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- Can the US Afford a $1.5 Trillion Defense Budget?

- Amount of AI Going into Defense Budgets is 'Immense,' Says Ted Mortonson

- Data Centers Play Larger Role in Midterms, Cantrill Says

- Hot Inflation Lifts Fed Rate-Hike Bets

- AI's Biggest Risk: Debt-Fueled Growth

- JD Vance Could Have Much More Power, Fong Says

- Texas Has Always Been Vexing for Democrats, Poersch Says

- ASML Up on Supply Plans; BlackRock Reports Earnings | Stock Movers

- Trump Is Massive Value Add for Republicans, Latcham Says

- Stripe Bets on AI-Powered Commerce

- Bank Stocks Brace for Higher Rates

- Republicans Need to Unite Around Paxton in Texas, Latcham Says
