Investor: Space Data Centers Will Be Most Important Tech of Next Three to Four Years

Fed expected to cut rates

Space data centers

Musk reflects on DOGE

FOMC minutes show most governors see room for a cut to help steer policy toward a more neutral stance.

NY Fed President John Williams recently opened the door to another near-term cut, strengthening confidence in Wednesday's move despite expected dissents.

Layoff announcements have climbed to 1.17 million this year, signaling a job market that could benefit from looser financial conditions.

PCE inflation is holding at 2.8%–2.9%, but policymakers expect tariff-related pressures to ease over time.

⭐ Editor’s Pick: China’s abrupt economic data blackout has economists sounding alarms over the country’s faltering economy. (TEL)

Trump said he will consider eliminating federal taxes on gambling winnings. (FBN)

Trump is set to conduct final interviews in the coming days for the next Federal Reserve chair. (WSJ)

U.S. Trade Representative Jamieson Greer hailed India's concessions in ongoing trade talks as "the best we've ever received as a country." (NDTV)

⭐ Editor’s Pick: SentinelOne, the AI-powered cybersecurity firm, trades at just 5.3 times sales and looks like a bargain for 2026, with revenue growing 23% and analysts targeting 45% upside, according to Motley Fool. (MF)

Photonics leader Coherent earned Zacks Bull of the Day, boasting 35% revenue growth in its latest quarter, compelling 15x forward earnings for 25% upside potential. (ZCK)

Morningstar spotlighted Omnicom, McCormick, and Truist Financial as top dividend picks for December 2025. (MS)

⭐ Editor’s Pick: PepsiCo agreed to cut 20% of its U.S. soda and snack portfolio and trim prices, in a pact with activist investor Elliott Management. (YF)

Eli Lilly plans a $6 billion manufacturing plant in Huntsville, Alabama to ramp up production of its forthcoming obesity pill orforglipron and other medicines. (CNBC)

Netflix faces a consumer class-action lawsuit in California federal court seeking to block its $72 billion acquisition of Warner Bros. Discovery's studio and streaming assets. (RTS)

Cracker Barrel slashed its fiscal 2026 revenue forecast to $3.2 billion-$3.3 billion from $3.35 billion-$3.45 billion after first-quarter sales plunged 5.7% to $797.2 million. (BBG)

⭐ Editor’s Pick: A billion-barrel oil glut is swelling on the high seas, crude stocks at 1.4 billion barrels—a 24% surge from recent-year norms—fueled by sanctions stranding Russian and Iranian shipments. (WSJ)

U.S. District Judge Patti Saris in Boston struck down the Trump administration's indefinite suspension of federal wind-energy permitting. (RTS)

Silver surged to a record high of more than $62 an ounce on expectations of tighter supplies in the coming year. (INV)

The U.S. Army will develop small-scale refineries to ensure domestic supply of critical minerals for defense and military purposes. (OP)

⭐ Editor’s Pick: The OCC confirmed that national banks may engage in riskless principal crypto-asset transactions, eliminating a key barrier between traditional banking and digital assets. (CS)

Dormant Silk Road-linked Bitcoin wallets, inactive for years, mysteriously transferred $3.14 million in BTC across 176 transactions to a new address, their largest activity in five years. (CT)

Strive Asset Management, co-founded by Vivek Ramaswamy, launched a $500 million preferred stock offering to acquire more Bitcoin. (CN)

SEC Chair Paul Atkins teased an ambitious agenda in an effort to clarify the agency’s crypto stance, saying, "You ain't seen nothing yet." (TB)

Baker told Invest Like The Best host Patrick O'Shaughnessy that space offers superior performance across computing's three core inputs: energy, cooling, and connectivity.

Satellites can maintain 24-hour sunlight exposure with solar intensity 30% higher than on Earth and total irradiance six times greater, while eliminating batteries—a major cost driver for terrestrial data centers.

Space-based networks can use laser links operating in vacuum, which Baker says deliver faster speeds and better signal coherence than fiber optics.

Starlink's direct-to-cell demonstrations suggest AI queries could bypass the lengthy terrestrial route—from phones to towers to fiber to aggregation hubs to data centers—cutting latency and costs for users.

⭐ Editor’s Pick: Chinese AI startup DeepSeek is deploying banned U.S.-made Nvidia chips to accelerate training of its next-generation large language model. (TI)

Nvidia's H200 AI chips, cleared for export to China, will first ship to the U.S. for an unprecedented national-security review before onward shipment. (WSJ)

Slack CEO Denise Dresser, in the role since November 2023, is departing to become OpenAI's first chief revenue officer. (CNBC)

Mistral AI released two new coding models, Devstral and a voice-like coding tool, riding the vibe-coding wave to take on rivals like Anthropic. (TC)

⭐ Editor’s Pick: Robotics is revolutionizing agriculture on Earth and in space to boost yields and cut chemical use. (EUN)

Boston University engineers unveiled a soft robot that navigates a beating heart's motion to execute precise trans-catheter surgeries. (BU)

Texas A&M engineering students unveiled an AI-powered robotic dog, poised to transform search-and-rescue missions. (TAMU)

⭐ Editor’s Pick: The Pentagon selected Google’s Gemini AI for 3 million employees in $200 million push to speed video analysis and build digital battlefield dominance. (BBG)

SpaceX is accelerating plans for a mid-to-late 2026 IPO, targeting well over $30 billion in proceeds at a $1.5 trillion valuation. (BBG)

U.S. Navy and Palantir launched a $448 million ShipOS platform to boost supply-chain visibility and hasten submarine construction. (AX)

Hegseth declared AI-powered autonomous warfighting systems the future of U.S. military strategy. (TF)

⭐ Editor’s Pick: Cyber startup Saviynt raised $700 million in a Series B round led by KKR, valuing the identity and access management firm at $3 billion. (WSJ)

AI startup Fal raised $140 million in a Series D round led by Sequoia Capital, tripling its valuation to $4.5 billion. (INV)

Aradigm, a startup aiming to make insurance for cell and gene therapies more sustainable, raised $20 million in Series A funding led by Frist Cressey Ventures. (EPN)

Pryzm, an AI platform modernizing federal procurement for emerging technologies, raised $12.2 million in seed funding led by Andreessen Horowitz's American Dynamism fund. (X)

Musk says DOGE identified roughly $100 billion to $200 billion in annual "zombie payments" and blocked spending he viewed as pointless or wasteful.

The original goal of up to $2 trillion in savings was not reached before he stepped down.

Tesla cars, factories, and dealerships were repeatedly targeted by left-wing activists angered by his role in the Trump administration.

Musk said he would now have preferred to focus on his companies rather than entering the political arena.

The Tesla CEO said the backlash was inevitable, noting that targeting entrenched funding streams brings major resistance from those benefiting from political corruption.

⭐ Editor’s Pick: Alaska seeks AI integration for its myAlaska digital ID system to automate transactions and biometric data handling, sparking privacy concerns. (RTN)

A new report details a EU-style "regulatory nightmare" infiltrating Latin America via digital taxes, data rules, and AI laws targeting U.S. tech giants. (FBN)

Brussels authorities face a legal challenge after arresting Canadian activist “Billboard Chris” for peacefully voicing concerns over puberty blockers' risks to children. (ADF)