Ideas that challenge the prescribed way of thinking have always been unpopular...

"it’s just been a nonstop scramble from Funds to try and get weighting right in order to try and “Close the Undercapture” - Charlie McElligott

Companies are scrambling for nuclear engineering capacity...

Two big things today: i) the impact of soaring memory chip prices on margins, and ii) the debut of incoming CEO John Ternus on the conference call.

“The temporary actions announced today reflect our commitment to making the right long-term decisions for all Sreit shareholders, including the nearly 70 per cent who have never made a redemption request,”

The measure now heads to President Trump’s desk.

"In what appears to be the first instance in American legal history of the Justice Department ..." 

Vows that Tehran won't be forced into submission...

For those curious just how embedded AI is in the fabric of the US economy, here is your answer. 

Judge may find color-coded map evidences "partisan intent" 

"The market is set to let off steam in the near-term, excising the froth accrued on the rally to ATHs... the dynamics can change especially quickly in this environment" - Goldman S&T

The news injects fresh tail risks into the outlook for the war, energy prices, and inflation around the globe.

"The SPLC now joins a list of organizations the sponsor has paused under its due-diligence rules..."

From the “Mansion Shortage” in AI-bubble-epicenter San Francisco infecting mid-tier home prices, to Austin and Oakland where prices plunged over 25% since 2022.

"Caterpillar is certainly benefiting from the AI buildout." 

Here is a full summary of sellside reactions to the Hyperscaler earnings as the sector goes all-in Capex.

"Willful self-deception has become a default position for liberals..."