Headlines
Bloomberg MarketsGLP-1s an Opportunity, Not a Threat: Eva DavisFinancial TimesTrump orders US defence department to buy coal-generated electricityBloomberg MarketsTreasuries Dip, Stocks Waver After US Jobs Surge: Markets WrapBloomberg MarketsDifficult to Spot AI Losers: DudleyBloomberg MarketsMarkets Will Remain Range-Bound: ChiriseriBloomberg MarketsJobs Pickup Should Give Fed Some Comfort: McKeownFinancial TimesBondi under fire over handling of Epstein files in congressional hearingBloomberg MarketsHow Should Britain and Europe Respond to Trump?Bloomberg MarketsActivist Ancora Joins the Fight for WarnerBloomberg MarketsCouche-Tard Shares Rise After Sidelining M&A in New OutlookBloomberg MarketsAI Race Mints Top-Rated Hyperscaler-Backed Data Center DebtBloomberg MarketsNovo Nordisk CEO on Hims Suit, Wegovy Demand and PricingBloomberg MarketsMcDonald’s Sales Beat Estimates as Value Strategy Pays OffBloomberg MarketsGenerac Rises on 2026 Margin Guidance, Data Center ProspectsBloomberg MarketsAG Bondi Clashes With Democrats Over Unredacted Epstein FilesBloomberg MarketsGLP-1s an Opportunity, Not a Threat: Eva DavisFinancial TimesTrump orders US defence department to buy coal-generated electricityBloomberg MarketsTreasuries Dip, Stocks Waver After US Jobs Surge: Markets WrapBloomberg MarketsDifficult to Spot AI Losers: DudleyBloomberg MarketsMarkets Will Remain Range-Bound: ChiriseriBloomberg MarketsJobs Pickup Should Give Fed Some Comfort: McKeownFinancial TimesBondi under fire over handling of Epstein files in congressional hearingBloomberg MarketsHow Should Britain and Europe Respond to Trump?Bloomberg MarketsActivist Ancora Joins the Fight for WarnerBloomberg MarketsCouche-Tard Shares Rise After Sidelining M&A in New OutlookBloomberg MarketsAI Race Mints Top-Rated Hyperscaler-Backed Data Center DebtBloomberg MarketsNovo Nordisk CEO on Hims Suit, Wegovy Demand and PricingBloomberg MarketsMcDonald’s Sales Beat Estimates as Value Strategy Pays OffBloomberg MarketsGenerac Rises on 2026 Margin Guidance, Data Center ProspectsBloomberg MarketsAG Bondi Clashes With Democrats Over Unredacted Epstein Files
Home/CNBC Top News
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
CNBC Top Newsmarkets

We're raising our price targets on 3 picks and shovel data center buildout stocks

CNBC Top News
Wednesday, February 11, 2026 at 9:02 PM
~4 min read
InflationEquities

Original Report

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Glass House Analysis

Housing sits at the intersection of economic policy and the American Dream. For most families, their home represents their largest asset and their primary path to building generational wealth. When housing becomes unaffordable, the social fabric frays—young people delay family formation, workers can't relocate for better jobs, and communities lose the stability that comes from homeownership.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%