Good morning, you're tuned in to Markets Desk, let's get you caught up on what's moving.
Utilities are staring down a record spending cycle, with industry analysts projecting as much as two hundred forty billion dollars in capital expenditure through two thousand twenty six, driven almost entirely by artificial intelligence power demand. That kind of load growth hasn't been seen in decades, and infrastructure names are drawing serious institutional attention as a result.
Staying in the AI space, SentinelOne is getting a fresh look from investors who understand that every new AI deployment expands the attack surface for cyber threats. The cybersecurity sector tends to move in lockstep with enterprise technology adoption, and with AI buildout accelerating, the case for endpoint security spending is becoming harder to dismiss.
Meanwhile, the Trump Accounts program launched officially on the Fourth of July, opening a new type of custodial account for children under eighteen with a Social Security number. The investment structure mirrors the kind of broad index exposure Warren Buffett has long advocated, putting long-duration equity risk to work early, which in theory gives compounding decades of runway before a child reaches adulthood.
That's the tape. Markets Desk, signing off the floor.
