Hunter Allen discusses Construction Partners (ROAD), a Sunbelt infrastructure company whose stock has declined from $140–151 to the low $90s despite strong business fundamentals. FY2025 revenue hit $2.81B (+54%), with record $3.36B backlog and significant data-center infrastructure work in Texas and Oklahoma. Mark Levine argues New York City faces major disruption from AI advancement across economy, workforce, and government functions.
Apple Wallet driver's licenses are expanding across US states, with Virginia and Oklahoma launching recently. Utah, Kentucky, and North Carolina are expected to add support soon, bringing the total to nearly 20 states plus Puerto Rico offering digital IDs through Apple's Wallet app.
Apple Wallet driver's licenses have launched in Virginia and Oklahoma, with Utah, Kentucky, and North Carolina expected to follow soon, bringing total US state support close to 20. The feature, introduced in 2021, is becoming increasingly common as states digitize their ID systems.