Electricity Demand

Business

Simon Property Group Caps Strong Year with Strategic Acquisitions and Record Returns, Outlines Aggressive 2026 Growth Plan

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.

Feb 2, 2026

Business

Caterpillar Powers Up: Inks Major Deal to Fuel AI Data Center Boom with Monarch Campus

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.

Feb 2, 2026

Business

Grains in the Crosshairs: How Metals Meltdown and Dollar Woes Shape This Week's Trade

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.

Feb 2, 2026

Business

SpaceX Merges with xAI in Historic Deal, Aims to Pioneer Orbital Data Centers

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.

Feb 2, 2026

Business

Teradyne Soars on AI-Driven Earnings Beat, Upgrades Full-Year Outlook

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.

Feb 2, 2026

Business

Universal Health Services Gains Momentum: Easing Staffing Woes and Strong Operations Fuel Investor Optimism

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.

Feb 2, 2026

Business

Cocoa Futures Rebound as Ivory Coast Shipments Slow, But Market Glut Weighs on Sentiment

Cocoa prices edged higher Monday, finding a brief respite from a prolonged slump as delivery slowdowns in top grower Ivory Coast triggered short-covering. However, the rally remains fragile, overshadowed by bulging global stocks, weak demand, and forecasts for a continued supply surplus.

Feb 2, 2026

Business

Super Bowl Ad Prices Soar to Record $10 Million, Testing the Limits of Marketing Budgets

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.

Feb 2, 2026

Business

Arista Networks: AI Infrastructure Bet Delivers Stellar Returns, But Valuation Questions Loom

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.

Feb 2, 2026

Business

Oracle's $50 Billion AI Bet Sends Stock on a Rollercoaster Ride

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.

Feb 2, 2026

Business

AI Boom Ignites Memory Chip 'Supercycle', Sending Storage Stocks Soaring

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.

Feb 2, 2026

Business

Broadcom's AI Surge Faces Margin Test: Is the Stock Slide a Buying Opportunity?

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.

Feb 2, 2026

Business

JPMorgan Sees Gold Rallying to $6,300 by Year-End Despite Market Turbulence

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.

Feb 2, 2026

Business

HubSpot's Strategic Shift: Upmarket Gains and AI Agents Fuel Growth Amid SMB Softness

Wall Street analysts are reaffirming confidence in HubSpot's long-term strategy, pointing to its successful expansion into larger enterprise clients and the integration of AI agents across its platform. While concerns linger over softening demand from small and mid-sized businesses, the company's focus on multi-hub adoption and upmarket contracts is seen as reshaping its core growth engine.

Feb 2, 2026

Business

Wealthy Dissent: Prominent Millionaires Call for Higher Taxes on Themselves

As global leaders gather in Davos, a coalition of over 400 affluent individuals from 24 nations issues a stark demand: governments must impose higher taxes on the ultra-wealthy to tackle inequality.

Feb 2, 2026

Business

Jim Cramer Hails Royal Caribbean's 2026 Outlook as 'Spectacular' Amid Cruise Industry Resurgence

CNBC's Jim Cramer spotlighted Royal Caribbean Cruises Ltd. (RCL) this week, praising its ambitious full-year 2026 forecast as the cruise line capitalizes on robust post-pandemic demand and operational efficiencies.

Feb 2, 2026

Business

Cramer Backtracks: "I Underestimated the iPhone 17's Surge," Admits Apple's Earnings Were a 'Masterclass'

CNBC's Jim Cramer concedes he misjudged the explosive demand for Apple's iPhone 17, which powered the tech giant to a staggering earnings beat that caught Wall Street off guard.

Feb 2, 2026

Business

Jim Cramer Eyes Microsoft Dip as Buying Opportunity, Questions AI Spending Priorities

CNBC's Jim Cramer suggests investors watch for a pullback in Microsoft shares, praising its leadership but expressing concern that the tech giant's AI investments may not be optimally targeted to meet soaring demand.

Feb 2, 2026

Business

Analysts Revise Lucid Group Outlook: What the New Price Target Signals for EV Investors

Wall Street analysts have issued a revised price target for Lucid Group (LCID), reflecting updated assessments of the electric vehicle maker's execution risks, funding runway, and demand trajectory. The shift underscores the evolving narrative around the company's ability to scale amid intense competition and macroeconomic headwinds.

Feb 2, 2026

Business

UBS Opens Door to Bitcoin and Ether for Select Wealth Clients in Cautious Crypto Foray

Swiss banking giant UBS is preparing to offer a limited group of its wealth management clients access to trade Bitcoin and Ether, marking a significant but measured step into digital assets as it responds to client demand and a shifting regulatory landscape.

Feb 2, 2026