Prologis and Union Pacific power the arteries of commerce. Prologis (NYSE: PLD) owns and leases the warehouses and distribution centers that keep e-commerce humming, while Union Pacific (NYSE: UNP) operates the rails that haul those goods across the U.S. heartland. Both benefit from long-term shifts like e- commerce growth, manufacturing revival, and infrastructure reinvestment. But for investors looking for a blend of income and long-term tailwinds, Prologis may offer the stronger case. Here's why. Many of ...

AI and Manufacturing: An Odd Yet Perfect Couple AI diffusion makes it necessary to re-shore manufacturing. At the same time, AI diffusion makes it possible to re-shore manufacturing. In this way, AI is both the cause and the effect of a US manufacturing revival. NVIDIA CEO Jensen Huang's recent visit to the White House highlighted the seemingly strange yet absolutely essential relationship between AI and manufacturing. Mr. Huang's May 1st impromptu remarks on US manufacturing captured much of the spirit of ...