The Bill America Can't Pay 😨

AI is moving from experiment… to essential.

Every major industry is integrating it.
Every major company is investing in it.

By late 2025, AI was already an $800B market — growing at a pace that could push it well beyond $1 trillion in the years ahead.

Cloud infrastructure is scaling fast.
AI-enabled devices are multiplying.
Automation is becoming standard.

But here’s the real question…

When trillions flow into this transformation — which stocks stand to benefit most?

Our new report reveals 10 AI stocks positioned across the backbone of this shift — from the companies powering the infrastructure… to those embedding intelligence into everyday systems.

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The U.S. now owes more than it produces. Let that sink in.

Debt-to-GDP just crossed 100.2% as of March 31. Outside of a brief COVID blip and two years after World War II, that's never happened before.

The Committee for a Responsible Federal Budget put it plainly: at 100% of GDP, debt is roughly twice the historical average.

So how bad is it?

The national debt sits at $39.16 trillion. Servicing it costs $734 billion a year — that's 17% of everything the federal government spends.

Not on schools. Not on roads. Just on keeping the lights on for debt that already exists.

And with rates still elevated, that bill keeps climbing.

Bond markets are already freaking out

The 30-year Treasury yield just hit its highest level since 2007.

Inflation heating up, the Strait of Hormuz still closed, and growing bets on a Fed rate hike all piled in at once.

Bank of America said it plainly: "Unsustainable fiscal dynamics are compounding with a reflation story, turning a short-term problem into a long-end selloff."

What does that mean? The bond market is doing what politicians won't… pricing in the risk.

Stocks? Unbothered. Moisturised. Thriving.

Markets keep climbing because earnings growth is doing the heavy lifting right now.

Some analysts argue the debt isn't even inherently bad — government spending becomes income for households and businesses, which supports economic activity. The doom narrative, they say, is overblown.

Others disagree hard. Analyst Michael Pento called out what he sees as Wall Street's biggest blind spot: the idea that deficits don't matter because "there's no alternative to Treasuries."

That argument is looking shakier. Japanese bonds and German Bunds are both at multi-year highs. Alternatives exist, and foreign investors are noticing.

What should you actually do?

J.P. Morgan's chief global strategist David Kelly isn't yelling fire. But he is suggesting you diversify.

The debt won't blow up your portfolio tomorrow. But it's the kind of slow-burn risk that catches people off guard after it matters.

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_{Trade responsibly.}

Tesla's robotaxi fleet looks like a beta test. Because it basically is.

The Texas DMV just published fleet size data for every authorized robotaxi operator in the state, and the numbers are... not great for Elon.

Tesla has 42 authorized robotaxis in Texas.

Waymo has 577.

Tesla is running fewer cars than Nuro (47) and is barely ahead of Amazon's Zoox (35). Avride, owned by Nebius, has 317.

The Texas robotaxi leaderboard:

To be fair, Tesla only launched its service in June 2025. Waymo has been operating in Texas since March 2024 through its Uber partnership, so it had a year's head start.

But the coverage gap stings too. Waymo covers Austin, Dallas, Houston, and San Antonio. Tesla covers "limited areas" of Austin, Dallas, and Houston. San Antonio doesn't even make the list.

The bull case is that Tesla is deliberately going slow and tight before scaling fast. The bear case is that the world's most hyped robotaxi company is losing a ground war to Google.

Either way, 42 cars isn't a fleet. It's a pilot programme.

The bosses of Chevron and Exxon walked into a Bernstein conference Thursday and basically said: buckle up.

Chevron CEO Mike Wirth and Exxon SVP Neil Chapman both flagged the same thing. Crude inventories are draining fast, and the market's shock absorbers are nearly gone.

"The buffers are being steadily drawn down," Wirth said. "The ability to absorb this imbalance is drastically diminished."

So what’s he really saying? The cushion is gone, and prices are about to feel it.

U.S. commercial crude inventories dropped 3.3M barrels in the week ending May 22.

At 441.7M barrels, stocks sit roughly 2% below the five-year average.

The Strategic Petroleum Reserve? Down 9.1M barrels to 365.1M barrels in the same week.

Exxon's Chapman put it bluntly: "We're approaching unheard of inventory levels."

Wirth expects upward price pressure to hit "more directly" through June and into July.

Chapman went further. When inventories hit all-time lows, he sees physical Brent prices reaching $150–$160 per barrel.

The escape valve? Demand destruction. Prices spike until buyers tap out and balance returns.

Not great if you drive a car. Very great if you hold energy stocks.

Brent futures are already up 50%+ YTD but have pulled back around 18% in the past month.

Why? A shaky ceasefire in the Middle East gave markets a breather.

But the Strait of Hormuz is still disrupted. Trump is circulating a draft peace deal with Iran. And this week, the U.S. struck an Iranian drone operation near the Strait, after which Iran hit a U.S. airbase in Kuwait.

So... not exactly "peace."