Tom and Thomas break down rising subprime auto delinquencies and GM's narrowed guidance, why oil's 4% pop is mostly an expiration-day move, and earnings from Steel Dynamics, 3M, and Northrop Grumman.
Andrew and Ben break down Elon's pledge of SpaceX shares for every US kid, Anthropic's new 5% Public Benefit Fund, Microsoft walking away from Nscale's Essex data center, and the hedge fund selloff behind last week's weakness.
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