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FORGOTTEN HISTORY: Bernstein - Caught on Camera

Elon Musk's Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget

To build 1 TW of AI silicon per year, Elon Musk's TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, according to Bernstein.

Tom’s Hardware

3 Winning Stocks to Buy Thanks to One Big Beautiful Bill Tax Refunds

The tax refunds from the One Big Beautiful Bill could spur a renewed strength in retail spending, according to Bernstein.

Barchart

LSO/Pappano review – big, bold and filled with blazing conviction

Bernstein’s Symphony No 3 evoked the Cuban missile crisis before Copland’s Third Symphony lifted us on a tide of postwar optimism

The Guardian - UK

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Bitcoin Steady, Ethereum, XRP, Dogecoin Turn Green As Traders Bemoan 'The Slowest Cycle Yet'

Cryptocurrency markets opened the week with sideways price action ahead of Federal Reserve Chair Jerome Powell's speech scheduled for Tuesday. Cryptocurrency Ticker Price Bitcoin (CRYPTO: BTC) $107,285.07 Ethereum (CRYPTO: ETH) $2,488.00 Solana (CRYPTO: SOL) $155.89 XRP (CRYPTO: XRP) $2.22 Dogecoin (CRYPTO: DOGE) $0.1646 Shiba Inu (CRYPTO: SHIB) $0.00001140 Notable Statistics:…

Benzinga

Ford Says People Don't Care About Engines Anymore: 'I Think A Lot of That Is Gone'

Ford believes the days when combustion engines defined a vehicle are largely behind us. It’s not just because EVs are gaining traction worldwide at the expense of ICE cars. People don’t care as much as they once did about what powers a car. Vice Chair John Lawler made this point…

Motor1

Trouble in Tahiti/A Quiet Place review – strong performances but Bernstein’s uneven pairing makes for a long evening

Henry Neill and Wallis Giunta captivate as the miserable married couple of Bernstein’s unsettling 1952 opera, but even clear orchestration, sumptuous vocals and compelling acting can’t make the later A Quiet Place a convincing work

The Guardian - UK

Biden debate showing "not a one-off"

“We are clearly dealing with two sets of one person,” Bernstein told CNN

Salon

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Oscars 2024: best picture nominees – reviews, awards and where to watch

The overall Academy Award nominations for each of the 10 best picture films, along with the Guardian’s reviews, interviews and notable prizes earned so far

The Guardian - US

Stocks Finish Higher on U.S. Economic Optimism

What you need to know… The S&P 500 Index ($SPX ) (SPY ) Friday closed up +0.41%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.39%. Stocks on Friday settled moderately higher, with the S&P...

Barchart

Stocks Rally as Soft-Landing Prospects Improve

What you need to know… The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.22%. Stocks this morning are moderately higher, with the S&P...

Barchart

Bears fans were overjoyed at report Jim Harbaugh could be team’s next head coach

Jim Harbaugh coaching the Bears in his NFL homecoming would be WILD.

USA Today Sports Media Group

Former chairman David Bernstein condemns FA’s response to Israel terror attacks

England host Australia at Wembley on Friday but the FA are still deciding whether to display a show of solidarity at the national stadium

The Independent UK

Analysts React To XRP’s Landmark Win Against SEC, But Is A Crypto Rally Justified?

sales of Ripple's token being violation of securities law but still sold through exchanges is major victory for crypto industry

Zenger

What does a conductor actually do? A surprising amount

At the age of three, I remember jumping on my parent’s sofa, waving my arms in the air conducting a record of Gilbert and Sullivans Pirates of Penzance. Last week, my four-year-old son was doing the same thing, only to the soundtrack of Disney’s Frozen.

The Conversation

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Reason

"Classified" On-Line Events Tuesday and Thursday; Bernstein Meets Academic Critics/Skeptics/Allies?

On Tuesday night at 8pm ET, I have a Federalist Society event styled as a debate this with Harvard Law's Randall Kennedy on racial classifications. I'm sure we will disagree on some things, but I expect overall will be more of a discussion. Register here. On Thursday at 3pm ET,…

Benzinga

Shaking Up The Stablecoin Scene

With the initial phases of the Merge underway, Ethereum (CRYPTO: ETH) has outperformed Bitcoin (CRYPTO: BTC) and the broader markets over the past week. That includes the S&P 500 and Nasdaq.

Tribune News Service

Jonathan Bernstein: Democrats shouldn’t envy Fox News’ influence

Democrats sometimes refer to Fox News and other conservative media with envy, presuming that the influence of right-leaning news outlets gives the GOP a large advantage in electoral politics. Even if Democrats have an easier time making their case in “neutral” media — something both Republican voters and party actors…

Tribune News Service

Jonathan Bernstein: US third parties aren’t always pointless

As third-party launches go, it’s rare to have one with as little intuitive appeal as that of the Forward Party, Andrew Yang’s latest attempt to draw attention to himself. Yang is joined by former New Jersey Gov. Christine Todd Whitman and by David Jolly, who was a Republican member of…

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Reason

Court Allows Sealing of Filings Related to Alleged Federal Prosecutor Misconduct

"There is no question that inaccurate statements were made by the government as part of these proceedings—to both Judge Schroeder and the undersigned"—but it appears that the details of this alleged misconduct remain sealed.

Tribune News Service

Jonathan Bernstein: The old, old Senate could soon be a tiny bit younger

The Senate continues to get older for one big reason: The average age of new senators continues to rise.

Tribune News Service

Jonathan Bernstein: The plot darkens in the latest episode of Jan. 6 hearings

The most important comments from the third public hearing this month of the House Jan. 6 committee came right at the end. After the panel heard testimony detailing the efforts to pressure Vice President Mike Pence to illegally try to overturn the election, former Judge J. Michael Luttig pointed out…

Tribune News Service

Jonathan Bernstein: Did Biden’s big speech change anyone’s mind?

President Joe Biden gave a prime-time speech Thursday about gun violence. It was carried by all three broadcast networks, as well as the cable stations. As presidential speeches go, it was fine; he mixed some aspirational policy goals with support for more modest objectives that may have a chance of…

Tribune News Service

Jonathan Bernstein: If Watergate happened today, would Nixon have survived?

The 50th anniversary of the Watergate arrests is approaching: The first break-in at Democratic National Committee headquarters was on May 28, 1972, but the botched return on June 17 produced arrests and eventually brought Richard Nixon’s presidency to a premature end on Aug. 8, 1974. The Washington Post’s Margaret Sullivan…

Tribune News Service

Jonathan Bernstein: Biden’s approval slump hits a dreary new milestone

The bad news for President Joe Biden is that his popularity has fallen, this past week, into dead last place. Of the 13 presidents during the polling era, none has been in worse shape at this point in his first term, almost 500 days into a presidency, than Biden’s 40.5%…

Tribune News Service

Jonathan Bernstein: Dysfunctional Republicans bail out on gun violence

I don’t have the expertise on guns and violence that some of my Bloomberg Opinion colleagues or many academic experts have. So I really don’t know which of the gun-control policies Democrats have proposed would be helpful, which would make little difference and which would create new risks.

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