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21.09.26 - 02:06
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels (ZeroHedge)
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels
Overnight we explained why the AI supercycle now hinges on the ever faster issuance of more and more debt, so critically needed to fund trillions in capex in the coming years...
... and which according to Goldman will look something like this.
The problem is that as spreads keep blowing out as more investors do the ugly math (discussed extensively here), the pace of debt issuance is starting to slow as credit markets get cold feet.
The latest example comes courtesy of the same Oracle which we profiled as the "first AI domino to fall", back in November '25, and whose $18 billion in leveraged loans tied to a New Mexico data center leased to the company slid into stressed territory on Friday, highlighting investors' fear that increasing local backlash will derail the tech group's massive AI infrastructure build-out.
According to the FT, loans linked to the $165 billion “Project Jupiter” were quoted a...
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13.09.26 - 21:12
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If Dems Win The House: Data Centers, Nuclear, Venezuela Oil Deal Likely Targets (ZeroHedge)
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If Dems Win The House: Data Centers, Nuclear, Venezuela Oil Deal Likely Targets
With polling favoring Democrats to win a House majority in the fall and two months till US midterms Nov. 3 (where BofA's Michael Hartnett expects a market rout in case of a Democratic sweep), Dems have begun to preview priorities should they win back the gavel.
Earlier this week, Rep. Debbie Wasserman Schultz (D-FL), who won a crowded primary in August for Florida's 20th congressional district, vowed if re-elected to help Democrats block Trump's agreement over Venezuelan oil production. Lobbyists are already beginning prepwork in anticipation of industry executives being subject to congressional probes or subpoenas, Politico reported.
Winning back the House would give Democrats the ability to govern committee schedules, set investigative agendas, and leverage subpoenas. In the energy sphere, it is unlikely that we we see as hefty a climate focus as in the 117th Congress. Any clean energy focus will be instead f...
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09.09.26 - 20:18
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Oil Tops $100 on Supply Fears, Apple Faces a Big Test (Bloomberg)
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Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on "Bloomberg Open Interest." Scott Bessent turns up the heat on global markets, from the yen to Treasuries. Brent crude breaks above $100 as fresh Middle East attacks stoke supply fears. Apple faces sky-high expectations ahead of its biggest event in years. Plus, Vale CFO Marcelo Bacci on resilient iron ore demand, and Anthropic researcher Jacob Coxon exits with a stark warning over AI risk. (Source: Bloomberg)...
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28.08.26 - 13:54
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Here Are Friday′s Top Wall Street Analyst Research Calls: Baozun, Commerce Bancshares, Element Solutions, Evolution Petroleum, Petrobras, Rythm Pharmaceuticals, Terawulf, UMB Financial, Workday, and More (24/7 Wall St.)
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NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and biotech....
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18.08.26 - 14:12
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Here Are Tuesday′s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, America Movil, Bath & Body Works, Duolingo, Gorilla Technology, Lumentum Holdings, Micron Technology, Tapestry,and More (24/7 Wall St.)
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Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech, and telecom ahead of Tuesday's open....
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18.08.26 - 04:27
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Peter Thiel Makes $76 Million Bet On Argentina′s Top Shale Exporter Amid Milei Reforms (ZeroHedge)
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Peter Thiel Makes $76 Million Bet On Argentina's Top Shale Exporter Amid Milei Reforms
Vista Energy SAB's American depositary receipts are up 5% Monday on news that Peter Thiel's hedge fund disclosed a $76 million stake in Argentina's largest oil exporter.
Thiel Macro LLC reported owning almost 1.2 million shares of Vista at the end of the second quarter, valued at about $76 million. This was the fund's second-largest disclosed holding after Amazon.
Thiel, the co-founder of Palantir and PayPal, has deepened his ties to Argentina. He recently bought a home in Buenos Aires and met President Javier Milei in April, fueling speculation about increased investment in the country, which is undergoing a radical shift from failed socialism toward free-market capitalism.
Vista Energy is a Mexico-incorporated independent producer focused almost entirely on Argentina's Vaca Muerta shale formation. Latest data show that the formation's combined oil and natural gas output has surpassed 1 million barre...
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05.08.26 - 14:00
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Here Are Wednesday′s Top Wall Street Analyst Research Calls: Archer-Daniels Midland, Best Buy, Burlington Stores, Dell Technologies, e.l.f. Beauty, Humana, Transdigm, Vale, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are trading higher after an incredible risk-on Tuesday that saw huge gains across all of the major indices. Hopes for a complete reopening of the Strait of Hormuz, blow-out numbers from Palantir Technologies (NASDAQ: PLTR) and other high-profile companies, and once again, tumbling oil prices all combined to give a solid ... Here Are Wednesday's Top Wall Street Analyst Research Calls: Archer-Daniels Midland, Best Buy, Burlington Stores, Dell Technologies, e.l.f. Beauty, Humana, Transdigm, Vale, and More...
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