Magazine
July 6, 2026
Americans Hate AI Data Centers. For Stocks, the Trouble Is Just Beginning.
More than six dozen data-center projects were blocked or delayed in the first quarter due to locals’ opposition. Public pushback is becoming a risk factor for AI companies and their shares.
How the Declaration of Independence Spawned Free Markets
America’s founding document started a financial revolution that reverberated around the world.
Long Read
Philip Morris’ Smoke-Free Products Are Winning With Regulators. They’ll Win With Investors Too.
Margin expansion, sales growth, and a reliable dividend payment make the stock a good bet for volatile times.
Long Read
Comcast Spinoff Could Rejuvenate Its Depressed Stock
Possible deals include a merger of Comcast with Charter Communications, the No. 2 cable and broadband company, or an NBCUniversal deal with Netflix.
Long Read
Why India Is Becoming a Data-Center Hub, Whether Communities Like It or Not
In the absence of a data-center category, Amazon, Microsoft, and Google facilities have been approved as ordinary building projects, exempting them from holding public hearings.
Long Read
How to AI-Proof Your Fund Portfolio
Most tech stocks are having another great year, leading to worries that market-tracking index funds are overvalued and far too concentrated. Here are five defensive sectors—and 13 funds—that can provide protection.
Long Read
AI Funds Were Unstoppable in the Second Quarter
Tech stocks now account for 39% of the S&P 500 and were the primary drivers of the $1.7 trillion Vanguard S&P 500 ETF’s 15% return.
Long Read
Don’t Fall for Groupthink. There Are Upsides to the Iran War.
There are some benefits from the war, to the West and to investors, writes Ed Price.
4 minute read
CarMax’s Turnaround Is a Work in Progress, but Insiders Are Buying Anyway
Four directors snap up CarMax shares on the heels of the auto retailer’s first-quarter earnings report.
2 minute read
Strategy CEO Buys STRC Preferred Stock After Record Slide
Strategy CEO Phong Le and another executive bought shares of Strategy’s preferred stock after STRC fell to a record low, raising questions about the company’s Bitcoin funding vehicle.
2 minute read
Playing Catch-Up on Your 401(k)? Read This Now.
Most high-earning employees will now need to funnel their catch-up contributions into an after-tax Roth account.
3 minute read
German Pension Reform Turns Savers Into Investors. That Will Fuel the Market.
The German stock market could use help. The Dax 40 index has barely budged since Friedrich Merz became chancellor 14 months ago.
3 minute read
This Bond Maven Is Worried About ‘Excesses’ in the Market. How He’s Investing.
DoubleLine’s Deputy CIO Jeffrey Sherman is managing bond portfolios defensively in an environment of heavy spending on artificial intelligence and potential for higher interest rates.
Long Read
