Private Equity Rushes Into Utilities as AI Data Centers Strain the Grid
Surging data center power demand from AI is pushing Big Tech to build its own plants and drawing private equity firms into utility asset deals across the US.
Bitcoin Could Retest $85K Before Dip, Says Abra CEO Betting on BTC as AI Collateral
Abra’s Bill Barhydt forecasts Bitcoin retesting $85,000 before a pullback, framing BTC near $76,580 as the future collateral layer for AI-driven markets.
AMD Commits Over $10 Billion to Taiwan for Advanced Chip Packaging With TSMC
AMD plans to invest more than $10 billion in Taiwan to expand advanced chip packaging capacity alongside TSMC, as CEO Lisa Su targets AI hardware bottlenecks.
Ethereum’s ‘Netflix Moment’: Analysts Eye $10K ETH, $81K Bitcoin
Crypto strategists Arthur Hayes, Ted Pillows and Michaël Van de Poppe lay out bullish targets for Ethereum and Bitcoin, with ETH near $2,400 and BTC around $77,285.
Iran Calls Sanctions Support ‘Act of War’ as US Launches Economic D-Day
Treasury Secretary Scott Bessent readies the toughest sanctions yet on Iran as Tehran threatens seismic retaliation, tanker restrictions rattle the Strait of Hormuz, and Indian bond yields wobble.
Dow Jumps 517 Points as Wall Street Fights Off Bond Market Pressure
The S&P 500 rose 0.4% and the Dow gained 517 points Friday, snapping a rough stretch even as jumpy bond markets kept pressuring stocks.
Nvidia AI Server Prices Jump 15% as Memory Chip Costs Explode
Nvidia’s AI server prices are set to rise more than 15% in early 2026 as DRAM shortages from Samsung, SK Hynix and Micron squeeze the entire AI supply chain.
Strategist Sees 30-Year Yield Hitting 6% as Bitcoin’s Big Year Waits Until 2027
Liquidity strategist Michael Howell forecasts 30-year Treasury yields climbing toward 6% and a quiet 2026 for bitcoin ahead of a 2027 liquidity turnaround.
Broadcom’s $80B AI Debt Play and Nvidia Price Hikes Set the Stage for Earnings
Broadcom is in talks to raise up to $80 billion in debt for Anthropic’s AI chip needs while Nvidia reportedly warns customers of 15%+ price hikes ahead of its August 26 earnings report.
PORR to Build New X-FAB Semiconductor Cleanroom in Germany by 2028
Construction group PORR has been awarded a contract to design and build a cleanroom facility for X-FAB’s MEMS and microsystems production at its Erfurt site, targeted for completion by 2028.