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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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Feb 25, 2026 / Tyler Durden
Spacecraft Builder That Beats Big Defense Primes On Cost And Speed: Here's How To Profit
Spacecraft Builder That Beats Big Defense Primes On Cost And Speed: Here's How To Profit
Provided continued AI disruption, indiscriminate software stock selling, and credit market risks do not trigger a broader risk-off market event in the coming weeks or months, a June SpaceX IPO could become the bedrock for the grand reopening of the IPO market. The second-order effects of a SpaceX IPO would be improved sentiment toward AI companies going public and potentially a serious investor appetite for the low-Earth-orbit space industry.
Continuing our ever-evolving "how to profit"...
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May 8, 2026 / Tyler Durden
Maryland Blames Data Centers For $1.6 Billion Power Bill Shock, Omits Green Energy Mess
Maryland Blames Data Centers For $1.6 Billion Power Bill Shock, Omits Green Energy Mess
Maryland's Office of People's Counsel released a new report warning that homeowners in the state could face $1.6 billion in additional power bill costs over the next decade to subsidize transmission line upgrades, largely due to data center demand outside Maryland, more specifically from data centers in Northern Virginia.
OPC filed a complaint with the Federal Energy Regulatory Commission (FERC) arguing that PJM Interconnection, the largest U.S. grid operator, is forcing Maryland power customers to shoulder costs...
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Feb 13, 2026 / Tyler Durden
WhatsApp & YouTube Blocked In Russia, Telegram Throttled As State "Super-App" Falters
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