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America Needs More Electricity. What Will It Cost? | Rob Gramlich
U.S. electricity demand was largely flat for decades. Now the outlook has shifted as data centers and other large users seek more power from a grid t…
2 months, 1 week ago
AI Is Driving the Market; The Buildout Is a Different Story | Louis Navellier
Artificial intelligence stocks have swung sharply this summer, which brings an older question back into focus. How much of the boom behind them is ac…
2 months, 1 week ago
China Is Pulling Ahead in Global EV Markets; Can the Big Three Catch Up? | Stephen Ezell
Chinese automakers are gaining ground in markets from Europe to Southeast Asia and Latin America. Meanwhile, the Big Three are leaning harder into th…
2 months, 2 weeks ago
The Biggest AI Stock Moves May Not Tell the Whole Story | Kevin Mahn
AI stocks are making some of the biggest moves in the market right now. One jumps 15 percent after earnings, then days later another falls 15 percent…
2 months, 2 weeks ago
Wall Street Veteran on Why Japan’s Yen Matters to US Markets | Mark Malek
The United States just stepped into the Japanese yen market, turning what can look like a distant foreign-exchange story into a much larger question …
2 months, 3 weeks ago
Why the Housing Shortage Story Doesn’t Add Up | Jon Brooks
For years, the housing debate has rested on one message: America does not have enough homes. Tight supply, the argument goes, will keep prices moving…
2 months, 3 weeks ago
AI Power Demand Is Rising. Can the Grid Build Fast Enough? | Joshua Rhodes
Artificial intelligence is driving a new wave of electricity demand after years of relatively flat growth. In Texas, requests from data centers and o…
2 months, 4 weeks ago
If the Fed Raises Rates, What’s the Price? | Eric Swanson
Inflation has come off its peak, but the path back to the Federal Reserve’s 2 percent target remains unsettled. Longer-term rates are climbing, and m…
3 months ago
China’s Manufacturing Boom Comes With a Warning | William Yu
Chinese EVs and other manufactured goods are reaching Europe and Latin America at prices that are putting pressure on domestic producers. The United …
3 months ago
What Wall Street Might Be Missing About the New Fed Chair | Robert Hetzel
Wall Street is spending the summer trying to read one man’s mind. A new chair now runs the Federal Reserve, and every desk is guessing which way inte…
3 months, 1 week ago