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Frank cuts through the mainstream noise to reveal what’s really moving these markets.

America is 100 gigawatts short of power

AI needs far more electricity than America's power grid can deliver. Bank of America sees a 100GW+ power shortfall developing over the next five years. Here are six stocks we're watching across the AI power trade.

OPEC

The beginning of the end for OPEC

The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAI piece.