Monday, 22 June 2026

America is stuck in a never-ending rush hour

Angry and distressed young man driving a car with a speech bubble that has angry swearing emojis.

"Who are all these people? Why are they not at work?"

That's typically the first thought that crosses the mind of Erika, a 36-year-old attorney in New Jersey, when she commutes mid-day or runs an early-afternoon errand, only to find the sidewalks stuffed with people. Then comes the sobering realization: "I'm like, 'well, you're also not at work.'"

The 3:44 pm express train she catches from New York City back to Jersey should be a fairly breezy, off-peak commute. Instead, she often finds herself shoulder to shoulder with other supposedly savvy workers. Across the country, there's been an influx of commuters like Erika: Folks who, pre-pandemic, would be chained to their desks until 5 p.m. (at least). Now, these workers are far more flexible — able to head home a little early to handle childcare pickups, errands, or pets, and then pick up work remotely — which means a better quality of life for many.

It also means we're all commuting in really weird ways. If you've decided to drive home at 2:17 p.m., or hop on the subway at 10:08 a.m., you've probably noticed you're not alone — even if you thought you would be.

"The hours have been, I think, changing for a lot of jobs. They're allowing people to come in either later or earlier," says Richard Hack, a med tech based in Pennsylvania. Hack's daily commute of nearly 160 miles round-trip has slowly expanded from an hour and a half a few years ago to around two hours each way. He now leaves his house at 5 a.m. to make a 7 a.m. start, and heads out at 3:30 p.m to make it home by 6 p.m.

When the pandemic hit and reshaped work, we were handed something beautiful: The end of the commute. But as employees began getting called back in, and remote work dissipated for many, this lavish travel-less era quickly came to a close.

Traffic on Interstate 80 in El Cerrito, California, US, on Thursday, May 21, 2026
Traffic snarling an interstate in California.

The full remote-work era is over, and now we're living with the vicious commuting aftereffects. Americans are spending more time than ever before in traffic — an average of 63 hours in 2024 — and congestion has spread out throughout the day as more Americans head to and from work at odd hours. It turns out that there's no off-peak when everyone is commuting at all times of the day.

Welcome to the never-ending rush hour.


Commuting has always been a pretty bleak part of the modern work experience. The mean travel time reached a new high in 2019, with Americans spending an average of 27.6 minutes for a one-way trip, up from 25 in 2006. That data tracks workers aged 16 and older who don't work from home and looks at survey respondents' last week of commuting. In the year before the pandemic, a record high 9.8% of workers spent an hour or more commuting.

Then came the remote work shock. Commute times plunged, even as vaccines became more widespread and more folks started tentatively reentering their cubicles. Now, though, we're approaching those pre-pandemic peaks: In 2024, the average commute time rose to 27.2 minutes — the second highest on record.

The share of workers driving to work has ticked back up over the last few years, although it's below pre-pandemic levels. Ultra-long commutes are also making a sharp comeback, with 9.3% of workers traveling an hour or more to work — a sharp increase from 7.7% in 2021.

Chalk some of that up to pandemic migration patterns. On the whole, folks moved further away from their offices, according to data shared with me by Stanford's work-from-home research team. A greater share of Americans now live more than 50 miles from the office, and the mean distance to work is higher than it was pre-pandemic.

Part of that might be due to the kinds of homes Americans could afford in the wake of the real estate chaos of the past few years. Alex Thomas, a research manager at John Burns Research and Consulting, tells me that Americans moving into new-build homes are spending longer on the road. "A new construction homebuyer typically commutes about 10 to 15% longer than the typical homeowner," Thomas told me. In other words, the places where people can afford to buy (especially younger people looking for a deal) are much further from office hubs. Take ex-urban markets like Stockton, California, or Greeley, Colorado, for example. They're both tied to major employment hubs, the Bay Area and Denver, respectively, but offer much cheaper, newly-constructed housing — and much longer commutes — than the core of those cities.

"There's this notion of drive till you qualify," Thomas says. "If you're going to buy a house that's a little bit cheaper, a little bit further out, you're probably going to have to drive further to work or to cultural amenities."

Lana and Kelley with daughter Jenna, age 12, were already anchored on the shoulder for two hours waiting for the traffic to ease. They were returning to Gypsum after at trip to Greeley and Nebraska for boating.
A family waits out traffic after a trip to Greeley.

Not all new construction buyers are cash-strapped. Some might be seeking a more luxurious, customizable, or spacious option. But for entry-level buyers, new homes offer affordability that other properties might not — as Thomas says, developers and builders will often offer incentives like mortgage rate buydowns, which help lower monthly payments considerably and help entry-level buyers get in the door. And moving far away is still worth it for new home buyers. Thomas found that, on average, they work from home more often than the typical homeowner, so while each trip may be longer, their total weekly commute time may even out.


On the whole, many folks seem willing to make a longer commute trade-off, especially since they have more flexibility baked into what was once a rigid routine. Michael Manville, a professor of urban planning at the UCLA Luskin School of Public Affairs, said it's possible a hefty chunk of white-collar workers would say that their commutes are better than before, simply because they hop behind the wheel or hoof it on the train less often. Maybe they're exposed to more congestion when they're on the road, but if they're not commuting daily, they mentally bake in the days they're not dealing with traffic.

The problem is that everyone is on the road all the time now. If you work from home part-time, and your other neighbor does too, and then you both head out at an off hour for a long drive, you're now two more cars on the road. In 2019, according to a report from the Texas A&M Transportation Institute, 70.5% of weekday delays on national freeways happened during the morning and evening peaks — from 6-10 a.m., and 3-7 p.m., respectively. Around 5% of that delay has shifted from peak periods into the midday hours of 10 a.m.-3 p.m. The hours of 1 p.m. and 2 p.m. have seen marked increases, in particular. The magnitude of the delays is also greater; even if there's technically less share of delay during peak hours, commuters are still spending more time in traffic than they did in 2019.

Whenever Carrie Weston, 43, sits in her Minnesota office, she's constantly staring down at her afternoon fate. Her window overlooks one of the main highways circling the city, giving her a real-time update on how snarled her road home will be. Weston is one of the flexible workers putting in long commuting hours (she drives at least 45 minutes one way, and that can stretch to 2.5 hours depending on the weather). As a mom of six, she adds on drive time for after-school activities.

"If the traffic is bad or if there's an accident, it really, really impacts the rest of our life," Weston says. According to the TAMU report, commuters across the country are accumulating a historic number of hours delayed, even as weekdays account for a smaller share of total delay. The endless rush hour is even snaking into the weekends: both Saturday and Sunday have a higher share of total delays than in 2019.

"My family will be out and about on the weekends, and we're like, 'Why is it stop-and-go traffic on a Saturday afternoon?'" Weston says. That could come from a slew of factors: partial-remote workers are eager to get out of their houses; they live farther from the cultural or economic activities they enjoy; they no longer have to allocate that weekend time to errands, and can instead devote it to longer leisure trips. Add in all of the workers who have to go in on weekends — like service workers, or those in healthcare — and you've got a traffic jam.

So what's there to do about our now-omnipresent rush hour? It's possible that we're doomed to a traffic-infested country — the price we pay for that oh-so-valuable flexibility. But if we want to actually fight back against the ballooning time behind the wheel, there are options. One answer: scaling up public transportation. New York's subway system has added more trains on busy express lines to accommodate shifting travel times, extending rush-hour service earlier and later, and removing trains from previously peak slots. But unless America dramatically revamps and builds a huge swath of public transportation, it might be worth looking to the road — and putting that flexibility to good use.

A crowded A train subway platform, March 30, 2026, in New York City.
A crowded A train subway platform, March 30, 2026, in New York City.

"What do we do about the fact that highways and urban areas are so congested?" Manville says. "The answer that no one particularly likes, but the only one that's ever been shown to work at all is, you price those highways dynamically." That would be a different model than the flat congestion pricing in New York City, but instead more akin to Singapore: Depending on how many people want to use the road at certain times, the price goes up or down, with pricing calibrated to keep the road moving between 45 and 55 miles an hour. When the road is moving faster than the target traffic flow, the pricing should drop; when it creeps above that, the pricing should go up, making drivers reconsider whether to take another route or wait it out.

That might lead to a more moderate, but still constant, rush hour, spreading out cars further — in other words, midday driving might become more prevalent, but will clear the road for those who have hard ins at the office (like service workers). It could end up being an accelerant of the current trend, spreading traffic out more, while also generating revenue for road maintenance and reducing wear and tear. Importantly, according to one study, some forms of this pricing can offer something current traffic-dwellers crave: Knowing how long it'll take them to travel somewhere. Of course, that type of pricing can have its own drawbacks. For tradespeople or workers with set shift commutes, which might fall during the higher-priced times of day, the tax can fall regressively — an area where, Manville says, it might be worth localities thinking about who to exempt from a potential levy.

If the first work-related reckoning of the pandemic was the discovery that remote work is feasible, maybe its subsequent flexibility — and the high-traffic situations it brings — can spark a new reckoning about how and when we get to where we're going. We're all sharing the road (or subway) together a lot more; maybe that commuting visibility can spark a larger change.


Juliana Kaplan is a senior reporter on the economy team, where she covers the labor force, kitchen table economics, and the people behind the numbers.

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Slop bowls are getting their groove back

cava slop bowl
Fast-casual chains like Chipotle and Cava are gaining ground amid the K-shaped economic recovery.
  • Americans are dining out less, favoring quality and value over cheaper choices.
  • Fast-casual chains like Chipotle and Cava are gaining ground amid the K-shaped economic recovery.
  • The Slop Bowl chains thrive with menu innovation, while other fast-casual brands see softer sales.

The old recession playbook said consumers under financial pressure would trade down to the cheapest meal they could find.

That's not what's happening these days.

Instead, Americans are eating out less often, scrutinizing every restaurant purchase, and concentrating their spending among a shrinking group of perceived winners. And increasingly, those winners look a lot like Chipotle and Cava.

A year ago, fast-casual chains built around customizable bowls and salads were among the restaurant industry's biggest casualties thanks to stretched consumers. Diners balked at lunch tabs creeping past $20, traffic slowed, and executives spent much of 2025 talking about value.

Now, those same chains are pulling away from the rest of the pack.

The shift reflects a broader K-shaped economy that has upended traditional restaurant wisdom. Bank of America analyst Sara Senatore previously told Business Insider that restaurant chains have been dealing with softer demand among lower-income consumers for years, while spending among higher-income households has remained resilient. That dynamic has helped casual dining outperform parts of the quick-service sector and complicated the assumption that consumers under pressure automatically migrate to the cheapest options.

A worthwhile splurge

Consumer Edge's 2026 restaurant outlook describes a "barbell-shaped recovery" in which consumers are increasingly either trading down into value-oriented quick-service restaurants or trading up for experiences they believe are worth the money, while the middle gets squeezed. In that environment, brands like Chipotle and Cava are "regaining momentum through innovation and improved value perception," the report says.

The report found consumers are allocating a larger share of food spending to groceries while becoming more deliberate about restaurant visits. When they do spend, they're rewarding brands that offer a compelling combination of quality, convenience, portion size, and perceived value.

An employee adds sour cream to a Chipotle bowl.
Chipotle's recent menu innovations include its traffic-driving high-protein menu, chicken al pastor, cilantro-lime sauce, and the return of its Chipotle Honey Chicken limited-time offer.

That distinction matters — because it isn't that Chipotle and Cava suddenly became cheap. It's that diners increasingly see them as a better use of their restaurant budget than many alternatives.

Consumer Edge found that for transactions above $30, Chipotle and Cava were among the brands gaining share, while pizza chains and chicken chains lost ground. The report said consumers are reallocating larger-ticket spending away from traditional shareable formats and toward "healthier, higher-quality customizable fast casual options."

Executives at both companies are leaning into that shift.

Chipotle CEO Scott Boatwright said during the company's Q1 earnings call that Chipotle's "recipe for growth" strategy is gaining traction, helped by a steady drumbeat of menu innovation, including the high-protein menu, chicken al pastor, cilantro-lime sauce, and the return of Chipotle Honey Chicken.

He said Chipotle continues to price below inflation because "reinforcing our value proposition is the right thing to do in this environment."

During Cava's Q1 call, CEO Brett Schulman pointed to broad-based demand and said lower-income customer cohorts continue to outperform "as we bridge this K-shaped economy."

The Mediterranean chain raised its full-year outlook after first-quarter same-restaurant sales rose 9.7%, driven primarily by traffic growth.

Consumer spending is still soft

Not every fast-casual chain is sharing in the rebound.

A worker scoops an ingredient for an order from the salad bar inside a Sweetgreen restaurant.
Other fast-casual chains like Sweetgreen are not seeing the same boost as Chipotle and Cava.

Consumer Edge found stronger performance at Chipotle and Cava, offset by softer results at Sweetgreen, Panera Bread, and smaller concepts. While the category overall remained roughly flat, the report said larger players had managed to "rehabilitate perceived value" through menu innovation and pricing discipline, while weaker brands continued losing traffic.

Customer-satisfaction data tells a similar story. The American Customer Satisfaction Index said consumers are spending "more selectively" and placing greater emphasis on "consistency, reliability, and perceived value" rather than simply chasing the lowest price. Brands that consistently deliver are gaining ground; those that don't are getting left behind.

The consumer hasn't bounced back, and restaurant traffic hasn't magically returned. Americans are still cutting back.

However, in an industry where diners are questioning every meal away from home, the customizable bowl has become one of the few splurges that still feels justified.

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Sunday, 21 June 2026

I'm a founder and a career coach, and I think job seekers should ask these 2 questions in every interview

Dominic Imwalle
Dominic Imwalle said that asking insightful and purposeful questions at the end of an interview can completely change the outcome.
  • Dominic Imwalle said asking the right questions at the end of an interview can change the outcome.
  • Imwalle said most job seekers ask generic questions or don't ask any at all.
  • Here are two questions that could leave an impression and establish clear goals in an interview.

This as-told-to essay is based on a conversation with Dominic Imwalle, the founder of DxConsulting, which focuses on one-on-one career coaching with professionals seeking $100K+ roles. Imwalle also runs a newsletter called "Conversations > Applications," which discusses how to create purposeful conversations for job opportunities. Imwalle was formerly a senior consultant at Deloitte.

I work with mid-career professionals, and there are two questions I encourage every job seeker to ask.

A lot of people who are five to 15 years into their careers feel stuck, lost, or trapped in what I call the application loop. They're sending applications into a black hole and hoping something sticks. That's why I'm constantly talking about having real conversations instead of just submitting applications.

One thing I believe strongly is that the questions you ask at the end of an interview can completely change the outcome. Even if you feel like you stumbled during the interview, you still have an opportunity to leave a strong impression. Most candidates either ask generic questions about culture or, worse, they don't ask anything at all.

These are the two questions that could set you apart and help you decide whether the company is the right fit.

Question 1: Ask about the next steps

This sounds simple, but asking about the next step in the recruitment process is one of the most useful questions you can ask.

Ideally, some of this information has already been covered by a recruiter. Even if it has, I encourage candidates to get more specific. Ask when the company is hoping to make a decision. Ask what business need is driving the hire.

Too many people leave an interview and spend days or weeks waiting for an update. If you understand the timeline, you can take action instead of sitting around wondering what happens next.

If the interviewer doesn't have all the answers, they can often give you useful context about where the process stands and what the team is trying to accomplish.

Question 2: Ask about experience gaps

I love this question because it forces an honest conversation.

I'll tell candidates to acknowledge that the company is probably talking to other people and then ask: What's the biggest gap between the experience you're seeing and what you actually need for this role?

It's a valuable question because it gives you information you can use immediately. It also helps reveal whether the company truly understands what it's looking for.

If an interviewer struggles to answer, that's sometimes a sign that the role hasn't been clearly defined, and you get to decide if that structure is right for you. When they do answer, you learn exactly what's most important to them and where you stand.

Very few candidates zoom back out and ask employers what they really need. Most people spend the entire interview talking about themselves. This question shifts the conversation.

And another thing: Don't fixate on Big Tech

One thing I'm seeing over and over again in today's market is that people are targeting a very small group of companies.

Candidates come to me and say they only want to work at companies like Google, Meta, OpenAI, Anthropic, Palantir, Stripe, or Snowflake. Those are great companies, but they're also incredibly competitive.

The reality is that many people don't yet have the experience those organizations are looking for.

I encourage people to build a second-tier target list. There are thousands of companies outside the biggest names where you can gain valuable experience and eventually position yourself for those opportunities later.

Sometimes I meet candidates who have submitted thousands of applications without a clear strategy. Other times, I meet people who will only consider a handful of elite companies. The best approach is usually somewhere in the middle.

Sometimes, I tell job seekers to open Google Maps and see what companies are already around them. Practice your interview skills and ask the right questions, and you might find better opportunities — and a better quality of life — at companies that aren't making headlines every day.

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Saturday, 20 June 2026

I let robot-trainers clean my apartment for free. It was unsettling, but I got over it.

A Shift cleaner is pictured.
Shift cleaners filmed my apartment to train robots.
  • I invited two cleaners and a chef from the startup Shift into my New York apartment.
  • The workers cooked and cleaned for free — but recorded the process to train AI and robotics.
  • Initially, I was nervous. I soon got used to the wires hanging from beneath their baseball caps.

I let an AI startup film every inch of my apartment.

That's a privacy nightmare — and yes, I did suitably hide all my personal items before they arrived. But, as a 23-year-old living in New York on a journalist's budget, I'm not exactly splurging on house cleaners.

These were free, so long as I agreed to the cameras.

The cleaners came from Shift, a startup that offers free housekeeping across New York. The price is the video recording, which will later be used to train robots. (Shift says it anonymizes "names, faces, or other personal information," per its website.) It's part of a bigger trend: startups are paying for videos of household tasks, like folding laundry, to train robots.

When Shift premiered in May, I quickly booked myself a spot. When the cleaners arrived two weeks later, I was nervous. Who were these strangers in my shoebox apartment? I grew even more nervous when they texted me 10 minutes before my appointment time that another staffer — a chef! — would be joining.

Eventually, though, I relaxed. It was free, after all.

A cleaner from Shift is pictured.
The Shift cleaners had cameras on their baseball caps, with a wire hanging down.

The cleaners came first

When Shift's cleaners arrived at my apartment, I was hesitant. These were 20-somethings, wearing baggy white polos and suiting up with baseball caps attached to cameras.

The cameras hung off the brim of their caps. While they weren't walking around with large camcorders, the wires hanging off the cameras were still highly visible.

The cleaners mostly used a mix of their supplies and mine. They took about 90 minutes of the two-hour slot. I was working while they cleaned, and they rarely disrupted me, which I appreciated.

A Shift cleaner is pictured vacuuming.
The Shift cleaners vacuumed all over my apartment.

I wasn't overly impressed with the cleaning. (When my roommate came home, he asked: Did they even come?) Still, the service was free, and I liked not having to vacuum myself.

Shift surprised me with a three-course meal

About 10 minutes after the cleaners arrived, I heard a knock on the door. Chef James was here.

James wore the same uniform: white polo, baseball cap, wire running up the neck. He set up in my kitchen and asked if I had any allergies or dietary preferences.

Chef James is pictured from Shift.
Chef James brought his own ingredients but used my kitchen supplies.

I had no idea what James had come to cook. (I didn't even know Shift had a chef service!) It turned out that my work lunch would be a three-course meal. James brought the ingredients himself and only used my pans, knives, and plates.

My favorite was the entrée: seared tuna with coriander salt, Meyer lemon, artichokes, sugar snap peas, and asparagus. My least favorite was the appetizer, a cured salmon belly that was vastly overpowered by mustard oil. I saved the dessert, a light cake with whipped cream and strawberries, for later.

The chef service was Shift's peak. I don't have anything sensitive in my kitchen, so I didn't have to worry about him filming, say, a passport. And who doesn't love free food?

My dinner prepared by a Shift chef is pictured.
Chef James' entrée was my favorite.

My final takeaways

About thirty minutes into the cleaning, I got used to the wires and baseball caps milling around my apartment.

I'll be interested to see whether these free robot-training services are sustainable. The costs of my session were likely high for Shift: three workers, cleaning supplies, and food. I'm hesitant to believe that a video of my apartment is worth that much.

The demand is certainly there: Shift filled its slots quickly and was similarly booked up when I checked a week later. I get why.

After they left, I enjoyed my semi-clean apartment and my leftovers. And I prayed that I didn't have any IDs or credit cards lying around that would get accidentally ingested by the AI machines as they tried to learn how to cook and clean like humans.

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Friday, 19 June 2026

The 5 hottest destinations to celebrate America's 250th birthday

Fireworks during the UFC fight on the White House lawn with a flag flying in the foreground and a Freedom 250 sign.
America 250
  • Hotels, airlines, and travel companies have been promoting celebrations for America's 250th birthday.
  • Several cities have seen a surge of interest for July Fourth this year, Priceline data shows.
  • From beach towns to places with ties to America's founding, here are five trending destinations.

If you're looking for the best place for a big birthday bash this summer, look no further.

America's birthday, that is.

As the United States celebrates two and a half centuries of existence, "America250" celebrations are planned throughout the country, from the lawn of the White House to historic old hotels on Route 66.

Hotels, airlines, and other travel groups have been pushing America250 — the bipartisan initiative created by Congress a decade ago to commemorate the occasion — in their marketing strategies this year, and for some destinations, it looks like it's paying off.

"The interest around America250 appears to be translating into real travel planning," Christina Bennett, a consumer travel trends expert at Priceline, told Business Insider in an email. She said there's been a surge in cities connected to America's founding story, with flight searches to cities like Boston and Philadelphia increasing 22% and 16% year-over-year, respectively.

Some destinations are feeling the tourism boost more than others, according to hotel search data from Priceline. Five destinations in particular have seen a notable surge in interest for the July Fourth holiday this year.

Priceline compared domestic hotel searches for the week of July 1 to July 5 from 2025 to 2026 and found the biggest year-over-year increases in these five cities, listed below from least to most trending.

Clearwater Beach, Florida
Clearwater Beach on the Gulf of Mexico
Clearwater Beach on the Gulf of Mexico

Searches for hotels in Clearwater Beach, Florida, were up 20% year-over-year, Priceline data showed.

Located west of Tampa on the Gulf of Mexico, Clearwater Beach attracts visitors for its white sand beaches and calm, warm waters.

The city of Clearwater's "Clearwater Celebrates America" event is being expanded into a two-day festival over July 3 and 4 to commemorate America's 250th birthday.

New Orleans
New Orlean skyline at night with a building lit up red, white, and blue.
New Orleans is hosting a special river fireworks show for America250.

Searches for New Orleans hotels for the first five days of July were up 28% compared to last year, according to Priceline.

The city already draws Fourth of July visitors annually with its riverfront fireworks and the ESSENCE Festival of Culture, which runs July 3 to 5 this year.

For America250, the city is promoting a fireworks show called "Go 4th on the River," and several museums are hosting special events.

Nashville
Nashville, Tennessee, skyline with fireworks above.
Nashville

Nashville, Tennessee, saw a 30% surge in hotel searches for the Fourth of July week, Priceline said.

Nashville's annual "Let Freedom Sing! Music City July 4th" is being expanded for America's 250th into a two-day downtown event on July 3 and 4, with live music, five stages, and what's been promoted as "the largest fireworks and drone show in the city's history."

The July 4th line-up includes The All-American Rejects, Boyz II Men, Nick Jonas, and Sublime.

Virginia Beach, Virginia
Virginia Beach
Virginia Beach

Hotel searches for Virginia Beach, Virginia, were up 68% year-over-year, according to Priceline data.

Virginia Beach, a major July 4 tourism destination in a regular year, is hosting its annual Stars & Stripes Celebration with free concerts, fireworks, and additional events for America250.

The state of Virginia, one of the original 13 colonies and the site of the first English settlement in North America, has its own VA250 events and programming lined up to celebrate its role in the American Revolution.

Washington, DC
Overhead shot of the White House and the UFC ring set up on the lawn at night lit with blue and red lights.
America 250 UFC

America's capital was the most-searched destination overall for celebrating America's birthday, with hotel searches for the July Fourth week increasing by a whopping 79% compared to last year.

America250 celebrations are well underway in DC. The White House hosted a $60 million fight night on its front lawn on Sunday, dubbed "UFC Freedom 250," to commemorate the anniversary on what was also President Donald Trump's 80th birthday.

The line-up for the July Fourth week includes more massive celebrations. Freedom 250, the Trump-aligned group created after an executive order established a White House task force for the event, has promised a "historic patriotic display" on the National Mall.

The event, headlined by Trump, plans to tell the story of 250 years of American history with special guest speakers and will feature military tributes, live bands and orchestras, and the "largest fireworks display in history," according to the group's website.

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Thursday, 18 June 2026

A data center owner who went viral protesting a Google project in Iowa said it has to be 'done right'

Equipment in server room
  • Doug Sevey went viral for speaking out against a proposed Google data center in Iowa.
  • Sevey, who owns data centers, said he's concerned about the project's potential water consumption.
  • Resistance to data centers is playing out across the US.

A proposed Google data center project in Iowa has found an unlikely opponent: another data center owner.

Doug Sevey, president and CEO of Enseva, went viral this month thanks to a clip from the kind of meeting that has inflamed communities across the US.

"Everything Google is telling you is BS," Sevey said in a video from a Palo, Iowa, city council meeting on June 1, adding, "They're going to burn through the water, and when it's done, it's done, and they don't care."

Sevey, who has built and run several data centers, told Business Insider they need to be "done right" — with systems that don't guzzle water and that maximize energy efficiency.

He's not convinced Google, which has proposed a data center project in his community of Palo, will do that.

The fight over the proposed project has been about more than water use. Google initially pursued the development in unincorporated Linn County. As the county was developing and then approved its own data center rules, Google began pursuing annexation into Palo, a move that would put the project under the city of Palo's rules instead.

Sevey has said Google has not given enough details about its plan for the facility, which, according to public records obtained by Iowa Public Radio, could draw millions of gallons of water from a nearby river. Sevey said he relies on well water at his home and worries large withdrawals could affect local groundwater.

Sevey said the potential water draw estimate suggests Google is not planning to use a system that minimizes water use. He accused Google of pursuing a cooling system that uses more water because it will be cheaper and quicker for them to build. In comparison, he said, his data center in Hiawatha, Iowa, uses a closed-loop chilled-water system rather than evaporative cooling.

Sevey said his business, which serves companies in fields such as healthcare, manufacturing, and banking, is different from Google's, but that the same broad principles — minimizing water use and maximizing efficiency — should apply.

It's unclear what cooling system Google plans to use on the Palo data center. Google declined to comment when reached by Business Insider.

The company has said it uses evaporative cooling at many of its data centers because other methods can consume more energy or have a higher carbon footprint. Google has said it evaluates local water risks and considers alternatives before choosing a cooling system.

Google also announced several water stewardship commitments earlier this month, pledging to replenish more water than it consumes at its sites by 2030, to protect at-risk watersheds with air-cooled solutions, and to report its annual water use.

Local jurisdictions pitted against each other

As fights over data center development play out around the country, the proposed Google project in Palo has pitted local jurisdictions against each other and prompted accusations that the company is trying to skirt regulation.

If the land is annexed into Palo, Linn County's data center ordinance would no longer apply. Palo is considering a proposed data center ordinance, but unlike the county's, it does not require an independent water study or water-use agreement. Instead, the project would be subject to state-level water regulations.

The city of Palo did not respond to a request for comment. Mayor Bryan Busch said during a town hall earlier this year that the suggestion that Google would build in Palo in order to avoid regulation was "insulting and offensive," Iowa Public Radio reported.

Sevey said he does not believe Google has shared enough information with the city yet regarding its plans for the data center. He also said he thinks part of the issue is that officials in small towns aren't equipped to evaluate the tradeoffs of developing data centers and can be lured by the potential millions in additional tax revenue.

"You have all these small cities being enticed, and they have absolutely no information," he said.

Sevey said that since the clip of his comments at the city council meeting spread on social media, concerned citizens in several states have invited him to help them oppose data centers in their areas.

Sevey said he does not want to be the face of data center opposition. If Google can address his concerns and develop its data center responsibly, he's not necessarily opposed to it.

"If you're not taking a chance and wrecking the infrastructure, then it's just growth," he said.

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Wednesday, 17 June 2026

Morningstar thinks SpaceX stock is wildly overvalued — but says there are 2 ways the company can change its mind

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  • SpaceX closed Tuesday at about $200, well above Morningstar's fair value estimate of $63.
  • Shares have defied doubters and stayed strong since the company's historic IPO last week.
  • A Morningstar aerospace and defense analyst details two things that could get him to raise his estimate.

Leading up to SpaceX's IPO last Friday, Morningstar analysts said the company's fair value was about 50% lower than its valuation.

After its first three trading days, which saw SpaceX soar 49% to $201.68 a share, that gap has grown to nearly 70%, with Morningstar pegging SpaceX's fair value at $63 a share.

That doesn't necessarily mean Morningstar is calling for the stock to drop. On the contrary, Nicolas Owens, its aerospace and defense analyst, thinks the stock could continue its surge in the months ahead purely thanks to market economics and investor sentiment.

"The investor enthusiasm could last indefinitely, and I think if you look at the market cap of Tesla over time, it shows that there's likely to be strong demand for these shares over the course of the next year," Owens told Business Insider on Monday.

Still, at these prices, he argues investors are pricing in "moonshot" scenarios for the company's business lines.

For example, he sees SpaceX eventually gaining around 4% of the total data center compute market through launching data centers into space. In his most optimistic scenario, which investors seem to be pricing in and which he assigns only a 7% chance of occurring, the company will capture 21% of the market.

While Owens remains skeptical about SpaceX's valuation, which is now larger than Amazon's, he said there are two things he'll be watching that will drive any potential upward readjustments to his fair value estimate.

Two ways Morningstar could move SpaceX's fair value up

The first is whether having data centers in space — if it proves possible from an engineering standpoint — becomes more cost-effective for companies than simply having their data centers on the ground.

The touted benefits of putting data centers into space are that they could be powered by solar energy without paying for cooling. That would, in theory, be a huge cost relief as data center energy needs are enormous.

But the economics of such a proposition have yet to be laid out plainly.

"If it isn't financially competitive with the terrestrial data center, then there's no point," Owens said.

Second, Owens will be waiting to see if SpaceX's Starship rocket becomes rapidly reusable, allowing it to carry more Starlink satellites, and potentially data center satellites, into space. The company is hoping to launch 350 rockets a year, up from around 165 currently.

The Starship rocket, which has undergone 12 test launches so far, is bigger than SpaceX's Falcon rocket, which will give the company the capacity to launch more satellites per launch, effectively reducing their costs. So far, the rocket's boosters are reusable, but the upper part of the rocket's heat shield tiles are not yet reusable.

"The Starship being reusable is really important because they can't do hundreds and hundreds of launches to get thousands of satellites up in space without a reusable ship, and it's not just reusable at all," Owens said.

If these projects are realized, or simply the probability of them being realized rises, Owens said SpaceX's Morningstar fair value estimate could rise. That doesn't mean, however, that SpaceX shares would necessarily climb, as these upside scenarios are already baked into the firm's stock price.

"The market seems to assume that it's already a done deal," he said.

While Owen's fair value estimate for SpaceX is not a price target nor a call on where its share price will go, he has written in recent Morningstar reports that he expects better entry points for investors going forward.

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