The AI Bubble is Running Out of Options To Fund Itself
Nvidia CEO Jensen Haung was right on the money recently when he was asked about recent problems associated with neocloud debt and a rash of IPO flops: "The demand of the capital is much greater than the availability of the capital."
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22 Oct 2026
Flight To Safety as Bonds and Yen Rally while Tech Sells Off
Investors are running for the perceived safety of US treasuries and covering their Yen shorts this morning after earnings from Tesla and Meta were not enough to stop the sell off in AI names.
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21 Oct 2026
SpaceX Turns a Profit While Anthropic Losses $80B in 6 Months
Two wildly different financial profiles have emerged over the last few hours as SpaceX posted their first quarterly profit since going public while Anthropic's losses exploded higher reaching $80 billion in just the first 6 months of this year.
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Inside a recent episode
What The Trade War Means For Precious Metals | David Morgan
Published 5 May 2025 · Transcript excerpt
[…] So that's really tough because on aggregate, on the average, the mining of the world's silver is going down in grade over and over and over again. It's a pretty steady trend. And so there may be a mine or two that have very high grade, but on aggregate, when you average it in, it does not build the overall grade. So you have to move more material, be it hard rock or dirt or an open pit to get out the same ounces of silver, which means more energy. […]
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