Latest / Eurodollar University
Microsoft Issues a Dire Warning "The AI Bubble Is About to Burst"
Is there trouble brewing in the AI bubble? A report came out earlier today that Microsoft was scaling back its investments, one the company denied. Its substance, however, aligns with everything else that's going on, from Warren Buffett curiously choosing not to explain Berkshire's stock selling to the deteriorating conditions in South Korea.
Eurodollar University's Money & Macro Analysis
Bloomberg Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-02-24/microsoft-cancels-leases-for-ai-data-centers-analyst-says
Bloomberg South Korea’s Chip…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.