MWith 88.6 percent of votes counted in Israel, still no government.
CThat's the kind of headline that makes tech drama feel tiny.
MKinshi Sharp posted a world news thread on X. It's not our usual beat, but it's the biggest actual news in the feed right now.
CNetanyahu's bloc is at 53 seats, the opposition at 48. Neither is near 61.
MAnd the Arab-led parties have a record 19. So they're the ones everyone has to court.
CCoalition math. Nothing quite like it.
MAlso in that thread: Washington sanctioned Rwanda's defence ministry over backing M23 rebels. The Fed held rates, with two dissenters wanting a hike.
CThe Rwanda sanctions are the part most people will miss. The U.S. Treasury went after the defence ministry and a savings society for backing M23.
MThat Fed split is the detail markets will chew on.
CWhich is why we should not get our finance news from a random thread with world news in all caps.
MFair. But at least this one checks out.
CSpeaking of checking out... an account on X called AI Daily News posted a Thursday facts roundup. I went looking.
MWhat did they claim?
CGoogle reportedly has a new Gemini model said to rank at the top of some Artificial Analysis index. Nvidia also released an open speech model.
MIf that's true, that's a big week for open models.
CBig if. We couldn't confirm either claim. No official word from Google or Nvidia, no benchmark page, nothing.
MBut leaks happen. A model can be tested before a press release. That doesn't make it fake.
CIt also doesn't make it true. And the account posting it is not exactly a newsroom.
MI get that. But this is how the AI world works now: small accounts get early details, and sometimes they're right.
CNo, this is how hype cycles work. Someone makes a vague claim, it gets screenshot, and suddenly everyone's talking about a model that may not exist.
MHold on—may not exist is a stretch. Google has been working on Gemini models. It's not like they invented a company.
CYou're giving it credit for being plausible. Plausible is not confirmation.
MI'm not saying confirmed! I'm saying don't dismiss it just because a small account posted it.
CI'll dismiss it until someone at Google or Nvidia actually says it. That's the whole job.
MFine. But if this drops tomorrow, I'm going to be insufferable.
CYou're already insufferable. But okay, moving on.
MDifferent corner: ETF Shelf posted on X that Global X launched a Magnificent Six ETF. Apple, Nvidia, Microsoft, Alphabet, Amazon, Meta. No Tesla.
CAnd we couldn't confirm that one either. But the idea is interesting: an actively managed fund that just cuts Tesla out.
MThe Magnificent Seven minus the car company. That's a statement.
CWhy would they exclude Tesla? Is it because it's not pure AI? Or is the fund manager just bearish?
MIt could be a risk call. Tesla's earnings swing hard, and the other six are more predictable AI bets.
CTesla has a huge AI story. That's like making a big tech fund without Netflix and pretending it's still big tech.
MBut this isn't a big tech fund. It's an AI megacap fund. Tesla's AI is important, but it's still a car company first.
COh, come on. Tesla's whole valuation is built on autonomy and robots. If that's not AI, what is?
MIt's also built on margins, factory lines, and vehicle demand. The other six are software and cloud first.
CTesla is the only one of the seven that actually builds physical robots.
MBuilding robots doesn't make it a pure AI investment. It's a manufacturer with an AI division.
CAnd the cloud giants don't build anything physical? They run data centers.
MRunning data centers is the AI business. Building cars is not.
CThat's a fair distinction, but cutting Tesla feels like a marketing gimmick to be different.
MOr it's an honest opinion about which companies are pure AI exposures. Fund managers do that.
CFine, it's their fund. But I still want to see the filing before I believe it exists.
MThat's reasonable. And if it exists, I want to know the fee. Active management isn't free.
CThat's the real story, if it's true: an AI fund that charges you more to own the same six stocks you could buy yourself.
MAnd skips the one you'd actually argue about.
CExactly. We'll watch for official confirmation on both of those.