The world's most expensive supercomputer is running on trucks.

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Gas turbine generators parked at an industrial site

46 flatbed gas turbines parked in a Memphis lot are the only thing standing between Elon Musk's $1.77 trillion empire and total blackout.

One federal permit. One expiration date. January 2, 2027.

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There is one company that builds the permanent fix fast enough to save it.

Wall Street hasn't found it yet. Dylan Jovine has.

See the name before the gap-up →

Mortgage Rates Are Stuck Near 6.7% and Experts Warn They Could Top 7% This Fall — as Oil Above $93 a Barrel and Rising Treasury Yields Squeeze Homebuyers From Both Directions. Here Is What It Means for Your Portfolio.

Freddie Mac's latest weekly report put the average 30-year fixed mortgage rate at 6.71% as of September 8, with the 15-year fixed holding at 6.04%. Fannie Mae and major lenders including Wells Fargo have pushed back their earlier forecasts and now expect rates to stay in the mid-to-high 6% range through the rest of 2026 and into 2027, with some experts warning the 30-year could climb above 7% this fall. The pressure is coming from two directions at once: the 10-year Treasury yield, a key driver of mortgage pricing, is holding near 4.78% — its highest level in over a year — as heavy government borrowing pushes yields up, while oil prices above $93 a barrel amid ongoing Middle East tensions are adding further inflation pressure that makes it harder for the Fed to justify cutting rates. Realtor.com's earlier 2026 forecast had called for rates to ease toward 6.3%; that outlook now looks increasingly out of reach.

For your portfolio, higher-for-longer mortgage rates are a headwind for homebuilders, mortgage REITs, and consumer-discretionary names tied to housing turnover, since affordability pressure tends to slow both existing-home sales and refinancing activity at the same time. This week's Consumer Price Index reading and the Fed's September 15–16 meeting are the next real catalysts for mortgage rates in either direction: a cooler-than-expected inflation print could give the Fed room to hold or cut and offer relief to housing-linked stocks, while a hotter print or a hike would add further strain to an already-stretched affordability picture. If you hold homebuilders or mortgage-related REITs, it's worth checking how much of a rate-relief scenario is already priced in before assuming a Fed pause alone would be enough to meaningfully lift the sector.

Sources: The Mortgage Reports, September 2026 · Nora da Real Estate, September 2026 · Money, September 2026

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