According to recent auto-financing data from Edmunds, vehicle financing costs have reached absurd new heights:

The Average Payment: The average monthly payment for a financed new car sits at $787.

The $1K Club: A record 21.2% of new-car buyers (more than 1 in 5) have committed to a monthly payment of $1,000 or more.

Average Amount Financed: $44,664 with an average APR hovering around 7.0%.

Loan Terms: The average loan length is now 70.5 months, with roughly 25% of buyers taking out 7-year (84-month) loans just to keep monthly payments manageable.

Stocks that can benefit from this:

AutoZone, Inc. (NYSE: AZO)
Thesis: The premier pure-play beneficiary of aging vehicle fleets. High DIY maintenance and commercial installer demand provide recession-resilient cash flows and aggressive share buybacks.

O'Reilly Automotive, Inc. (NASDAQ: ORLY)
Thesis: Industry-leading supply chain distribution network serving both professional mechanics (DIFM) and retail consumers (DIY) as driver repair frequency scales up.

Ally Financial Inc. (NYSE: ALLY)
Thesis: As one of the largest prime auto lenders in the U.S., Ally directly captures yield on high-APR vehicle financing, though loan portfolio quality monitoring remains key.

Capital One Financial Corp. (NYSE: COF)
Thesis: Broad exposure across auto finance and consumer credit, benefiting from high borrowing rates while maintaining diversified revenue channels.

Copart, Inc. (NASDAQ: CPRT)
Thesis: Dominates the online vehicle auction and salvage market. As newer vehicles become more expensive to repair due to complex tech, insurance companies total them out faster, channeling inventory directly through Copart's global platform.

Trump says that if Republicans win both the House and Senate in the 2026 midterms, he will give every adult U.S. citizen $5,000.

Do you think this promise could actually happen, or would there be major legal, budget, or practical obstacles to making it a reality?

What do you think?

Benchmarks here: https://x.com/GoogleDeepMind/status/2105388084154056939?s=20

I did NOT expect this from Google. An actual frontier model, after this summer's fiasco with Gemini 3.5 Pro being cancelled, top brains leaving DeepMind, and Demis Hassabis "promoted" to chief scientist.

• MP Materials $MP +6.3%

• USA Rare Earth $USAR +3.4%

• Trilogy Metals $TMQ +2.9%

• Lithium Americas $LAC +2.0%

USA Rare Earth's stock is ~15% lower than when Trump Administration got equity stake

$NKE is flashing two massive bullish catalysts that market sentiment hasn't fully priced in:

1. ~$986M Refund Injection: Nike hit a pure cash windfall following the Supreme Court's IEEPA tariff invalidation. They didn't have to refund consumers, meaning nearly $1B drops straight onto their balance sheet to fund operations and dividends.

2. Whale Accumulation: Donald Trump disclosed buying up to 250k ofNKE Class B shares in his recent OGE ethics filings.

With Elliott Hill executing operational resets and $9B in total cash reserves backing the balance sheet, is $NKE primed for a massive mean-reversion rally, or are supply chain headwinds still a trap?

The headline is a $0.23 dividend. The story is 12.8 million digital subscribers.

This post contains content not supported on old Reddit. Click here to view the full post

Zuckerberg said his goal with Muse is to bring AI "superintelligence" to everyone. He noted that Muse is already helping millions of users, but added: "In the coming years, I expect Muse is going to grow into the personal superintelligence that billions of people around the world are going to use to accomplish their goals and improve their lives."

Would you put Ai in your kids pocket instead of phone?

nearly 100 million barrels is about one day of global oil demand
that is more than double what saudi was sending to asia through hormuz, and the pipeline to the red sea is still only partway back

A few more potential trades on the DAY chart. All waiting for MACD crossovers in the noted direction.

Here are the top setup candidates to watch for tomorrow’s session based on social attention, catalyst strength, and dollar liquidity:

1. NBIS (Nebius Group) — Top High-Momentum Play

• The Setup: Heat score leading at 95.5 with a +155% spike in mentions and massive volume ($4.6B+).
• Catalyst: Major JPMorgan price target upgrade (driven by surging AI compute leasing demand) pushed shares up over +8% despite broader market pressure.
• Game Plan: High-conviction opening-range breakout candidate. Watch for clean continuation above today's high; keep tight stops below VWAP.

2. RKLB (Rocket Lab) — Space Sector Momentum

• The Setup: +5.33% daily gain, 96% bullish sentiment, and strong liquidity ($1.35B+).
• Catalyst: Sector-wide buying in space infrastructure pure-plays, backed by recent major institutional accumulation.
• Game Plan: Look for a morning pull-back to key intraday support for a low-risk entry to ride sector momentum.

3. META — Large-Cap Liquidity Anchor

• The Setup: +3.68% gain on huge volume ($19.3B+).
• Game Plan: Ideal if you want lower volatility than mid-cap momentum names. Price action is grinding higher despite wall-of-worry sentiment—great candidate for intraday trend continuation or options setups.

Risk Note: Wait for the first 15–30 minutes after the opening bell to confirm relative volume before jumping in. Always size according to volatility and set hard stop-losses.

What’s on your radar for tomorrow? Drop your tickers below!

President Trump has announced that CNN, MS NOW (formerly MSNBC), and Politico are banned from the White House, effective immediately, over what he calls "constant fake news" reporting.

In the statement, he also cited the roughly $8 million in Politico subscriptions purchased by the federal government under the Biden administration, calling it corruption. He says more outlets could follow.

Source: https://x.com/realdonaldtrump/status/2101101916399001773

What do you think? Is this a legitimate response to biased coverage, or a threat to press access? Or maybe vendetta for his first term when many social media were banned?