AI infrastructure is shifting into high gear.
US tech firms are now pledging a record $850 billion for data center leases over the next few years. That's up $570 billion (or 204%) from last year, and $200 billion (or 31%) from last quarter.
Meta added $79 billion in new le
Trump ringing the opening bell is no accident. July 7 is when SpaceX gets fast-tracked into the indexes, forcing rebalancing. He's trying to push retail cash into the market while institutions have to sell. Classic bull trap setup 🛎️🚀
Big news: The U.S. Department of Commerce just fully lifted export restrictions on Anthropic's Claude Fable 5 model 🚀
That's a game changer for AI access worldwide.
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Big news! 🚨
The Fed is dropping $6.6 BILLION into the markets tomorrow at 9 AM ET, just before the U.S. market opens.
Kevin Warshington is keeping T-bill buys going and firing up the money printer again.
This is super bullish for stocks! 📈💰
Ford just taught us a huge AI lesson.
They swapped humans for AI and had to undo it.
They let go of 350 engineers. Looked great on paper. Cut costs. Let AI do the job. Improve profits. But it backfired.
AI couldn't pass their quality standards.
Ford forgot how much