Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term ...

Also in today’s newsletter, OpenAI’s massive new funding round, and India’s Narendra Modi faces tough budget challenge ...

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a ...

We feel that the catalysts that made us feel bullish about Enbridge stock have already played out. It might be time to take ...

OpenAI has been cozying up to the government for a few years now, and it’s been turbocharged under the Trump Presidency.

The race to develop AI has already rewritten the traditional rules of finance, with Big Tech leading the charge.

For a sense of how far AI-fuelled enthusiasm has reached, look to the West Texas oil patch. LandBridge Co, which owns about ...

In Episode 77 of the Data Center Revolution podcast, I had the privilege of hosting a distinguished panel to explore the evolving landscape of power in data cen ...

Jeff Gustavson said Chevron plans to build natural gas power plants that will be directly connected to data centers used by technology companies for AI.

OpenAI struck an agreement with the U.S. National Laboratories and plans to support work on nuclear security and more ...

DeepSeek, a Chinese AI startup, is making waves, and not just in the AI space -- it’s shaking up the US stock market too.

Energy demands from big tech, including for AI, has elected officials giving an old power source a second look.