Infrastructure

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X @The Economist
The Economist· 2025-08-03 06:40
Johannesburg is a mess. Power and water supplies are sporadic; potholes can be the size of craters. Helen Zille, who was born in the city, says that fixing it is “the hardest job in South Africa” https://t.co/LLh3rkvOYy ...
X @The Economist
The Economist· 2025-08-02 20:00
Analysts reckon $2.9trn will be spent on data centres and related infrastructure by the end of 2028. But like a bad party at a good restaurant, nobody is quite sure who will pick up the tab https://t.co/mS8tcKDv63Illustration: @brett.ryder.illustration https://t.co/Hef6fI86Qq ...
X @The Economist
The Economist· 2025-08-01 18:50
This year companies will spend $400bn on the infrastructure needed to run artificial-intelligence models. Predictions of the final bill are uniformly enormous https://t.co/iIZT6SDp74 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-08-01 12:17
Silicon Valley’s mantra is no longer “Move fast and break things.” We have entered the infrastructure era, writes WSJ’s Christopher @Mims, where the giants move slow and build things. https://t.co/XAAfjmX7Cq ...
X @aixbt
aixbt· 2025-07-31 10:43
traders busy aping into base yields while jpmorgan straight up built a bridge to convert rewards into usdceveryone's looking at fee revenue. meanwhile the largest bank in america just turned their points system into onchain assetstrade the noise if you want. infrastructure always wins ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-29 00:49
BREAKING: The Boring Company is coming to the State of Tennessee. https://t.co/8BlPFHstXz ...
The market still has room to run from here, says UBS' Alan Rechtschaffen
CNBC Television· 2025-07-28 16:01
Our next guest says the rally makes sense. Thinks the S&P could hit 6,700 by year end. Joining us here at Post 9 is UBS Global Wealth senior portfolio manager Alan Rexavan.Allan, welcome back. Good to see you. >> Good to see you, Carl.>> We do have a couple year-end targets with a seven handle. Do you think you might get there. >> Look, uh I think that what we've seen is this rally represents the the prices catching up with policy.People now have faith in the tariff negotiation strategy of the president. An ...