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Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed
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)....
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May 6, 2026 / Brian McGlinchey
How the US-Israel Relationship Weakens America and Harms the World
This article is adapted from a speech given at the Ron Paul Institute Spring Conference in Lake Jackson TX on 25 April 2026. I’m going to begin our examination of the US-Israel relationship by taking you to an unlikely location, thousands of miles from either Tel Aviv or Washington. We’re also traveling more than 36 […]
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Jun 10, 2026 / Tyler Durden
Futures Slide Amid Renewed Tech Selling, Geopolitical Chaos Ahead Of Key CPI Print
Futures Slide Amid Renewed Tech Selling, Geopolitical Chaos Ahead Of Key CPI Print
Markets continue to trade with a risk-off bias this morning, with equity futures and macro credit weaker, rates selling across the curve, as the USD and oil sensitive currencies outperform. It’s set to be another ugly day for US tech stocks as US equity futures slide ahead of today's CPI print which will see headline inflation rise above 4% for the first time in 3 years (full preview here). As of 8:00am Nasdaq 100 futures are down 1.5%...
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Jun 18, 2026 / Dave DeCamp
Netanyahu Reaffirms Israel Won’t Withdraw From Lebanon Despite US-Iran MoU
Israeli Prime Minister Benjamin Netanyahu on Thursday reaffirmed his position that Israel won’t withdraw from southern Lebanon and end its war in the country despite the US-Iran Memorandum of Understanding that calls for an end to the conflict. “We will restore security and prosperity to northern towns,” Netanyahu said. “That requires maintaining the security zone […]
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