The neocloud NYSE filing asks investors to fund infrastructure not yet built, backed by contracts that can be cancelled if…
Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow
Pacific Power Set a Price Tag for AI Power. Others May Follow.
Oregon’s new data center cost rule signals pressure at SO, AEP, D.
Southern Company Has Google Paying for Its Nuclear Upgrades. That Changes the Investment Case.
The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
Allstate Is Down Sharply. Is the Dividend Worth the Storm Risk?
With $1.43 billion in catastrophe losses over two months and the stock at its lowest level since spring, the real…
Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings
Revenue up 58%, EPS up 203%. Next report is late November.
Novo Nordisk Stock Falls 7% After 2030 Targets
CEO Mike Doustdar delivered 2030 ambitions in London. The market still sold.
Amazon Pays More Right When the Fed Says That’s the Problem
A $1.5 billion wage commitment landing on the same day as the Fed’s first rate hike in three years puts…
Etsy Is Getting Re-Rated on AI. Here Is the Case for Buying It Now.
Three analysts are converging near a $90 target, and the bull case rests on whether smarter search converts more shoppers,…
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
August data confirmed the split: industrial output at 5.2% beat every forecast while retail sales hit their weakest reading since…