Hyperscalers' Off-Grid Power Push Comes With Risks
Data centers' huge, fluctuating power demand is testing off-grid power systems.
Market News
The Treasury Market's Coveted Status as a Safe Haven Is Fading
Two new studies find signs investors aren't as willing to accept low yields because of Treasurys' safety.
Preformed Line Products: The Grid Buildout's Underfollowed Hardware Winner
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.
Treasury Buyback Might Only Briefly Tame Yields
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 edge higher as traders digest Treasury debt buyback plan
Bond yields edged higher after pulling back sharply during Wednesday's session.
Bessent's buyback move offers bond markets relief
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.
Bonds Strengthen Further, Dollar Holds Near Lows After Treasury Intervention
U.S. stock futures mostly pointed higher, buoyed by the unexpected intervention that broadly lifted global market sentiment.
Oil prices rise as Trump sharpens Iran rhetoric amid talks impasse
Oil moved higher early Thursday after U.S. President Donald Trump sharpened his rhetoric against Iran.
Sweden's Central Bank Holds Key Rate and Still Sees Chance of a Hike Later This Year
Riksbank policymakers have held rates steady for seven consecutive meetings, adopting a wait-and-see stance to monitor inflation and economic developments.
Stock Market Today: Bond Market Steady After Treasury Intervention
Brent crude ticks up to $93 a barrel
Hong Kong's IPO boom extends beyond tech, HKEX CEO says, as fundraising tops $40 billion
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.
This is a NICE SURPRISE for the market, CEO says
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
Renewables Developers Work Deals While Awaiting U.S. Guidance On Foreign Sourcing
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.
Skanska to build four US data centres for $1.2 billion
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.
Abrdn Emerging Markets Dividend Active ETF Q2 2026 Commentary
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.
Can the US Successfully Battle Rising Borrowing Costs?
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.
Stocks RALLY as bond yields fall: What it means for markets
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: It Screens Cheap - It Isn't, But I'm Still Saying Buy
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.
Robots poised for 'ChatGPT moment,' Unitree CEO says
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.
China is defying the global bond yield surge, boosting its diversification appeal
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.
