Market Dynamics & Asset Depreciation - Rental value for Nvidia H100 chips experienced a 50 to 70 percent collapse from roughly $8 per hour in early 2024 to $2 to $3 by late 2025[1] - Hardware resale value is estimated by analysts to fall to around half of original purchase price after 3 years, while debt structures run for 5, 10, 15 years, and up to 2049[1] - Operators are depreciating GPUs over 4 to 6 years in accounts, though market data indicates real economic decay is closer to a 50 percent drop in 3 years[16][17] Financing Gap & Structured Debt - Morgan Stanley projects global data center capital expenditures between 2025 and 2028 at roughly $2.9 trillion, consisting of $1.3 trillion for buildings and power plus $1.6 trillion for computing hardware[3][4] - Hyperscalers' operating cash flow covers around $1.4 trillion, leaving a financing gap of roughly $1.5 trillion that requires heavy borrowing from private credit and securitized products[4][5] - Five major tech firms carry $1.35 trillion of reported debt alongside $1.65 trillion of off-balance sheet AI obligations, with hidden portions growing eight-fold in four years[12] Bitcoin Miners & AI Pivot - Weighted average cash cost to mine a single Bitcoin hovered between $75,000 and $88,000 across 2025 and 2026, leading miners to convert operations into AI data centers and sell over 15,000 coins[24][25] - Public miners disclosed over $70 billion in cumulative AI and high-performance computing contracts, with projections showing miners pulling up to 70 percent of revenue from AI by the end of the year[25][27] - Core Scientific posted a net loss of $347 million in the first quarter of 2026 before agreeing to a $9 billion all-stock buyout by CoreWeave to eliminate over $10 billion in future lease obligations[29][30]

California’s attorney-general has described the trial as Meta’s “tobacco moment”, likening the firm’s alleged deceptions to those that led to huge payouts by cigarette-makers in the 1990s. Will Meta be forced to hand over billions? https://t.co/uI4xKSKvEc ...

[music] This is Guru Focus first look, your morning market brief for Wednesday, August 19th. Here are the stories driving markets today. Meta Platforms is facing a landmark trial as California and other states pursue restitution over alleged harms related to social media addiction, a case with significant implications for the company's future business practices.The proceedings, which began this week, center on claims that Meta's platforms have contributed to mental health issues among young users with state ...

Market Dynamics & Geopolitical Risks - Global stock markets experience a downturn driven by elevated bond yields, rising oil prices, and ongoing geopolitical tensions between the United States and Iran [1][5] - Crude oil prices advance for the fourth consecutive day, with New York crude trading around $85 a barrel and Brent near $91.30 a barrel, heightening concerns over secondary inflation [1][5][9] - The United States and Canada face mounting trade pressures as negotiations approach a midnight deadline regarding potential 50% tariffs and a 25% duty on U.S. automotive imports [4][19] AI Industry & Corporate Performance - Technology companies report mixed results, with Baidu experiencing a 12% stock drop after revenue fell for the fifth consecutive quarter amid intense competition and chatbot cannibalization, while Xiaomi's smartphone revenue declines by 7.5% due to record-high memory costs [1][2][23][25] - South Korean AI chip startup Rebellions secures over $160 million in direct equity investment from the national growth fund and prepares for a primary listing on the Kospi market [46][48] - Chinese robotics firm Unitree Robotics prepares for a Shanghai IPO following a retail portion subscribed over 5,000 times, with crypto futures indicating a 300% pop on its debut [34][35] Bond Markets & Monetary Policy - U.S. 30-year Treasury yields briefly top 5.3%, reaching their highest levels since 2007, driven by heavy government debt issuance and massive corporate debt financing for artificial intelligence infrastructure [3][5][9] - Japan reports strong economic data with core machine orders for June rising 16.9% year-on-year, significantly beating market expectations of 9.6% [8][10] - Bank Indonesia is widely expected to hold its benchmark interest rate steady at 5.75% during its upcoming monetary policy meeting led by the new governor [61]

Now, Meta is back in court again. The social media giant on trial in the landmark case it could bring changes to Instagram and Facebook. Now, this is all over claims that Meta designed its platforms to be addictive to kids and teens, even comparing them to cigarettes. And if that sounds familiar, it's because New Mexico just took Meta to court over a similar issue on child safety and won. And now 29 states are facing off against Meta. Four of those states are leading that charge, including California, who d ...

FOR US. THIS IS ON NBC. >> BREAKING RIGHT NOW.POLLS JUST CLOSING IN PARTS OF FLORIDA AS VOTERS CAST THEIR BALLOTS IN CRITICAL PRIMARY RACES. AMERICANS CASTING THEIR BALLOTS FROM COAST TO COAST. THE RACE TONIGHT TO REPLACE GOVERNOR RON DESANTIS.WILL PRESIDENT TRUMP'S ENDORSEMENT MATTER. PLUS, THE UNUSUAL FACE OFF BETWEEN TWO CANDIDATES WITH THE EXACT SAME NAME THAT COULD DECIDE CONTROL OF THE SENATE. STEVE KORNACKI IS HERE BREAKING DOWN THE RESULTS.THE DEADLY EXPLOSION TEARING THROUGH AN OHIO RECYCLING FACIL ...

>> WE ARE COMING ON THE AIR WITH NEW QUESTIONS ABOUT THAT DEADLY EXPLOSION IN OHIO. TWO PEOPLE KILLED WITH FIRST RESPONDERS RACING TO PUT OUT FIRES AT A RECYCLING PLANT. NOW WE'VE GOT THE NEWEST UPDATE LIVE IN JUST A SECOND.ALSO NEW TODAY, AN NBC NEWS EXCLUSIVE. OUR TEAM SPEAKING WITH THE MOTHER OF HAYDEN PANETTIERE AS HER FAMILY REELS FROM HER UNEXPECTED DEATH. WHY HER MOM SAYS THE FAMILY TRIED TO GET RID OF HER DAUGHTER'S BOYFRIEND FOR, IN HER WORDS, QUITE SOME TIME.PLUS, MILLIONS OF PEOPLE UNDER SEVERE H ...

My mission is simple, to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere and I promise to help you find it.Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra, my friends.I'm just trying to save a little money here. My job is not just to entertain, but to educate, to teach. So call me at 1800 743 CBC. Tweet me at Jim Kramer.Nothing's easier than being negative right now. We practically revel in it, don't we. There's so muc ...

CNBC market close business news update. I'm Jessica Edinger. Bond yields rose, oil was higher.The US war with Iran continues. Stocks open Wednesday morning after a losing Tuesday for the major averages. The Dow was down 116 points, 2/10en of a percent.Caterpillar shares led it lower. They were down 4 and a half%. The S&P 500 index down 53 points.That was a half percent. And the Nasdaq was down 355 points. That was 1.3%.Third straight day of declines for the major average as chips got hit hard. The bond mark ...

[music] This is Guru Focus Market Today, your afternoon market brief for Tuesday, August 18th. Here's where things stand. Meta Platforms is facing a landmark trial as multiple US states alleged the company deliberately designed Facebook and Instagram to be addictive for children and misrepresented the extent of teen exposure to harmful content.The case puts Meta's business practices under intense scrutiny with state attorneys general seeking changes to platform design and stronger protections for miners. Tu ...