1
43
Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show (bloomberg.com)
4
Data center foes win big in Tuesday's primaries (politico.com)
2
Jensen Says No AI Bubble 'Incredibly Profitable' 'Happy to Pay' (barchart.com)
8
Elon Musk's SpaceX unnerves investors with lavish AI spending plans (ft.com)
7
Grocery prices are Americans' top affordability challenge, report finds (cnbc.com)
57
Fed's Kashkari says 'now is the time to start slowly moving' rates up (cnbc.com)
1
Coming to a county near you: A data center moratorium (eenews.net)
11
Lawmaker Who Wants Data Center Pause Wins Kansas Democratic Primary (nytimes.com)
3
Situational Awareness hedge fund meltdown was a warning shot BofA CEO says (cnbc.com)
2
Backlash over Data Centers, Power Costs Tests GOP's Hold on Ohio (bloomberg.com)
2
Data-centre reality check could slam brakes on AI earnings boom (reuters.com)
46
Polling shows a growing political reckoning is coming for data centers (politico.com)
4
Mark Cuban, Michael Burry send strong warning on Nvidia, AI stocks (thestreet.com)
7
Let's call Trump's approach to Iran what it is: kindergarten diplomacy (theguardian.com)
2
Yemen's Houthis say they attacked Saudi oil tanker in Red Sea (reuters.com)
2
Japan casts military buildup as path to economic prosperity (reuters.com)
2
SpaceX's AI ambitions burning through Starlink revenue (reuters.com)
2
Lockup expiry will offer the next test of investor appetite for SpaceX shares (reuters.com)
4
Yen stuck at 157 as markets weigh limits of US-Japan intervention (nikkei.com)
2
Fed's Schmid calls for tighter monetary policy, inflation too high (reuters.com)
2
SpaceX's AI spending unnerves Wall Street despite promises of quick payoff (cnbc.com)
2
Banks to offload $15B of debt for Anthropic data centre backed by Google (ft.com)
5
America's Bet on AI – The winner takes it all. What if we lose? (foreignpolicy.com)
4
SpaceX hit by surging AI costs as insiders prepare to sell their shares (nbcnews.com)
64
After Losses, Retail Investors Flock to 3x Leverage as 2x Product Are Restricted (asiae.co.kr)
8
It looks like 'Big Short' investor Michael Burry nailed bet against chip stocks (businessinsider.com)
1
Young South Korean investors are finding company in collective misery (businessinsider.com)
4
US yen intervention signals perfect storm rising in FX and bond markets (reuters.com)
6
Gov. Greg Abbott halts Texas data center approvals (thenationalnews.com)
6
Asia Hedge Funds Suffer Widespread Losses in July Market Rout (bloomberg.com)
3
AI stock sell-off slams hedge funds as Whale Rock loses 21.7% in July (bloomberg.com)
5
What are credit default swaps and why are they spooking AI investors? (reuters.com)
3
Credit Braces for Fallen Angels as $100B Trades Like Junk (financialpost.com)
2
The 'dean of valuation' says pain is headed for more AI companies soon (businessinsider.com)
2
Data centers have a politics problem (politico.com)
6
Resistance grows nationwide against AI data center boom (cbsnews.com)
3
AI demand to keep near-term inflation high, says investment strategist (cnbc.com)
5
AI data-centre race builds $1T lease burden for Big Tech (reuters.com)
2
Cloud computing giant Oracle Corp is on the cusp of a junk-grade credit rating (reuters.com)
14
Data Centers Broke American Politics (wired.com)
5
SoftBank's AI funding plans to face reckoning at earnings (yahoo.com)
2
AI useful, but warning bells grow amid illusion of overheated investment (digitaltoday.co.kr)
4
'Difficult' to be hopeful: How people survive under inflation (cnn.com)
5
The AI Boom Is Transforming the American Economy Beyond Recognition (wsj.com)
1
Anger over Data Centers Is Fueling a New Political Movement (politico.com)
1
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings (cnbc.com)
2
Bessent Seeks Fed Help in Defending Yen in Unusual Call (bloomberg.com)
3
Are all these data centers a way to try to substitute for promised progress?
116
AI's debt binge can't last, hidden borrowing reaches $1.65T (fortune.com)
3
"Shock from Jensen Huang's Bubble Will Be Severe" (sbs.co.kr)
3
Wall Street's bulls are starting to admit the earnings bubble is real (fortune.com)
2
Iran to get Chinese shoulder-launched missile systems in weeks, sources say (reuters.com)
2
Russia is sharing valuable Intel with Iran, officials say, as U.S. war drags on (nbcnews.com)
4
Ukraine's Strike on Iranian Ship Shows How Two Wars Could Merge and Spiral (nytimes.com)
3
AI Boom Spurs Insider Selling by Nvidia, CoreWeave Billionaires (bloomberg.com)
6
Big Tech Holds $2.4T of Spending Commitments for AI Boom (bloomberg.com)
2
Did Situational Awareness inflate the AI bubble? (yetanothervalueblog.com)
4
Fall of Situational Awareness Is a Warning, So Is Nvidia's Vendor Financing (newcomer.co)
3
The market's big AI doubts are exposing the riskiest players (cnn.com)
1
Concerns grow over AI giants' hidden debts (semafor.com)
3
AI bubble will burst if 10-year moves above 5%, says Breakout Capital's Sharma (cnbc.com)
2
Microsoft blinked a little in the AI capex race. Wall Street loved it (businessinsider.com)
4
7 in 10 Americans say large tech companies have too much power (axios.com)
3
America's biggest companies are burning cash on AI. It's risky for everyone (washingtonpost.com)
1
Big Tech AI spending spree tops $1T (ft.com)
1
Today's Market = 1999 Capex and 2008 Credit (investor.fm)
1
AI Boom = 1999 Capex and 2008 Credit (realclearmarkets.com)
4
Wall Street suffered historic crash in momentum stocks, rebound could be a trap (morningstar.com)
5
Is the fall of Situational Awareness the first domino?
35
US oil inventories fall to 'precariously low' level as Iran war disrupts supply (ft.com)
2
Floundering A.I. Hedge Fund Is Rescued by Rival (nytimes.com)
4
The bond market to Kevin Warsh: What are you doing about inflation? (cnn.com)
1
Meta's AI bets are swallowing almost all its free cash flow (businessinsider.com)
12
Microsoft keeps capex unchanged, the only datacenter giants to hold AI spending (businessinsider.com)
9
Kospi Plunges After Nvidia CEO's Visits Spark 'Huang Curse' Fears (chosun.com)
4
Hedge funds face demands to stump up collateral as AI stocks tumble (ft.com)
1
AI Deals Struggle to Get Across Finish Line Bond Binge Enters Weak Demand Era (yahoo.com)
2
Meta faces higher borrowing costs in latest $12B data centre financing (ft.com)
2
Big Tech credit risks rise sharply as AI spending soars (ft.com)
2
Nvidia behind $50B lease on Texas data centre that will use its chips (ft.com)
1
Cloudmaxxing sucks Nvidia into dangerous game (reuters.com)
1
CoreWeave considers derivatives to hedge against falling memory prices (yahoo.com)
4
New York blocks new hyperscale data centers for a year (apnews.com)
3
Cleveland Fed's Hammack says AI could fuel inflation, rate hikes may be needed (cnbc.com)
1
AI is powering an economy in which many Americans are falling behind (cnn.com)
5
AI's economic effects is causing serious pain for most Americans
4
Many economists believe that AI will lead to more inflation. Why? (marketplace.org)
7