Piper Sandler says AI is causing ‘insatiable demand’ for compute capacity. These two stocks will benefit most

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The future of retirement: Work until you die September 10, 2026
Social Security, once seen as “old-age insurance,” will eventually disappear, this author predicts.
Jessica Hall
Investors should be eating up these 9 restaurant stocks, analysts say September 10, 2026
Contrarian investors have opportunities for double-digit percentage gains in inflation-battered stocks, if gas prices come down.
Philip van Doorn
Why $500 checks won’t help Americans facing 15% increases in Obamacare premiums next year September 10, 2026
Rising healthcare costs have been a major issue for lawmakers in recent years.
Jaimy Lee
My mother, 87, wants to pay for my brother’s kids’ education. I don’t have children. How is that fair? September 10, 2026
“Over the years, my mother and I have supplemented his income.”
Quentin Fottrell
Treasury yields surge toward the danger zone for stocks, as inflation pressures heat up September 10, 2026
Oil prices were at their highest levels since late May, while rising wholesale inflation data sent benchmark 10-year yields closer to the key 5% level.
Joy Wiltermuth
Renewable-energy mandates are actually bad for consumers. They’re not great for solar stocks, either. September 10, 2026
Renewable-energy mandates in blue states are a major driver of higher electricity bills, adding directly to the cost-of-living problem.
Kenneth Rapoza
Now’s your chance to make money during the best bond market for yields in decades — if you get over Treasury jitters September 10, 2026
If you looking for high income in the bond market, without paying taxes, here’s how you figure out how much interest you’re actually being paid.
Philip van Doorn
Meta is winning over Wall Street with its new Muse AI agent September 10, 2026
A J.P. Morgan analyst recommends Meta’s stock following signs of progress on consumer-focused AI applications.
Britney Nguyen
Derailing the AI train will be surprisingly difficult, according to Bank of America September 10, 2026
Proprietary measures of risk and investor anxiety — alongside historical perspective — persuade the bank that euphoria surrounding the AI trade has not reached bubble proportions.
Jules Rimmer
I’m a single 58-year-old veteran in California with $1.5 million and a VA pension. Can I retire? September 10, 2026
“I expect to receive at least $9,000 per month before federal and California state taxes.”
Quentin Fottrell