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Brave New Autonomous World Takes Shape On America's Highways
Brave New Autonomous World Takes Shape On America's Highways
Wall Street remains hyper-focused on whether the hyperscalers' AI-driven data center buildout, now approaching $700 billion and roughly 10 times 2020 levels, will ultimately generate enough returns to justify the massive spending boom.
Goldman analysts, led by Mark Delaney, focused on the "impact of AI on profit pools" and, more specifically, on the incremental profit AI-enabled initiatives in the transportation space could ultimately generate.
The good news is that nearly a year after Delaney's June 2025 note to clients, his team found that...
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Jun 20, 2026 / Tyler Durden
Trump Unveils New Air Force One Plane
Trump Unveils New Air Force One Plane
Authored by Jacob Burg via The Epoch Times,
President Donald Trump on June 19 unveiled the plane that will serve as the new Air Force One, a $400 million Boeing 747-8 luxury jet that was gifted to the United States by the Qatari government in 2025.
President Donald Trump delivers remarks after touring the newest aircraft in the presidential fleet at Andrews Air Force Base at Joint Base Andrews, Md., on June 19, 2026. Alex Wong/Getty Images
Trump stepped down from the plane inside a new...
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Aug 26, 2026 / Tyler Durden
"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action
"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action
We’ve covered soaring “chipflation” for months and the trend does not seem to be abating. Nvidia is reportedly informing its largest customers to expect price hikes of at least 15% for next year, possibly to set expectations of a still larger move upward… and meanwhile the semi component in the PPI looks like a 2021 memecoin:
All this has earned the attention of FTC Chair Andrew Ferguson, who apparently enjoys building his own personal computers. In...
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Sep 9, 2026 / Tyler Durden
Stellar 10Y Auction Stops Through, With Highest Bid To Cover In A Decade On BIggest Yield Since 2007
Stellar 10Y Auction Stops Through, With Highest Bid To Cover In A Decade On BIggest Yield Since 2007
After today's very disappointing buyback announcement, which at $6BN came in far below whisper expectations of $10BN, and which sent yields surging to 4.85%, many were on edge ahead of today's $39 billion sale of 10Y paper. In the end, it priced far stronger than expected, with today's selloff providing a sufficient concession to stir up enough demand to avoid a fullblown bond market panic.
The 9 Year/11 month reopening of cusip ER0...
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