Sunday: RAGE Against the War Machine in San Francisco

Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its profound civilizational implications)....

Can You Price In No Longer Pricing Things In? By Michael Every of Rabobank At this point it isn’t a random walk but a determined march: markets have decided the Iran war and the Hormuz blockades are over, and everything is going to be better than normal imminently: the Nasdaq and S&P are at all-time highs and even worries over private credit are receding. In the real world, there are signs that back that stance and ones that say otherwise. Iran warned it could sink US ships in Hormuz if they police...

The Israeli military has killed at least 713 Palestinians in Gaza since the signing of the US-backed “ceasefire” deal in early October, Gaza’s Health Ministry said in its daily update on Thursday, as Israeli attacks continue across the Strip in violation of the agreement. “A number of victims are still under the rubble and in […]