Today, Crogl announced it has been designated "Awardable" on the Department of Defense Chief Digital and Artificial Intelligence Office (CDAO) Tradewinds Solutions Marketplace, a procurement platform ...

We came across a bullish thesis on PG&E Corporation on Aklan Investment Research’s Substack. In this article, we will summarize the bulls’ thesis on PCG. PG&E Corporation’s share was trading at $16.28 ...

Arista Networks, Inc. (NYSE:ANET) Q4 2025 Earnings Call Transcript February 12, 2026 Operator: Welcome to the Fourth Quarter 2025 Arista Networks, Inc. Financial Results Earnings Conference Call.

The market is fixated on when Big Tech will generate economic value from the $400 billion-plus being poured into AI data center expansion annually. The market is missing the point.Monetization has ...

Explosive AI demand, sold-out HBM capacity, and compressed forward multiples make this rally look more like an earnings inflection.

Electricity costs spiked around ‘data center alley’ as frigid temperatures threatened the power grid. Electricity costs spiked around ‘data center alley’ as frigid temperatures threatened the power ...

A global battery supplier where replacement demand, aftermarket intensity, and balance-sheet restraint matter more than volume growth.

The demand for power consumed by data centers is expected to more than double from 292 terawatt-hours (TWh) in 2026 to 606 TWh by 2030, according to McKinsey & Company. In percentage terms of total ...

Note to readers • This story is made possible through a partnership between The Salt Lake Tribune and Grist, a nonprofit environmental media organization. In rural Millard County, Kalen Taylor is ...

AI data centers are driving a surge in new gas projects. AI data centers are driving a surge in new gas projects. is a senior science reporter covering energy and the environment with more than a ...

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