, Windows) with GPU and CPU.
We launched in beta <1 month ago, and today, users have created 1M+ boxes.
Give agents their own cloud computers so they don't fight over the same memory, CPU, and ports on your laptop.
Close your laptop, and they keep working.
Get started today → instabox.sh
SpaceX $SPCX is planning around $74B in supercomputing projects across Arizona & Texas.
Arizona: $50B supercompute campus in Cochise County, targeting 6 GW at full buildout.
Texas: $24B for a supercompute facility & gas-fired power plant at Starbase.
Source: Reuters
Simular launched Box, a cloud computer shared by ChatGPT, Claude, Codex & more
One agent can start a task; another can finish it using the same desktop, tabs, files & logins. You can watch live or take oveR
Its computer-use agent scored 80.6% on OSWorld.
🤝 Paid partnership
2,000,000,000 PCs sit on people's desks today.
The next billion computers?
They’ll be autonomous computers, driven by agents.
Introducing box by @Simular: one computer for ChatGPT, Claude, Codex, Gemini, DeepSeek and all your other agents.
With box, agents open apps, run the terminal, fill in forms, and stay signed in for whatever tasks come next.
Who will be $NVDA's next CEO? Odds on Kalshi:
Ian Buck (37%): Creator of CUDA
Colette Kress (23%): CFO since 2013, interim CEO
Rene Haas (10%): Arm CEO, spent 7 years at Nvidia
Tim Cook (5%): Apple CEO, Trump's pick for the job
🤝 Paid partnership
Companies tied to Alice Huang invested in DeepSeek's $15.8B round to help supply it with banned Nvidia Blackwell chips, The Information reports. Litong, linked to Huang, reportedly imported 240,000 Nvidia chips worth at least $7.5B into China since 2023 despite export controls.
