Housing Stocks Take a Hit Stocks tied to the U.S. housing market fell sharply Wednesday as investors reacted to cautious outlooks from major retailers and the absence of meaningful housing policy updates from Washington. The S&P Composite Homebuilder Index dropped
A New Ground Rule for the AI Boom The AI build-out just got a new requirement: bring your own power. During the State of the Union address, the administration unveiled a “ratepayer protection pledge” that will require companies building large
Markets Attempt to Stabilize After AI Shock U.S. stocks opened higher Tuesday, attempting to claw back losses from a sharp AI-fueled sell-off earlier in the week. The Dow Jones Industrial Average gained roughly 0.9%, or more than 400 points. The
AI’s Hidden Constraint: Power Alphabet’s Google is doubling down on securing energy for its rapidly expanding data center footprint. The company signed separate agreements with AES Corp and Xcel Energy, locking in long-term power supply as AI-driven demand continues to
The AI Infrastructure Race Just Got Bigger Meta and AMD have entered into a multiyear agreement that underscores just how massive the AI infrastructure build-out has become. Under the deal, Meta will purchase up to 6 gigawatts’ worth of AI
From Europe’s Most Valuable Company to Market Reality Novo Nordisk’s meteoric rise during the Wegovy era has officially come full circle. Shares of the Danish drugmaker plunged more than 16%, wiping out the remaining gains tied to the explosive growth
OpenAI Moves Deeper Into the Enterprise OpenAI is doubling down on enterprise adoption. The company announced multiyear partnerships with consulting heavyweights Accenture, Boston Consulting Group (BCG), Capgemini, and McKinsey & Co. — forming what it calls “Frontier Alliances.” The goal
Gold Climbs as Trade Policy Clouds Gather Again Gold extended its rally this week, climbing as much as 1.9% to top $5,200 per ounce, marking its third consecutive weekly gain. The move comes as uncertainty surrounding U.S. trade policy rattled
What Happened Stocks in the United States and Europe jumped after the U.S. Supreme Court struck down a set of U.S. tariffs that had been a central pillar of the White House’s trade approach. In early market action, the move showed up most clearly
What Happened in Rare Earths A sharp rally in rare earths has pushed the market above the floor price embedded in a U.S. government agreement with MP Materials (MP), the domestic producer central to the U.S. push to rebuild parts of the magnet
Housing Stocks Take a Hit Stocks tied to the U.S. housing market fell sharply Wednesday
A New Ground Rule for the AI Boom The AI build-out just got a new
Markets Attempt to Stabilize After AI Shock U.S. stocks opened higher Tuesday, attempting to claw
AI’s Hidden Constraint: Power Alphabet’s Google is doubling down on securing energy for its rapidly
The AI Infrastructure Race Just Got Bigger Meta and AMD have entered into a multiyear
From Europe’s Most Valuable Company to Market Reality Novo Nordisk’s meteoric rise during the Wegovy
OpenAI Moves Deeper Into the Enterprise OpenAI is doubling down on enterprise adoption. The company
Gold Climbs as Trade Policy Clouds Gather Again Gold extended its rally this week, climbing
What Happened Stocks in the United States and Europe jumped after the U.S. Supreme Court struck down
What Happened in Rare Earths A sharp rally in rare earths has pushed the market above the
