Most of the coverage I’ve read frames 28 October as a Fed day with some earnings attached. I don't think the FED has much impact on equities, prediction markets and OIS pricing have a hold at 3.75 to 4% north of 90%, and PIMCO’s base case is a hold with a…
Wall Street is nervous about hyperscaler capex. The combined capex of Amazon, Microsoft, Alphabet, and Meta was over $200B in 2024. Two years later it is on track to approach $700B.
The struggles continue for Fermi America's 17 GW bit barn ambitions It’s been a weekend filled with dizzying changes in the boardroom at datacenter wannabe Fermi America as it hopes eventually to expand its West Texas campus to about 17 gigawatts of…
