Hyperscalers Rip, Semis Rot In One Of The Widest Splits In A Decade
"If compute is more scarce because you cannot build more capacity, you can sell it for at a higher price."
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PremiumHow The Historic Blue Tsunami Could End In Tears For Democrats
The problem is simple: Trump isn't going anywhere...
TESTOSTERONE – THE HOLY GRAIL OF MEN’S HEALTH
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The Texas Copycats: Georgia, Ohio, Michigan Line Up For Data Center Pauses; Here's The Damage
The share of Americans who "strongly oppose" a data center near where they live went from 24% to 61% in under a year. Now they have governors and utility commissions...
PremiumUS Suspends South Africa, Rwanda From Key African Trade Program
U.S. Trade Rep Greer said both countries are 'engaging in practices inconsistent' with its duty-free trade program's eligibility criteria...
Trump said it was "largely true" that Republicans lost the midterms because of the Iran war; NQ underperforms as memory names slip - Newsquawk US Market Open
- US President Trump said it was "largely true" that Republicans lost the midterms because of the Iran war, while he said he is not replacing War Secretary Hegseth.
- European bourses build on recent advances; AI/memory sell off continues, with NQ -0.5% underperforming.
- DXY pares some post-midterm losses; Cable fails to sustain 1.3500 ahead of th
NS
The Oil Massacre
Oil just suffered its worst four-day collapse since COVID.
CTAs were heavily long going into the carnage.
PremiumSequoia Capital Shutters London Office As Silicon Valley's VC Giants Pull Back
"This is not about the team."
Cyberattack Targets French Blood Bank Fridges
The cyberattack follows incidents across Europe, where supermarkets reported their refrigerators being tampered with remotely...
Five Reasons This New Bull Will Have Much More Room To Run
Leadership is alive and well and the real delta in buybacks happens right now.
PremiumBrace For A Decade Of Pain, Warns Britain's IFS
"This decade looks set to be the worst decade for growth in household incomes on record. No amount of temporary cost of living packages will fix that. We need a stronger economy."
COVID-Dissident Doctor Arrested For "Insulting" Berlin Mayor
A German doctor who rose to prominence for his criticism of Covid measures has been arrested in Berlin for "insulting" Berlin's Mayor over his links to a convicted pedophile drag queen...
Germany Pledges More Winter Aid To Ukraine As Kremlin Says Europe Has No Seat At Abu Dhabi Talks
"It is time to end this war," Merz emphasized.
Prison Time For Discussing The Great Replacement? French Left-Wing Lawmakers Push For Draconian New Law
Penalties would be aggravated for elected officials or candidates, resulting in up to three years’ imprisonment and a €75,000 fine...
Crude stays pressured and gold returns above USD 4,100/oz after the Democratic sweep; BoE expected to hike Crude stays pressured and gold returns above USD 4,100/oz after the Democratic sweep; BoE expected to hike
APAC stocks were mixed after the rally on Wall Street, with a rotation out of chip names; US equity futures are mixed, with the NQ lagging, while European equity futures point to a positive open.
NSTrump's Legacy Will Ultimately Be Determined By The Outcome Of The Third Gulf War
If the conflict drags on or he provokes Iran... the resultant surge in the cost of living that was responsible for the Republicans' latest bloodbath will sweep MAGA into the dustbin of history in 2028...
Virginia Now Protects Third-Trimester Abortion With Doctor's Note
The amendment's text names the judgment of "a physician"
Crude Crashes As Blue-nami Sparks Market Chaos; Bullion, Bitcoin, & Bonds Bid
...dollar down bigly, rotation from Semis into Mag7, breakevens collapse...
PremiumWhat's Next For Data Centers After The Blue Tsunami: Goldman Sees Moratoria Freezing 45% Of Capacity As Texas Pulls The Plug
More than half of Texas projects could be cancelled. Every 10% haircut to Texas is a 1.6% hit to total AI CapEx...
PremiumGoing Postal On The GOP? Kansas Mail Carrier Charged With Stealing Thousands Of Letters
Agents who searched her residence found no mailers for candidates of any other party...
The Next Big AI Trade May Have Nothing To Do With Stocks
Everyone is focused on AI stocks.
But the next big AI trade may be hiding in the currency market.
A $500 billion imbalance. A deeply undervalued currency.
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