AI spending is surging, but a hidden risk is getting overlooked - The main question on Wall Street these days is whether the bull run will continue in 2026. For 2023, 2024, and 2025, the S&P 500’s calendar-year returns stand at 24%, 23%, and 16%. Analysts are unanimously predicting a solid year in the com
Power Generation in the Age of AI: Year-End 2025 Outlook - In early 2020, the prevailing narrative in the power sector was a continuation story of the developments from the decade before: renewable buildout will keep compounding, thermal capacity will keep retiring (albeit at a slower rate), market
Oracle data center plan hit as Blue Owl walks from $10 billion deal, source says - Oracle's largest data center partner, Blue Owl Capital, will not provide funding for a $10 billion deal to build its next facility, a source said on Wednesday, amid growing concerns about the cloud computing company's rising debt and arti
Nvidia’s Biggest AI Bet Is Crashing Its ‘Secret Portfolio.’ Can It Recover? - Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip designers, data center operators, and infrastructure providers that not many investors are aware of. It consists of six h