Data Centres Face Power Limits and Market Patience
Data centres are no longer just a technology story. They are becoming a power, planning, and rates story, which is a polite way of saying that physics …
Read ArticleAI Public Equity Plan Tests Regulation and Markets
AI is no longer just a software story. OpenAI’s talks over a 5 percent US government stake put …
Read ArticleReal Estate Rotation and a Modest US Auto Market Pulse
Late June brought a familiar late cycle pattern: capital rotating out of crowded technology trades …
Read ArticleKorea Paper Profits Tax Sends Chip Markets Into a Spin
South Korea tried to tax paper stock profits before anyone sold a share. Chip stocks crashed. Micron …
Read ArticleVenezuela's $240 Billion Debt Test for Wall Street Advisers
Wall Street woke up to a sovereign debt problem that makes the Greek crisis look modest. Venezuela …
Read ArticleDepleted Missile Stockpiles Force a US Defense Production Push
Washington is discovering a constraint that does not show up in quarterly earnings: you can sign a …
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