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Data centers get a faster path to power, but there’s a cost
The Federal Energy Regulatory Commission (FERC) ordered the nation's six largest grid operators to justify or rewrite the rules governing how data centers connect...
Markets are trying to define direction after weak inflation…
The week of July 14–18 was notable due a first disinflationary CPI print for the long time. Kevin Warsh's first congressional testimony, big-bank earnings,...
Bank of America doubles down on Google stock ahead of earnings
Alphabet reports Q2 2026 earnings on July 22. Most investors going into the print are focused on Search growth and whether Cloud can sustain...
Klarna KLAR stock prediction: $25 bull vs $12 bear
The lazy read on Klarna (NYSE: KLAR) is that it is a fading buy-now-pay-later brand that went public into a hostile tape and has...
Palantir PLTR stock prediction: $270 bull vs $105 bear
Palantir is not an AI infrastructure company, and almost every valuation argument made about it — bullish and bearish — quietly assumes it is....
