Hyperscalers' Off-Grid Power Push Comes With Risks
Data centers' huge, fluctuating power demand is testing off-grid power systems.
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Gold is ripping higher even as stocks hold up and volatility stays tame. That combination usually means the market is not panicking about growth today; it is questioning the long-term plumbing of money and sovereign credibility.
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Data centers' huge, fluctuating power demand is testing off-grid power systems.
Two new studies find signs investors aren't as willing to accept low yields because of Treasurys' safety.
Preformed Line Products is well-positioned to benefit from $1.4 trillion in utility capex focused on grid transmission and distribution. PLPC's competitive advantages include high switching costs, domestic production, engineering expertise, and rapid emergency response, supporting margin durability and market share. Q2 results showed 25% sales growth, 34.3% gross margin, and 75% EPS growth, shifting the valuation narrative from cyclical recovery to sustained higher margins.
Market relief at the unexpected intervention could prove short-lived as it fails to address concerns about high levels of debt and government spending, analysts said.
Bond yields edged higher after pulling back sharply during Wednesday's session.
There's some relief in the global government bonds market thanks to U.S. Treasury pledges to double buybacks for longer term bills. President Trump resumes criticism of the Federal Reserve for high interest rates amid rising debt burdens.
U.S. stock futures mostly pointed higher, buoyed by the unexpected intervention that broadly lifted global market sentiment.
Oil moved higher early Thursday after U.S. President Donald Trump sharpened his rhetoric against Iran.
Riksbank policymakers have held rates steady for seven consecutive meetings, adopting a wait-and-see stance to monitor inflation and economic developments.
Brent crude ticks up to $93 a barrel
More than 100 companies have listed in Hong Kong so far this year, raising over $40 billion and surpassing the exchange's full-year 2025 IPO proceeds. HKEX CEO Bonnie Chan said the listing pipeline goes beyond AI and tech companies.
BD8 Capital Partners founder and CEO Barbara Doran discusses value stocks outpacing growth and Moderna's new vaccine work on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #market #markets #stocks #investing #investment #finance #economy #business #value #growth #vaccine #moderna #health #biotech #wallstreet #ceo #money
US renewable energy tax credit monetization and debt financing are expected to grow in 2026 even without firm US Treasury guidance regarding restrictions on components sourced from foreign entities of concern, according to a new report from Crux Climate Inc. The Treasury Department is expected to release a proposed rule explaining entity-level restrictions before the end of the year. Crux expects $7.45 billion in projected 2026 tax credits to be sold from preferred equity, compared to $3.05 billion in 2025.
Swedish builder Skanska said on Thursday it had signed a contract worth about 11.2 billion Swedish crowns ($1.19 billion) with an existing client to build four new data centres in the southeastern United States.
The Fund rose by 24.31% over the quarter, while the benchmark gained 24.15%. The company remains well placed to capture AI-related demand. On the flip side, our holdings in Indonesia came under pressure amid rupiah weakness, policy uncertainty and MSCI's decision to delay the country's market status review.
Treasury Secretary Scott Bessent is doubling down on long-term bond buybacks to head off surging yields. Financial analysts weigh in on whether the strategy can really tame borrowing rates for the long-term.
SlateStone Wealth chief equity strategist Erin Gibbs discusses stocks climbing as bond yields retreat and what the move means for the U.S. economy on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #stocks #stockmarket #markets #bonds #bondyields #economy #useconomy #investing #investors #wallstreet #tech #technology #datacenters #marketnews #marketupdate #eringibbs
Frontline is a Buy, driven by robust near-term cash flows and a conservative earnings floor, despite trading near 52-week highs. FRO's forward yield is de-risked by high charter coverage and supportive market rates, with a realistic dividend floor of ~7% projected through 2028-29. Valuation is no longer optically cheap on 2027-28 consensus earnings, with forward PE rising to ~14x and asset-based multiples reflecting earnings dependence.
The CEO of Chinese humanoid robot unicorn Unitree said on Thursday the industry is edging towards a "ChatGPT moment" for robot brains, after the company's blockbuster Shanghai listing crystallised China's ambitions to lead the next frontier of AI-powered machines.
The low Chinese yields reflect how the world's second-largest economy remains insulated from global capital markets. That's driving the case for investors to diversify into the bonds.