SI capex

1. SpaceX loses bid to toss NAACP lawsuit over Memphis data center air pollution
   CNBC reported on Sat Oct 31, 3:12 PM CT, unconfirmed by other outlets so far: SpaceX loses bid to toss NAACP lawsuit over Memphis data center air pollution.
   8h ago · Tech & SI · Brief
2. SpaceX's Colossus 2 gets a 200K-GB300 inference site in an old Hormel building, Musk says
   Three 220K-GB300 training sites (one still coming) plus 200K for inference in an old Hormel building.
   10h ago · Tech & SI
3. Nasdaq loses 2% for the week as Intel, Alphabet and Amazon results reverse early rally
   CNBC reported on Sat Oct 31, 10:37 AM CT, unconfirmed by other outlets so far: Stocks started the week with promise but ended in despair.
   13h ago · Markets · Brief
4. S&P Global revised Meta's outlook to negative
   S&P Global revised Meta's outlook to negative, saying Meta is less able than peers to monetize its AI investments and that uncertainty over its multiyear AI spending casts doubt on expected capex cuts.
   1d ago · Tech & SI
5. SEC enforcement chief says agency is examining whether SI companies fully disclose risks to investors
   The SEC's enforcement director says the agency is examining whether SI companies are giving investors the full picture of the risks as SI spending booms.
   1d ago · Tech & SI
6. Richmond Fed President Tom Barkin says the SI investment surge is straining supply chains
   Richmond Fed President Tom Barkin says the SI investment surge is straining supply chains and driving demand-side inflation, the kind the Fed can lean against.
   1d ago · Fed