With 4,900 AI Data Centers, There's Likely One Coming To Your Neighborhood

President Donald Trump claimed an Iranian-flagged vessel attempted to break the US blockade. US forces attacked and boarded the cargo ship.  “Today, an Iranian-flagged cargo ship named TOUSKA, nearly 900 feet long and weighing almost as much as an aircraft carrier, tried to get past our Naval Blockade, and it did not go well for […]

Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built Wall Street is largely on board with the nuclear bull case. But investor patience is thinning with an industry that is enjoying both political support and demand from deep-pocketed customers, yet still struggles to this day to get any projects actually started. We noted a similar sentiment with Barclay’s nuclear outlook, as investors increasingly want evidence of real delivery. New research from Jefferies and Bank of America echo similar verbiage (Professional subscribers can read the full notes here at our marketdesk.ai...

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%...