Update on Multiple Stocks

Talen Energy ($TLN): Just a day ago, the White House announced plans to make Pittsburgh an AI hub with huge investments made in new datacenters. This morning, Talen Energy ($TLN) announced plans to purchase two gas plants for $3.5 billion. Not coincidentally, these plants are both located in the nearby Pennsylvania-New Jersey-Maryland interconnection market. As … Read more

June CPI is 2.7%

Overview: Today, we got the June Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year and up 0.3% for the month (annualizes to 3.7%). The annual number is up 0.3% from May and 0.1% above expectations. The monthly is up 0.2% and consistent with expectations. The Core CPI … Read more

Weekly Points – June 27th, 2025 – 5 Things to Know in Investing This Week – The Robotaxi Issue

We have a lot of technology-related news this week. Hewlett Packard Enterprise partners with Nvidia to make high-end AI servers and further cement Nvidia’s position as the entrenched market leader. Peter Thiel invests $200MM in Polymarket. These prediction markets/betting platforms not only provide people an opportunity to bet on economic or political events; but also, … Read more

Macau GGR up 19%

Inside Asian Gaming is reporting that Macau gross gaming revenue was up 19% in June. Some think that much of the increase was due to performances by Jacky Cheung. If so, that’s great. The government specifically asked the integrated resort concessionaires to increase non-gambling revenue. Looks like that’s happening.   Information contained in this report, … Read more

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