Alphabet’s AI-fueled bond sale, Holtec poised for biggest nuclear IPO in years, Fed’s Miran optimistic on fiscal outlook and economic growth, and more news to start your day.
Long Read
Maxim Power announced an agreement with GE Vernova “to hold a manufacturing slot for a 7HA.02 gas turbine and generator package.”
2 minute read
Kyndryl’s chief financial officer, David Wyshner, departs the company amid a review of its accounting practices.
3 minute read
Holtec heads toward an IPO as it plans to build and potentially operate its own nuclear plants.
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The companies are merging as the outlook for offshore oil drilling improves.
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When Scott Strazik became head of General Electric’s energy business, GE Vernova, in 2021, the electricity business felt very different than it does today.
3 minute read
Amazon shares tumble after the tech and online retailing giant forecasts $200 billion in capital expenditures for 2026.
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Boring is good. And it’s leading the market this year.
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Analysts also report on Cloudflare, Enphase Energy, Silicon Laboratories, and Valvoline.
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The price of oil rose after indirect talks between the U.S. and Iran.
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The company’s latest earnings report cemented its status as a major data-center power player.
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It is also clear that reliability concerns are growing, and will only get worse as more AI data centers hook into the system.
Long Read
The showing was notable as investors grow more selective about where they place bets related to artificial intelligence.
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Google parent Alphabet beats analysts’ expectations for quarterly earnings and revenue but its capital spending forecasts widely top estimates.
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Some of its businesses, like data center cooling, are booming.
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Artificial intelligence may still be in its infancy, but this mainstay of the stock market rally now has investors worried it will be its downfall.
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The supply of tankers is set to increase, which will eventually exceed demand growth.
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Advanced Micro Devices stock falls sharply even as the chip maker posts better-than-expected earnings and guidance.
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Solar stocks took a battering last year after President Donald Trump’s signature tax bill cut clean-energy subsidies.
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Palantir stock rises on the back of better-than-expected quarterly earnings and a solid first-quarter outlook.
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Strategy, Coinbase and Robinhood stocks tumble after the price of Bitcoin drops to a 10-month low.
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The transaction is expected to close in the second half of 2026, the companies say.
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Verizon stock heads for its largest single-day percent increase since 2008 after earnings top Wall Street’s expectations.
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It’s always a good idea to read annual reports. It’s a chance to learn more about a company and its management.
3 minute read
Over the past few months, benchmark lithium prices have gone from roughly $9,000 per metric ton to $26,000.
1 minute read