Despite DeepSeek, the AI energy trade is alive and well
The emergence of DeepSeek’s R1 — the supposedly cheap, effective Chinese AI model that provoked a crisis of confidence in the AI trade earlier this week and hammered market darlings like — didn’t uns...
Power restored to AI energy demand trade
The DeepSeek freak eased Tuesday, as shares of energy suppliers to AI data centers, like , rebounded. Interestingly, — the GE spin-off that makes turbines used in energy production — is the top S&P 5...
GE Aerospace’s robust earnings have reignited the forgotten trade of 2024
Jet engine maker is the top-performing stock in the S&P 500 as of 2:15 p.m. ET after posting stellar earnings. The company — created when CEO Larry Culp cracked industrial conglomerate General Elect...
AI data centers are devouring our energy and propping up fossil fuels
The rush to build ever-larger, power-hungry data centers is a drag on America’s progress toward clean energy. And there’s no sign of things slowing down. Earlier this month, announced it will be inves...
It’s so cold that US natural-gas prices are... falling?
It’s cold, so natural-gas prices should be rising. But! It’s so cold that all the production units at Freeport’s liquefied-natural-gas export facility in Texas aren’t operating. That means some natura...
Germany’s economy falters for a second year in a row as revered car industry sputters
Europe’s largest economy isn’t looking healthy. Today, Germany reported a second consecutive annual drop in GDP, with high energy costs and rising interest rates constraining growth. At the same time,...
Oil spikes to three-month high, sending energy stocks higher
Oil prices surged more than 4%, with Brent front-month futures breaking above $80 per barrel for the first time since October and West Texas Intermediate prices also at a three-month high. Energy is f...
California-based electricity provider on track for biggest loss in two years as wildfires wreak havoc
is the worst-performing US utility stock in early trading on Wednesday as wildfires tear through California, off more than 5% in what would be its biggest daily decline since September 2022. Edison’s ...
Plug Power soars on tax-incentive news
Shares of rocketed higher on Monday after analysts at JPMorgan said the company stood to benefit from recent guidance from the Treasury Department about a lucrative hydrogen-related tax credit. Essen...
The nuclear-powered AI data-center trade roars into a new year
It’s early going, but so far the trade of the year is clearly another big bet on an ongoing boom in an AI-related investment. Just check out the top gainers of the S&P 500 in the first two days of 202...
Natural-gas futures jump 20% with cold snap around the corner
Natural-gas futures shot up on Monday as freezing temperatures are expected on the East Coast in January, which will increase demand for the fuel used to heat homes. Front-month futures contracts for ...
Despite a newfound focus on renewables, China is still the coal capital of the world
Old habits die hard China has quite a strange relationship with coal at the moment. Though the country produced more of it than ever last month, and domestic production looks on track to rise for the ...
Natural-gas drop drives day’s losers
Natural-gas companies like shale driller and pipeline operators , , and were some of the worst-performing issues in the S&P 500 on Monday, as US gas futures dropped in early trading.
Energy stocks are rallying while crude oil slumps. What gives?
Of all the Trump bumps across financial markets in the wake of the election, the newfound optimism for US energy stocks looks the most curious. The is up about 3% over the past two weeks, with the li...
How the AI boom got US utilities to refocus on nuclear energy, in one chart
Keeping the semiconductor brain cells that facilitate artificial-intelligence applications firing on all cylinders requires a lot of energy. The constraint on the AI boom right now, according to , is ...
Why is Puerto Rico’s power system so broken?
(Nota del editor: lea este artículo en español .) BAYAMÓN, PUERTO RICO — Carmen Del Valle La Luz juggles a bunch of tasks in a typical day: she works full time at a credit union, drives her two teenag...
Los puertorriqueños están cansados de los apagones constantes. Las empresas solares hambrientas de dinero están tocando a sus puertas.
(Editor’s note: read this article in English here .) BAYAMÓN, PUERTO RICO — Carmen Del Valle La Luz hace malabares con su día: trabaja a tiempo completo en una una cooperativa de ahorro y crédito, lle...
The S&P 500’s best performer this year is surging once again after earnings
, the top S&P 500 performer in 2024, is on a renewed press higher after reporting better-than-expected quarterly results and boosting its full-year earnings outlook. The power generator has soared 227...
The renewable-energy industry is bracing for impact as $40 billion in tax credits is under threat
Former President Donald Trump won a second round at the presidency, and among the Biden-era initiatives potentially on the chopping block is the Inflation Reduction Act and the billions in capital it’...
Winter isn’t coming, according to the natural-gas market
Following the warmest winter on record for the US, energy markets are behaving as if brrrrrs aren’t real. This week’s heating demand in the US is expected to run 49 heating degree days below the avera...