Wall Street Futures Edge Higher as USIran Talks and AI Rebound Fuel Optimism Rising Private Credit Defaults Strain Banks and Insurers Amid Higher Rates Bessent Foresees Substantial Disinflation as Warsh Takes Helm at Federal Reserve Philip Carrets Investment Philosophy Sound Balance Sheets Minimal Debt and Responsible Management Key to LongTerm Value Major Chipmakers and Tech Giants Launch 125 Million Semiconductor Research Hub at UCLA Fed Rate Hike Expectations Resurface as Inflation Data Surges Applied Digital Price Target Raised by 3 at Needham What It Signals