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AlphaBlog

Markets Want Details, Not Summit Theater

Stocks are modestly higher as investors lean into the Trump-Xi meeting as a de-escalation setup. The real question is whether next week brings tariff and export-control changes that alter cash flows, not just headlines.

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Market News

Data center CEO REVEALS MAJOR threat to America's AI BOOM

Data center CEO REVEALS MAJOR threat to America's AI BOOM

Digital Realty CEO Andy Power discusses the AI-driven data center boom, addressing community concerns over power, water use and infrastructure. #fox #media #breakingnews #us #usa #new #news #breaking #foxnews #andypower #power #digitalrealty #ai #artificialintelligence #datacenter #datacenters #technology #tech #infrastructure #electricity #energy #water #powergrid #community #innovation #digitalinfrastructure #environment

Sep 26, 2026 08:00 AM • youtube.com
Higher Bond Yields Mark a Return to Normal

Higher Bond Yields Mark a Return to Normal

Ritholtz Wealth Management founder Barry Ritholtz tells Bloomberg This Weekend that rising bond yields reflect both a normalization of interest rates and inflationary pressures from factors including tariffs and higher energy prices. Speaking with hosts David Gura and Christina Ruffini, Ritholtz says higher yields have made fixed income more attractive while investors should consider whether strong equity gains have pushed their portfolios away from their intended allocations.

Sep 26, 2026 05:32 AM • youtube.com
Russia Ukraine War Becomes Economic Battle

Russia Ukraine War Becomes Economic Battle

New York Times Kyiv bureau chief Andrew Kramer tells Bloomberg This Weekend that Russia and Ukraine are increasingly targeting each other's economies as the war shifts toward attacks on energy, transportation and export infrastructure. Speaking with hosts David Gura and Christina Ruffini, Kramer says Ukraine is using its expanding drone arsenal to target Russia's oil industry and its ability to finance a prolonged war.

Sep 26, 2026 05:09 AM • youtube.com
InnovAge: Care Economics Should Keep Improving Going Forward

InnovAge: Care Economics Should Keep Improving Going Forward

InnovAge's filling existing centers and controlling care costs could turn their continued enrollment growth into faster earnings growth in the long run. So, if their operating recovery materializes, it could make their current stock price a nice entry price in hindsight. However, note that INNV may face slower reimbursement growth in subsequent quarters, which does highlight that they need good execution as well.

Sep 26, 2026 04:45 AM • seekingalpha.com
TransMedics Offers An Attractive Entry Point, With Upside Potential Outweighing Risks

TransMedics Offers An Attractive Entry Point, With Upside Potential Outweighing Risks

TransMedics is a market-changing player in organ transplant technology, with a unique multi-organ perfusion platform and integrated logistics network. TMDX earns a buy rating as recent pullbacks, driven by margin volatility due to higher investments, present an attractive entry point for long-term investors. Key growth drivers include the upcoming kidney OCS product (potential FDA submission in 2027) and international expansion, targeting $2B+ revenue by 2032.

Sep 26, 2026 03:56 AM • seekingalpha.com

Stock News