Nvidia Turns Green After Denying Report Its Kyber Server Rack Has Been Delayed

Trump Considers New Tariffs On Semiconductors - Reports Raise Alarm Could Doom US Dominance Politico reports Thursday on what could be another significant setback for US data centers and major damper on American AI aspirations. The White House is mulling the possibility of introducing new tariffs on semiconductors and a broader range of technology products, including laptops, servers for data centers and gaming equipment - a move tech companies have long been warning against, and which may demonstrate once again that the only thing getting 'reshored' is massive inflation for end consumers. Source: Equinix. Data...

As I was leaving the University of the Communes in Tocuyito, after a joyful and uplifting visit, an earnest young Professor came up to me and pulled me aside. Very quietly, he asked me what was going to happen. A number of the students were terrified there would be regime change and they, picked as […]

Gundlach Warns "Bagholders" Will "Lose Money" In Private Credit As BDCs Slash Asset Values, JPM Faces $500MM Loss In Biggest "Hung" Deal This Year Add another vocal warning to the chorus singing about the dangers of private credit.  DoubleLine CEO Jeffrey Gundlach, who has been especially critical of private credit for the past year warning last November that the space “has the same trappings as subprime mortgage repackaging had back in 2006,” raised fresh concerns about financial advisers and other principals who ushered retail investors into private credit and other so-called...