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Year: 2026

All Year: 2026 Articles

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$1 Trillion in Spending Has Been Defeated by an Almond

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending.…

Jeremy Phillips · 4 months ago

Fed’s Long-Term Inflation Forecast Hits 19-Year High

For much of the past two years, Wall Street treated long-run inflation expectations as the boring part of the macro story. Short-run prints whipped around. The five-year horizon stayed anchored. That assumption broke this…

Omor Ibne Ehsan · 4 months ago

Price Prediction: Can DTE Energy Hit $200 Before 2027?

Our DTE Energy (NYSE:DTE | DTE Price Prediction) call is constructive heading into the back half of 2026. The Detroit-based utility is in the middle of a generational capital cycle, with hyperscale data center…

Vandita Jadeja · 4 months ago

SpaceX Just Revealed the 100-Year Plan for Its Business

SpaceX is targeting an IPO valuation near $1.75 trillion against total revenue of roughly $18 billion. That gap is a major part of the SpaceX investment thesis. To justify it, public investors need to…

David Moadel · 4 months ago