Is China’s Secret Power Advantage About To Trigger An 89% Crash In U.S. AI Stocks?
The current focus of the world’s governments, business and media when it comes to artificial intelligence (AI) is…
The Energy Transition Has a Speed Advantage That Cost Models Miss
Power technologies are usually compared by asking how much their electricity costs. That is no longer enough. Electricity…
Ampco-Pittsburgh Up Nearly 217% in a Year: What’s Driving the Stock?
Ampco-Pittsburgh Corporation’s AP investors have been gaining from the stock over the past year. Shares of the Carnegie,…
Solar Has Crossed a Critical Economic Tipping Point
For years, the economic case for solar came with an awkward qualification. Yes, it had no fuel bill.…
The AI build-out has a problem that $1 trillion in cash can’t fix
Now that earnings season is nearly done, there are new — and even bigger — forecasts of how…
Jensen Huang Says AI Needs “1,000 Times More Power Than We Currently Have.” These 3 Industrial Stocks Will Deliver It.
Speaking to a Stanford University computer science class in May, Nvidia (NASDAQ: NVDA) CEO Jensen Huang raised eyebrows…
AI’s next bottleneck is power: Chart of the Day
The AI trade started with chips. Now it’s running into the electric grid. US data center electricity demand…
The Smartest Way to Bet on SpaceX Right Now Is Hiding in Plain Sight
Investing in SpaceX (NASDAQ: SPCX) after its record-breaking IPO may or may not be a wise investment decision.…
Power prices to fall for most customers, with bigger drops for businesses
Surging levels of renewable energy and better reliability from coal-fired generators are set to give consumers a break,…
The Global Energy Crisis Is Driving Countries Back To Coal
Five years ago, over 40 countries pledged to scale back and phase down unabated coal power at the…
Renewables and batteries drive down fossil fuel use despite record electricity demand
A hot summer saw Australians use record amounts of electricity, but the growing share of renewable energy continues…
India’s Renewable Surge Cut Fossil Fuel Power Use in 2025
A record jump in renewable power generation and milder weather pushed fossil fuel power generation in India down…