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Is The SpaceX Asteroid About To Impact The TelCo & Cable Dinosaurs?
Is The SpaceX Asteroid About To Impact The TelCo & Cable Dinosaurs?
Authored by Simon Duff via BondVigilantes.com,
SpaceX’s IPO was a gargantuan event by any measure: US$75 billion proceeds raised, over US$2 trillion enterprise value, and an almost US$29 trillion total addressable market to feast on. Few other companies can rival its industrial span and potential seismic impact on consumers and competitors. SpaceX’s valuation is driven by its sci-fi AI segment replete with space-based data centres and moon bases. However, its more immediate impact maybe felt in the more down to...
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Jul 21, 2026 / Tyler Durden
Data Centers Were Responsible For 46% Of PJM's Last Four Capacity Auction Costs
Data Centers Were Responsible For 46% Of PJM's Last Four Capacity Auction Costs
By Ethan Howland of UtilityDive
Data centers are responsible for $6.3 billion, or 38%, of the $16.4 billion in charges from the PJM Interconnection’s just-held capacity auction, Joseph Bowring, president of Monitoring Analytics, said in an email to Utility Dive. Monitoring Analytics is the grid operator’s independent market monitor.
In PJM’s last four base capacity auctions, data center-driven capacity charges totaled $29.4 billion — 46% of the $63.6 billion in total capacity charges in that period, Bowring said. Monitoring...
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May 26, 2026 / Tyler Durden
Iranian Leader Calls For Muslim Unity, Says 'Death To America' Will Become Common Slogan
Iranian Leader Calls For Muslim Unity, Says 'Death To America' Will Become Common Slogan
Authored by Tom Ozimek via The Epoch Times,
Iranian leader Mojtaba Khamenei issued a message on May 26 calling for greater unity across the Muslim world against the United States and Israel, saying that the chants “Death to America” and “Death to Israel” will become the rallying slogans of Muslims and “the oppressed of the world.”
Khamenei’s message was to mark Hajj, the annual Islamic pilgrimage. In it, Khamenei described a historic struggle against U.S. and Israeli influence...
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Apr 25, 2026 / Tyler Durden
Trump's SWIFT Hint And The Decline Of The Euro
Trump's SWIFT Hint And The Decline Of The Euro
Submitted by Thomas Kolbe
In a post on Truth Social, US President Donald Trump indicates the imminent return of Russia to the SWIFT payment system. It would mark the end of sanctions against Russia. But the Prussians are not shooting that fast anymore.
Currency policy is geopolitics. This is especially true as soon as the US dollar is involved. And that is almost everywhere and at any time on the globe, no matter how often European and Chinese media sound the death knell...
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