Trump Walks Back Plans to Bomb Iran, Claims Deal Has Been Reached

Pentagon Weighs Anti-Drone Laser Weapon Deployment In DC To Fortify Airspace We outlined a glaring security gap in U.S. counter-drone defenses well before the U.S.-Iran conflict erupted one month ago. At the time, we specifically pointed out that data centers are largely unprepared for drone threats. We believe the Gulf conflict - after Iran bombed multiple data centers and military bases - has likely pushed the federal government into panic mode, accelerating efforts to deploy counter-drone systems around high-value targets across the homeland, whether military bases or civilian infrastructure. This brings...

Renter Nation Returns? Multi-Family Unit Starts & Permits Soar In April On the back of a small uptick in homebuilder confidence (though still languishing)... ...Building Permits jumped notably (+5.8% MoM vs +2.5% exp) in preliminary April data (while Housing Starts dipped 2.8% MoM, though less than the 5.2% MoM decline expected)... The pace of starts and permits on a SAAR basis has remained flat for four years... Multi-family unit starts and permits soared in April... As single-family home starts stagnate... It appears builders believe that 'Renter Nation' is on its way back. ...

US Residential Solar Installations Set To Stall For Years As Market Hits Wall Residential solar in the US is actively cratering after President Trump's One Big Beautiful Bill resulted in the sunsetting of a key tax credit for homeowners last year - which will result in a prolonged slump in installations, according to Bloomberg New Energy Finance (BNEF). "The market is not expected to recover to the record levels of 2023 anytime in the next decade," according to the report.  The downturn is widespread - with installers nationwide reporting steep drops in new rooftop...