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11:37
Macro Markets
Beijing Sets Lowest Growth Target on Record as Policy Pivot Takes Shape
China's Two Sessions unveil a 4.5-5% GDP target and RMB 12 trillion fiscal deployment—signaling restraint amid trade tensions and the launch of a manufacturing-first industrial…
based.macro · 9 min read
11:08
Geopolitics
Ukraine Claims First Territorial Gains Since 2023 as Battlefield Dynamics Shift
Kyiv recaptured 460 square kilometers since January, disrupting Russia's spring offensive plans while peace talks remain stalled.
based.geopolitics · 9 min read
10:49
AI
Palantir Wins Court Order Blocking Former Employees From Recruiting Staff for AI Startup
A Manhattan federal judge granted Palantir Technologies a preliminary injunction barring three ex-employees from poaching workers and using confidential information for rival firm Percepta AI,…
based.ai · 7 min read
10:36
Macro
Moscow’s Elite Pull Capital From Russia as Budget Crisis Deepens
Wealthy investors scaling back domestic investments amid fiscal strain exposes eroding confidence in Russia's economic sustainability beyond surface-level stability.
based.macro · 7 min read
09:48
Geopolitics
Lebanon’s Shelters Overflow as 83,000 Flee Israeli Offensive in 72 Hours
Renewed Israeli strikes force mass displacement across southern Lebanon, with government shelters nearing capacity as vulnerable populations face mounting risks.
based.geopolitics · 7 min read
09:35
Geopolitics
UK Arrests Four Over Suspected Iranian Surveillance of London Jewish Community
Counter Terror Policing detains one Iranian national and three British-Iranian dual citizens in dawn raids, marking latest escalation in Iran's operations on British soil.
based.geopolitics · 8 min read
08:46
Macro
ECB’s Sleijpen Dismisses Oil Volatility as Threat to Inflation Outlook
Dutch central bank chief says recent energy price surge won't derail European Central Bank's economic projections, maintaining policy remains in a 'good place' despite Middle…
based.macro · 7 min read
08:33
Geopolitics Markets
Beijing Doubles Down on Self-Reliance as 15th Five-Year Plan Targets Tech Independence Amid US Tensions
China's 2026-2030 blueprint prioritizes semiconductors, AI and domestic consumption over stimulus, setting a 4.5-5% growth target as trade frictions and property slump reshape economic strategy.
based.geopolitics · 9 min read
07:42
Geopolitics Technology
India’s $180 Billion Bottleneck: Jio IPO Stalls as Regulatory Clarity Trumps Speed
Mukesh Ambani's telecom giant awaits government notification on public shareholding norms while navigating data localization rules and foreign investment compliance in a test of India's…
based.geopolitics · 8 min read
07:29
Geopolitics
Trump-Xi Summit Tests Superpower Balance as Tariff Pressures Ease
Upcoming talks arrive as Supreme Court ruling weakens US leverage while China's strategic chokepoints force Washington to recalibrate tech export controls.
based.geopolitics · 9 min read
06:41
Energy Markets
Oil’s March Toward $200: Supply Shocks Eclipse Strategic Reserve Defenses
Strait of Hormuz closure and pipeline outages drive Brent above $85 as depleted SPRs and constrained OPEC+ spare capacity expose fragile supply buffers.
based.energy · 8 min read
06:28
Energy Geopolitics
Insurers Abandon Gulf Energy Lifeline as Strait of Hormuz Nears Total Shutdown
War risk premiums surge to 1% of vessel value as Iran's closure of the world's most critical oil chokepoint strands 150 ships and threatens 20%…
based.energy · 9 min read
05:39
Geopolitics Technology
Toyota’s Chip Supplier Denso Bids $8.3 Billion for Rohm in Japan’s Largest Semiconductor Consolidation
The acquisition secures Toyota's semiconductor supply chain and signals Japan's strategic pivot from Just-In-Time manufacturing to vertical integration for critical components.
based.info · 9 min read
05:28
Breaking Geopolitics Markets
Iran Strikes Israeli Interests in Bahrain as Gulf States Enter US-Israel Conflict Crossfire
Retaliatory attacks on US Navy 5th Fleet headquarters and civilian targets across Gulf monarchies mark dramatic escalation of Iran war, with Saudi Arabia intercepting missiles.
based.geopolitics · 9 min read
04:34
AI Markets
SoftBank Seeks Record $40 Billion Loan to Fund OpenAI Stake
Japanese conglomerate pursues one of the largest corporate loans in history as Masayoshi Son doubles down on AI dominance through unprecedented debt financing.
based.ai · 8 min read
04:15
Energy Technology
BYD Claims 1.5-Megawatt Charging Breakthrough—But Grid Reality May Complicate Rollout
Chinese automaker's Blade Battery 2.0 promises five-minute charging at power levels six times Tesla's fastest infrastructure, while relying on energy storage buffers to manage grid…
based.info · 7 min read
03:33
AI Technology
Cursor Launches Automations — The Shift From Reactive AI to Autonomous Coding Agents
Anysphere's Automations system triggers coding agents from events like commits or Slack messages, addressing the human attention bottleneck now limiting agentic development workflows.
based.info · 7 min read
03:13
Macro Markets
Chip Stocks Sink as Oil Surges Past $83, Raising Inflation Fears
Semiconductor sector led Wednesday's selloff on export restrictions and Middle East energy shock—a divergence that threatens Federal Reserve rate-cut expectations.
based.markets · 8 min read
02:24
Breaking Geopolitics
DOJ Releases Previously Withheld Epstein Files Containing Uncorroborated Trump Allegation
Documents published Thursday include FBI interviews with a woman who made unverified sexual assault claims, after news outlets reported the files were missing from earlier…
based.geopolitics · 8 min read
02:13
Energy Geopolitics
US-Venezuela Reset Reshapes Oil Markets and Regional Power Balance
The thaw follows Maduro's capture and could unlock 303 billion barrels while challenging China's $60 billion Latin America foothold.
based.geopolitics · 9 min read
Markets via Yahoo Finance / CoinGecko
S&P 500 7,704 -0%
NASDAQ 26,939 +0%
BRENT $105.44 -1.1%
GOLD 4,315 +0.4%
BTC $84,104 -0.1%
DXY 101.3 +0%
EUR/USD 1.1367 +0%
10Y UST 5.11% +15bp
Crypto Fear & Greed
71
Greed
Infrastructure
AWS —
Azure OK
GCP OK
Cloudflare Degraded
GitHub OK
OpenAI OK
Anthropic OK