INTEL: IREN and Nebius crash 20% as Microsoft tightens oversight of neocloud data center projects | Per Bloomberg
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Microsoft is dropping projects it sees as risky and debating internally whether to sign new cloud deals. A wiring problem at IREN's Texas site could delay completion by weeks or months
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INTEL: $17B hedge fund Walleye Capital appears to be caught in the AI tech sell-off, and the mysterious seller looking to dump $500M in data center loans may have just been exposed.
Following its worst month since March 2020, Walleye has announced a major restructuring of its equity business, parting ways with its leadership and a substantial portion of its portfolio managers.
The firm also plans to return a portion of its investors’ capital.
Now, speculation is mounting that Walleye could be behind the mysterious $500M data center loan sale, potentially dumping assets as it retreats amid mounting pressure.
If confirmed, this would be another major warning sign that the AI trade’s pain may be spreading beyond public equities and into private credit.
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Following its worst month since March 2020, Walleye has announced a major restructuring of its equity business, parting ways with its leadership and a substantial portion of its portfolio managers.
The firm also plans to return a portion of its investors’ capital.
Now, speculation is mounting that Walleye could be behind the mysterious $500M data center loan sale, potentially dumping assets as it retreats amid mounting pressure.
If confirmed, this would be another major warning sign that the AI trade’s pain may be spreading beyond public equities and into private credit.
Twitter | News
INTEL: 🚨 $3 TRILLION VANISHED FROM US STOCKS IN ONE SESSION
AI and chip stocks cratered the day after the midterms.
- Nasdaq 100: -6.3%
- S&P 500: -4.3%
AI giants:
- $NVDA -9.0%
- $MSFT -3.5%
- $GOOGL -2.3%
Data centers got hit hardest:
- $IREN -16.0%
- $NBIS -15.1%
- $CIFR -14.6%
The best post-midterm rally in 44 years lasted exactly one day.
Crypto followed:
- $BTC: -6.4% at the low
- $ETH: -7.9% at the low
The trigger:
Democrats now hold Congress, and Rep. Yassamin Ansari says day 1 should bring a pause on advanced AI, tight regulation and a ban on superintelligence. Add Sanders' push for a national data center moratorium, and Wall Street is pricing an AI buildout slowdown.
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AI and chip stocks cratered the day after the midterms.
- Nasdaq 100: -6.3%
- S&P 500: -4.3%
AI giants:
- $NVDA -9.0%
- $MSFT -3.5%
- $GOOGL -2.3%
Data centers got hit hardest:
- $IREN -16.0%
- $NBIS -15.1%
- $CIFR -14.6%
The best post-midterm rally in 44 years lasted exactly one day.
Crypto followed:
- $BTC: -6.4% at the low
- $ETH: -7.9% at the low
The trigger:
Democrats now hold Congress, and Rep. Yassamin Ansari says day 1 should bring a pause on advanced AI, tight regulation and a ban on superintelligence. Add Sanders' push for a national data center moratorium, and Wall Street is pricing an AI buildout slowdown.
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INTEL: TRUMP JUST NOW ON IRAN "I MAY HAVE TO DESTROY WHAT IS LEFT OF THE COUNTRY"
"Now we will make a decision. Do we want to go further... and ensure that this will never happen again. I would prefer not to destroy what is left of the country, if possible, but I may have to do so. You will know very soon."
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"Now we will make a decision. Do we want to go further... and ensure that this will never happen again. I would prefer not to destroy what is left of the country, if possible, but I may have to do so. You will know very soon."
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Solid Intel 📡 (@solidintel_x) on X
INTEL: Nasdaq on track for its deepest one-day drop in 19 months
INTEL: Multiple hedge funds reportedly facing heavy losses, investor withdrawals, and fund closures this week
Named in the shakeout:
- Axebrook
- Walleye Capital ($17B) - worst month since Mar 2020 (-5.9% Oct); cutting equity L/S leadership + teams; returning capital; leaning into Vol + Quant
- Engineers Gate
- Lone Pine
- Millennium internal pods
- Verition pods
- Samlyn
Crowded AI + leverage is eating the multi-strats.
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Named in the shakeout:
- Axebrook
- Walleye Capital ($17B) - worst month since Mar 2020 (-5.9% Oct); cutting equity L/S leadership + teams; returning capital; leaning into Vol + Quant
- Engineers Gate
- Lone Pine
- Millennium internal pods
- Verition pods
- Samlyn
Crowded AI + leverage is eating the multi-strats.
Twitter | News
X (formerly Twitter)
Solid Intel 📡 (@solidintel_x) on X
Independent, fact-driven coverage of Finance, Macro, Geopolitics & Crypto. Team-curated, market-moving news. An initiative by @solidtradesz
INTEL: Singapore Police Force says it prevented $17.4M in scam losses in a joint operation with crypto exchanges
- Blockchain analysis + customer data from platforms including Coinbase and OKX
- More than 383 victims identified
- Intel shared with the FBI, New South Wales Police Force, and Canadian Anti-Fraud Centre
- Led to identification of 32 foreign victims
Twitter | News
- Blockchain analysis + customer data from platforms including Coinbase and OKX
- More than 383 victims identified
- Intel shared with the FBI, New South Wales Police Force, and Canadian Anti-Fraud Centre
- Led to identification of 32 foreign victims
Twitter | News
X (formerly Twitter)
Solid Intel 📡 (@solidintel_x) on X
Independent, fact-driven coverage of Finance, Macro, Geopolitics & Crypto. Team-curated, market-moving news. An initiative by @solidtradesz