Market Signals

Data center capex to reach $31.6T through 2050 amid AI boom: PwC

*JAPAN 10-YEAR YIELD RISES TO 3% FOR FIRST TIME SINCE 1996 https://t.co/X6RZ0U5Nkg — via @biancoresearch

AGREE REALTY PREFERREDS: LOWER YIELD MAGNIFIES DURATION RISK - SEEKINGALPHA

AIVC IS JUST AN APPETIZER! FUDAN UNIVERSITY PROPOSES A LIFE OPERATOR FOR UNIFIED LIFE MODELING. - QBITAI

Zuckerberg, Musk Press G20 Ministers on AI Data Center Power, Labor Needs

NVIDIA: BETTING AGAINST AI'S LANDLORD IS A WIDOW-MAKER TRADE - SEEKINGALPHA

PRODUCES VIDEOS IN 3 SECONDS, FASTER THAN PLAYBACK—MINIMAX OPENS A REAL-TIME COMMERCIALIZATION PATH FOR AI VIDEO. - QBITAI

GERMANY BLAMES RUSSIA FOR ATTEMPTED DRONE ATTACK AT LEIPZIG AIRPORT - PBS

SUPREME COURT, IN 5-4 VOTE, CLEARS WAY FOR TRUMP'S NEW BALLROOM - LATIMES

SHIELD THERAPEUTICS PLC (SHIEF) DISCUSSES STRATEGIC ACQUISITION OF FULL U.S. COMMERCIAL CONTROL OF ACCRUFER TRANSCRIPT - SEEKINGALPHA

Arrow Electronics (ARW) Trades at 10x Earnings: Is This Semiconductor Recovery Stock a Buy?

Nvidia Slips as 700-Gigawatt Data-Center Pipeline Faces Texas Scrutiny

'DON'T EAT FISH CAUGHT FROM FLOODWATERS': BIHAR ON ALERT AFTER NEPAL TRAGEDY - NDTV

U.S. MILITARY SAYS IT'S HITTING NEW TARGETS IN IRAN AGAIN - PBS

TROPICAL STORM EDOUARD COULD REACH HURRICANE STRENGTH AS IT APPROACHES TEXAS AND LOUISIANA - CNBC

Anthropic's $35B cloud deal with Lambda adds new layer to circular financing concerns

INDIAN PRIME MINISTER MODI ASKS PUTIN TO END UKRAINE WAR AMID U.S. TARIFF THREAT ON RUSSIAN OIL - CNBC

VENEZUELA GRANTS U.S.-BACKED OIL FIRM NABEP 100-YEAR CONCESSIONS FOR 17 OIL FIELDS, WHITE HOUSE SAYS - CNBC

Hut 8 stock is a winner in a new deal between Anthropic and Nvidia-backed Lambda

Riverwater Sees a Market Overreaction in Stevanato Group (STVN) After Oral GLP-1 Launches

VANECK FALLEN ANGEL HIGH-YIELD BOND ETF DECLARES A $0.159 MONTHLY DIVIDEND - SEEKINGALPHA

TRUMP JR'S FIRM LEADS $1 BILLION POLYMARKET RAISE AT $21 BILLION VALUE: REPORT - COINDESK

ISHARES U.S. TREASURY BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.0761 - SEEKINGALPHA

Make Every Data Center a Power Hub

ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF DECLARES $0.0544 DIVIDEND - SEEKINGALPHA

AM Markets Need to Know: Nasdaq rebounds in August, Anthropic expands AI capacity, and more

Anthropic agrees to $35bn cloud contract with Lambda

Marvell’s (MRVL) Data Center Machine Keeps Rewriting Its Own Forecast

JAPAN BENCHMARK BOND YIELD HITS 30-YEAR HIGH OF 3% AMID GLOBAL DEBT SELLOFF - NIKKEI

AS MODI GOVT EXTENDS HUMANITARIAN SUPPORT TO NEPAL, READ HOW INDIA HAS HELPED 7 OTHER DISASTER-TORN COUNTRIES IN THE PAST SEVERAL YEARS - OPINDIA

JAPAN 10-YEAR BOND YIELD TOUCHES 3%, HIGHEST SINCE 1996 - SEEKINGALPHA

YEN BREACH OF 160 REVIVES JAPAN INTERVENTION WATCH AHEAD OF BOJ - MINT

Bank of England governor warns AI could trigger global downturn

Diraq to Deploy a Quantum Computer Inside an Equinix Data Center

SLB Wants In on the AI Data Center Boom. This $4B Deal Could Help.

CHATGPT AND REDDIT NOW FACE EU'S TOUGHEST ONLINE SAFETY RULES - ARSTECHNICA

OpenAI's ChatGPT Ads Platform Hits $1 Billion in Annualized Revenue Run Rate

THE COLLAPSE OF U.S.-CANADA TRADE TALKS HELPED THE AMERICAN ALUMINUM INDUSTRY. HERE’S WHAT TRUMP SHOULD DO NEXT. - MARKETWATCH

INDIA 10-YEAR BOND YIELD SEES BIGGEST MONTHLY RISE IN FY27 ON RISING RATE HIKE BETS - ECONOMICTIMES

CHINA'S XI BUILDS DIPLOMATIC CLOUT WITH MULTIPLE STATE VISITS AHEAD OF TRUMP SUMMIT - CNBC

AMD's Saudi AI Bet Is Scaling Toward 1 Gigawatt

FED UP WITH BITCOIN? THAT’S EXACTLY WHY YOU SHOULD BUY. - MARKETWATCH

Nvidia investing $3.5 billion in MediaTek for AI chip partnership

HYPERLIQUID STRATEGIES: THE TOLL ROAD AND THE TENDER OFFER - SEEKINGALPHA

Hong Kong and China Gas Co Ltd's Dividend Analysis

Trump Family's New Crypto Bank Is 49% Owned by Group Behind $500 Million World Liberty Bet: WSJ

AFTER RECORD FLOODS, FRESH ALERT IN MADHYA PRADESH TOWN AS RIVER RISES AGAIN - NDTV

U.S. TREASURY BLOCKS CERTAIN REPORTERS FROM G20 MEETING - SEEKINGALPHA

https://t.co/sdVt1qOh2w

A CONSERVATIVE CALIFORNIA UPBRINGING PAVED NATALIE HARP'S WAY TO TRUMP - LATIMES