|
|
|
07.02.26 - 03:36
|
Goldman: Local Resistance Against Data Centers "Are Not Slowing Development" (ZeroHedge)
|
|
|
Goldman: Local Resistance Against Data Centers "Are Not Slowing Development"
Fierce winter weather across the eastern half of the U.S. put the power grid, data centers, and electricity prices back in focus, especially in the Mid-Atlantic, where Washington, D.C., logged its longest freezing streak since 1989.
Our review of Facebook, X, media coverage, and local officials' comments suggests that the cold snap across the Mid-Atlantic has put data centers and power bills in the spotlight, especially given that PJM Interconnection is already operating in a very tight grid environment.
Even as residents in Mid-Atlantic states increasingly push back against data centers while watching their monthly power bills soar, local officials, some of whom are partly responsible for tightening grid spare capacity with backfiring "green" policies, are scrambling as public anger grows.
However, Goldman analysts led by Hongcen Wei have some disappointing news for residents in the Mid-Atlantic...
|
|
|
07.02.26 - 01:42
|
Big Tech′s $650 Billion AI Plans Spark Chip Rally (Bloomberg)
|
|
|
Nvidia shares soared Friday as investors snapped up shares of companies positioned to benefit from the vast sum of money that big technology firms have said they'll spend on artificial intelligence infrastructure this year. Amazon sparked the rebound after the technology giant said during an earnings call that it plans to spend $200 billion on data centers, chips and other equipment this year. All told, Amazon, along with Alphabet, Meta and Microsoft, are expected to shell out roughly $650 billion for AI tools in 2026, about 60% more than the prior year. Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
|
|
|
06.02.26 - 23:18
|
If You′re Free To Complain about Fascism, You Don′t Live In A Fascist Country (ZeroHedge)
|
|
|
If You're Free To Complain about Fascism, You Don't Live In A Fascist Country
Authored by Jenna McCarthy via Jenna's Side,
Many, many years ago—we're talking decades—I got into a fight with a boy I'd been dating for (thankfully) not very long. I can't even recall what the argument was about, but I'll never forget his very last words to me:
“God, you're so stupid.”
“There are plenty of insults you could fling at me that would be accurate,” I informed him by way of a breakup. “Hot-headed, demanding, defensive, defiant, opinionated, unfiltered, gets hangry if not fed every four hours—let me help you out—but make no mistake, stupid isn't one of them.”
I think of that moment every once in a while, for instance when I hear celebrities, Facebook “friends,” or the coven of professional scolds over at The View whining about the “fascist dictator” in the White House. And not because my reaction is “God, you're so stupid”—although it one hundred percent is—b...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
06.02.26 - 15:36
|
Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce (24/7 Wall St.)
|
|
|
Live Updates Goldman Sachs Just Upgraded Vistra to a Buy 7 minutes ago Live Goldman Sachs says investors should buy the dip in Vistra (NYSE: VST), noting that it should benefit from its deal with Meta. As noted by Goldman Sachs, the deal increased its 2027 EBITDA estimates by 5%. The firm has a $205 ... Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce
The post Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce appeared first on 24/7 Wall St.....
|
|
|
06.02.26 - 15:30
|
Broadcom Shares Jump Friday Morning After a Week of Booming Capex Plans (24/7 Wall St.)
|
|
|
Amazon (Nasdaq: AMZN) announced earnings last night and Wall Street's focused on one single number: $200 billion in capital expenditure guidance for 2026. It's just the latest in companies announcing plans of stunning size. Earlier this week, Alphabet (NASDAQ:GOOGL) announced capital expenditure guidance of $175-$185 billion for 2026, dwarfing Meta Platforms (NASDAQ:META)'s $135 billion commitment. ... Broadcom Shares Jump Friday Morning After a Week of Booming Capex Plans
The post Broadcom Shares Jump Friday Morning After a Week of Booming Capex Plans appeared first on 24/7 Wall St.....
|
|
|
06.02.26 - 15:24
|
Meta verklagt: Facebook- und Instagram-Nutzer erhalten 1500 Euro (RND)
|
|
|
Der Social-Media-Konzern Meta muss sächsischen Facebook- und Instagram-Nutzern 1500 Euro zahlen. Grund ist die Datensammelwut des Unternehmens. Für andere Nutzer ist das eine gute Nachricht. Sie können sich einer Sammelklage gegen das Unternehmen anschließen....
|
|
|
06.02.26 - 15:12
|
Lumentum Shares Are Surging Friday: Why Its a Winner from the Capex Explosion (24/7 Wall St.)
|
|
|
The story of the week is absolutely massive capex numbers from hyperscalers. Amazon reported earnings last night and guided to $200 billion in capital expenditures, Wall Street had expected them to announce about $140 billion in spend. Alphabet (NASDAQ:GOOGL) announced $175 to $185 billion in capital expenditure for 2026. Meta Platforms (NASDAQ:META)'s guided to a ... Lumentum Shares Are Surging Friday: Why Its a Winner from the Capex Explosion
The post Lumentum Shares Are Surging Friday: Why Its a Winner from the Capex Explosion appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
06.02.26 - 14:01
|
US-Ausschuss wirft EU Zensurfeldzug vor – Brüssel kontert scharf (Telepolis)
|
|
|
US-Kongressbericht wirft EU "Zensurfeldzug" gegen Tech-Konzerne vor. Brüssel kontert scharf und spricht von "Unsinn". Interne Google-Dokumente heizen Streit an... --- Covid-19-Pandemie: Hochrangige EU-Beamte, darunter Kommissionspräsidentin Ursula von der Leyen und Vizepräsidentin Věra Jourová, hätten Plattformen gedrängt, ihre "Nutzungsbedingungen oder Praktiken zur Inhaltsmoderation" zu aktualisieren, um Inhalte zu zensieren, die etablierte Narrative über das Virus und Impfstoffe infrage stellten.. --- Ja, so war es! #richtigerinnern
|
|
|
|
|
|
06.02.26 - 13:48
|
Tech Selloff Deepens, Stellantis Faces Billions in Charges | The Opening Trade 2/6/2026 (Bloomberg)
|
|
|
Amazon shares dropped after the company announced plans to spend $200 billion this year on data centers, chips and other equipment. The proposal further ignited AI bubble fears, with the Wall Street tech selloff extending into Asia trading hours. The spending planned by Alphabet, Amazon, Meta and Microsoft in pursuit of AI dominance is forecast to reach $650 billion in 2026.
Elsewhere, Stellantis fell as much as 14% at the European market open after the carmaker announced it will take roughly €22 billion in charges linked to a sweeping overhaul of its operations as high costs and muted electric-vehicle sales force the automaker to adjust its strategy.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
