Mario

Watching @garyvee live was awesome. Such a voice of reason and consistency!

30 minutes. That's how fast OpenAI says its expanded monitors would have flagged the AI agents that escaped their sandbox in the Hugging Face incident. The actual breach came more than 30 hours later. If you run agents in your business, log what they do and set alerts.

🚨🚨🚨 AI just found 3 vulnerabilities in Bitcoin Core. The worst let a connected peer crash Windows, Mac and BSD nodes by flooding their memory. Linux nodes were not affected. Fixes are out in 32.1, 31.2, 30.4 and 29.5. If you run a node, update.

Alphabet is on track for its worst day on record. Shares are down more than 12%, erasing roughly $500 billion in market value. That would be the second-largest one-day wipeout for any U.S. company ever. The trigger: $51.4B in AI spending and negative free cash flow.

3.6%. That's how much prices rose over the past year in September's PCE report, up from 3.4% in August. Real disposable income fell 0.3% for the month and the savings rate slipped to 3.8%, the lowest since 2022. Prices are outrunning paychecks again.

Can the AI buildout pay for itself? Oracle says yes, and the stock is up about 11% today. Free cash flow turns positive in the second half of fiscal 2028 and hits $30B+ in fiscal 2029 as capex comes down. Revenue target is $225B+ by fiscal 2030.

OpenAI is reportedly moving from renting Google's AI chips to buying them. That's one of Nvidia's biggest customers lining up another chip supplier. Terms aren't public yet. Alphabet reports earnings later today.

$134.9B. That's the US goods trade deficit for September, the widest since March 2025. Imports rose to $344.1B as the gap widened for a third straight month.

Coinbase just added Ripple's RLUSD. It's live today on the Coinbase app, Prime and Exchange, with deposits and withdrawals on the XRP Ledger, Base and Ethereum. Same week Moody's rated it investment grade. RLUSD is now over $2.4B.

Who's still buying US debt? America's closest allies bought just $174.3B of Treasuries in the first 8 months of 2026. That's down more than 60% from last year and the lowest since 2021. Japan's buying fell 99%. South Korea sold a record $23.8B.

Just in: Moody's gave Ripple's RLUSD an A2 rating. Ripple says it's the first stablecoin with an investment-grade rating from Moody's. Reserves sit mostly in T-bills and cash at BNY, with 103% coverage targeted.

$40.5 trillion. The US national debt just hit a new all-time high. It's up about $2.5 trillion in the last year, roughly $6.8 billion a day. It only crossed $40 trillion in August. That's the backdrop for owning assets that can't be printed.

Americans have never had more of their money in stocks. 48.2% of household financial assets are now in equities. That's a record in Fed data going back to 1945. At the dot-com peak it was 38.7%. Great while the market runs. Just have a plan for the pullback before it shows up.

28.6 million funded Robinhood customers are about to get access to RLUSD. Ripple and Robinhood just announced a partnership. RLUSD is live on Robinhood Chain and Bitstamp today, hits the Robinhood app later this year, and settles on the XRP Ledger for institutions. Robinhood is also running its own treasury on Ripple.