Wall Street Banks Eyed as Overlooked Beneficiaries of AI Trade

Published on July 29, 2026

One of this year’s hottest themes in the stock market has been the crowds of traders chasing the recipients of all the planned spending on new artificial-intelligence data centers.

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State Capitalism Is Back in Fashion. That’s Not Good

July 29, 2026
Politicians all over the world are showing renewed enthusiasm for public ownership of private companies. The methods range from modest government stakes to outright nationalization, but the trend is apparent.

TD Warns Dollar Set to Drop as Market Misprices Fed Rate Risk

July 29, 2026
The US dollar will weaken if the Federal Reserve leaves interest rates unchanged this week, according to TD Securities.