Coinbase Secures Stablecoin Yield Compromise, Clearing Major Hurdle for Clarity Act Senate Vote
Coinbase has secured a compromise allowing limited stablecoin yield offerings, overcoming months of banking industry opposition to an outright ban. The agreement removes the primary bottleneck delaying Senate Banking Committee markup of the digital asset legislation.
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Cathie Wood Sells $58M AMD, Buys GOOG and META Post-Earnings
Cathie Wood's ARK Invest liquidated $58.09M in AMD over two days while simultaneously buying Alphabet post-9.9% surge and Meta despite 8.5% decline. Clear portfolio repositioning following big tech earnings.

GameStop Pursues eBay Acquisition: Can $12B Company Swallow $46B Giant?
GameStop is reportedly pursuing an eBay acquisition, with CEO Ryan Cohen quietly accumulating shares and planning a formal offer this month. The goal is to build a collectibles platform with a $100 billion enterprise value.

A Single Pikachu Card for $16.3M: How Pokémon Cards Became Serious Money
Pokémon card market has evolved beyond collectibles into an alternative asset class. Post-pandemic nostalgia consumption and PSA grading systems have established pricing benchmarks.

소프트뱅크, 로봇이 데이터센터 짓는 회사 "로즈 AI" 설립… 미국 상장 추진
소프트뱅크가 자율 로봇으로 데이터센터를 건설·운영하는 로즈 AI를 신설하고 미국 증시 상장을 추진한다. 목표 기업가치 1,000억 달러, 2026년 하반기 IPO. 구글·마이크로소프트가 용량 계약에 관심을 표명했고, ABB 로보틱스 인수가 하드웨어 기반이다.
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Sanil Electric Secures $34M Transformer Order from Bloom Energy; Electrical Equipment Stocks Rally
Sanil Electric (062820) has secured a 34 million dollar specialized transformer supply contract with Bloom Energy. The order covers DC-to-AC conversion components for SOFC fuel cell systems, and NH Investment & Securities raised its target price to 168,000 KRW. The electrical equipment sector rallied in sympathy.

Lululemon Founder Advising Rivals Alo, Vuori as Stock Plunges 30% YTD, Board Pressure Mounts
Lululemon Athletica founder Chip Wilson has been advising competitors Alo and Vuori, revealed in proxy filings. With stock down 30% YTD amid CEO inexperience concerns and product issues, pressure for board replacement is intensifying.

Dimon Warns: Bond Crisis Coming—Prepare Now or Face Worse
Jamie Dimon, JPMorgan Chase CEO, warned of simultaneous bond crisis and credit recession at Norway's sovereign wealth fund conference. U.S. federal debt of $39 trillion and monthly interest payments of $21 billion represent structural headwinds.
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25 Companies Report Earnings: Exxon Mobil, Colgate & Energy Sector in Focus
SEC receives 25 earnings filings (8-K Item 2.02) on May 2, 2026. Major caps including Exxon Mobil, Linde, Colgate, and Cboe report quarterly results across energy, chemicals, and financials.
Colgate Q1 2026 Revenue $5.3B Beats Expectations, Stock Rises
Colgate-Palmolive reported Q1 2026 revenue of $5.32 billion, up 8.4% year-over-year, exceeding market consensus. GAAP EPS declined 6% to $0.80, but adjusted EPS grew 7% to $0.97, driving post-earnings stock appreciation.
Chevron Reports Q1 2026 Net Income of $2.2B; Adjusted EPS Beats Expectations
Chevron (CVX) reported Q1 2026 net income of $2.2 billion, down 37% year-over-year, but adjusted EPS of $1.41 exceeded market consensus. Shareholder returns totaled $6.0 billion, marking the 16th consecutive quarter above $5 billion.

The Valeant Catastrophe — How $4 Billion Disappeared
Bill Ackman$4 billion. A 94% collapse. The largest loss in Pershing Square history. Did he miss the business model flaw, or ignore the political risk?


The man Buffett called "my brain." A philosophy distilled into one sentence: invert, always invert.

Twelve years after The Big Short — where has Burry been? A chronicle of warnings that never stopped.

A one-eyed doctor read 130 pages of fine print no one else bothered with. Two years of silence and ridicule — then 489% returns.
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Cathie Wood Buys $14.2M in GOOGL Just Before Earnings — Also Makes Major Bet on CoreWeave
ARK Invest snapped up 40,656 shares of Alphabet (GOOGL) worth $14.17M just ahead of its earnings release, while simultaneously adding 162,000 shares of post-IPO CoreWeave (CRWV), down 45% since listing. The high-risk AI bets continue even as ARKK sits at -1.76% YTD.

AI Bubble Deflates From Financial Structure, Not Technology… Michael Burry's '$1 Paradox'
Michael Burry warned of an abnormal feedback loop where every $1 in announced AI infrastructure capex drives $3 in market cap gains. Microsoft's data center lease freeze, AWS rental halt, and projected delays on half of U.S. data centers slated for 2026 are all emerging simultaneously.

World's First 'Election Betting ETFs' Launch Next Week — Bet on U.S. Elections Through Your Brokerage Account
Six first-of-their-kind prediction market ETFs are set to launch on May 5. Roundhill, Bitwise, and GraniteShares are racing to market simultaneously, enabling retail investors to take positions on presidential and midterm election outcomes through standard brokerage and IRA accounts — just like trading stocks.

CLARITY Act Winners: Top Stocks & Coins if the Bill Passes — Senate Markup Is the Pivotal Moment
The CLARITY Act is heading toward a Senate markup. If passed, the top beneficiary stocks rank as Coinbase, Robinhood, Circle, Galaxy Digital, and CME Group, while top beneficiary coins rank as Ethereum, Solana, Ripple, and Bitcoin. Polymarket prices passage probability at 61%, with the stablecoin yield provision as the central flashpoint.
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