Finance Charts Daily
We're Unable To Build Enough Data Centers
We’re unable to build enough data centers: About half of the US data centers planned to open in 2026 are expected to be delayed or canceled, according to analysts at Sightline Climate. Of the 12 gigawatts of data center capacity announced for this year, only a third is actually under construction. Transformers, switchgear, and batteries make up less than 10% of data center construction costs but are impossible to build without.
Time for crossing the Strait of Hormuz: The last tankers to cross the open Strait of Hormuz have now reached their destination
The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration.
Financial stress among US consumers is intensifying: The delinquency rate on subprime loans is up to 10% of total outstanding debt, the highest in 11 years.
Remarkable disconnect: EPS projections soaring (mostly on Mag7 hopes) while S&P is dumping (multiples collapsing).
