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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AI capex is surging—but financing and power are bottlenecks.
JPMorgan sees data-center spend near $800B in 2026; reported China GPU orders aren’t confirmed revenue.
SPX pivot 7,685; support 7,650, resistance 7,710. Watch NVDA GTC and TSLA/META earnings. $NVDA $SPX #AI
2026-10-20T10:17:56.243Z