S&P 500 5,278.40 +0.45% NASDAQ 16,755.02 +0.67% DOW JONES 38,886.57 +0.32% RUSSELL 2000 2,084.45 +0.15% VIX 13.42 -1.52% GOLD 2,348.30 +0.21% OIL (WTI) 78.62 +0.18% US 10Y 4.28% -0.04%
Now Playing Latest Episode EP. 3
Latest Episode · EP. 3

Powering the AI Revolution: The Infrastructure Supercycle

How data centers, power grids, and private capital are building the physical backbone of artificial intelligence.

Hosted by James Carter & Elena Park
EP 3 Powering the AI Revolution: The Infrastructure Supercycle
0:00
32:15

This week's briefing.

Ep. 3

Powering the AI Revolution: The Infrastructure Supercycle

In this deep dive episode, we explore the hidden physical footprint of artificial intelligence. While AI might feel like an…

25:12
Ep. 2

The Standstill Labor Market: Unpacking the June 2026 Jobs Report

In this episode, we dive into the June 2026 employment situation, which revealed that the US economy added only 57,000…

20:40
Ep. 1

Google vs. The EU: The Android Antitrust Epic

In this episode, we take a deep dive into one of the most significant antitrust battles in tech history: the…

22:31
Market Overview LIVE
S&P 500 · 1:35 PM ET
Index Value Change
S&P 500 5,642.30 +0.53%
NASDAQ 17,891.45 +0.62%
DOW JONES 42,315.22 +0.32%
RUSSELL 2000 2,198.74 +0.62%
VIX 14.82 -3.77%
Top Movers
Top Gainers
  • NVDA +4.32%
  • META +3.21%
  • AMZN +2.18%
  • AAPL +1.87%
  • CRM +1.52%
Top Losers
  • XOM -2.35%
  • CVX -1.96%
  • WMT -1.45%
  • KO -1.19%
  • PG -0.92%

In-depth analysis.

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