2026-04-08：The AI Infrastructure Margin Collapse: Why Hyperscalers Are Secretly Slashing 2026 Capex

The stock market looks pristine, but a massive structural earthquake is brewing just beneath the surface. Are hyperscalers about to hit a brutal reality check? We uncover the hidden power grid constraints and rapid hardware depreciation schedules that could force tech giants to secretly slash their 2026 AI budgets. Plus, we expose the accounting alchemy artificially propping up the 1.7 trillion dollar private credit market—why are lenders hiding defaults, and what happens when the music stops? Finally, discover the surprising reason McDonald's is using AI automation to engineer a massive margin expansion, completely flipping the Ozempic narrative on its head. From the artificial death of the VIX to an inescapable physical squeeze in uranium, this episode reveals the trades Wall Street isn't talking about. Read the full analysis here: https://deepmarket.report/en/report/us_stocks/2026-04-08