A manufacturer of agricultural equipment is citing tariffs in its decisions about its operations in the U.S.But rather than expanding its U.S. production, it will instead shift some work overseas. Most Read on IEN: CLAAS, a German maker of tractors, harvesters and other farm machinery, operates a factory in Omaha, Nebraska, where it builds its Lexion combine. Rather than remain in the U.S., however, those combines are primarily sold in Canada — which means that the steel and aluminum used to make them in N ...

Trump administration officials are considering easing tariffs on Scotch whisky after Prime Minister Keir Starmer raised the issue with President Donald Trump at last month’s state visit https://t.co/GOjRaSh9zu ...

The Trump administration reportedly plans to keep most national parks open during the government shutdown. That means Americans can still enjoy viewing the annual deciduous kaleidoscope of red, yellow, umber and orange in the autumn foliage of the country’s most storied wilderness preserves. The view for economists, investors and Federal Reserve officials, on the other hand, will be at least partially obstructed amid a data blackout. Notably, that means the Bureau of Labor Statistics’ monthly jobs report ...

The EU plans to hike tariffs on its steel imports to 50%, according to a draft proposal seen by Bloomberg https://t.co/fEtkjOLgl3 ...

Ah, the stock market. That bastion of rational expectations, predictable trends, and calm, measured responses to geopolitical shifts. Or, if you’ve been paying attention to the past few years, a wild, unpredictable beast often dancing to the tune of a single, very loud, and frequently contradictory, trumpet. President Donald Trump, a man whose policy announcements often arrive via social media, has once again graced the financial world with a fresh batch of pronouncements, leading to the usual cocktail of r ...

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 electricity from AI technologies, particularly data centers, is unprecedented, with each center consuming energy equivalent to that of a small city [2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the rising energy demands of AI [3][7] Energy Demand and Infrastructure - AI technologies are driving a hidden energy crisis, with power grids under strain and rising electricity prices as utilities struggle to expand capacity [2][3] - The company in focus is positioned to benefit from the increasing demand for electricity, as it owns significant nuclear energy infrastructure and is capable of executing large-scale energy projects [7][8] - The company is described as debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, allowing it to capitalize on emerging opportunities [8][10] Market Position and Valuation - The company is noted for its unique position in the market, being involved in various sectors including LNG exportation, which is expected to grow under the current U.S. energy policies [5][7] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment compared to other energy and utility firms burdened with debt [10][11] - The company also has an equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Future Outlook - The ongoing influx of talent into the AI field is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12][13] - The combination of AI infrastructure needs, energy demands, and favorable U.S. policies creates a supercycle that the company is well-positioned to exploit [14] - The potential for significant returns within the next 12 to 24 months is emphasized, suggesting a strong growth trajectory for the company as it aligns with the AI and energy sectors [15][19]

Joining us now, co-founder and director of economic policy at Veta Partners, Henrietta Trace, former Ohio Governor and MSNBC political analyst John Kasich, former Montana Senator and MSNBC political analyst John Tester, and staff writer for The Atlantic and MSNBC political analyst Ashley Parker. All right, Henrietta, it's not just that there is a deadline because open enrollment begins in November. The health care companies also have to set prices.And right now they are assuming that some people will stop p ...

With many uncertainties around the government shutdown, here's how it could affect your finances. When it comes to your portfolio, investor sentiment may be jarred in the short term, particularly if the shutdown affects the Fed's rate lowering agenda. That could mean potential volatility in financial markets.But historically, shutdowns have not resulted in a major sell-off. Now, turning to the economy, the impact will depend on the length of the shutdown. Federal employees won't get paid until the governmen ...

Healthcare the second worst performer this year with pharma names under pressure. Those valuations also nearing 15-year lows. And that combined with increased clarity on the Trump administration's drug pricing efforts has us wondering whether the sector now offers investors value or if it's still a value trap.Joining us now to discuss is Beimo Capital Markets, Evan David Seagerman. Evan, great to have you with us. >> Thank you for having me.It feels like what we learned from the Fiser announcement yesterday ...

Beef prices are at a record high in the wake of a drought that left cattle inventory at the lowest level in 70 years amid strong demand, resulting in price increases for steak and ground beef. The Bureau of Labor Statistics' consumer price index report for August showed a surge in beef prices over the past year. Ground beef prices were up 12.8% on a year-over-year basis in August, while beef roasts were up 13.6%, and steak prices were 16.6% higher. Those inflation figures are well above the 3.2% year-over- ...