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JPMorgan Predicts AI Capex to Hit $1.577 Trillion by 2027, Semiconductor Equipment Becomes Supply Bottleneck
JPMorgan has released a bullish forecast projecting that global AI capital expenditures will reach $1.577 trillion by 2027, with semiconductor equipment emerging as the critical supply bottleneck in the AI infrastructure buildout. The investment bank's analysis, published on September 18, 2026, highlights that while demand for AI chips, data centers, and power infrastructure continues to surge, the ability to manufacture the advanced equipment needed to produce those chips is becoming t
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AMZN+2.14%
MSFT+1.65%
JPM+0.05%
ASML+1.66%
AMAT+0.41%
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JUST IN: Zcash targets November for NU7 mainnet upgrade, slashing block times to 25 seconds while keeping the halving schedule; testnet activation planned for Oct. 6. Potential throughput boost for privacy-focused trading and flows. $ZEC
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ZEC+12.07%
$MUU LONG SETUP | 1H
Breakout retest setup with bullish continuation potential. Entry zone: 31.86–31.92 Stop-loss: 31.1 Targets: TP1 32.61 (0.91R) / TP2 33.13 (1.57R) / TP3 33.64 (2.22R) Partial take-profit: 25% / 25% / 50% Notes: 15M entry confirmation is not yet complete; the price has deviated from the planned entry location, so a retest may be needed. Status: Watchlist only—do not consider this setup before confirmation.
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It started pumping the very next day after I bought in. A cost basis of 0.247 is basically the bottom. $MCAT
MCAT+274.84%
ARC generated $410.8M in DEX volume on day one, but the surprise was where it came from.
💥 82% came from MemeCoin launchpads
🚀 Arguspad $ARGUS alone: $210M
🪙 97,025 tokens minted
⚡ 7.76M transactions processed
That's a very different opening from Circle's institutional vision.
But on day one, speculation stole the spotlight.
Traders drew a straight line to Robinhood Chain. That chain cleared just $14.74 million on its opening day. This was on July 1.
Arc's debut ran nearly 28 times larger.
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ARC-6.66%
MEME+2.83%
ARGUS-31.99%
CRCL+5.69%
The October decision has entered a highly contested phase. Keeping rates unchanged remains the base case, but the probability of a 25bp rate hike has approached 50%, and the risk of a hike cannot be ignored.
The market has almost completely ruled out the possibility of an October rate cut.
The market previously leaned toward standing pat, but inflation-related data over the recent period has rapidly driven up rate-hike expectations, and the gap between the two scenarios has become very small.
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Foldable phones are very easy to damage, because unlike regular rigid-screen phones, pressing or bending them a bit too hard could result in GG. Repairs for domestic brands generally cost around 4,000 yuan; I have no idea about Apple’s.
But Apple’s screen-break insurance for its foldable phone costs 2,800 yuan…
The issue of Apple’s screens breaking could potentially give the stock a chance to plunge after the foldable phone launches—many people may not be able to accept that Apple’s screen is also so easy to damage.
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AAPL+1.38%
Got the phone, tired but happy.
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Prediction market pricing: The bill being fully processed and signed into law in 2026 is considered a low-probability event.
The market predominantly trades the “will not be enacted within the year” outcome, and the high odds also reflect the market’s view that completing the full process of votes in both the House and Senate followed by the president’s signature faces enormous practical obstacles.
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SPK clarified how the process will work for 131 investment funds to be liquidated.
First, the funds’ existing debts, receivables, and expenses will be identified within 10 days.
The assets held in the fund portfolios will then gradually be converted into cash.
Sell orders submitted before 13:30 on September 17 but not yet fulfilled will be considered debts of the fund. Therefore, these investors will be prioritized in the initial payments.
Investors with no executed sell orders will be directly included in the liquidation process.
Under normal circumstances, the process is expected to be compl
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Sometimes I forget how degenerate this place already was when I first joined
back in 2017, @officialmcafee the Founder of the first commercial Anti Virus Software used to post a "Coin of the Day" and everyone would madly rush to send funds to some obscure CEX to buy
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BTC morning updates
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LIVE1,572
The AI rebound is not an “emotional revival,” but a repricing of capital
U.S. AI stocks suddenly rebounded across the board, and the market’s rapid sentiment shift was once again astonishing: yesterday, investors were still worried about AI cooling off; today, capital has already lined up again to buy computing power. At the close of U.S. trading on September 17, the Nasdaq rose 1.69%, the S&P 500 rose 1.14%, and the Philadelphia Semiconductor Index rose 3.14%; Nvidia gained 2.54%, AMD rose 6.36%, Intel climbed 7.67%, and ARM surged 8.57%.
There are actually two forces behind this rebound. One
NAS100+0.56%
NVDA+2.56%
AMD+6.21%
INTC+7.66%
ARM+8.46%
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ARC, look at this setup. No wonder it’s a major blockchain.
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ARC-6.66%
#Indhotel
Nailed it ✍️✍️
Having made it through the darkness,
can silver give me a rapid-fire rally? #XAG
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XAG+4.28%
JUST IN: Robinhood Ventures Fund I invested $25M in Crusoe during its $3.9B Series F round. If strategic ties deepen, it underscores fintechs leaning into AI infrastructure as a core lever alongside models. $CRUSO (ticker: not provided)
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RVI+2.19%
this is also ranked based so you want to position early
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[New Streamer] Market Prediction
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