Market 11/12: Concerns About Data Center Profitability

If you missed the best recent articles:

• AI, Jobs & "Dead Inside" Feeling

• Ample Reserve, QT and Future of Fed Balance Sheet

• Liquidity Crisis: Yes or No

• Nobel 2025: Republic of Knowledge - Republic of Knowledge 2.0

• US Banks Q3/2025: When Wall Street Accelerates Again

• Gold: Debasement Trade And Era of Uncertainty

• What Factors Affect Mortgage Rates?

• Argentina and Dollarization

Key highlights:

• FED officials' statements

• Mortgage rates turn and rise again

• Oil prices drop sharply after OPEC and IEA reports

• China stops buying soybeans from US

• China accuses US of stealing nearly $13B Bitcoin

• China's largest cybersecurity firm hacked

• Oracle debt credit downgraded

• Bessent confirms debt increase plan, gold surges

• AMD raises forecast for next 5 years

• $42 billion 10-year Treasury auction fails

• Market: Continues capital rotation