Now, let's take a look at the bigger picture. Don Nesbet, senior portfolio manager, FM Investments is with me now. Look, we've already had some back and forth action now.People are watching the VIX very closely. We hit records yesterday. We hit records today.In fact, yesterday was the 30th record close for the S&P. What do you say is the catalyst and does it continue. Can it continue.Well, sure. The prospects for lower rates help stocks. Um, also, we just had a great uh second quarter earnings season.Uh, I ...

lululemon athletica's (NASDAQ: LULU ) stock drawdown is rational, as U.S. comps have turned negative, inventories are up, and management cut FY2025 revenue/EPS explicitly because of higher tariffs and the removal of the de minimis exemption. The impact of these together is likely toAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses ...

lululemon athletica's (NASDAQ: LULU ) stock drawdown is rational, as U.S. comps have turned negative, inventories are up, and management cut FY2025 revenue/EPS explicitly because of higher tariffs and the removal of the de minimis exemption. The impact of these together is likely toAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses ...

US carmakers have mounted a furious, last-minute lobbying blitz over the Trump administration’s potential tariffs on medium- and heavy-duty trucks, in a fight pitting Detroit’s legacy automakers against each other.] https://t.co/1AuGfjJlHl ...

India is rolling out long-term plans to reduce dependence on the dollar, as punishing US tariffs weigh on the nation’s currency and trade prospects https://t.co/4dVZIq91w6 ...

As the U.S. government shutdown suspends Bureau of Labor Statistics (BLS) data releases, including the critical September jobs report scheduled for Friday, the Chicago Fed has stepped in with a final real-time forecast, predicting a steady unemployment rate of 4.34% for September 2025, based on 11 job market indicators.However, private data sources paint a concerning picture, signaling a “low fire, low hire, low gear” labor market with weak holiday hiring plans that could impact payrolls through year-end.Ch ...

Ah, the stock market. That bastion of rational exuberance, where every tick reflects a careful calculus of earnings, growth, and geopolitical stability. Or, in the era of Donald J. Trump, a frantic scramble to decipher the latest pronouncement from Truth Social. The past few days, particularly the opening salvo of October 2025, have offered a masterclass in market volatility, policy paradoxes, and the sheer audacity of an administration that treats global trade like a high-stakes game of Monopoly, albeit wi ...

It seems that the European Union is fighting back when it comes to steel tariffs. They've raised their own levies to 50%. Is this the sort of escalation that precedes negotiation when you're dealing with President Trump.I mean, you know, I think that that's a fair argument there. You know, I mean, if you're looking potentially at sort of how other nations or other blocs and such have kind of tried to approach these types of tariffs, I mean, look at China, for example, which is kind of raising its own. What ...

So, right now, as we monitor the impacts of the ongoing government shutdown, try to keep you all informed and updated, our nation's farmers, especially those who grow and export soybeans, are dealing with a crisis of their own. This all started with Trump's trade war with China. And I will get to that in a moment, I promise. But the way Treasury Secretary Scott Besson tells it, somehow Joe Biden, yes, the man who has not been president for eight months, is at fault here. At the meeting in Geneva, when I ask ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - The demand for energy from AI technologies, particularly data centers, is expected to surge, leading to a potential crisis in power supply and rising electricity prices [2][3][7] - A specific company is highlighted as a key player in the energy sector, poised to benefit from the increasing energy demands of AI, owning critical infrastructure assets [3][6][8] Company Overview - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and positioned to capitalize on the growing demand for electricity [5][6] - It owns significant nuclear energy infrastructure, making it integral to America's future power strategy and capable of executing large-scale energy projects [7][8] - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, providing financial stability [8][10] Market Position - The company is gaining attention from Wall Street as it benefits from multiple industry trends, including the AI infrastructure supercycle and the onshoring boom driven by tariffs [6][14] - It has an equity stake in another AI-related company, offering investors indirect exposure to various AI growth opportunities without high premiums [9][10] - The stock is considered undervalued, trading at less than seven times earnings, which is attractive for investors looking for growth potential [10][11] Industry Trends - The AI sector is characterized as a major disruptor, with companies that embrace AI expected to thrive while traditional industries may struggle [11][12] - There is a significant influx of talent into the AI field, ensuring continuous innovation and advancements, which further supports the investment thesis in AI [12][13] - The future of energy, particularly in relation to AI, is framed as a critical area for investment, with the potential for substantial returns in the coming years [13][15]