data

$9.8 billion in AI revenue at risk if capex slows across data centers. Piper models worst-case hit to NVDA EPS at $0.40 stock could plunge to $76

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 worst-case scenario—assuming capex cuts across all NVDA data center end markets and no recovery in …

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Spending slows down, layoffs speed up. Bonds are setting up the ultimate catch-up trade. All the hard data that feeds bonds is looking great (oil prices, housing data, growth data).

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 (@SpencerHakimian) May 5, 2025 Bonds are setting up the ultimate catch-up trade. All the hard …

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South Korea says DeepSeek transferred user data, prompts without consent

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 in a statement that Hangzhou DeepSeek Artificial Intelligence Co Ltd did not obtain user consent …

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Wells Fargo, Cowen flag AWS data center leasing pause. Hyperscale demand cooling globally

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 on U.S. colocation activity too.… pic.twitter.com/aS5vN7UwnK — Wall St Engine (@wallstengine) April 21, 2025

China Providing Missile Target Data for US Warships to Houthis in Yemen

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 international vessels in the Red Sea, according to American officials. The Trump administration has… pic.twitter.com/lxZGG8yPQU …

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Hertz data breach exposes customer info, names birthdays SSNs stolen

🚨🇺🇸 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… https://t.co/djkpp7OxDU pic.twitter.com/nMHAv1khmU — Mario Nawfal (@MarioNawfal) April 15, 2025 🚨 T-MOBILE SUED OVER DATA BREACH …

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Last week’s trade data shows incredibly bleak picture for the US economy: 49% drop in global container bookings, 30% drop in exports

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 subsequent week (April 1-8, 2025), shows a dramatic decrease in pre-order quantities. The total number …

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UK government uses AI to predict future criminals, tracks citizens’ personal data

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 Ministry of Justice has launched a project that sounds ripped from a dystopian novel: …

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Microsoft is Rethinking Its Server Farm Strategy and Pulling Back on Data Centers All Across The Globe

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 talks for, or delayed development of, sites in Indonesia, the UK, Australia, Illinois, North Dakota …

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Musk says US government deleted financial data to cover crimes but it was recovered

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 going to be arrested tomorrow. He actually stole 400,000 social security numbers & personal information …

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Data shows collapse isn’t coming—it’s already happening

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% officially, closer to 15% in… — Amanda Goodall (@thejobchick) March 30, 2025 🚨US consumer sentiment …

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There is not a bullish narrative for the markets right now. PCE data solidified that Friday. We are going lower. Bulls are living on a prayer right now.

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 growth and employment https://t.co/TOFjJLvkY4 pic.twitter.com/x3yd5gITcy — Nick Timiraos (@NickTimiraos) March 30, 2025 Look at all …

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Microsoft pulls plug on new data centers. AI boom hits a wall. Nvidia stumbles. Goldman slashes AI server forecasts by 35%.

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) …

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The Fed’s OWN Data Shows It Is Lying About Inflation and Tariffs

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 100% nonsense. Europe, Japan, China, and countless other nations have introduced tariffs, duties and other …

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This is an oversold rally & not a data driven one – one of the worst UMich reports on record – stagflationista galore.

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. Technicals were at COVID crash bad and now resetting. pic.twitter.com/5NNqBljqSs — Don Johnson (@DonMiami3) March …

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Jamie Ratskin Threatens Class-Action Lawsuit of All Americans Against Trump Administration and Elon Musk Over Alleged Data Breach

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 exploring “a class action suit on behalf of all Americans” against the Trump administration and …

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Payroll Data Was an Absolute DISASTER

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 MARCH 2020. Strong and resilient, as always.

LockBit Ransomware Gang letter to FBI Director Kash Patel with Data proving corruption

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 accusing his subordinates of being “professional manipulators” who prioritize misinformation over national security. LockBit alleged …

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Shipping Data Reveals The Global Economy Is Cracking

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 and election, are right back to worrying about jobs and incomes all over again.

Labor data revisions show the real story behind the numbers. Food prices, especially eggs, keep soaring

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 prices are in a bull market: Egg prices are now up 101% since October 2023. …

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Robinhood fined $45M for SEC violations, data breaches.

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 significant breaches by Robinhood Securities LLC and Robinhood Financial LLC, casting a shadow over the …

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ANOTHER WEAK ECONOMIC DATA FROM GERMANY

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 GERMANY⚠️ Germany factory orders fell 5.4% in November from October, WAY above the 0.2% drop …

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