jitters

AI infrastructure debt unwind is hitting markets in real time

$MSFT news last week now this, what is SEC doing? https://t.co/ieuyGXnoC3 — TT3 (@TradingThomas3) December 12, 2025 Grok: Oracle stock fell after Bloomberg reported delays in some OpenAI data centers to 2028 due to labor/material shortages. Oracle denied it, stating no delays to contractual sites and all milestones on track. This echoes last week’s report …

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Court ruling won’t stop tariffs from coming, Goldman says Trump has backup plans for trade fight, bond market jitters as tariff revenue vanishes

Goldman thinks reciprocal tariffs could be replaced with Section 122 tariffs for 150 days while Section 301/232 tariffs are put in place country by country pic.twitter.com/ws2mU6cdfu — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 29, 2025 Goldman Sachs says recent tariff court ruling is just noise. Trump won’t back down, and neither will the …

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