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AI puts energy at center of tech war. Former $META CTO Mike Schroepfer says AI is turning energy access into a top boardroom issue—something that wasn’t even on the radar four years ago. Without cheap, reliable power, companies risk falling …
The illusion held longer than it should have. For over a decade, Wall Street danced on the scaffolding of cheap money, blind optimism, and the promise that the Fed could paper over any disaster. That scaffolding just gave out. Markets …
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 …
Has the day of reckoning finally arrived? Wednesday’s rout in tech stocks led by Tesla and Google parent Alphabet wiped a collective $1 trillion in value off U.S. equities, signaling a broad-based correction could be in store. Losses in the …
#recession … #Tech Bubble 2.0 edition #ArtificialIntelligence $SMCI 📉 ☠️ https://t.co/aMbJZAmuol pic.twitter.com/TzrnPdiFGR — Invariant Perspective (@InvariantPersp1) April 19, 2024 🚨BREAKING STOCK NEWS📉 : Super Micro Computer (SMCI) Stock CRASHES -15% Amid Financial Result Concerns – $SMCI reached its peak on …
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2/ Tech is currently the most expensive it has been since the Financial Crisis, at 1.4x the S&P 500 The only time it was more expensive was during the Dot Com bubble pic.twitter.com/RQilbntVFZ — Bravos Research (@bravosresearch) July 18, 2023 …
https://t.co/A2fOcAOlvA — Genevieve Roch-Decter, CFA (@GRDecter) July 11, 2023