Trump declared on Truth Social that data center developers must generate their own power and pay neighbors a dividend, but his posts named no amounts, no enforcement mechanism, and no federal program to back any of it up.

Wall Street analysts delivered a flurry of bold calls Wednesday, including a double-downgrade that shocked one cybersecurity giant and a sharp cut on a beloved restaurant chain. Find out which stocks got upgraded, buried, or newly covered before the market opens.

Rate Shock: REITs enter earnings season on their back foot amid a renewed surge in long-term rates, facing a materially different cost-of-capital and financing environment than just three months ago. The rate surge is again stressing highly leveraged borrowers, particularly across private markets. Public REITs are better positioned, but remain exposed through refinancing, tenant credit, and equity valuations. Higher rates have brought an important silver lining: years of expensive capital are finally curbing construction, with shrinking pipelines beginning to support occupancy, rents, and landlord pricing power.

Digital Realty Trust offers contracted growth potential at $174.20, with success hinging on lease commencements and effective capital allocation. DLR's transparent growth is underpinned by signed leases, a robust backlog, and rising renewal rents, supporting a 2027 core FFO estimate of $9.10 per share. Valuation is reasonable at ~21.3x forward core FFO, with upside to $209 if execution aligns with expectations and new developments are delivered on schedule.

Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is what the rate trigger means for the companies building the AI future on borrowed money.

AI is driving a gold rush in data centers and power generation, but not every company collecting on that boom is getting paid on the same schedule. Four stocks are riding the wave at very different stages of the race.

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed's path without clearly forcing an October hike. Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds. Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

I remain bullish on long-term digital infrastructure demand, favoring data center and cell tower REITs over heavily leveraged AI cloud providers. Data center moratoriums are unlikely to trigger a recession, as capital migrates to receptive markets and demand remains robust. Technological obsolescence and orbital computing are risks, but well-located, adaptable infrastructure with prudent financing can retain value through cycles.