Amazon, Alphabet, Microsoft and Meta plan $750 billion in AI spending
Nvidia, Oracle, Amazon, Alphabet and Meta are turning to debt to help fund data center buildouts as borrowing costs become a bigger issue.
1 min read
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Fresh coverage on the economy, markets, and the forces moving money.
Greece tourism receipts rise 36.9% to nearly €2.8 billion in early 2026
Greece's travel receipts reached nearly €2.8 billion in January-April, up 36.9% from a year earlier, while nonresident arrivals rose 27.1%.
2 min read
AI spending pushes Amazon, Alphabet, Microsoft and Meta toward bond market
CNBC says several tech giants are financing AI data center buildouts with debt, including tens of billions of dollars from Nvidia, Oracle, Amazon, Alphabet and Meta.
2 min read
Rising US Deficits and 4.5% Treasury Yields End the Era of Cheap Money
A fiscal-interest rate feedback loop and core PCE at 3.3% are structural forces re-anchoring the 10-year Treasury yield near 4.5% and ending the era of cheap capital.
36 min read
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Fiscal Dominance and 4.2% Inflation Narrow the Federal Reserve Policy Path
A structural inflation floor driven by tariffs and demographics leaves the Fed with a narrow policy window between reigniting price growth and cracking an overleveraged fiscal position.
4 min read
Strategic Non-Alignment Yields Economic Rents Amid 7% Fragmentation Risk
BRICS+ now controls 35% of global GDP at purchasing power parity compared to 30% for the G7, creating a structural arbitrage window for non-aligned states to capture premiums from both blocs.
5 min read
How Midstream Dominance Shapes Energy and Critical Mineral Markets
AI, electrification, and grid expansion need far more minerals than current systems can supply, locking in bottlenecks and a friend-shoring premium.
33 min read
The Resource Cold War Maps Energy and Rare Earth Bottlenecks
Energy and critical minerals have become instruments of state power, and the bottleneck sits in refining, not mining.
31 min read
Why Rare Earth Refining and Processing Now Drive Resource Security
States now control energy and critical mineral chokepoints, so inflation, defense readiness, and AI buildout depend on refining and processing capacity, not just mines.
28 min read
Energy, Rare Earths and Supply Chains: Where Resource Bottlenecks Now Sit
China’s refining dominance and dumped critical minerals have crushed ex-China project economics, freezing new supply just as grid and AI demand rise.
28 min read
SpaceX prices stock at $135, setting valuation near $1.8 trillion
SpaceX priced shares at $135 in SEC filing, implying a valuation near $1.8 trillion before Friday's Nasdaq debut.
1 min read