Current trends, weekly watchlist, stock moves, and Scouting Reports
Weekly Playbook
+2
Sep 8, 2026
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4 min read
KNCRF · CRI · CIG · Surging AI compute spend triggers a physical infrastructure supercycle.
Aug 31, 2026
FFXDF · JAMRX · SCGLY · Surging compute capex is driving demand upstream into critical materials.
Aug 24, 2026
BWB · AAGTX · CIBEY · Surging data center spending triggers a rush for physical commodities.
Aug 17, 2026
BBT · LPCV · UNB · Hyperscaler AI spending is fueling a physical infrastructure surge.
Aug 10, 2026
OBT · PRHI · TCBS · AI capex hits physical grid constraints as data center power needs soar.
Aug 3, 2026
RMBI · PAYS · NFBK · Enterprise AI demand is shifting capex from software to power and hardware.
Jul 27, 2026
TIPT · CRARY · KEY-PJ · State balance sheets are reallocating capital into physical infrastructure.
Jul 20, 2026
NPK · FANUY · SAFRF · Rate cuts and regulatory relief are coaxing capital off the sidelines.
Jul 6, 2026
SMID · STLD · LARK · AI and defense budgets are turning sleepy physical assets into growth engines
Jun 29, 2026
5 min read
OPRT · HIPO · RF-PC · Massive AI power demands are turning sleepy utilities into growth engines.
Jun 22, 2026
3 min read
HBAN · KKR · GS · AI power demands are driving a massive capital shift into nuclear energy
Jun 15, 2026
OPBK · CWBC · CFFI · Tech infrastructure spending keeps markets steady ahead of the FOMC meeting.
Jun 8, 2026
COSO · SYF · CBOE · Rising interest rates are breaking tech and forcing a pivot to policy plays
Jun 1, 2026
CXM · DSGX · AVGO · Lower inflation risks mean investors are chasing major policy-driven shifts
May 26, 2026
AEO · LUNR · DAL · Government policy is driving a massive shift into domestic security
May 18, 2026
TPR · INTU · AGYS. Capital rotates into agentic software platforms while pricing structural pharmaceutical trade risks.
