A hub for independent voices and hard truths
Piper Sandler Analyzes Sensitivity of $NVDA Data Center Revenues to Capex Slowdown Analyst comments: “We performed a sensitivity analysis on NVIDIA’s data center revenues to assess potential impacts from a slowdown in capital expenditures over the next year. In our …
And now, it is showing up in the hard data. Credit card transactions began falling in a highly unseasonal manner in the last week of April. Spending slows down, layoffs speed up. It’s just that simple. pic.twitter.com/I7zBVDie5u — Spencer Hakimian …
South Korea’s data protection authority said on Thursday that Chinese artificial intelligence startup DeepSeek transferred user information and prompts without permission when the service was still available for download in the country’s app market. The Personal Information Protection Commission said …
WELLS FARGO + COWEN FLAG AWS DATA CENTER LEASING PAUSE Both banks say $AMZN AWS has hit pause on some colo leasing deals—mainly international. Cowen notes hyperscale demand is cooling a bit, especially in Europe, with Amazon slightly pulling back …
U.S. warns China over satellite company aiding Houthi targeting in Red Sea. U.S. ENTERING PROXY WAR WITH CHINA A Chinese satellite company linked to China’s military is supplying Iran-backed Houthi rebels in Yemen with imagery to target US warships and …
🚨🇺🇸 HERTZ DATA BREACH—YOUR LICENSE TO DRIVE JUST GOT JACKED Hertz has confirmed a data breach involving one of its vendors, exposing customers’ names, birthdays, payment info, and even Social Security numbers. The culprit? A Russian-linked ransomware gang exploiting a… …
Last week’s trade data shows an incredibly bleak picture for the economy: – 49% drop in global container bookings – 64% drop in U.S. imports. – 30% drop in U.S. exports. The data from March 24-31, 2025, compared to the …
The UK government has begun using AI to forecast potential future murderers. Minority Report is here. pic.twitter.com/2yXsUXS5pj — Ian Miles Cheong (@ianmiles) April 9, 2025 The UK government has taken a dangerous leap toward a future where privacy means nothing. …
The IRS just handed ICE the tool it’s needed for years: a direct line to tax data from undocumented immigrants. No press release, no hearing, just a quiet agreement that could change the game in how immigration is enforced inside …
Microsoft Corp. has pulled back on data center projects around the world, suggesting the company is taking a harder look at its plans to build the server farms powering artificial intelligence and the cloud. The software company has recently halted …
James O’Keefe HIDDEN CAMERA: The NIH is manipulating data to lie to DOGE to get US taxpayer money The NIH is coaching researchers to manipulate clinical trial language to evade DOGE and secure funding, “Change ‘Race’ to ‘Ancestry’” This is …
JUST IN: 🇺🇸 Elon Musk says the US Government "deleted a terabyte of financial data to cover their crimes…" "But they don't understand technology, so we recovered it." pic.twitter.com/bWrYSgqSXs — Watcher.Guru (@WatcherGuru) April 1, 2025 🚨 ELON MUSK: "Someone is …
The real collapse isn’t coming.It’s already in the data. 46% of student loan borrowers who missed a payment now have scores under 620. 46% ya'll!!!!! Avg. job search now over 21 weeks …. severance is long gone. FHA delinquencies? 11.03% …
Goldman now expects core PCE to rise to 3.5% this year versus 3.0% under previous assumptions for less aggressive tariffs. They expect the Fed to cut three times in the second half of the year to address the hit to …
Bankrupt 23andMe just got court approval to try and sell its most valuable asset: your genetic data. Yes, the DNA data from 15 million customers could soon go to the highest bidder. A judge is letting the sale move forward—just …
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 …
By Graham Summers, MBA | Chief Market Strategist The Fed SHOULD have cut rates last week. That is a fact. Instead, the Fed stated it is on “hold” for rate cuts because the potential tariffs the Trump administration introduces might trigger inflation. This is …
Data Center Alley, a 30-square-mile stretch outside Washington D.C. and home to more than 200 data centers, consumes roughly the same electricity as Boston. So power company officials were alarmed when a big chunk of those centers – 60 of …
Despite a nearly 3% rise and a big green candle, sellers dominated, as shown by the delta. This is an oversold rally & not a data driven one – one of the worst UMich reports on record – stagflationista galore. …
Jamie Raskin’s “lawfare” attempt against Trump and Elon Musk is a blatant overreach. Announcing a class action lawsuit over a supposed breach of data security, Raskin conveniently ignores the will of the American people. 🚨LAWFARE: Jamie Raskin announces he is …
Complete mess. Payrolls revised massively lower. The govt discovers three million people and assumes two million were employed this whole time. More important than those, hours are shrinking to the point the average workweek is the lowest its been since …
The notorious LockBit ransomware group has claimed possession of classified information that could “destroy” the FBI, directing a bold threat toward newly appointed FBI Director Kash Patel. In a provocative message, the cybercriminals congratulated Patel on his new role while …
Shipping rates have plunged in January. The sinking demand for raw materials is another warning about the state of the economy in 2025. It was one echoed yet again by American consumers who, after a short reprieve on rate cuts …
We’re in a strange, contradictory market where some trends suggest stability, but the underlying reality remains volatile. Only a 22% chance of a recession occurring within the next year pic.twitter.com/nx26BqGko7 — Win Smart, CFA (@WinfieldSmart) January 24, 2025 Your food …
The verdict for the Christmas season is in and…not good. Consumers wanted to spend. They tried to spend. They couldn’t spend, not what they wanted or retailers needed. Americans simply don’t have enough funds and so the downturn marches on.
In a stark revelation, the U.S. Securities and Exchange Commission (SEC) has slapped Robinhood with a hefty $45 million fine for failing to adhere to critical regulatory standards, including those under Regulation SHO. This settlement, announced by the SEC, outlines …
Just imagine the damage we aren’t aware of yet from #TikTok! https://t.co/pl6iEXtnm1 — Chris Fenton (@TheDragonFeeder) January 12, 2025 👀 https://t.co/vLkF5HOo7b — CXCarroll (@CXCarroll) January 12, 2025
Germany factory orders fell 5.4% in November from October, WAY above the 0.2% drop expected. A significant decrease in large-scale orders drove the weakness. German manufacturing has been in a recession for over 2.5 YEARS. ⚠️ANOTHER WEAK ECONOMIC DATA FROM …
