Warehouses are facing a labor problem. Agility’s CEO has said there are now 1 million unfilled warehouse jobs in America.

Agility Robotics will go public through a SPAC deal with Churchill Capital Corp XI. $CCXI today. Expected ticker $AGLT after closing.

We're now entering a structural shift in who does the hard labor. This is the next phase of AI.

Phase 1 was chatbots. Phase 2 was chips. Phase 3 is physical AI.

The next phase of AI won’t just think. It will lift, move, carry, and work.

The first pure-play humanoid robotics stock is coming.

Agility makes Digit, a humanoid robot built for warehouses, factories, and logistics.

It's already deployed with major supply chain companies including GXO, Toyota, and Mercado Libre. Amazon has tested it too.

Every U.S. Senator should make the minimum wage in their own state for one year.

If they can’t live on it, neither can their constituents.

Senators should make whatever their state minimum wage is. If it’s enough for their voters, it should be enough for them too loll.

If someone works 40 hours a week, they should be able to afford the basics like housing, groceries, and healthcare.

JUST IN: A bill to raise the federal minimum wage to $25/hour has been introduced in the Senate.

The federal minimum wage is still $7.25. It hasn’t changed since 2009.

For years, the debate was $15/hour. Now it's $25/hour. Shows you just how much the cost of living has changed.

The Roth IRA limit is $7,500 for 2026.

That's $145 a week.

If you invest $145 a week into an S&P 500 index fund for 30 years, you'll spend $225,000 of your own money but at retirement you should have $1.4 million.

That's the power of compound interest + long-term investing.

Phase 1 was Nvidia. Phase 2 was data centers. Phase 3 is the bottlenecks. Memory. Power. Cooling. Storage. Networking.

The market's still watching the GPUs. The real money is in what they can't run without.

Everyone talks about Nvidia but Micron just revealed the next phase of the AI trade.

Phase 3.

Micron reported $41.46B in revenue. One year ago, it did $9.3B. That's more than 4x growth in 12 months. Micron also projected about $50B in revenue next quarter.

This matters because Micron makes memory chips. The kind used across phones, laptops, game consoles, cars, and AI servers. And AI is now starving for memory.

This is the next phase of the AI trade.

ATR-258 still needs larger Phase II trials. So this is early. But the idea is huge.

The obesity drug market is headed toward $100B by 2030.

Scientists are now testing a new drug that does something Ozempic and GLP-1 drugs can't.

It targets fat while protecting muscle. And it's a pill, not a shot.

The drug is called ATR-258.

Ozempic and other GLP-1 drugs work by changing hunger signals between your gut and brain.

ATR-258 works in a different way. It ignores hunger. It targets your muscle instead, so your muscles burn more energy and handle blood sugar better.

The Senate just passed a bipartisan housing bill, 85-5, to lower housing costs and restrict large institutional investors from buying single-family homes.

The bill now heads to the House.

If passed, it'll be one of the biggest federal housing reforms in decades.

Housing affordability is one of the biggest economic issues in America right now.

JUST IN: The stock market is almost in “extreme fear.”

The Fear & Greed Index just fell to 28.

Yesterday: 34. One month ago: 58.

AI stocks are selling off. Volatility is rising. Investors are running to safety. Market breadth is getting weaker.

Fear is back.

Everyone wants lower prices until lower prices arrive.

I think the biggest returns over the next decade will come from quantum computing.

Today, quantum computing feels like AI did 10 years ago. Small market. Huge skepticism. Rapid breakthroughs. Most people are ignoring it.

And once commercial quantum systems become viable, it’ll solve problems that today’s supercomputers can’t.

Entire industries will change. Drug discovery. New materials. Financial modeling. Cybersecurity.

It will be one of the biggest technological shifts of our lifetime.

JUST IN: Bank of America now expects 3 rate hikes this year, and no rate cuts until 2028.

September: +25 bps
October: +25 bps
December: +25 bps

“Higher for longer” is now higher for much longer.

This is why people feel broke even when they make more money.

JUST IN: The S&P 500’s CAPE ratio is now 41, the second-highest level ever recorded.

The only time it was higher was the peak of the dot-com bubble in 1999, when it hit 44.

The market is priced for perfection.

If your income doesn’t buy assets,
your time will always buy income.

AI is expensive. Data centers are expensive. Chips are expensive. Power is expensive.

The winners in AI won’t just build models. They’ll own distribution, data, compute, and cash flow.

Alphabet has all four.

Alphabet may be the best-positioned AI stock for the next 5 years.

Not because it has Gemini. But because it has the cash machine to fund Gemini.

Google Search prints money. YouTube prints money. Android gives it distribution. Google Cloud gives it enterprise customers. TPUs give it custom AI chips.

Now Alphabet plans to spend around $180B to $190B on AI infrastructure in 2026.

Google is no longer just an ad business. It’s becoming an AI infrastructure company with a search monopoly.