SpaceX and Blue Origin plan to build orbital data centers powered by solar energy

The AI industry has a power problem. Terrestrial data centers are devouring electricity at rates that make grid operators nervous, and suitable land near power sources is getting scarce. SpaceX and Blue Origin think the solution is obvious: just put the data centers in space.  Both companies have announced plans to deploy satellite constellations designed specifically to handle AI computing workloads, powered by the one energy source that never runs out in orbit: the sun.  The plans: thousands (or millions) of satellites  Blue Origins initiative, called “Project Sunrise,” aims to deploy up to 51,600 satellites into sun-synchronous orbits between 500 and 1,800 kilometers above Earth. The orbits are chosen so the satellites maintain a consistent angle to sunlight, which is critical when your entire power strategy depends on solar energy.  SpaceXs plan involves launching up to one million satellites to provide 100 gigawatts of AI computing capacity. For context, 100 gigawatts is roughly equivalent to the total electricity generation capacity of the United Kingdom. SpaceX filed paperwork with the FCC on February 1, 2026 outlining the initiative.  The technical reality check  SpaceX itself appears to understand the gap between ambition and delivery. The companys pre-IPO S-1 filing explicitly acknowledges “significant technical complexity and unproven technologies” involved

05-17

Roundhill Memory ETF attracts $200M in retail cash in record time amid AI trade surge

A fund built around memory chips has become the hottest thematic ETF launch in five years, pulling in over $200 million in cumulative retail net buying in just 27 trading days. The Roundhill Memory ETF, trading under the ticker DRAM, launched on April 2, 2025, and has returned roughly 88% since inception.  High-bandwidth memory, or HBM, is the component that feeds data to GPUs fast enough to keep them busy. DRAMs investment thesis is built around this bottleneck. As AI server buildouts accelerate globally, demand for high-bandwidth memory and traditional DRAM chips is expected to surge in what some in the industry are calling a “memory super cycle.” The fund offers concentrated exposure to the companies manufacturing these components, rather than spreading bets across the broader semiconductor universe.  The top holdings tell the story clearly. SK Hynix commands roughly 27.4% of the fund‘s weight, making it by far the largest position. Micron Technology, Samsung Electronics, and SanDisk round out the portfolio’s core.  Crossing $200 million in retail net buying within 27 trading days makes DRAM the fastest thematic ETF to hit that milestone since 2020. The fund has grown to approximately $6 billion in assets under management, putting it among the most successful

05-17

STABLE plummets 18% - Fakeout above $0.04 traps bulls

In the past 24 hours, the crypto market witnessed $650.35 million in liquidations. Of these, $622.85 million were long liquidations. These forced long closures added to the downward pressure.  Bitcoin [BTC] saw $205 million in liquidations after losing 3.14% in 24 hours. The move came as a slight surprise after BTC bounced from the $78.9k support level on Wednesday, the 13th of May. It could only reach as high as $82k before sliding lower.  Stable bulls unable to reclaim range highs  The recent Bitcoin selling has impacted altcoin market confidence and resulted in market-wide losses. Stable [STABLE] was down 18.7% in the past 24 hours. Earlier in the week, it had looked as if it had breached a range formation it had been trading within since February.  Source: STABLE/USD on TradingView  In the final week of April, AMBCrypto had reported that STABLE was trading within a range formation that reached from $0.024 to $0.039. On Tuesday, the 12th of May, a daily session close at $0.04, above the range highs, confirming a breakout.  This move didnt last. After a sweep of the $0.044 liquidity pocket, the bears seized control, enforcing the rapid losses in recent days.  Anticipate further losses after a brief bounceSource: STABLE/USD on TradingView  The 1-hour

05-17

AT&T Stock Forecast and T Dividend History: Is T a Buy in 2026?

AT$18BAnalyst Avg Target$30.53Analyst ConsensusBuy (17 analysts)  Live data: Yahoo Finance T · AT&T Investor Relations  AT&T Dividend History: From 1881 to Today  AT&Ts dividend history is one of the longest in American corporate history — the company has paid dividends continuously since 1881, making it one of only a handful of US companies to maintain uninterrupted dividend payments for over 140 years.  1980s–2000s growth era: AT&T grew its quarterly dividend from $0.58 annually in 1988 to $0.73 by 1992, then to over $1.00 per share through the late 1990s. The company was a “Dividend Aristocrat” for decades, raising its payout annually from 1985 through 2021 — a 36-year consecutive increase streak.  2018–2021 DirecTV/WarnerMedia era: The massive debt accumulated from the $67 billion DirecTV acquisition (2015) and the $85 billion WarnerMedia acquisition (2018) put the dividend under strain. AT&T was paying $2.08 annually per share while carrying extraordinary debt, making the payout unsustainable relative to free cash flow.  2022 reset: When AT&T spun off WarnerMedia in April 2022, creating Warner Bros. Discovery as a separate public company, it simultaneously reduced its quarterly dividend from $0.52 to $0.2775 per share ($1.11 annually). This cut — roughly 47% — was the most significant negative event in AT&Ts modern dividend

05-17

Solana Eyes $117 Breakout — If Bulls Can Crush This Key Resistance

The Solana price has struggled to shake off its early-year woes despite a slightly improved general market climate in recent weeks. After falling from a nearly $150 valuation in the first quarter of 2026, the altcoin has been stuck within a consolidation range between $75 and $100 over the past few months.  The upper boundary of this consolidation zone proved formidable after the Solana price failed to fully capitalize on the injection of bullish momentum (triggered by news of the CLARITY Act passing the US Senate banking committee). A popular market analyst on the social media platform X has identified this specific resistance level and what lies on the other side for Solana.  A Break Above $98 Could Mean A Sustained Rally For SOL Price  In a recent post on the X platform, crypto pundit Ali Martinez pinpointed $98 as the level to break for the Solana price to reach its upside potential. According to the analyst, the cryptocurrency could embark on an approximately 30% rally if it sustains a break above this overhead resistance.  Martinez highlighted that the SOL token has been trading within a “well-defined” horizontal channel, with the lower and upper boundaries at $78 and $98, respectively. As a result of

05-17

Rising yields threaten to derail tech and AI stock rally

Theres a tug-of-war happening in financial markets right now. On one side: surging Treasury yields fueled by stubborn inflation data. On the other: an AI stock rally that refuses to quit despite macro headwinds.  The US 10-year Treasury yield has climbed to roughly 4.45-4.5%, its highest level since mid-2025, following hotter-than-expected inflation data and a broader global bond market selloff. That kind of move tends to be kryptonite for high-growth tech stocks, whose valuations depend heavily on discounting future earnings.  The AI trade is drowning out everything else  Here‘s a number that should make you pause: nine of the top ten returning US stocks since the end of 2024 are AI-related. That’s not a diversified rally. Thats a one-theme market wearing different jerseys.  Semiconductors, the picks-and-shovels play of the AI boom, sit at the center of the trade. Companies building chips, running data centers, and supplying the infrastructure for large language models have attracted enormous inflows. NVIDIAs upcoming earnings report is being treated as something close to an economic indicator unto itself, with expectations that strong results could provide another leg up for the entire AI complex.  The bull case is grounded in real fundamentals. These companies are posting genuine revenue growth. Capital expenditure commitments

05-17

UAE asserts OPEC exit was sovereign strategic decision, not political move

The UAE is walking away from OPEC and the broader OPEC+ alliance, and it wants the world to know this isn‘t about geopolitics. It’s about business.  Energy Minister Suhail Mohamed Al Mazrouei has framed the withdrawal, effective May 1, as a sovereign strategic decision designed to give the country more flexibility over its own oil production. In practical terms, the UAE is tired of having its output capped by group quotas when it has the capacity, and the ambition, to produce significantly more.  What the UAE actually wants  UAE officials have linked the exit to internal strategic reviews that concluded OPEC quotas were actively constraining domestic industrial growth. The countrys “Make it in the Emirates” manufacturing strategy, which aims to build out a robust domestic industrial base, apparently requires more energy autonomy than OPEC membership allows.  Al Mazrouei has been careful to position this as a forward-looking economic play rather than a reaction to any specific diplomatic friction.  What OPEC loses  The UAE was OPECs third-largest producer. Its departure is not a rounding error.  Analysts estimate OPEC will lose around 15% of its total production capacity with the UAE out of the picture. That‘s a significant hit to the group’s ability to function as a credible market

05-17

Barclays Says Prediction Markets are Retail’s New Trading Toy

Prediction markets have surged since the 2024 election, becoming retails latest high-risk trade.Kalshi and Polymarket topped $24 billion in notional volume by April, up from under $5 billion.Barclays says prediction markets are rising fast but remain far below the $57 trillion 0DTE market.  Prediction markets are moving from niche internet corners into retail trading‘s main arena, with Barclays calling them “retail’s shiny new toy.” The phrase reflects a rapid volume surge since the 2024 U.S. presidential election.  The appeal is simple. Traders buy contracts linked to real-world outcomes, from elections and sports to economic data and climate events. Instead of tracking a companys earnings, they trade a yes-or-no result.  Retail Traders Move Beyond Stocks and Crypto  Barclays analysts said monthly notional volume on prediction platforms has climbed sharply since last fall. The rise has placed prediction markets near leveraged exchange-traded products in retail activity.  That comparison matters, as leveraged ETPs are already high-risk tools. They use debt and derivatives to amplify daily moves in stocks, indexes, or other assets. The same retail appetite has appeared in other markets.  Five years ago, small traders helped drive the GameStop meme stock surge. They later pushed crypto deeper into mainstream investing.  More recently, retail traders became major users of zero-day-to-expiration

05-17

KelpDAO hack highlights DeFis shift from coding flaws to operational risks

DeFi has spent years obsessing over smart contract audits. The KelpDAO exploit on April 18 suggests the industry has been studying for the wrong exam.  Attackers stole 116,500 rsETH, worth approximately $290 to $293 million, by exploiting something far more mundane than a Solidity bug: a centralized verification process and compromised RPC nodes. It‘s the largest DeFi hack of 2026, and it didn’t require finding a single flaw in on-chain code.  How the attack actually worked  The attackers compromised KelpDAO‘s internal RPC nodes through a technique known as RPC poisoning, feeding the protocol’s bridge fabricated information about a burn event that never actually occurred. The bridge, trusting the data it received, released 116,500 rsETH to the attackers.  The operation also involved a DDoS attack, which likely served as either a distraction or a way to force the system onto compromised fallback infrastructure. The critical vulnerability wasnt in the smart contracts themselves but in a “1-of-1” verification setup, meaning a single point of confirmation was all that stood between the protocol and catastrophic loss.  The Lazarus Group connection  The hack has been attributed to North Koreas Lazarus Group, specifically the TraderTraitor sub-group. The attribution is based on infrastructure patterns that resemble previous DPRK-linked exploits.  Rather than hunting for

05-17

Bitcoin Holds $76K Support as Analysts Split on Next Move

Bitcoin holds above $76K support as analysts watch for a possible breakout or deeper correction.Over $700M in liquidations hit the crypto market as Bitcoin and major altcoins lost momentum.Analysts remain split, with some targeting new Bitcoin highs while others warn of weak market structure.  Bitcoin is facing growing short-term uncertainty as analysts debate whether the market is preparing for another breakout or losing momentum after weeks of consolidation.  The largest cryptocurrency is trading around $78,000, down roughly 3% over the past 24 hours, while altcoins continue to weaken alongside Bitcoins sideways movement.  Notably, amid the ongoing dip, the crypto market has nearly $700 million in liquidations over the past 24 hours, affecting over 153,500 traders.  Michaël van de Poppe on Bitcoin Moves  In a tweet, analyst Michaël van de Poppe said Bitcoin is still holding above a key support level despite recent market weakness.  According to van de Poppe, none of Bitcoins major support zones have been lost yet. The analyst is specifically watching the $76,000 level as a critical area for bulls to defend. He noted that if momentum returns next week, the market could present strong short-term opportunities for traders and investors.  However, the analyst also warned that caution is necessary because an important market

05-17
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