Looks like the data center turbines are not making a dent.
Natural Gas getting dumped to its lowest price since November 2024 byu/RobertBartus inEconomyCharts
Independent thinking for complex markets and current events
Natural Gas getting dumped to its lowest price since November 2024 byu/RobertBartus inEconomyCharts
The Trump Administration needs much weaker macro data then it is getting right now (if it wants more cuts) – especially on Friday for NFP… https://t.co/ieRTtttGSf pic.twitter.com/BqRpsp1VS3 — Don Johnson (@DonMiami3) January 8, 2026 THE STOCK MARKET CRASH IS SET UP PERFECTLY! 1. Consumers are still spending money they don't have.– Consumer spending makes up …
“.. data centers were the worst performing REIT sector in 2025.” 👇🏼 Oops! https://t.co/qbIUB3y8vm — Kalani o Māui (@MauiBoyMacro) January 6, 2026 What I know about GenZ from my own experience is that they always blame someone else for all of their problems. Consider that in the context of what's coming. "Every Wall Street Analyst …
Morgan Stanley: “We note that battery storage could experience significantly greater demand than we currently forecast stemming from the data center opportunity. DC developers have increasingly expressed a desire to use BESS in a variety of applications from backup, load following to getting online with the grid quicker. In its most recent earnings call, FLNC …
European aerospace corporation Airbus has decided to move critical digital systems away from Google’s cloud services. Company executives say the decision is driven by security and data sovereignty concerns linked to US jurisdiction over sensitive industrial information. The decision comes as Google faces a class-action lawsuit in the US over alleged privacy violations linked to …
Miami leads the nation in home de-listings, that is number of sellers who realize the housing situation is bad and getting worse, therefore simply pull their property off the market. De-listings nationally have soared this year, led by Miami and Florida. It wasn’t supposed to be like this. Sellers came back into the market thinking …
Intimacy should be freer and easier than ever, whether for procreation or recreation. Yet at every age the data is stark In two weeks’ time, the first quarter of this century will be over. Twenty-five years during which every aspect of culture, identity and human progress seemed to hurtle forwards at double speed. From this …
BREAKING: A JAW-DROPPING report from the House just confirmed the left-wing D.C. police chief FALSIFIED crime statistics, “cooking the books” to make the city seem MUCH safer than it was. – Chief Smith PUNISHED and RETLIATED if they tried to report rising crime data, BERATING them – Chief Pam Smith PRESSURED commanders to lower crime …
A new House committee report alleges the former DC police chief pressured officers to manipulate crime data to create the appearance of a safer city. The report, released Sunday by the Republican-led House Oversight Committee, claims there was an active effort to downplay crime in the nation’s capital and that Chief Pamela A. Smith fostered …
🚨NEWS: America's biggest meat processors have allegedly used a secretive data company to collude to hike food prices & suppress wages, according to lawsuit documents reviewed by The Lever. Ground beef prices have increased by over 400% as meat-industry wages have stagnated. pic.twitter.com/rlfJSL6GJP — David Sirota (@davidsirota) December 11, 2025 According to private and federal …
I have another chart that shows the US labor market improving. The NFIB Small Business Optimism survey saw a rise in the number of firms who plan to increase employment versus decrease employment. Over the last 6 months, the rate-of-change exceeds 96% of all periods since 1985. pic.twitter.com/i492W5C7wG — Jeff Weniger (@JeffWeniger) December 9, 2025 …
AI Data Centers are becoming the new Subprime Housing market. Banks are packaging up risky loans and selling them off to other investors. byu/TonyLiberty inFluentInFinance Data center debt has exploded due to the AI boom, with $25.4 billion in US secured debt issued in 2025 alone, marking a 112% increase from 2024’s $12 billion. Since …
Alex Karp talked like he had limits. He said Palantir would never track people. He said the company would walk away from contracts that hurt minorities. None of that matters anymore. ICE is using his software to find people faster than anyone thought possible. For years, Alex Karp, Palantir’s CEO, had declared the data management …
Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building and fully outfitting a one-gigawatt AI data center costs about $80 billion. Given that industry announcements suggest firms are planning up to 100 gigawatts of …
Yikes. ADP employment report shows -32,000 jobs lost in November. Most industries were doing layoffs. The only ones still are hiring are hospitality and healthcare. But look at employment by firm size. There's a K-shaped economy among firms, too. Larger companies are still… pic.twitter.com/CsMQ4UAAyZ — Heather Long (@byHeatherLong) December 3, 2025 On US macroeconomic data: …
Trump claims Black Friday proves the economy is fixed, but the data shows 41% of BNPL users are already missing payments. byu/DumbMoneyMedia inEducatedInvesting Trump economic advisor Kevin Hassett touts ‘best Black Friday that we’ve ever seen’ as holiday spending surges Kevin Hassett credits Trump policies for holiday spending surge while pushing back on Atlantic report …
Another day, another security breach. This time, it’s OpenAI’s turn. Today, users are waking up to discover emails from OpenAI’s security team, confirming more security issues at the company. This one is a bit more egregious than previous breaches, exposing emails, names, and approximate locations of an undisclosed number of users. OpenAI claims that ChatGPT …
Chinese regulators have barred TikTok-owner ByteDance from deploying Nvidia chips in new data centres. The tech publication The Information first reported the development on Wednesday, citing two company employees. ByteDance bought more Nvidia chips than any other Chinese firm in 2025 as it raced to secure computing power for its billion-plus users amid concerns the …
Wow, look what is replacing the once booming timber & oil mining county. Data centers that will stress the power grid and divert the water resources. “Mingo County, West Virginia, was once thriving, but the coal industry’s decline left it one of the poorest counties in the US. Now, multiple data centers could be built …
The US has roughly 5,381 data centers compared to China’s 449. That’s more compute infrastructure than literally every other major country combined. The American thesis is straightforward whoever owns the most advanced infrastructure wins the AI race. But China’s not even trying to compete on that front. They’ve conceded the data center count game entirely. …
by Michael You may have heard some very alarming things about AI toys, but the truth is far worse than most parents realize. If we can get this information out to enough parents, sales of AI toys will collapse, and that will be a very good thing. A cute little teddy bear that can literally …
It isn’t a slump. It’s a straight-up crash. The investment collapse matches the collapse in household lending, and the banks are finally admitting it in their numbers. China’s property downturn has now lasted for over 4 years byu/RobertBartus inEconomyCharts It's like the Chinese economy hit a brick wall in June. It isn't just investment, that's …
Electricity prices are surging, voters are growing angry, and the artificial intelligence industry’s data centers are increasingly a target for blame with U.S. mid-term elections on the horizon. Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration. The …
BREAKNG: In an unbelievable moment, Trump Economic Council Director Kevin Hassett says Americans will never know what the October unemployment rate was, but “We’ll be able to concoct something.” They are admitting to the deception out loud. There are independent companies that will report the factual data. You will not be able to hide behind …
Someone explain to me why all this monster AI data Center construction all over America. So ChatGPT can process AI requests? On a quiet patch of former farmland in northeastern Louisiana, a fleet of excavators has leveled more than 2,000 acres of reddish clay earth. This is rural Richland Parish, once a floodplain tangled with …
IMO Not releasing the October data does not instill confidence in the markets. It creates fear and uncertainty. The market hates uncertainty. It was a mistake to hide the data imo. pic.twitter.com/xpWurX9g4A — QE Infinity (@StealthQE4) November 12, 2025 https://twitter.com/FinanceLancelot/status/1988705833665065186 BREAKING: The U.S. government claims October’s inflation and jobs reports are “likely never going to …
CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center,” Intrator told CNBC’s “Squawk on …
THEY’RE BUILDING THE MACHINE THAT ENDS CAPITALISM AS WE KNOW IT OpenAI needs $1.4 trillion. Not wants. NEEDS. Their $20 billion revenue today must become $650 billion or the entire operation collapses. That’s 32x growth in 5 years while their flagship model already ranks 95th as competitors match performance at 20% lower cost. The math …
Link to article:https://t.co/T1T5Yz00VE — Kalani o Māui (@MauiBoyMacro) November 10, 2025 https://www.bloomberg.com/graphics/2025-china-deflation-cost/ BEIJING — From coffee to cars to real estate, there’s a recurring pattern in China: companies rush into an industry, then resort to discounts to stay afloat. That has economists worried. Natixis’ study of 2,500 listed Chinese companies reinforce how volume is growing …