Origin is rolling out in early beta on paid plans with hosted repos, two-way GitHub and PR sync, agent-assisted review and merge, and initial Vercel, Depot, and Buildkite integrations. The release is a beta surface, not yet a replacement proven at GitHub scale.
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1 posts · 85% confidence
Themes
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Signals
For the final year ended June 30, BHP reported roughly $33B of underlying EBITDA, with copper contributing a record $18B and 54% of the group for the first time. Copper production held near 2 Mt, and the company declared a 99-cent final dividend.
July shipments fell 4.8% year over year and 2.6% from June, while expenditures rose 9.1% year over year and the truckload linehaul index rose 8.6%. Cass attributes the divergence partly to higher fuel and contracting capacity, with intermodal taking share.
Preliminary June net TIC inflows were $133.5B versus a revised $131.5B in May. Private inflows fell to $85.0B from $171.4B, while official flows flipped to +$48.4B from -$39.9B; Treasury cautions that custodial data make country attribution imprecise.
Sentiment
3 posts · 88% confidence