While other sectors stall, AI investment is accelerating — showing up in earnings calls, corporate budgets, and real-world deployment. Capital is quietly concentrating around companies with clear demand and long-term relevance, and selective opportunities are forming right now.
A new research brief identifies 2 AI stocks trading under $15 that may be positioned for the next phase of growth — including key developments that could move these names in the months ahead.
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Warsh Says AI Boom Will Push Prices Up, But Not Traditional Inflation
Federal Reserve Chairman Kevin Warsh told senators Wednesday that massive AI infrastructure spending will likely raise prices over the next year, but cautioned against treating these increases as classic inflation. The distinction matters: Warsh argued that AI investment represents a one-time supply shock rather than the persistent demand-driven price spiral the Fed traditionally fights.
The testimony comes as corporations pour hundreds of billions into data centers, chips, and energy infrastructure to support AI development. Warsh's framework suggests the Fed won't automatically tighten monetary policy in response to AI-related price pressures, marking a significant policy signal for markets pricing in rate moves.
Read the full story at Axios →
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Pentagon Blocks Watchdog Report on Troubled F-35 Program
The Defense Department has prevented the Government Accountability Office from releasing its latest report on the F-35 fighter jet program, the Pentagon's most expensive weapons system. The move blocks public access to what would typically be routine oversight of a program that has burned through hundreds of billions in taxpayer dollars while consistently missing performance benchmarks.
The F-35 has been plagued by cost overruns, technical failures, and maintenance issues since its inception. The Pentagon's decision to classify or withhold the GAO findings raises questions about what problems the report documents and whether Congress will push back on the suppression of independent oversight.
Read the full story at The Hill →
SpaceX Shares Fall Below IPO Price for First Time Since Going Public
SpaceX stock dropped below its $135 initial public offering price on Wednesday, marking the first time shares have traded beneath their debut level since the company went public. The decline extends a four-session losing streak that began shortly after SpaceX entered the Nasdaq-100 index.
The selloff reflects broader skepticism about high-valuation space companies as investors reassess growth timelines and capital requirements. SpaceX's stumble is particularly notable given Elon Musk's reputation as a market darling and the company's dominance in commercial launch services and NASA contracts.
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House GOP Pushes $95B Package for Iran War, Election Security, and Farm Relief
House Republicans unveiled plans for a third reconciliation bill totaling $95 billion, directing new funding toward military operations in the Iran conflict, election-related security measures, and agricultural aid. The move represents an aggressive use of the reconciliation process, which allows budget bills to pass the Senate with a simple majority.
The package bundles typically disparate priorities into a single legislative vehicle, a tactic designed to force vulnerable Democrats into difficult votes. Farm aid provides political cover for rural-state members while defense and election spending appeal to the GOP base heading into the midterm cycle.
Read the full story at NBC News →
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Buffett Cuts Off Gates Foundation Donations After Epstein Document Release
Warren Buffett announced Tuesday he will stop donating to the Bill & Melinda Gates Foundation following the release of government documents linking the charity's namesake to Jeffrey Epstein. Buffett has been one of the foundation's largest donors for nearly two decades, pledging tens of billions of dollars to its global health and development programs.
The newly released documents reportedly detail previously unknown connections between Gates and the convicted sex offender. Buffett's decision to sever ties represents a major reputational and financial blow to one of the world's largest philanthropic organizations, potentially triggering donor flight and operational constraints.
Read the full story at Washington Examiner →
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