New federal data reveals a significant year-over-year jump in energy costs for November, with natural gas prices soaring and electricity rates climbing, squeezing household budgets amid fluctuating demand and generation patterns.
With rising demand, grid investments, and volatile fuel costs, electricity prices are outpacing wage growth, squeezing not just low-income but now middle-class households. Policy interventions face long lead times, leaving little hope for near-term bill relief.
A new analysis from the New York Independent System Operator (NYISO) links volatile natural gas markets directly to rising consumer electricity costs. With gas fueling half of New York's power generation, increased demand and export levels are set to keep pressure on household budgets.
Micron Technology shares surged again Monday, fueled by a new analyst report highlighting strong demand for its high-bandwidth memory chips and forecasting a significant rise in DRAM prices through 2026.
Alliance Resource Partners (ARLP) reported robust fourth-quarter earnings, driven by cost discipline and a resilient coal market. The company provided optimistic 2026 guidance, citing strengthening demand from data centers, industrial growth, and recent winter storms that underscored coal's critical role in grid reliability.
Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.
Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.
Tyson Foods Inc. surpassed quarterly profit expectations, driven by resilient consumer demand for chicken. This strength helped offset significant challenges in its beef division, where historic herd shortages and soaring costs have reshaped the meat industry's landscape.
U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.
Boston Scientific's latest earnings beat and raised guidance, fueled by strong demand for its electrophysiology devices, signal a strategic shift. The company is navigating tariff pressures while expanding margins, with major acquisitions poised to reshape its long-term profile.
SanDisk Corporation's stock hit an all-time peak following a blockbuster earnings report for Q2 FY2026, fueled by surging demand for its storage solutions from the artificial intelligence sector.
Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
ManpowerGroup surpassed revenue forecasts in Q4 2025, reporting a 7.1% year-over-year increase to $4.71 billion. However, earnings fell short of expectations, highlighting the ongoing pressure on profitability even as demand shows signs of firming.
CNH Industrial is capturing investor attention with its strategic push into automation, highlighted by the new R4 autonomous robot, and a stable demand outlook for its core agriculture and construction segments. This comes as the market weighs the company's recent stock momentum against contrasting valuation models.
LVMH's wine and spirits arm, led by Hennessy, faces a sharp profit decline amid weak U.S. and Chinese demand, while Rémy Cointreau reports a modest rebound in Cognac sales, highlighting a divided market outlook.
SunPower has completed its inaugural installation of high-efficiency Monolith solar panels from REC Silicon in California's Santa Cruz, with local installer Cobalt Power Systems reporting immediate sell-out of initial inventory. The move comes amid surging demand from tech-savvy homeowners and follows SunPower's recent quarterly revenue growth.
Michigan's Attorney General has formally demanded the return of state funds from Gotion Inc., a Chinese battery manufacturer, following the collapse of its planned $2.4 billion facility. The move highlights growing tensions over foreign investment in U.S. strategic industries.
Allegro MicroSystems (ALGM) reported strong fourth-quarter results, with revenue surging 29% year-over-year to $229.2 million, surpassing analyst expectations. The chip designer's growth was fueled by record data center sales and robust demand in automotive, particularly for electric vehicles and ADAS.
Beazer Homes USA reported a steeper-than-expected quarterly loss, with revenue falling 22% amid a challenging housing market characterized by soft demand and aggressive competitor pricing.
