Wall Street's AI Capex Party — It's 2 AM And The Bar Is About To Close

Private credit stalled, enterprise ROI skepticism rising, power grid constraints looming, and open-source models from DeepSeek and Kimi K3 are commoditizing the economics. Credit markets always end the party — and we're watching it live.

https://themanhattan.press/business/2026/08/04/wall-streets-ai-capex-partyits-2-am-the-bar-is-about-to-close/?utm_source=telegram&utm_medium=social&utm_campaign=wall-street-ai-capex-party&utm_content=20260804_wall-street-ai-capex-party

CENTCOM Declares Hormuz Southern Route 'Free And Open' As Washington Closes In On Iran Deal — Wednesday Announcement Imminent

U.S. Central Command confirms the southern Hormuz route is free and open after assisting 1,000+ vessels despite Iranian aggression. Treasury Sec. Bessent says a deal could come "today or tomorrow" — Oman brokering the back-channel as Trump warns Iran: "If they back out again, they are going to get hit really hard."

https://cdm.press/news/middle-east/2026/08/05/centcom-declares-hormuz-southern-route-free-and-open-as-washington-closes-in-on-iran-deal-wednesday-announcement-imminent/?utm_source=telegram&utm_medium=social&utm_campaign=centcom-hormuz-iran-deal&utm_content=20260805_centcom-hormuz-iran-deal

Collins Torpedoes Blanche AG Bid — Trump's DOJ Pick Hanging By One Vote As RINO Maine Senator Cites IRS Shield, Anti-Weaponization Fund, And Abortion Promises

Collins announced she will vote NO on Todd Blanche as AG — leaving Trump's DOJ pick one defection from defeat. She cited the IRS audit shield for Trump's family, the anti-weaponization fund, and attempted indictments of Democratic senators for "constitutionally protected" speech. GOP can only afford to lose one more vote.

https://cdm.press/news/national/2026/08/05/collins-torpedoes-blanche-ag-bid-trumps-doj-pick-hanging-by-one-vote-as-rino-maine-senator-cites-irs-shield-anti-weaponization-fund-and-abortion-promises/?utm_source=telegram&utm_medium=social&utm_campaign=collins-blanche-ag-vote&utm_content=20260805_collins-blanche-ag-vote

Kim Yo Jong Threatens Japan With 'Additional Military Options' — Calls Tokyo A 'War Criminal State' As North Korea Targets Tomahawk Tests And US Alliance

Kim Yo Jong warned Pyongyang will develop "additional military options" against Japan, citing Tokyo's deployment of U.S.-supplied Tomahawk cruise missiles and expanding military exercises. She called Japan a "war criminal state" being weaponized by Washington as a "shock brigade" in Asia — as North Korea coordinates its messaging with Beijing to undercut the U.S.-Japan alliance.

https://cdm.press/news/asia/2026/08/05/kim-yo-jong-threatens-japan-with-additional-military-options-calls-tokyo-a-war-criminal-state-as-north-korea-targets-tomahawk-tests-and-us-alliance/?utm_source=telegram&utm_medium=social&utm_campaign=kim-yo-jong-japan-military-threat&utm_content=20260805_kim-yo-jong-japan-military-threat

Taiwan Launches 10-Day Han Kuang War Games — For The First Time, Drilling Against A PLA Blockade That Could Sever Pacific Supply Lines

Taiwan's 42nd Han Kuang exercise began before dawn Wednesday — for the first time explicitly simulating a PLA maritime blockade of the island's Pacific coast, the route through which U.S. and Japanese resupply would flow in wartime. Also new: mobile internet blackout drills and U.S.-style backbrief command protocols, as Taipei absorbs American military doctrine in real time.

https://cdm.press/news/asia/2026/08/05/taiwan-launches-10-day-han-kuang-war-games-for-the-first-time-drilling-against-a-pla-blockade-that-could-sever-pacific-supply-lines/?utm_source=telegram&utm_medium=social&utm_campaign=taiwan-han-kuang-pla-blockade-drill&utm_content=20260805_taiwan-han-kuang-pla-blockade-drill

AIPAC Burns $90 Million In Michigan — And Loses Anyway As Abdul El-Sayed Crushes Establishment Senate Pick

AIPAC and its dark money arms spent a record $90M — outspending El-Sayed 11-to-1 — and still lost. El-Sayed beat establishment pick Rep. Haley Stevens by ~2 points despite backing from Schumer, Whitmer, and the full Democrat machine. He now faces Mike Rogers in one of the most competitive Senate races in the country.

https://cdm.press/news/politics/2026/08/05/aipac-burns-90-million-in-michigan-and-loses-anyway-as-abdul-el-sayed-crushes-establishment-senate-pick/?utm_source=telegram&utm_medium=social&utm_campaign=aipac-michigan-el-sayed&utm_content=20260805_aipac-michigan-el-sayed

LIVE 10am EST: The SCIF — The Latest From GA With BKP, Atlanta Real Estate Market

Tune in NOW — L Todd Wood and BKP break down the latest from Georgia, the Atlanta real estate market, and what the political class doesn't want you to know. Live M-F 10AM–12PM ET.

https://cdm.press/video/2026/08/05/live-10am-est-the-scif-the-latest-from-ga-with-bkp-atlanta-real-estate-market/?utm_source=telegram&utm_medium=social&utm_campaign=scif-live-20260805&utm_content=20260805_scif-live-20260805

Democratic Socialists Openly Call For The Erasure Of Constitutional Government

DSA politicians are now openly listing their demands: erase the Electoral College, abolish the Senate, pack the Supreme Court, defund police, open borders. 66% of Democrats support socialism. They're not hiding it anymore.

https://coloradofreepress.com/politics/2026/08/05/democratic-socialists-openly-call-for-the-erasure-of-constitutional-government/?utm_source=telegram&utm_medium=social&utm_campaign=dsa-constitutional-government-cfp&utm_content=20260805_dsa-constitutional-government-cfp

The Left Is Lying About Medicare: Trump Ended Biden's Insurer Bailout, Not The Drug Benefit

Democrats flooded X with #RepublicanMedicareCuts — but what Trump actually ended was a Biden-era slush fund that handed $40 billion to insurance companies. Medicare Part D remains fully intact — seniors keep their coverage.

https://cdm.press/news/national/2026/08/05/the-left-is-lying-about-medicare-trump-ended-bidens-insurer-bailout-not-the-drug-benefit/?utm_source=telegram&utm_medium=social&utm_campaign=medicare-trump-biden-bailout&utm_content=20260805_medicare-trump-biden-bailout

Declassified Memos Expose 'Oxferd Comma' — The Secret FBI Probe That Labeled Trump A Russian Asset With No Evidence

The White House released FBI memos confirming a secret 2017 counterintelligence probe opened just one week after Comey's firing — even as the FBI's own lead investigator privately said there was "no big there there." CIA Director Brennan had already briefed Obama and Biden on Hillary Clinton's plan to manufacture the Russia-Trump scandal. Comey was in the room. He knew.

https://cdm.press/news/national/2026/08/05/declassified-memos-expose-oxferd-comma-the-secret-fbi-probe-that-labeled-trump-a-russian-asset-with-no-evidence/?utm_source=telegram&utm_medium=social&utm_campaign=cdm&utm_content=20260805_declassified-memos-oxferd-comma-fbi-probe

Russia Assembles Largest Convoy In The Arctic Since WWII

Russia is moving a massive fleet of sanctioned, non-ice-certified vessels through the Arctic to deliver energy to China — propped up by nuclear icebreakers because the U.S. and Canada combined have barely half an icebreaker patrolling the entire region. The ships are crewed under human trafficking conditions and most aren't ice-rated. The West has zero enforcement presence.

https://armedforces.press/foreign-policy/2026/08/05/russia-assembles-largest-convoy-in-the-arctic-since-wwii/?utm_source=telegram&utm_medium=social&utm_campaign=cdm&utm_content=20260805_russia-arctic-convoy-wwii

The Shadow Of Jihad And Ethnic Cleansing: The Systematic Persecution Of Christians In Kosovo

200,000 Serbs expelled since 1999. Over 150 Orthodox churches destroyed. Kosovo produced more ISIS foreign fighters per capita than any European country — and Pristina's government continues to enable it.

https://thebalkan.press/culture/kosovo-culture/2026/08/06/the-shadow-of-jihad-and-ethnic-cleansing-the-systematic-persecution-of-christians-in-kosovo-a-direct-threat-to-the-balkans/?utm_source=telegram&utm_medium=social&utm_campaign=the-shadow-of-jihad-ethnic-cleansing-christians-kosovo&utm_content=20260806_the-shadow-of-jihad-ethnic-cleansing-christians-kosovo

Iran And Oman Lock In Hormuz Shipping Coordinates — Tehran Says Deal Is Bilateral, Not U.S.-Brokered, As Final Framework Awaits 'Third Party' Green Light

Iranian Deputy FM Gharibabadi confirmed Tehran and Muscat agreed on precise geographic coordinates for a new Hormuz transit corridor. A joint formal announcement is being finalized — but Tehran's "third party" caveat signals the final signature remains fragile.

Roughly 20% of the world's traded oil passes through the strait, and tanker operators have been paying war-risk premiums since February 2026.

https://cdm.press/news/middle-east/2026/08/06/iran-and-oman-lock-in-hormuz-shipping-coordinates-tehran-says-deal-is-bilateral-not-u-s-brokered-as-final-framework-awaits-third-party-green-light/?utm_source=telegram&utm_medium=social&utm_campaign=iran-oman-hormuz-shipping-coordinates&utm_content=20260806_iran-oman-hormuz-shipping-coordinates

Thune And Cotton Are Shielding John Brennan From DOJ — Republican Senate Is Blocking Its Own Party's Investigation

Thune and Cotton have quietly blocked the DOJ from obtaining transcripts needed to prosecute former CIA Director John Brennan for lying to Congress — for months. A floor vote is all it takes. Neither will call one, giving a single Democrat veto power over the entire accountability case.

https://cdm.press/news/national/2026/08/06/thune-and-cotton-are-shielding-john-brennan-from-doj-republican-senate-is-blocking-its-own-partys-investigation/?utm_source=telegram&utm_medium=social&utm_campaign=thune-and-cotton-are-shielding-john-brennan-from-doj-republican-senate-is-blocking-its-own-partys-investigation&utm_content=20260806_thune-and-cotton-are-shielding-john-brennan-from-doj-republican-senate-is-blocking-its-own-partys-investigation

North Korea May Be Deploying Ballistic Missiles To Russia — Or Ukraine's Intelligence Service Wants You To Think So

The only source claiming North Korea has deployed a ballistic missile brigade to Voronezh is Kyiv's military intelligence directorate. Reuters couldn't verify it. Before the NATO crowd uses this to demand more weapons: U.S. disengagement changes Kyiv's calculus far more than it changes Moscow's.

https://cdm.press/news/europe/2026/08/06/north-korea-may-be-deploying-ballistic-missiles-to-russia-or-ukraines-intelligence-service-wants-you-to-think-so/?utm_source=telegram&utm_medium=social&utm_campaign=north-korea-may-be-deploying-ballistic-missiles-to-russia-or-ukraines-intelligence-service-wants-you-to-think-so&utm_content=20260806_north-korea-may-be-deploying-ballistic-missiles-to-russia-or-ukraines-intelligence-service-wants-you-to-think-so

LIVE 10am EST: The SCIF — The Truth From On The Ground In Iran, David Cross On GA Elections

L Todd Wood goes live with boots-on-the-ground reporting from Iran and digs into the Georgia election landscape with David Cross. Legacy media won't touch either story.

Catch The SCIF live M-F 10AM-12PM ET — Watch on X 👆

Senate Votes 8-5 To Hold Fauci In Contempt — Phone Seized, Case Referred To DOJ As Accountability Finally Arrives

Rand Paul's committee voted 8-5 to refer Fauci to the DOJ after he invoked the Fifth Amendment 111 times. His iPhone has been seized by Senate investigators. The Biden pardon was supposed to make this moment impossible — it didn't.

https://cdm.press/news/national/2026/08/06/senate-votes-8-5-to-hold-fauci-in-contempt-phone-seized-case-referred-to-doj-as-accountability-finally-arrives/?utm_source=telegram&utm_medium=social&utm_campaign=senate-votes-8-5-to-hold-fauci-in-contempt-phone-seized-case-referred-to-doj-as-accountability-finally-arrives&utm_content=20260806_senate-votes-8-5-to-hold-fauci-in-contempt-phone-seized-case-referred-to-doj-as-accountability-finally-arrives

China Owns 70% Of The Drone Market Because America Let It Happen — The Answer Is Domestic Manufacturing, Not Accommodation

China just weaponized its drone market stranglehold as a trade lever against the US. Washington spent two decades watching Beijing capture 70% of global commercial drone supply — including dual-use military technology — and did nothing. Diplomatic accommodation does not fix this. American manufacturing does.

https://cdm.press/news/asia/2026/08/06/china-owns-70-of-the-drone-market-because-america-let-it-happen-the-answer-is-domestic-manufacturing-not-accommodation/?utm_source=telegram&utm_medium=social&utm_campaign=china-owns-70-of-the-drone-market-because-america-let-it-happen-the-answer-is-domestic-manufacturing-not-accommodation&utm_content=20260806_china-owns-70-of-the-drone-market-because-america-let-it-happen-the-answer-is-domestic-manufacturing-not-accommodation

Crenshaw Tells Working Americans To Eat Ramen While His Own Net Worth Rose 65% In Congress

Dan Crenshaw — lame duck after losing his own primary by double digits — told Americans complaining about $20 burritos to "stop whining and eat Ramen." His net worth climbed 65% while in office. Trump adviser Alex Bruesewitz had the right response: don't take messaging advice from a guy who just got crushed in a deep-red Texas seat.

https://cdm.press/news/politics/2026/08/06/crenshaw-tells-working-americans-to-eat-ramen-while-his-own-net-worth-rose-65-in-congress/?utm_source=telegram&utm_medium=social&utm_campaign=crenshaw-tells-working-americans-to-eat-ramen-while-his-own-net-worth-rose-65-in-congress&utm_content=20260806_crenshaw-tells-working-americans-to-eat-ramen-while-his-own-net-worth-rose-65-in-congress