Article
The AI Trade: Now With Less Circle And More Jerk
The AI Trade: Now With Less Circle And More Jerk
Submitted by QTR's Fringe Finance
As if markets didn’t already have enough to worry about heading into the weekend — an escalating conflict involving Iran, growing stress in private credit, and the ongoing annoyance of positive real interest rates — one of the “AI will solve everything, just add capex” deals that everyone in markets have been quietly laughing about while investing in for the past year has officially started to unravel.
According to Bloomberg, Oracle Corporation and OpenAI have scrapped plans to expand...
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Apr 29, 2026 / Tyler Durden
"We Can't Move Forward": Brookfield-Backed Compass Abandons Virginia Data Center Project
"We Can't Move Forward": Brookfield-Backed Compass Abandons Virginia Data Center Project
Compass Datacenters is abandoning a massive data center project in Northern Virginia after what Bloomberg described as "intense pushback from local residents."
The retreat comes as local opposition to data center buildouts accelerates nationwide, with residents increasingly furious over surging power demand, soaring electricity bills, land-use battles, and transmission lines cutting through neighborhoods and farmland.
We were the first to describe the epicenter of the data center buildout revolt in the Mid-Atlantic area, all the way back in the summer of...
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Apr 15, 2026 / Tyler Durden
War 'Very Close' To Over, Trump Says, As Iran Ceasefire Extension Reportedly Advances, But More US Troops Deploy
War 'Very Close' To Over, Trump Says, As Iran Ceasefire Extension Reportedly Advances, But More US Troops Deploy
Summary
The Iran war is "very close to over" with authorities in Tehran eager to agree a peace deal, Trump says, adding: "We've beaten them militarily."
AP/Bloomberg reporting the two sides have an "in principle agreement" to pursue further diplomacy; however, this is batted down as 'unconfirmed' by Tehran & a US official.
The Pentagon is sending thousands of additional troops into the Middle East in coming days: WaPo
Trump claims China "very happy" the US is...
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Mar 25, 2026 / Dave DeCamp
Iran Rejects US Proposal To End War, Lays Out Its Own Conditions: Iranian Media
Iran’s PressTV reported on Wednesday that Tehran has rejected the Trump administration’s 15-point proposal to end the war the US and Israel launched on February 28 and laid out its own conditions to end the conflict. “Iran will end the war when it decides to do so and when its own conditions are met,” an […]
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