Investor Essentials Daily

The AI revolution is boosting demand for the construction of power-intensive data centers, necessitating massive capital investment, which is expected to balloon to nearly $7 trillion by 2030....

Since its founding in 2003, software and AI company Palantir Technologies (PLTR) has built a reputation among the mainstream media and the public due to a misunderstanding of how its business operates....

Vice stocks like tobacco and alcohol have often been stable investments as these stocks are relatively shielded from adverse macroeconomic shifts, enabling them to generate stable and reliable returns over a long period of time....

Energy demand in the U.S. is expected to rise by as much as 40% by 2040, making access to reliable power sources critical, especially in the age of AI....

For the past few years, banking M&A activity has ground to a halt as Biden-era policies have taken a more restricted stance towards consolidation....

Disney(DIS) has faced years of hardship, underperformance, and uncertainty due to pandemic-driven shutdowns and the tremendous costs associated with standing up its streaming platform, Disney+...

Upstart Holdings (UPST is an AI-powered lending platform that works with banks and credit unions in assessing the creditworthiness of borrowers...

Earnings calls have the potential to make or break a call. As one of the only times during the year where shareholders are able to hear directly from management, they often act as catalysts for a stock’s largest swings over the course of a year....

The Trump administration’s determination to reinvigorate manufacturing on United States soil requires significant investment in existing infrastructure...

President Trump’s executive order is opening the $12.5 trillion 401(k) market to private equity products long reserved for institutions, but those institutions are already pulling back...

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna have surged in popularity, but rising credit losses and risky borrower profiles are raising red flags...

American Express (AXP) is overhauling its Platinum Card with expanded perks and lounge access in its biggest card update ever...

Consumers cutting back is weighing on premium athletic apparel, yet Lululemon’s (LULU) focus on stylish, high‑quality seasonal updates has driven double‑digit revenue growth in 10 of the last 12 quarters and sustained high profitability...

Fayetteville, Georgia is facing backlash as QTS Realty Trust and Blackstone-backed data centers rapidly expand, consuming huge amounts of electricity and prompting new high-voltage power lines that cut through neighborhoods...

President Trump’s Executive Order 14270 will overhaul U.S. energy regulations through sweeping deregulation...

The U.S. government is pushing a major energy shift with new executive orders, declaring a national energy emergency, fast‑tracking reactor approvals, and rebuilding uranium supplies...

European NATO members are gearing up to spend 5% of GDP on defense by 2032, prompting a rally in European defense stocks....

Microsoft and Meta have both agreed to pay hefty premiums for nuclear power via virtual power purchase agreements, signaling a new trend among tech giants who want immediate access to secure, clean, and reliable energy....

Investing has shifted from stock picking to passively managed index ETFs, and BlackRock (BLK) has capitalized on this transition....

Private credit has surged from $500 billion in 2015 to $2 trillion today, with small outfits like Egan‑Jones Ratings, just 20 analysts grading over 3,000 deals in 2024 with a rapid, low‑fee process....