RUBIO ASKED IF GREENLAND IS PART OF DENMARK: "FOR NOW"
Marco Rubio said U.S.–Denmark–Greenland talks on collective defense are “in a good place,” focusing on missile defense and military cooperation.
Asked if Greenland is part of Denmark, he replied: “For now.”
He added discussions are ongoing monthly and may lead to stronger U.S. defense access. The issue follows earlier tensions over U.S. remarks about potentially acquiring Greenland.
Greenland remains a semi-autonomous Danish territory.
Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to spend ~$600B on AI infrastructure this year. Now raised to ~$725B.
> $META raised full year capex to $125-145B, up ~$10B. Dropped ~7% AH on the raise, as mentioned in yesterday's post.
> $GOOGL beat on pretty much everything. Revenue $109.9B vs $107B expected. Google Cloud backlog nearly doubled quarter over quarter. Raised capex to $180-190B. Up 7% AH.
> $MSFT guided $190B capex for 2026. Azure and Copilot monetization finally showing up in numbers.
> $AMZN confirmed $200B. AWS grew 24%, fastest growth in 13 quarters.
$725B into AI infrastructure this year alone. Again, that spend has to go somewhere... data center infrastructure and renewable power.