Did META Just Expose The First Crack In The AI CapEx Boom?
...did META just shatter the market’s central premise that compute is scarce...
...did META just shatter the market’s central premise that compute is scarce...
some admin officials have floated plans for "finishing the job."
Elon envisions X as a single place where you can bank, chat, earn, advertise, use AI, shop, and more...
The establishment has a problem...
...who is best insulated from all this potential disruption?
...these structural forces will remain the dominant drivers of market behavior throughout the second half of 2026...
Slams Biden's "heinous" policy of flying migrants en masse into Springfield and the Midwest...
Kremlin: requires a response...
"PJM has implemented several alerts and actions to maintain reliable system operations..."
...US crude production back near record highs as rig counts rise.
These white-collar layoffs are likely only beginning to accelerate.
"The year the global markets got physical. Until this year, investors sought solace in capital-light companies with reliable earnings. Now, in the age of disruption, nothing is safe."
"Employment was nevertheless cut sharply as firms often sought to offset the rising cost of energy and raw materials..."
The bellicosity earlier in the year was a distraction from the unequivocal message the data was sending of an economy that was firing on all cylinders...
Parcel bomb nearly killed exiled Ukrainian tycoon...
Just when you think it couldn't get any worse, it gets 100 times worse...
Warsh has already become notorious in not wanting to provide forward guidance, so while traders will be looking to his appearance for clues on future policy, some analysts suggest that traders may be left disappointed.
“Given the absence of forward guidance from the Fed now, there is going to be intense focus on any comments” from Warsh, wrote Chris Turner, a foreign-exchange strategist at ING Bank NV. “A focus on price stability can keep the dollar bid.”
