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Realty Income beat Q4 estimates with AFFO of $4.28 per share for 2025, raised its dividend for the 113th straight quarter, and launched a private capital fund and Mexico expansion.
Thomson Reuters had its best trading day in 26 years after Anthropic showcased CoCounsel, the AI legal assistant that has drawn one million users and reversed a narrative of disruption.
Trump announced 'ratepayer protection pledges' at the State of the Union requiring tech companies to absorb data center electricity costs instead of passing them to consumers.
First Solar reported record module sales of 17.5 gigawatts and $5.2 billion in revenue for 2025, but projected tariff costs of up to $175 million in 2026 as it navigates the new Section 122 tariffs.
The S&P Case-Shiller Index showed national home prices grew just 1.3% in 2025, the weakest full-year gain since 2011, while Tampa, Denver, Phoenix, Dallas, and Miami posted outright declines.
The national average for regular gasoline has climbed to $2.90 per gallon, its highest in two months, as geopolitical tensions with Iran, the summer blend transition, and tariff uncertainty converge.
The CapEx Finance Index shows new equipment financing volumes hit their highest level in two decades in January 2026 as American businesses invest aggressively despite tariff and recession fears.
The 10% global tariff took effect Tuesday under Section 122 of the Trade Act, but the 15% rate Trump promised wasn't finalized. The gap reveals the improvised nature of US trade policy.
Trump's 2026 SOTU address features Trump Accounts for newborns, an AI electricity mandate, drug pricing reform, and an affordability push as the economy slows to 1.4% growth.
DOGE reduced the federal workforce by 9% in less than 10 months, the largest peacetime cut since WWII. Yet federal spending rose $376 billion. The disconnect reveals why America's deficit problem defies political intervention.
The Chicago Fed National Activity Index rose to +0.18 in January from -0.21, its highest reading in 11 months, as production and employment indicators improved despite tariff uncertainty.
NRG Energy's $12 billion LS Power acquisition doubled its fleet to 25 gigawatts as AI data center demand drives the biggest electricity growth story in decades.