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Utilities
Utilities grapple with a multibillion question: How much AI data center power demand is real
Spencer Kimball
Fri, Oct 17th 2025
Oppenheimer upgrade Jefferies, says First Brands exposure 'very limited'
Spencer Kimball
Fri, Oct 17th 2025
China accuses U.S. of 'panic' over rare earths, open to trade talks
Spencer Kimball
Thu, Oct 16th 2025
Major U.S. banks enjoy a blowout quarter — assuaging trade war concerns
Yeo Boon Ping
Thu, Oct 16th 2025
Trump says Modi assured him India will stop Russian oil purchases
Lim Hui Jie
Thu, Oct 16th 2025
Energy
Nuclear stocks mixed after U.S. Army launches program to deploy small reactors
Wed, Oct 15th 2025
Markets
Trump will set price floors across range of industries to combat China, Bessent says
Wed, Oct 15th 2025
Access Middle East
Iraq plans to end $4 billion in Iranian gas imports by 2028 as it diversifies beyond oil
Tue, Oct 14th 2025
Politics
Trump trade rep says 100% tariff on China depends on Beijing's next move
Tue, Oct 14th 2025
Markets
China's rare earth restrictions could disrupt the U.S. defense, reignite a trade war
Tue, Oct 14th 2025
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OpenAI's latest deals show a strong pivot to control every part of its business
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Rare earth stocks surge on U.S.-China trade dispute over critical minerals
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Bloom Energy soars on deal with Brookfield to put fuel cells in data centers
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JPMorgan Chase will invest $10 billion into industries key to national security
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Jim's Columns
Cramer: I see a brewing risk to market rally — and it's not rising trade tensions
Sun, Oct 12th 2025
Oil Prices and News
U.S. crude oil falls 4% after Trump-China trade flare-up threatens global growth
Fri, Oct 10th 2025
Energy
Rare earth stocks jump after Trump says China holding world 'captive' over metals
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AI power demand is forcing a coal revival. Jefferies sees more than 30% rally in one such stock
Fri, Oct 10th 2025
Markets
China tightens grip on rare earths supplies. Stocks involved are surging
Thu, Oct 9th 2025
Markets
Orsted to cut 2,000 jobs as Trump's offshore wind battle continues
Thu, Oct 9th 2025
Monthly Meeting
Nvidia CEO says AI needs way more energy. Cramer says own this power stock
Wed, Oct 8th 2025
Tech
Nvidia shares rise after CEO Huang says AI computing demand is up 'substantially'
Wed, Oct 8th 2025
Gold just hit $4,000. History shows it often gets tripped up at big round numbers
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Trilogy Metals shares soar over 200% after U.S. takes stake in minerals explorer
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AMD stock skyrockets 23% as OpenAI looks to take stake in AI chipmaker
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Technology Executive Council
Nuclear in my backyard? More of America, and the market, seems OK with it
Sun, Oct 5th 2025
AI Effect
This Meta alum has spent 10 months leading OpenAI's hunt for AI data centers
Sun, Oct 5th 2025
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Inside the uranium plant at the center of U.S. plans to expand nuclear power
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2026 will be the 'year of the used EV,' analyst says. Here's why
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Massive fire breaks out at Chevron oil refinery in California
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OpenAI's Sora 2 puts safety and censorship to the test with its lifelike videos
Fri, Oct 3rd 2025
Energy
USA Rare Earth jumps 8% after CEO confirms discussions with Trump administration
Thu, Oct 2nd 2025
Canaccord downgrades Lithium Americas to sell after Trump takes equity stake
Thu, Oct 2nd 2025
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