10Y Yield Extends Rise After Surge In ISM Manufacturing Prices

Tucker Carlson Urges U.S. Officials To Defy Trump On Iran Orders: "Say No, Absolutely Not" Tucker Carlson has publicly called on White House aides and Pentagon officials to refuse President Donald Trump’s orders if they involve mass attacks on Iranian civilians or the possible use of nuclear weapons, telling them to "say no, absolutely not" directly to the president and, if necessary, to "figure out the codes on the football yourself." The remarks, made on his popular podcast, come amid the ongoing U.S.-Israel military campaign against Iran and have triggered...

Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls, including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it...