Big news out of Washington that most people missed.

The House of Representatives recently passed landmark legislation, bipartisan, 294 to 134 in the House, to create the most comprehensive financial technology framework in U.S. history.

It's called the Digital Asset Market Clarity Act.

This new law is forcing the entire $382 trillion U.S. financial system onto a brand new, lightning-fast Money Grid.

See the single asset sits at the center of a $382 trillion migration, free report inside.

Bloomberg calls it "a revolution in financial technology."

BlackRock's CEO — the man who manages $15 trillion in assets calls it "the next generation for markets."

The short version: it gives regulators a clear playbook for how America's new financial infrastructure will work.

And when regulators have a playbook?

Institutions stop sitting on the sidelines.

JPMorgan, Citi, Bank of America, and Wells Fargo have already announced plans to build a shared next-generation payment network targeting early 2027.

The DTCC which processed $4.7 quadrillion in transactions in 2025 alone just successfully completed its first live production trades on the new infrastructure this July.

Full commercial launch? Potentially October 2026.

That means the runway is short.

Because once every major bank, broker, and fund is plugged into this new Money Grid...

Digital Oil, the scarce asset that powers every transaction on it?

The demand equation changes permanently.

Senior Blockchain analyst Andy Howard has been tracking this from the beginning and he's put all the details in a free special free report with the name, ticker, and exactly how to buy.

He'll show you what it is, why it matters, and exactly how to get positioned now before the mainstream catches on.

Andy Howard

The Edge™ Senior Blockchain Analyst

P.S. One of the researchers involved in building this new infrastructure said they're creating "a future where all assets can move instantaneously, 24/7." The SEC chair says we're only a couple of years from that future. You're hearing about it early.

Get the name, ticker, and buy instructions for the asset powering America's new financial grid.

Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom

Written by Jeffrey Neal Johnson. First Published: 9/22/2026.

When artificial intelligence (AI) models scale from billions to trillions of parameters, attention often centers on the power and size of the silicon-based processing chips and graphics processing units. However, silicon faces a quieter physical barrier: data-transfer speed.

Modern distributed training clusters cannot operate efficiently when network links become congested by heavy data traffic. On Sept. 21, 2026, that part of the digital landscape shifted when Meta Platforms (NASDAQ: META) unveiled Petal, the first petabit-scale transoceanic subsea cable.

98 of the top 100 cryptos rose last week (Ad)

The week that the Clarity Act vote failed, 98 of the 100 coins in CoinDesk's benchmark crypto index closed higher. That is not a Bitcoin rally… that's the entire market moving at once.

Solana ran 10%. XRP gained 7%. Hyperliquid jumped over 12%. Layer-2 names like Starknet and Arbitrum climbed more than 17% in a single day. Zoom out and it gets clearer. Over the past month, Ethereum is up 35%. Solana is up 41%.

That kind of breadth… money spreading across hundreds of coins instead of crowding into one… is what the beginning of an altcoin cycle looks like.

Reveal my #1 crypto under $1 now.

Spanning roughly 7,000 kilometers between the United States and France, the project marks a clear inflection point for the communications sector. Hyperscale software leaders are bypassing traditional commercial carriers to build private global utility networks.

For investors tracking the next stage of infrastructure spending, this structural shift highlights opportunities across both software architects and specialized physical-layer equipment providers such as Corning Incorporated (NYSE: GLW). The way this deep-sea pipeline connects to terrestrial data centers shows how capital spending is shifting from silicon-based chips to glass.

Ocean Floor Optics: Meta's Subsea Utility Play

Traditional subsea cables transfer data at terabit-per-second speeds. Petal changes the equation by targeting one petabit per second across transoceanic distances, doubling the bandwidth of existing subsea links. To accomplish this without doubling the cable's physical bulk or energy requirements, Meta Platforms adopted two-core optical-fiber technology alongside specialized partners such as NEC Corporation and Sumitomo Electric Industries. The cable is scheduled to enter commercial service in 2029.

Why would an internet and software company spend substantial capital laying glass cables across the ocean floor? The answer lies in the distributed nature of frontier AI models. Synchronizing model weights across geographically separated facilities requires low latency and high data throughput. Relying on public telecommunications carriers introduces bandwidth throttling, unpredictable transit pricing and security risks. By constructing private subsea conduits, Meta Platforms can insulate its generative AI development from external transit constraints.

Meta Platforms' balance sheet provides the foundation for this utility-scale deployment. Meta generates about $60 billion in annual net income and more than $41 per share in operating cash flow. With a conservative debt-to-equity ratio near 0.32, the company can self-fund multiyear capital projects with ongoing operating cash flow. Trading at around 28 times trailing earnings and roughly 26.5 times forward earnings, Meta stock offers investors a price-to-earnings-growth ratio near 1.2. This represents a reasonable entry valuation for an enterprise transforming digital advertising revenue into proprietary global physical infrastructure.

Corning Holds the Glass Keys

Subsea fiber lines cannot resolve bandwidth constraints on their own. Once a petabit-scale pipeline reaches a coastal landing station, that data volume must travel inland to high-performance computing clusters without incurring latency penalties.

At the campus level, data processing faces another physical hurdle: copper wiring reaches its signal-loss limits at extreme frequencies. High-density optical fiber must take over, running from landing hubs directly to server switches and individual processor racks.

This physical-layer demand is directing capital toward specialized materials-science manufacturers. Corning serves as a primary backbone provider for domestic data-center scale-outs. Meta Platforms established a multiyear supply agreement valued at up to $6 billion with Corning to supply optical fiber, cabling and connectivity hardware across its domestic facilities. The contract positioned Meta Platforms as the anchor customer for the manufacturing expansion Corning completed in Hickory, North Carolina.

Commercial momentum for Corning extends across broader network partnerships. The optical specialist recently finalized an agreement with Verizon (NYSE: VZ) to supply more than 80 million fiber miles through 2032 to modernize carrier backhaul routes.

At the component level, Corning demonstrated 1060 nm optical die-to-die connectivity alongside Qualcomm (NASDAQ: QCOM) and Lumentum (NASDAQ: LITE) at the ECOC 2026 conference. This architecture replaces intra-rack copper connections with high-density optical waveguides, enabling processors to communicate across server racks at optical speeds. Through its Springboard roadmap, Corning management is targeting $10 billion in enterprise optical revenue by 2030, supported by operating margins in its optical communications division that have expanded beyond 20%.

Balancing High Multiples With Execution Realities

While the strategic direction of the optical-network buildout is clear, investors must weigh valuation multiples and operational risks before deploying capital.

Corning has gained about 81% year to date, driving its trailing price-to-earnings ratio to around 73, with a forward multiple of roughly 48. This elevated valuation prices in operating leverage under its long-term growth plan. If carrier capital expenditures soften or manufacturing input costs rise, Corning could experience temporary margin compression. Long-term supply contracts and customer-funded plant expansions provide steady revenue visibility for its core optical business.

Meta Platforms' valuation appears more modest relative to historical technology multiples, but the business carries distinct operational risks. Meta missed consensus earnings estimates during its July earnings report by $1.01 per share despite 28% top-line revenue growth, illustrating how heavy research and capital expenditures can weigh on near-term profitability. Transoceanic infrastructure also faces complex regulatory hurdles, including environmental permits, international landing-station approvals and subsea maintenance logistics, before Petal enters service in 2029.

2 Roads, 1 Cable: Positioning Portfolios for the Bandwidth Boom

Investors assessing the expansion of the physical AI grid can categorize the opportunity through two distinct corporate profiles:

• The Ecosystem Architect: Meta Platforms provides exposure to a digital advertising cash engine that self-funds sovereign infrastructure, creating long-term structural cost advantages for decentralized model training and inference.

• The Component Enabler: Corning Incorporated operates as a specialized equipment supplier, converting capital spending from software titans and telecommunications carriers into a multiyear optical-product backlog.

Investors seeking to participate in this physical-network transformation may want to monitor quarterly capital-expenditure updates from hyperscale technology firms alongside operating margins in Corning's optical segment. Cautious investors might prefer to wait for price consolidations following recent stock rallies before building new long-term positions in either company.

Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound

Written by Leo Miller. First Published: 9/13/2026.

Like a rocket that must eventually return to Earth after takeoff, space and satellite stock Planet Labs PBC (NYSE: PL) has plummeted from its heights. Through the end of May, PL had risen nearly 160%. The stock reached a market capitalization of more than $18 billion, despite generating just $307 million in sales over the previous 12 months.

Shares have now declined even faster than they rose at the start of the year. Planet Labs’ 2026 gains have completely vanished, with shares down roughly 15% year to date. Compared with its 2026 high, Planet Labs has fallen more than 60%.

SpaceX's march to $10 trillion (Ad)

SpaceX just signed a deal JPMorgan says could unlock the next phase of the space economy, putting the company on a path toward a 10 trillion valuation.

But analyst Dylan Jovine says the biggest winner won't be SpaceX itself. He's identified a small firm, less than half a percent SpaceX's size, that partnered with it directly.

An upcoming NASA announcement could be the catalyst. Jovine previously flagged Rocket Lab before it climbed from under 4 dollars to over 151.

See the full story on this SpaceX-linked stock now

However, this move is more a function of a stock that had gotten ahead of itself than one posting deeply disappointing financial results. Amid the sell-off, Wall Street analysts are forecasting a substantial rebound, indicating a potential opportunity going forward.

The Q1 Report That Turned the Tide

Planet Labs recently posted its Q2 fiscal 2027 (FY2027) earnings report, but understanding the stock’s trajectory requires going back one quarter. Its Q1 FY2027 report marked the point at which the market began punishing the stock despite continued business growth.

In that Q1 report, Planet Labs posted revenue of more than $94 million, up 42% year over year (YOY), and beat estimates by more than $3 million. Its loss of 3 cents per share was better than expected. Its backlog surged 72% YOY to $906 million, and the company raised its full-year revenue guidance. Despite this, shares tanked 26% the next day. Since then, the stock has fallen by nearly another 50%.

Trading at a forward price-to-sales (P/S) ratio of more than 30x ahead of the report, anything short of massive beats would have left the valuation looking untenable. Investor expectations had gotten ahead of the company’s results, and shares continued to fall as that valuation reset played out. The latest quarter provides a clearer picture of where the business and stock stand now.

Planet Labs Crushes Q2, But With a Caveat

In fiscal Q2 2027, Planet Labs’ financial performance was even stronger than in the prior quarter. Revenue soared 58% YOY to a record $116 million, beating estimates by more than $11 million. This was the company’s highest revenue growth in four years. Additionally, the company swung from a loss of 7 cents per share in the prior year to earnings of 2 cents per share, well ahead of the expected 2-cent loss. The company’s Rule of 40 score also improved to 70, compared with 41 last quarter and 29 a year ago. Planet Labs calculates this score by adding revenue growth to its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin, which was 12%.

However, there was a notable caveat to the strong quarter. Its sales outperformance was partially due to handing over a satellite to a customer during fiscal Q2 rather than the expected fiscal Q3 timeline. Because timing, rather than demand, drove the benefit, the company only slightly raised the low end of its full-year guidance. It now expects revenue growth of 41.5% at the midpoint, up from 41% last quarter.

Meanwhile, its backlog fell 10% sequentially, despite rising 11% YOY to $815 million, as new orders did not fully replenish deliveries. Despite posting many impressive metrics, shares fell more than 1% after the report. This further reflects how even moderate earnings blemishes can trigger negative reactions for this still-high-multiple stock.

Analysts Eye Huge Rebound, But Planet Labs Still Isn’t Cheap

Planet Labs now trades at a forward P/S ratio of nearly 12x. Notably, this figure has declined more than 70% from its highs, but it is not low by any means. For reference, Planet Labs’ forward P/S ratio still ranks among the five highest of nearly 200 industrial stocks in the Russell 1000 Index. Thus, although its valuation indicates less risk than in the past, risk remains palpable in the broader context.

However, Wall Street analysts are clearly bullish on the stock’s outlook, with the MarketBeat consensus price target of $32.78 implying upside of well over 90%. Additionally, the average of the targets updated after its report is slightly higher, at more than $33.

Looking ahead, one key item to watch will be Planet Labs’ ability to convert its more than $4 billion pipeline into orders. Within that pipeline, the company classifies $1 billion as “near-term,” meaning it could convert this portion in the coming quarters rather than over several years. With its backlog currently at $815 million, converting a significant percentage of its near-term pipeline could materially improve its backlog and, in turn, its revenue visibility.

Planet Labs’ growth to this point has demonstrated its ability to succeed in the satellite and imaging market. However, whether this success will continue at a rate that satisfies the market is an entirely different question, one filled with uncertainty. Accordingly, taking a cautious approach to this stock remains paramount.