The Quantum Boom’s Payoff Is Years Away. Corporate America Is Already Going All In
Corporate quantum computing spending has surged as businesses look to gain a competitive edge in long-term computational infrastructure.
Capital Is Rotating Out of AI Into Three Distinct Trades
As AI stock volatility rises, capital is rotating into defensive retail, industrial infrastructure, and consumer compounders.
US Drone Stocks Surge as Trump Closes the Door on Chinese Imports
New US tariffs on imported drones trigger a rally in domestic manufacturing stocks as the government pushes to decouple from Chinese supply chains.
Why TIPS Are Starting to Look Like an Inflation Protection Bargain
TIPS are offering historically high real yields, but investors should weigh the benefits against the risks of long-dated bond volatility.
Sustainable Investing Is Finding Its Way Back Into Investor Portfolios
US sustainable funds saw positive inflows for the first time since 2022, fueled by AI-driven demand for power grid infrastructure rather than broad ESG trends.
Google Is Betting the Next Smartphone Upgrade Cycle Will Be Driven by AI
Google launched the Pixel 11 with higher prices due to memory shortages, highlighting its Gemini AI strategy amid a competitive partnership with Apple.
Wendy's Shares Rally on Reported Trian Buyout Bid
Wendy's stock surged 15% on reports that Nelson Peltz's Trian Fund Management is forming a consortium to take the struggling burger chain private.
AI Compute Infrastructure Gets a Blowout Earnings Night From CoreWeave and Supermicro
CoreWeave and Supermicro report strong quarterly results, highlighting robust demand for AI infrastructure despite capital intensity and regulatory headwinds.
Wall Street Is Finding New Opportunities in the Boring Side of Infrastructure
We explore the growing divide between traditional utility infrastructure and speculative AI data center investments.
Trump Media Pivots to Data Licensing Amid Financial Headwinds
Trump Media reports a $238M loss as it pivots to a premium API data service for high-frequency traders amid regulatory scrutiny and financial pressure.
Intel’s AI Expansion Is Getting a $15B Cash Injection
Intel announces a $15B stock offering to fund its AI foundry expansion as capital spending targets $20B for 2026.
