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Welcome again from the weekend! Here’s what’s taking place:
$1T membership: There is a new entrant to this coveted elite group of U.S. corporations. It is also the primary drugmaker to hit the milestone following the weight-loss investor craze.
He is again: Michael Burry’s large stay-tuned reveal is … a Substack? An account has gone reside with two preliminary posts.
Subsequent choice: The Trump administration is claimed to be engaged on a backup plan in case the Supreme Court docket finally ends up hanging down any tariff selections.
Attention-grabbing developments are taking place on this planet of social media, with a giant one happening over the weekend. X, the platform beforehand referred to as Twitter, quietly rolled out an account data function to deliver extra transparency to the community and name out bots or dangerous actors. It permits customers to see the place an account is predicated, what number of instances usernames had been modified, the unique be a part of date, and the way the X app was downloaded. (3 feedback)
Larger image: Instagram (META) has had the same function for some time, but additionally contains “not shared” statuses. It is a part of a broader rollout to cease the unfold of disinformation and coordinated campaigns, whereas sustaining freedom of expression for susceptible teams. X can be apparently engaged on an extra function that will show a warning if accounts are utilizing a VPN to masks their location.
“This is a crucial first step to securing the integrity of the worldwide city sq.. We plan to offer many extra methods for customers to confirm the authenticity of the content material they see on X,” wrote Nikita Bier, Head of Product.
Verification and transparency efforts are additionally occurring elsewhere. Final 12 months, Australia turned the primary nation on this planet to ban social media for youngsters underneath the age of 16, with enforcement set to enter impact from subsequent month (Denmark just lately adopted go well with, with Malaysia doubtless as effectively). The onus shall be on platforms to take “cheap steps” to forestall children from creating accounts, with huge fines in place for non-compliance.
How corporations are getting ready: Numerous strategies that may be employed embody authorities IDs and facial age estimation primarily based on biometric knowledge, in addition to behavioral inferences from consumer exercise and different safeguards. Over the weekend, Snap (SNAP), the proprietor of Snapchat, introduced it will provide Australian youngsters the flexibility to confirm their age by way of software program related to their native financial institution accounts. Take the WSB survey.
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What else is going on…
U.S., Ukraine draft ‘up to date’ peace plan after talks in Geneva.
BHP (BHP) ends pursuit of Anglo American (OTCQX:AAUKF).
Salesforce’s (CRM) Marc Benioff has a ‘Holy S—‘ AI second.
Tesla’s (TSLA) Elon Musk goals to dominate AI chip manufacturing.
COP30 summit wraps up – lengthy on warnings, brief on motion.
Scott Bessent says companies, not items, are driving inflation.
U.S. points warning for civilian air visitors round Venezuela.
Invoice Ackman is eyeing Pershing Sq.’s IPO in early 2026.
CNN (WBD) quietly pulls its content material from Apple (AAPL) Information.
SA Asks: Is Tesla shedding the robotaxi race to commercialization?
At present’s Markets
In Asia, Japan closed. Hong Kong +2%. China +0.1%. India -0.4%.
In Europe, at noon, London +0.1%. Paris -0.3%. Frankfurt +0.3%.
Futures at 6:30, Dow flat. S&P +0.2%. Nasdaq +0.4%. Crude -0.4% to $57.81. Gold -0.3% to $4,065.60. Bitcoin -0.6% to $85,948.
Ten-year Treasury Yield -1 bp to 4.05%.
On The Calendar
Corporations reporting at this time embody Zoom Communications (ZM) and Agilent Applied sciences (A).
See the total earnings calendar on Searching for Alpha, in addition to at this time’s financial calendar.
