Freight tender rejections surge past 13%, nearing COVID highs. Industrial demand, not housing, drives flatbed rates.
AI chip smuggling probe rocks Super Micro; $2.5B in Nvidia GPUs diverted to China. Risk looms.
CDL rule change sparks rate hikes amid driver shortage. Carriers face legal/insurance risks if vetting fails. Expect higher freight costs.
Costco's 50x P/E is steep, AT&T's 9x P/E is cheap. Both offer defensive plays.
Self-driving trucks promise $9B consumer savings & 40% lower insurance costs by 2035. Efficiency gains are huge!
Global equities shed $20.3B as investors eye Fed, ECB & Mideast risks. Tech & industrials see inflows.
AI's power demand surges 175% by 2030! Energy startups offer a hedge against AI bust, with battery tech leading.
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