AI

Americans Have Turned Against AI, Pew Poll Shows

A new Pew Research poll shows only 16% of Americans think AI will positively impact society, even as 49% now use chatbots. The usage-versus-approval gap is a growing problem for the AI trade.

Tech

Cloudflare's Prince: bots now outnumber humans online

Cloudflare CEO Matthew Prince says bots now generate more web traffic than humans, roughly 57.5% to 42.5%, arriving 18 months earlier than he forecast. Here is what it means for NET, ad-driven names, and CDN peers.

Tech

US Data Center Spending Surpasses $50 Billion, Outpacing Infrastructure Investments

US data center spending has exceeded $50 billion, surpassing combined investments in airports, ports, and mass transit, driven by the escalating demand for artificial intelligence infrastructure.

Markets

New Home Prices Fall Below Resales for First Time

New home prices have fallen below resale prices for the first time, indicating a shift in the housing market and potential challenges for major builders.

Geopolitics

Trump reportedly tells CENTCOM to ‘open the gates of hell’ on Iran

Trump reportedly ordered CENTCOM to ‘open the gates of hell’ on Iran after two US troops were killed in Jordan. Strikes have already hit Bandar Abbas, and Strait of Hormuz risk is back in focus.

Markets

Morgan Stanley: Housing Affordability Unlikely to Return to Pre-2022 Levels

Morgan Stanley reports that U.S. housing affordability is unlikely to return to pre-2022 levels, citing higher mortgage rates and tight supply.

Politics

Mamdani in ‘active conversation’ over arresting Netanyahu in NYC

NYC Mayor Zohran Mamdani says he is in ‘active conversation’ with the city Law Department over whether he can arrest Israeli PM Benjamin Netanyahu during his September UN General Assembly visit.

Geopolitics

2 US service members killed, 1 missing in Iran attack on Jordan base

Two US service members were killed and one is missing after an Iranian missile and drone attack on forces in Jordan, CENTCOM said, as the US-Iran conflict widens.

Real Estate

Starter Homes Priced at $200K Unaffordable for 62% of Non-Homeowners

A LendingTree study reveals that 62% of non-homeowner households cannot afford a typical $200,000 starter home, highlighting significant affordability challenges in the housing market.

Markets

GameStop Now Owns Nearly 10% of eBay After Rejected $56B Bid

GameStop disclosed a 9.8% stake in eBay after its $56B takeover bid was rejected. Ryan Cohen says he is coming for eBay “one way or another.”

Politics

AIPAC cuts off donations to House Democrats who voted to end Israel aid

AIPAC has removed donation buttons for House Democrats who voted for Rep. Thomas Massie's amendment to cut $3.3 billion in U.S. aid to Israel. Over 100 Democrats backed the measure, which failed 104-314-10.

Politics

Trump: US Should Host Another World Cup, Leave Out Canada and Mexico

Trump told FIFA the US should host another World Cup and leave Canada and Mexico out, targeting the open 2038 slot. Here is the trade angle and tickers to watch.

Politics

Miller: White House to Push Banks to De-Bank Illegal Immigrants

Stephen Miller says the Trump administration will push banks to de-bank illegal immigrants, calling it a major driver of self-deportation. Big-bank and remittance names are in focus.

Markets

Trump Threatens New Canada Tariffs Over Wildfire Smoke

Trump threatened new tariffs on Canada over wildfire smoke drifting into U.S. cities, calling it willful negligence. The threat lands as USMCA renewal stalls, raising headline risk for lumber, autos, and rails.

Politics

Beshear Says He Got Calls Suggesting McConnell Had ‘Passed’

Kentucky Gov. Andy Beshear says he received two calls from federal agencies suggesting Sen. Mitch McConnell had died during his month-long hospitalization, before McConnell released a proof-of-life photo on July 12.

Geopolitics

Iran Urges Gulf Neighbors to Block Aggressors' Access

Iran's Foreign Ministry urges Persian Gulf nations to prevent their land, sea, and airspace from being used by aggressors to attack Iran, highlighting regional tensions.

Tech

Kevin O’Leary, Fox News hit with defamation suit over Utah data center

Kevin O’Leary and Fox News were hit with a defamation lawsuit from two Utah nonprofit leaders who say they were falsely labeled proxies for the Chinese Communist Party during a fight over O’Leary’s proposed 40,000-acre data center.

Markets

Taco Bell Pulls Lettuce in Five States Over Parasite Outbreak

Taco Bell is removing iceberg lettuce from menus in five states after the FDA and CDC tied a cyclosporiasis outbreak of 1,645 cases to its locations. Parent Yum Brands and supplier Taylor Farms are in focus.

Markets

US Executives Selling Shares at Second-Fastest Pace in Over 20 Years

US corporate insiders are selling shares at the second-fastest rate in over two decades, signaling potential market shifts.

Geopolitics

Vance accuses Israel of manipulating US opinion to prolong Iran war

VP JD Vance told Joe Rogan that elements of Israel's government are running a funded campaign to sway US opinion and keep the Iran war going indefinitely, as the US-Iran ceasefire unravels.

Markets

Trump Media pitching $100K/month Truth Social feed to Wall Street

Trump Media (DJT) has unveiled Truth API, a low-latency feed of Truth Social posts, and is reportedly pitching banks and trading firms as much as $100,000 a month for access.

Politics

DHS to deny green cards to immigrants using SNAP or Medicaid

DHS finalized a rule allowing immigration officers to deny green cards to applicants who use SNAP, Medicaid, or housing aid. It takes effect Sept. 18, 2026, and could push over a million people to disenroll from benefits.

Geopolitics

Iran’s IRGC warns U.S. forces nearing ‘zero hour’ in Gulf standoff

Iran’s IRGC Navy says U.S. forces are nearing ‘zero hour’ for a potential operation against CENTCOM naval units, ending its warning with a single word: ‘Wait.’ Oil, defense, and shipping names in focus.

Macro

Millions of Americans Want Jobs but Can't Find Them, Surpassing 2008 Crisis Levels

Over 6.2 million Americans are seeking employment without success, surpassing figures from the 2008 financial crisis, indicating potential economic vulnerabilities.

Tech

DRAM Prices Surge Amid AI Demand and Supply Constraints

DRAM prices have surged up to 300% due to increased AI demand and supply constraints, impacting major manufacturers like Micron Technology.