Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.
Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.
Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.
Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.
Maine may pause large data centers as AI strains power grids, housing reform gains steam, and markets may be overlooking true AI adopters.