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• How the AI data center bubble story is playing out inside one booming energy stock - Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
• Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season - Jim Cramer says a broad market rally is underway, with money rotating out of Apple and Nvidia and into overlooked stocks ahead of earnings season.
• Amazon plans first big-box retail store in Chicago suburb - Amazon has submitted plans for a large-format store near Chicago that would be larger than a Walmart Supercenter.
• Meta signs nuclear energy deals to power Prometheus AI supercluster - Meta said it secured agreements with energy companies Vistra, TerraPower and Oklo, which are all working on nuclear power technologies.
• Microsoft revealed as company behind controversial data center proposal in Michigan township - Locals have concerns about water use in a township that has dealt with shortages.
• Chip stocks rally to start 2026 after third-straight winning year - Investors piled into the winning artificial intelligence-adjacent sector following another big year of gains.
• Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape - Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.
• Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens - Shares of Alphabet rallied in 2025 as the company responded to skepticism of its position in artificial intelligence with new products that excited investors.
• Week in review: The S&P 500 kept hitting records, and an AI giant went back into the Bullpen - The Club added an old stock to the bullpen and bought more shares of another.
• Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says - Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.