America’s Power Grid Can’t Keep Up With AI Demand
AI data centers are straining America’s power grid, stalling billions in projects. Here’s what it means for energy markets and capital allocation.
Energy & Commodities
Gold Near $5,000: Inside the 2026 Bullion Rally
Gold touched nearly $5,000 per ounce in early 2026 before pulling back to $4,811. Here’s what’s driving the historic rally — and whether it can last.
Oracle and Bloom Energy Bet 2.8 GW on Fuel Cells for AI
Oracle and Bloom Energy are expanding their strategic partnership to deploy 2.8 GW of on-site fuel cell power for AI data centers, sending Oracle stock up 12.7%.
Oil at $100, Credit Markets on Watch: What Corporate Bonds Reveal
WTI crude surged above $100 after Iran ceasefire talks collapsed. Here is what corporate bond spreads reveal that equity markets may be missing.
Why AI Data Centers Are Fueling the Nuclear Energy Revival
AI’s voracious electricity appetite is breathing new life into nuclear power. Here’s how data centers are reshaping the nuclear investment landscape in 2026.
Brent Crude at $120: Implications for Inflation and the Fed
Brent crude topped $120 as the US-Iran ceasefire shows cracks. What a sustained oil shock means for inflation, Fed rate cuts, and global markets.