As a surge in data center demand strains the PJM Interconnection grid, planners unveil a strategy to fast-track connections while wrestling with supply chain delays that threaten to outpace new power generation. Experts warn of a looming mismatch between market promises and construction realities.
Fresh from its spin-off, GE Vernova is finalizing a deal to acquire transformer maker Prolec GE, a strategic move to bolster its electrification portfolio and capitalize on surging global demand for grid infrastructure and power equipment.
Analysts at Susquehanna have raised their price target for ConocoPhillips (COP) to $115, citing a positive long-term outlook despite near-term headwinds from oversupply and soft demand. The independent energy giant also stands out for its robust dividend yield.
A stark new financial analysis warns that ocean warming and extreme weather could cost the seafood sector $15 billion annually by 2050, threatening food security and economies worldwide.
Damascus residents face electricity bills exceeding their monthly incomes after a massive government price hike, sparking rare public protests and deepening the crisis for a war-weary population.
As data center demand surges, NextEra Energy emerges as a critical, and often overlooked, infrastructure player. Its partnerships with tech titans like Meta and Google highlight a strategic pivot in the energy sector.
House Speaker Mike Johnson confronts a fractured Republican conference upon lawmakers' return to Washington, with hardline members demanding contentious policy riders in exchange for votes to end the government shutdown.
Simon Property Group reported robust fourth-quarter results, driven by record funds from operations and resilient leasing demand. The retail REIT giant is steering a multi-billion dollar redevelopment strategy while returning significant capital to shareholders, even as it navigates a cautious outlook for 2026.
Simon Property Group reported robust fourth-quarter and full-year 2025 results, highlighted by record funds from operations, $2 billion in strategic acquisitions, and a significant return of capital to shareholders. The retail REIT giant provided optimistic 2026 guidance, banking on a strong development pipeline and resilient tenant demand despite acknowledging tariff-related headwinds.
Industrial giant Caterpillar secures a landmark agreement to supply 2 gigawatts of power generation and storage to the Monarch Compute Campus, positioning itself at the forefront of meeting the surging energy demands of artificial intelligence infrastructure.
After historic sell-offs in gold and silver rattled commodity markets, traders of corn, soybeans, and wheat are navigating a landscape influenced by external financial shocks, weather threats, and shifting demand signals.
Elon Musk consolidates his space and AI ventures, creating a private sector titan valued at $1.25 trillion with an ambitious plan to address AI's energy demands by moving data centers into orbit.
Teradyne (TER) shares surged over 10% after the semiconductor test equipment leader posted Q4 revenue and profit that smashed analyst estimates, fueled by surging demand from AI chipmakers. The company's bullish guidance signals confidence in a sustained industry upcycle.
Universal Health Services (UHS) is drawing renewed investor interest following better-than-expected quarterly results, driven by robust behavioral health demand and a significant easing of industry-wide staffing pressures. While operational improvements bolster the near-term outlook, debates persist over valuation and the company's ability to sustain gains amid high debt levels.
As the Super Bowl approaches, the cost of a 30-second commercial spot has reached an unprecedented $10 million, driven by intense demand and bundled packages with the Olympics. Major brands are betting big with celebrity-studded campaigns, but analysts question the long-term value of such staggering investments.
Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.
Oracle's ambitious plan to raise up to $50 billion for AI infrastructure has triggered volatile swings in its share price, reflecting broader investor anxiety over the massive capital demands of the artificial intelligence arms race.
A severe, AI-driven shortage of memory chips is creating a windfall for storage manufacturers, with analysts predicting a multi-year upcycle as data center demand overwhelms supply.
While Broadcom rides a massive wave of AI demand, investor concerns over shrinking profitability have triggered a significant pullback in its shares, presenting a classic growth-versus-margin dilemma.
Despite recent sharp declines triggered by Fed nomination news, JPMorgan analysts reaffirm a bullish $6,300 per ounce gold target for 2026, citing resilient demand from central banks and investors.
