Carl Quintanilla
@carlquintanilla.bsky.social
26+ years at @CNBC and @NBCNews / @WSJ alum / Peabody, DuPont, Murrow & Emmy winner
* EOG RESOURCES EXPECTS OIL PRICE VOLATILITY TO BE SKEWED TO THE UPSIDE -- CONF CALL * EOG RESOURCES EXPECTS COUNTRIES TO REBUILD COMMERCIAL AND STRATEGIC PETROLEUM RESERVES -- CONF CALL @reuters.com $EOG
Forty years ago, in 1986, NYC suffered over 1,600 homicides. Homicides would peak at over 2,200 a few years later. There were 305 in 2025.
Constantine@ajaxsinger.bsky.social · 12h agoFood, man. Food is so much better than it was in 1986. All of it. Poor-people food, restaurant food, fresh food, frozen food. Food is just a hell of a lot better.
GOLDMAN: ".. We do not place much weight on the ADP miss because of ADP’s limited real-time correlation with BLS private payrolls over the last few years. We left our forecast for July nonfarm payroll growth unchanged at +75k (vs. +80k consensus) ahead of Friday’s release."
GOV. ABBOTT: ".. Our top priority is to protect Texans’ safety and quality of life. .. Any project that fails to comply .. must be denied connection to the Texas grid. Simply put, Texans must come first.” #Texas www.texastribune.org/2026/08/03/t...
New Texas data center projects frozen until state audits them
On Monday, the governor ordered the Public Utility Commission of Texas and the Electric Reliability Council of Texas to audit all data centers wanting to connect to the state’s power grid.
texastribune.org
* Chipotle Mexican Grill: Minn. Dept of Health Clears Company in Latest Minn. Salmonella Outbreak >CMG * Chipotle Mexican Grill: Proactively Removed Jalapenos From Its Restaurants, Replacede With Product Frmo Different Growers > $CMG (via DJ)
MORGAN STANLEY: ".. On Aug 6th, investors will see an unlock of around $100bn worth of incremental $SPCX, which we see as an opportunity to gain exposure to a potential generational compounder that converts energy into a networked/swarming intelligence at scale." [Jonas]
WASHINGTON (AP) - Trump administration has detained more than 50 spouses, parents of US troops in immigration crackdown, AP review finds. @apnews.com apnews.com/article/mili...
AP Exclusive: Trump's immigration crackdown has detained more than 50 military spouses and parents
An Associated Press investigation reveals that President Donald Trump’s administration has detained dozens of parents and spouses of active-duty U.S. troops.
apnews.com
(Reuters) - Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said .. @reuters.com $SKHY www.reuters.com/world/china/...
EXCLUSIVE: Samsung, SK Hynix test Chinese chip tools as hedge against US risks
Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with t...
reuters.com
“.. The Magnificent 7 have seen their total annual returns shrink each year since 2023." @dailychartbook.bsky.social $MAGS
* EXCLUSIVE -- THERE ARE 'NO DISCUSSIONS' HAPPENING BETWEEN ASTRAZENECA AND BRISTOL MYERS SQUIBB OVER POTENTIAL DEAL, SENIOR SOURCE CLOSE TO MATTER SAYS * EXCLUSIVE -- 'NEVER WAS A DEAL TO BE DONE' BETWEEN ASTRAZENECA AND BRISTOL MYERS SQUIBB, SENIOR SOURCE CLOSE TO MATTER SAYS @reuters.com $AZN
DISNEY: ".. we continued to face headwinds from international attendance at our domestic parks, but as expected, those headwinds moderated relative to the year-over-year impact observed in fiscal Q2." $DIS
New York City’s business elites are long accustomed to direct access to City Hall, where even Democratic mayors felt the need to court the city’s wealthiest and most influential corporate leaders. That access is getting shredded by Mayor Zohran Mamdani.
Mamdani Is Shunning New York Business Leaders Who Are Used to Calling the Shots
The mayor fired corporate leaders from a city fund’s advisory board in the latest sign that he is changing the way such power brokers access City Hall.
on.wsj.com
North Carolina Republican Drops Re-election Bid After Ethics Rebuke www.nytimes.com/2026/08/05/u...
Rep. Chuck Edwards Drops Re-election Bid in North Carolina After Ethics Rebuke
Chuck Edwards made the announcement after the House Ethics Committee recommended he be censured for “persistent unprofessional and inappropriate conduct” toward two female staff members.
nytimes.com
"The move appears to be an effective pause on most new data center projects .." #Texas
Carl Quintanilla@carlquintanilla.bsky.social · 5h agoPage One in Austin:
(AFP) - A four-ton piece of a SpaceX rocket was believed to have unintentionally crashed into the Moon on Wednesday .. @afp.com $SPCX www.yahoo.com/news/science...
SpaceX rocket stage believed to have slammed into Moon
A four-tonne piece of a SpaceX rocket was believed to have unintentionally crashed into the Moon on Wednesday, a collision that posed no danger to Earth but is expected to leave behind a lunar crater....
yahoo.com
“.. Again, shorting is not for everyone,” Burry wrote. “I must short. Most should not.” @cnbc.com www.cnbc.com/2026/08/04/m...
MELIUS, on Elon’s statement that $SPCX “has decided to exclusively use Nvidia compute and suggested the company could deploy closer to 8GW of AI compute during 2027”:
Three-byline alert: 🚨 “.. Iran’s leadership has made a high-stakes calculation .. betting that its ability to inflict pain on the American economy is its best leverage to avoid future military action from the U.S. and Israel.” @wsj.com www.wsj.com/world/middle...
RAPIDAN: “Do you see an imminent deal to reopen Hormuz?” “No.”
THE U.S. HAS DEPLETED NEARLY 80% OF ITS THAAD INTERCEPTORS, ABOUT HALF OF ITS PATRIOT MISSILES AND SIGNIFICANT NUMBERS OF OTHER PRECISION MUNITIONS DURING THE IRAN CONFLICT, PROMPTING SENIOR MILITARY COMMANDERS TO WARN THAT KEY STOCKPILES ARE DANGEROUSLY LOW. - CNN
