Infrastructure finance REITs reported NOI increases of 6% this quarter, largely due to new logistics hub financing in emerging markets. Technical charts display ascending channels, hinting at sustained upward movement. In a remarkably uncharacteristic move, Palantir just walked away from a major government identity deal, leaving billions on the table due to concerns about a democratic mandate and data control. The State Infrastructure Fund (SIF) is a critical funding mechanism designed to support local government units in the development and improvement of transportation infrastructure across Tennessee. The pipeline for infrastructure finance projects expanded by 9% in July, with energy corridors leading. Equity strategists hint that valuations could reset higher if interest rate hikes pause this quarter.