Charting the Global Economy: Tariffs Trickling to US Consumers
It's the last readout of inflation before Federal Reserve officials meet at the end of this month. Policymakers are still divided as to whether tariffs will cause a one-time hit to prices or an enduring inflationary risk.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Wall Street Journal
an hour ago
- Wall Street Journal
The Chinese Coffee Chain That's Muscling In on Starbucks's Turf
Luckin Coffee could have opened its first stores anywhere in America. China's biggest coffee chain chose a New York City spot less than 200 feet from a Starbucks. From there, Luckin is serving up coffee drinks from a flat white to a raspberry cold brew, really fast, ordered on its mobile app whose coupons may be as addictive as caffeine.
Yahoo
an hour ago
- Yahoo
Crown Castle Inc. (CCI): A Bull Case Theory
We came across a bullish thesis on Crown Castle Inc. on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on CCI. Crown Castle Inc.'s share was trading at $110.25 as of July 22nd. CCI's trailing and forward P/E were 36.57 and 27.70, respectively according to Yahoo Finance. Crown Castle International Corp. owns and operates the largest portfolio of shared communications infrastructure in the U.S., with macro cell towers forming the backbone of the nation's wireless networks. By leasing tower space to the largest wireless carriers under long-term, non-cancellable agreements with contractual rent escalators, the company generates highly predictable, recurring, and growing high-margin revenue. Its towers are strategically concentrated in the top U.S. markets, providing essential real estate for carriers seeking reliable coverage, and its asset base is shielded by immense barriers to entry, as new construction faces complex zoning and permitting challenges. This irreplaceable infrastructure positions Crown Castle as a critical partner in the 5G-driven wireless revolution, benefitting from powerful secular trends including surging mobile data consumption, video streaming, cloud computing, and the proliferation of connected devices, all of which drive ongoing network densification and equipment demand. The nationwide rollout of 5G serves as a major accelerant, requiring carriers to deploy additional equipment on existing towers to meet performance standards, ensuring sustained leasing growth. To sharpen its strategic focus and enhance shareholder value, management is divesting its fiber and small cell businesses, transforming Crown Castle into the only publicly traded pure-play U.S. tower company. Proceeds from these divestitures are expected to strengthen the balance sheet and fund shareholder returns, reflecting disciplined capital allocation. With unmatched infrastructure, enduring customer relationships, and a concentrated focus on its highest-margin assets, Crown Castle is poised to remain a durable compounder and indispensable enabler of the nation's digital future. Previously, we covered a on Weyerhaeuser Company (WY) by DB_SILVER_FOX in May 2025, which highlighted its vast timberland holdings, inflation-hedged assets, and upside from carbon credits and real estate. The company's stock price has appreciated by approximately 3.64% since our coverage, as these drivers played out. The thesis still stands given WY's durable, asset-backed growth. Stock Analysis Compilation shares a similar view but emphasises CCI's irreplaceable 5G tower infrastructure and predictable high-margin revenues. Crown Castle Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held CCI at the end of the first quarter which was 54 in the previous quarter. While we acknowledge the potential of CCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
E&E News
an hour ago
- E&E News
Former acting NOAA administrator joins National Marine Sanctuary Foundation board
Former NOAA acting Administrator and retired Navy Rear Adm. Tim Gallaudet has joined the National Marine Sanctuary Foundation's board of trustees, the organization announced Thursday. Gallaudet, who served in multiple senior roles at NOAA and the Commerce Department under the first Trump administration, brings heft to the foundation's board as marine sanctuaries face an uncertain future under the second Trump presidency. 'We are honored to welcome Admiral Gallaudet to the board of trustees at a pivotal time for the future of America's national marine sanctuaries,' said Joel R. Johnson, the foundation's president and CEO, in a press release. 'His deep understanding of how to unite national security, economic growth, and ocean health makes him an invaluable guide as we accelerate public-private partnerships in marine sanctuaries and enterprise-level opportunities nationwide.' Advertisement President Donald Trump's Department of Government Efficiency has made drastic cuts to NOAA, including to the National Ocean Service that oversees the National Marine Sanctuary System. Trump has also issued executive orders aimed at curbing restrictions in marine protected areas to bolster the nation's fisheries and fossil energy sectors.
