Tech giants rethink the future…
cc: @Dr_Gingerballs @DarioCpx @RealJimChanos pic.twitter.com/k0tc6pnf8R
— Gordon Johnson (@GordonJohnson19) March 26, 2025
JIM CRAMER JUST TOLD NVIDIA $NVDA INVESTORS TO PREPARE FOR ‘TURBULENCE’ – CNBC pic.twitter.com/ezPTeeisqZ
— Evan (@StockMKTNewz) March 26, 2025
Microsoft, $MSFT, has cancelled new data center projects in the US and Europe, per Bloomberg.
— unusual_whales (@unusual_whales) March 26, 2025
MICROSOFT CANCELS ALL NEW DATA CENTER PROJECTS IN THE U.S. AND EUROPE: " $MSFT is choosing to forgo new business with OpenAI"
Nvidia narrative last week "AI buildout is just getting started!"$NVDA narrative this week "Maybe we did overbuild AI infrastructure after all" https://t.co/2qpbD5heRm pic.twitter.com/gvyaVMdP59
— Financelot (@FinanceLancelot) March 26, 2025
The $SPX will NOT hit a fresh ATH unless at least 2 of the 3 top Mag 7’s hit an ATH.$NVDA$AAPL$MSFT
Period.
Don’t care about rotation. Their weighting is too heavy.
— Heisenberg (@Mr_Derivatives) March 26, 2025
GOLDMAN SLASHES 2025–26 AI SERVER SHIPMENT FORECASTS BY UP TO 35%
Goldman Sachs cut its AI server rack forecasts to 19K units in 2025 and 57K in 2026, down from 31K and 66K, citing weaker-than-expected demand and production bottlenecks. It also sees PSU inventory risks for Delta…
— Wall St Engine (@wallstengine) March 26, 2025