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@wearebilig
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Technology
Nvidia stock declined tied to widening neocloud bond spreads, power/construction delays for data centers, and financing stress. Microsoft canceled UK data center deal (23K Nvidia chips) due to grid delays into 2030s.
World & Business
Ukrainian President Zelenskyy announced Kyiv would resume strikes on Russian oil refineries after halting them at US request. Russia continued attacking Ukrainian energy infrastructure. Zelenskyy reported feeling 'betrayed' due to Starlink throttling and reduced US intelligence sharing.
