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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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Jun 1, 2026 / Tyler Durden
How U.S. Retailers Are Absorbing The Fuel-Price Shock
How U.S. Retailers Are Absorbing The Fuel-Price Shock We have diligently tracked the Gulf-related fuel-price shock hitting the American consumer, with prices rising at the fastest rate in three years, personal savings depleted, and spending still running hot, a trend Goldman flags as increasingly troubling for the broader economy. This cocktail has revived uncomfortable memories of the 1970s: higher energy costs, squeezed households, and a consumer still spending into weakness. But another important area of coverage is how companies are faring as freight, fuel, and supplier costs, along with tariff pressures,...
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Apr 22, 2026 / Tyler Durden
US Blocks Regular $500 Million Cash Pallets Flown To Iraq, Over Pro-Iran Militias
US Blocks Regular $500 Million Cash Pallets Flown To Iraq, Over Pro-Iran Militias In confirmation of some early reporting we featured at the start of this week, The Wall Street Journal has verified something that Iraqi officials themselves were denying just days ago: the US is blocking Iraq's regular dollar shipments in order to pressure it's Iran-backed militias. "The Trump administration has suspended U.S. dollar shipments to Iraq and frozen security cooperation programs with its military, escalating the pressure on Baghdad to dismantle powerful Iranian-backed militias," said Iraqi and US officials interviewed in...
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Apr 29, 2026 / Tyler Durden
Gabe Plotkin Plans ETF Comeback After Melvin Capital Collapse
Gabe Plotkin Plans ETF Comeback After Melvin Capital Collapse After closing his hedge fund in the aftermath of the meme-stock upheaval, Gabe Plotkin is exploring a new investment structure, according to Bloomberg. He’s looking to place a portion of his personal holdings into an exchange-traded fund, using a method that has become increasingly attractive for wealthy investors seeking to postpone capital gains taxes. As co-chair of the Charlotte Hornets, Plotkin is expected to contribute most of the starting assets for a proposed vehicle called the Snowball ETF, according to people familiar with...
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