Why The Crash Was Delayed

Microsoft Triples-Down On Data Centers, As Half Of Planned Projects Face Cancelations, Delays Microsoft unveiled plans to triple its data center footprint in Cheyenne, Wyoming, snapping up roughly 3,200 acres on the city's south edge.  The deal covers a 200-acre parcel in Bison Business Park plus an adjacent 3,000-acre tract, turning what is already one of the company's longstanding hubs into a sprawling complex.  With 11 data centers operational and three more under construction across four campuses, the tech giant is betting big on the Cowboy State's energy resources and workforce.  A company...

Battle Of Narratives: Bloomberg Counters Nikkei Asia's Foldable iPhone Delay Report Summary:  Bloomberg counters Nikkei Asia's reporting on possible foldable iPhone delays Nikkei Asia says the foldable iPhone has hit "engineering snags," with shipment delays possible Polymarket odds of a foldable iPhone release this year stand at 81% Bloomberg counters Nikkei Asia's reporting Hours after Nikkei Asia reported that Apple's first foldable iPhone could face delays in mass production, Bloomberg pushed back on the report, citing sources who say the foldable iPhone remains on track for a September debut alongside the iPhone 18 Pro and...

US Home Prices Dipped In February For First Time Since June 2025 For the first time since June 2025, US home prices (in the largest 20 cities) fell in February (by 0.05% MoM) according to the latest (admittedly lagging and smoothed) Case-Shiller data. The decline comes after prices surged into the turn of year and has now dragged the YoY gain in prices down to just +0.9% - the weakest since July 2023.  The trend is clear across almost every city... Given the lag in Case-Shiller data, one could argue that prices should...