Syz the moment

The chart from Epoch.ai GPU clusters reveals a 16x surge in Data center power demand. With 94% of infrastructure not yet built and power constraint ahead, hyperscalers and start-up race to control the future of AI. The US might lose the race to AI not because of the access to talents or capital but because of a lack of power capacity. Source: Markets & Mayhem

Source: Barchart

The AI/Datacenter effect is clearly visible. It matched CPI until the last 5 years and is getting worse. Will consumers start to revolt? Source: JPAM, RBC

The Cold Hard Numbers: 9 Million+ US borrowers have officially missed payments. The sudden spike? It’s a year-long backlog of "shadow delinquencies" finally hitting credit reports after the credit-reporting ban expired. The Gamble: Millions strategically skipped payments, betting on forgiveness or prioritizing other spending because there was ZERO penalty. That period of consequence-free non-payment? It's over. 💸 The Economic Fallout (Why You Should Care): This isn't just a personal finance problem; it's an economic headwind that will ripple across sectors: Credit Score Devastation: Delinquencies are officially reporting. We are seeing reports of credit scores dropping by 100-170+ points overnight for once-prime borrowers. The Housing Market Freeze: A crashed credit score means no mortgage, no favorable car loan, and dramatically higher interest rates on everything else. This pulls a massive layer of demand out of the housing and auto markets—right when they need it most. The Consumer Spending Drain: As millions of Americans are forced to scramble, pay down old interest, and fix their credit, that cash is being pulled directly from the "fun" economy: restaurants, travel, and retail. It's a sudden, powerful brake on consumer growth. Source: FT, StockMarket.news

Crude Oil plunges to its lowest price in almost 5 years 📉📉 Source: Barchart

It's the most wonderful time of the year 🎶 Source: Trend Spider

Forget the 9-to-5 grind. Nasdaq (NDAQ) is formally proposing an ALMOST 24/7 trading day for U.S. stocks and ETFs. We're talking 23 hours of non-stop action, split into a day and night session, kicking off as early as 4 a.m. ET! 🚀 What's Driving This Insane Shift? Global Demand: The world doesn't sleep, so why should the market? International investors are tired of waiting. The Robinhood Effect: Competition from platforms like HOOD is forcing established exchanges to adapt or die. The Race is On: NYSE is also prepping for 22-hour trading. This is the new financial arms race. The Trade-Off (The Controversial Part) 👇 While the 'always-on' market sounds like a trader's dream, the critics are sounding the alarm: 💧 Diluted Liquidity: Will those late-night hours be a ghost town, making trades painful? 🎢 Volatility Spike: Prepare for some serious overnight whiplash. 💀 Operational Nightmare: How will banks, brokers, and listed companies actually staff 23-hour coverage? (RIP work-life balance for the finance sector). Launching in late 2026 (pending SEC approval). Get ready, your trading strategy is about to need a caffeine IV. Source: Wall Street Pit

AI data centers aren’t cutting it. Source: Geiger Capital FRED