DEEPSEEK CHALLENGES ANTHROPIC WITH NEW AI MODEL
DeepSeek has unveiled an experimental multimodal AI model capable of analyzing images, screenshots and text while performing autonomous tasks.
Called DeepSeek-V4-Flash-Vision-Exp, the model reportedly approaches Anthropic’s Opus 4.8 in multimodal agent performance while retaining DeepSeek’s latest text, reasoning and agent capabilities.
The release highlights intensifying U.S.-China AI competition, with Chinese developers increasingly offering advanced models at lower costs.
(@WalterBloomberg)
DeepSeek has unveiled an experimental multimodal AI model capable of analyzing images, screenshots and text while performing autonomous tasks.
Called DeepSeek-V4-Flash-Vision-Exp, the model reportedly approaches Anthropic’s Opus 4.8 in multimodal agent performance while retaining DeepSeek’s latest text, reasoning and agent capabilities.
The release highlights intensifying U.S.-China AI competition, with Chinese developers increasingly offering advanced models at lower costs.
(@WalterBloomberg)
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CITI SAYS BUY ANY PRE-MIDTERM MARKET DIP
Citi remains Overweight equities and recommends adding exposure if markets pull back ahead of the U.S. midterm elections.
The bank sees supportive earnings revisions, improving liquidity conditions and limited warning signs despite recent AI-related concerns.
Citi continues to favor U.S. stocks and believes sector rotation could limit downside.
Historically, pre-midterm weakness has often been followed by strong year-end performance, making any dip a potential buying opportunity.
(@WalterBloomberg)
Citi remains Overweight equities and recommends adding exposure if markets pull back ahead of the U.S. midterm elections.
The bank sees supportive earnings revisions, improving liquidity conditions and limited warning signs despite recent AI-related concerns.
Citi continues to favor U.S. stocks and believes sector rotation could limit downside.
Historically, pre-midterm weakness has often been followed by strong year-end performance, making any dip a potential buying opportunity.
(@WalterBloomberg)
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UBS SEES S&P 500 BULL RUN EXTENDING
UBS raised its S&P 500 targets to 8,100 for December 2026 and 8,400 for June 2027, citing stronger earnings and resilient growth.
The bank now expects EPS of $350 in 2026 and $400 in 2027, driven by strength in technology, semiconductors and energy.
UBS remains bullish on resilient economic growth, a patient Fed and accelerating AI adoption.
Key risks include higher oil prices, renewed inflation and disappointing AI returns.
(@WalterBloomberg)
UBS raised its S&P 500 targets to 8,100 for December 2026 and 8,400 for June 2027, citing stronger earnings and resilient growth.
The bank now expects EPS of $350 in 2026 and $400 in 2027, driven by strength in technology, semiconductors and energy.
UBS remains bullish on resilient economic growth, a patient Fed and accelerating AI adoption.
Key risks include higher oil prices, renewed inflation and disappointing AI returns.
(@WalterBloomberg)
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📅 FRIDAY, AUGUST 21, 2026 — PRESIDENTIAL SCHEDULE
🔸8:00 AM — Executive Time
📍 White House
🔸9:00 AM — In-Town Pool Call Time
📍 White House
🔸11:00 AM — Photo Opportunities
📍 Oval Office
🔸11:45 AM — Policy Meeting
📍 Oval Office
🔸2:00 PM — Policy Meeting
📍 White House
🔸3:30 PM — Out-of-Town Travel Pool Call Time
📍 Joint Base Andrews
🔸TBD — Depart White House → Myrtle Beach, SC
🔸TBD — Arrive Myrtle Beach, SC
📍 Myrtle Beach Convention Center
🔸7:00 PM — Delivers Remarks
📍 Myrtle Beach Convention Center
🔸TBD — Depart Myrtle Beach → White House
🔸TBD — Arrive White House
(@WalterBloomberg)
🔸8:00 AM — Executive Time
📍 White House
🔸9:00 AM — In-Town Pool Call Time
📍 White House
🔸11:00 AM — Photo Opportunities
📍 Oval Office
🔸11:45 AM — Policy Meeting
📍 Oval Office
🔸2:00 PM — Policy Meeting
📍 White House
🔸3:30 PM — Out-of-Town Travel Pool Call Time
📍 Joint Base Andrews
🔸TBD — Depart White House → Myrtle Beach, SC
🔸TBD — Arrive Myrtle Beach, SC
📍 Myrtle Beach Convention Center
🔸7:00 PM — Delivers Remarks
📍 Myrtle Beach Convention Center
🔸TBD — Depart Myrtle Beach → White House
🔸TBD — Arrive White House
(@WalterBloomberg)
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$NVDA - NVIDIA EYES MAJOR DATA-CENTER POWER INVESTMENT
Nvidia is reportedly in advanced talks to invest several hundred million dollars in data-center power developer Cloverleaf Infrastructure.
Cloverleaf secures reliable electricity and powered land for major data-center projects, with over 10 gigawatts in its pipeline.
The potential deal would expand Nvidia’s push into AI infrastructure, helping secure future data-center capacity for its chips.
Nvidia has also recently invested heavily in other power developers, including Lancium and SoftBank’s SB Energy.
(@WalterBloomberg)
Nvidia is reportedly in advanced talks to invest several hundred million dollars in data-center power developer Cloverleaf Infrastructure.
Cloverleaf secures reliable electricity and powered land for major data-center projects, with over 10 gigawatts in its pipeline.
The potential deal would expand Nvidia’s push into AI infrastructure, helping secure future data-center capacity for its chips.
Nvidia has also recently invested heavily in other power developers, including Lancium and SoftBank’s SB Energy.
(@WalterBloomberg)
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CANADIAN MINISTER IN CHARGE OF U.S. TRADE TIES WILL MEET U.S. TRADE REPRESENTATIVE GREER AT 10:30 EDT ON FRIDAY IN WASHINGTON - CANADIAN STATEMENT
(@WalterBloomberg)
(@WalterBloomberg)
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JPMORGAN WARNS OF AUTUMN SELLOFF AS AI ECHOES 2000
JPMorgan sees growing risks of a late-summer or early-autumn market downturn despite major indexes remaining in bullish trends.
The bank points to weakening market internals, defensive rotation and fading conviction in AI stocks.
Strategist Jason Hunter sees similarities between today’s AI trade and the 1999-2000 tech boom, raising concerns about crowded technology exposure.
Rising Treasury yields, Middle East tensions and softer consumer spending add to the risks.
(@WalterBloomberg)
JPMorgan sees growing risks of a late-summer or early-autumn market downturn despite major indexes remaining in bullish trends.
The bank points to weakening market internals, defensive rotation and fading conviction in AI stocks.
Strategist Jason Hunter sees similarities between today’s AI trade and the 1999-2000 tech boom, raising concerns about crowded technology exposure.
Rising Treasury yields, Middle East tensions and softer consumer spending add to the risks.
(@WalterBloomberg)
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PRIVATE EQUITY FIRM APOLLO CONFIRMS DATA BREACH AMID HACKING WAVE TARGETING FINANCIAL GIANTS- TECHCRUNCH
(@WalterBloomberg)
(@WalterBloomberg)
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BITCOIN ETF INFLOWS TOP $1 BILLION IN TWO DAYS
Bitcoin ETFs attracted more than $1 billion in net inflows over the past two days, including $606 million on Thursday.
Four-day inflows have now reached $1.61 billion, signaling renewed investor appetite for crypto.
The rebound comes amid increased attention from the Trump administration and renewed “dollar debasement” trades.
Bitcoin briefly topped $79,000 overnight and was recently up 5.8% near $76,900.
(@WalterBloomberg)
Bitcoin ETFs attracted more than $1 billion in net inflows over the past two days, including $606 million on Thursday.
Four-day inflows have now reached $1.61 billion, signaling renewed investor appetite for crypto.
The rebound comes amid increased attention from the Trump administration and renewed “dollar debasement” trades.
Bitcoin briefly topped $79,000 overnight and was recently up 5.8% near $76,900.
(@WalterBloomberg)
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U.S. S&P GLOBAL AUGUST FLASH COMPOSITE PMI AT 56.0 (VS 54.5 IN JULY)
U.S. S&P GLOBAL AUGUST FLASH SERVICES PMI AT 56.8 (FORECAST 54.0)
U.S. S&P GLOBAL AUGUST FLASH MANUFACTURING PMI AT 53.2 (FORECAST 53.9)
(@WalterBloomberg)
U.S. S&P GLOBAL AUGUST FLASH SERVICES PMI AT 56.8 (FORECAST 54.0)
U.S. S&P GLOBAL AUGUST FLASH MANUFACTURING PMI AT 53.2 (FORECAST 53.9)
(@WalterBloomberg)
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🇺🇸🇮🇷 US-IRAN NUCLEAR DEAL ODDS SLIDE
Prediction markets are turning increasingly skeptical about a near-term U.S.-Iran nuclear agreement.
Kalshi currently prices the chances of a deal at:
• 11% before March 1, 2027
• 22% before January 1, 2028
• 35% before January 20, 2029
https://t.co/kb5NlKl3b8
(@WalterBloomberg)
Prediction markets are turning increasingly skeptical about a near-term U.S.-Iran nuclear agreement.
Kalshi currently prices the chances of a deal at:
• 11% before March 1, 2027
• 22% before January 1, 2028
• 35% before January 20, 2029
https://t.co/kb5NlKl3b8
(@WalterBloomberg)
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TRUMP ADMIN TAPS FORMER JPMORGAN CHASE EXEC MATT ZAMES TO ADVISE SOCIAL SECURITY AGENCY - CNBC
(@WalterBloomberg)
(@WalterBloomberg)
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CITADEL HAS SHED OVER 80% OF AGGREGATE RISK FROM SITUATIONAL AWARENESS PORTFOLIO - CNBC CITING LETTER
(@WalterBloomberg)
(@WalterBloomberg)
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OMANI, IRANIAN FMS DISCUSS CONDITIONS FOR RESUMING NEGOTIATIONS THAT SUPPORT RESUMPTION OF NAVIGATION THROUGH STRAIT OF HORMUZ - OMAN STATE NEWS AGENCY
(@WalterBloomberg)
(@WalterBloomberg)
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US INTENDS TO PAY $725 MILLION TOWARDS ITS U.N. DEBT, CONGRESSIONAL DOCUMENT SHOWS
(@WalterBloomberg)
(@WalterBloomberg)
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NEW YORK FED BOOSTS Q3 GDP OUTLOOK
The New York Fed raised its Q3 2026 GDP growth forecast to 2.3%, up from 2.14%.
The upgrade was driven by stronger-than-expected building permits and the Philadelphia Fed Manufacturing Survey.
The Fed sees a 50% probability range of 1.1%–3.4%, while the wider 80% range stands at 0.0%–4.5%.
(@WalterBloomberg)
The New York Fed raised its Q3 2026 GDP growth forecast to 2.3%, up from 2.14%.
The upgrade was driven by stronger-than-expected building permits and the Philadelphia Fed Manufacturing Survey.
The Fed sees a 50% probability range of 1.1%–3.4%, while the wider 80% range stands at 0.0%–4.5%.
(@WalterBloomberg)
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U.S. MOVES TO PAY $725 MILLION TO U.N.
The Trump administration has begun transferring $725 million to the United Nations, ahead of President Trump’s expected U.N. speech next month.
The payment represents less than 20% of the $4+ billion the U.N. says Washington owes.
The funds could temporarily ease the U.N.’s severe cash crisis, helping cover salaries and operations.
Without further payments, experts warn the U.S. could risk losing General Assembly voting rights in January.
(@WalterBloomberg)
The Trump administration has begun transferring $725 million to the United Nations, ahead of President Trump’s expected U.N. speech next month.
The payment represents less than 20% of the $4+ billion the U.N. says Washington owes.
The funds could temporarily ease the U.N.’s severe cash crisis, helping cover salaries and operations.
Without further payments, experts warn the U.S. could risk losing General Assembly voting rights in January.
(@WalterBloomberg)
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Without further payments, experts warn the U.S. could risk losing General Assembly voting rights in January.
(@WalterBloomberg)
(@WalterBloomberg)
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DALIO: DUMP BONDS, BUY GOLD AS DEBT CRISIS LOOMS
Ray Dalio warns a U.S. debt crisis could hit within three years, as deficits and interest costs surge.
He recommends underweighting bonds and allocating 10%–15% to gold, plus a small Bitcoin position.
Dalio argues rising debt could force higher rates or money printing, weakening currencies and fueling inflation.
He expects gold and Bitcoin to outperform as investors seek alternatives to government-backed assets.
(@WalterBloomberg)
Ray Dalio warns a U.S. debt crisis could hit within three years, as deficits and interest costs surge.
He recommends underweighting bonds and allocating 10%–15% to gold, plus a small Bitcoin position.
Dalio argues rising debt could force higher rates or money printing, weakening currencies and fueling inflation.
He expects gold and Bitcoin to outperform as investors seek alternatives to government-backed assets.
(@WalterBloomberg)
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TRUMP SAYS BESSENT ACTED ALONE ON TREASURY BUYBACKS
President Trump says he did not direct Treasury Secretary Scott Bessent to intervene in bond markets.
Bessent independently doubled planned Treasury buybacks and signaled purchases could increase further.
The move initially pushed yields lower, but most of the decline was reversed by Friday as concerns over U.S. debt and inflation persisted.
(@WalterBloomberg)
President Trump says he did not direct Treasury Secretary Scott Bessent to intervene in bond markets.
Bessent independently doubled planned Treasury buybacks and signaled purchases could increase further.
The move initially pushed yields lower, but most of the decline was reversed by Friday as concerns over U.S. debt and inflation persisted.
(@WalterBloomberg)
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U.S. LABOR MARKET MAY BE WEAKER THAN HEADLINE DATA
Nearly 25% of U.S. workers were “functionally unemployed” in July, according to the Ludwig Institute’s alternative labor-market measure.
The metric includes unemployed workers, involuntary part-timers and those earning poverty-level wages.
The rate has risen for four straight months, while workforce participation has declined, signaling potential labor-market weakness despite the official 4.1% unemployment rate.
(@WalterBloomberg)
Nearly 25% of U.S. workers were “functionally unemployed” in July, according to the Ludwig Institute’s alternative labor-market measure.
The metric includes unemployed workers, involuntary part-timers and those earning poverty-level wages.
The rate has risen for four straight months, while workforce participation has declined, signaling potential labor-market weakness despite the official 4.1% unemployment rate.
(@WalterBloomberg)
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