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662 Billion Reasons To Worry: Moody's Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal
662 Billion Reasons To Worry: Moody's Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal
Unless you have lived under a rock for the last year (or month), you will know that the explosive growth of artificial intelligence is fueling a massive infrastructure buildout.
In a chart book published nearly simultaneously with Moody’s report, Apollo Global Management chief economist Torsten Slok worked to put the enormity of data center spending into perspective.
With total capital expenditure on data centers estimated at roughly $646 billion, or about 2% of U.S. GDP, Slok noted that is...
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Mar 18, 2026 / Connor O'Keeffe
No, We Cannot “Afford” This War with Iran Either
Leftists sarcastically asking where the money for this war will come from are right about the GOP’s hypocrisy, but wrong to imply that it actually means there's plenty to spend on all these government programs. We can’t afford any of this.
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Jun 15, 2026 / Tyler Durden
What Could Break The Bull Market This Summer
What Could Break The Bull Market This Summer
Authored by Lance Roberts via RealInvestmentAdvice.com,
Key Takeaways
After nine straight up weeks, the bull market pullback we flagged finally arrived, and it stopped cold at the 50-day moving average.
The selloff reset an overbought tape without breaking trend. RSI fell from above 70 to the low 40s, and Thursday’s bounce came on broad participation.
Our Money Flow Breadth Ratio ticked up to 60%, back in buy territory, and we’re holding equity exposure at 100%.
The bigger risks haven’t gone anywhere: record margin debt, fading retail demand,...
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Mar 11, 2026 / Brian D. O’Leary
Uncle Bibi’s War — and America’s Bill
WASHINGTON, March 10, 2026 — The Geneva talks ended without a deal on February 27th. The bombs fell on February 28th. Seven Americans are dead. The question almost no one in Washington is asking: what exactly changed between Thursday and Saturday? Those who think this is new should consult the record of the last great […]
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