Super Micro SMCI reported revenue of $12.7 billion, which the company called a record and represents a 123% year-over-year increase. Long-term Treasury yields are being pushed up by term-premium fears..

Global investors may not be concerned by ICEs behaviour or the weaponisation of the Department of Justice by the While House. Hmmm…what could do that? Investors were pleasantly surprised on Tuesday by Super Micros Computers second-quarter earnings. Super Micro SMCI reported revenue of $12.7 billion, which the company called a record and represents a 123% year-over-year increase. Long-term Treasury yields are being pushed up by term-premium fears, although investors still expect the Fed to eventually cut short-term rates. Meanwhile, foreign investors diversify away from duration risk. The number of miles driven by highway-legal vehicles of all types – cars and light trucks. Ritholtz: A year ago, the most pro-crypto president in US history had just returned to power after pandering to clueless retail crypto investors and receiving massive financial backing from semi-corrupt crypto insiders. Japan lagging many other rich countries in terms of total entrepreneurial activity as of 2022. Japans willingness to build, meanwhile, has left it with plenty of high-quality infrastructure — and the ability to create more quickly to suit the needs of foreign investors if necessary. So many people are visiting Japan that its straining local infrastructure. Power generation in Iran depends heavily on water-intensive infrastructure, leaving the grid vulnerable as reservoirs shrink. Abu Dhabi royal Sheikh Tahnoon bin Zayed al-Nahyan agreed in January 2025 to invest $500 million into Trump-linked World Liberty Financial. Venezuelan authorities have arrested Rosa María González, a key figure in the collapse of Argentine crypto firm Generación Zoe, nearly four years after the scandal left tens of thousands of investors defrauded. The Peoples Bank of China frames this expansion as insurance against payments infrastructure that Western powers can weaponize. Bloomberg reports that governments and private investors are both buying gold at rapid rates, and that fear of the Trump administrations policies is a big reason why. Bitcoin miners are pivoting to AI compute, which is what hyperscale AI compute requires. The window for a 2026 breakout is slamming shut for investors. For investors, the primary effect is volatility. SpaceX CEO Elon Musk cites limits on Earth-based power and cooling infrastructure, which he argues now constrain the scaling of advanced AI systems. Siemens Energy says U.S. is experiencing an unparalleled surge in electricity demand.