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IREN Limited's $9.7B Microsoft deal and Sweetwater hub expansion could boost AI cloud growth and GPU capacity. Click for my IREN earnings preview...
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Microsoft (MSFT) has seen some heavy selling in recent days but is holding nicely above the 50-day moving average. This long-term bull put spread will profit if Microsoft stays above 430...
Continue ReadingFor the second time ever, U.S. stocks have crossed a valuation milestone, suggesting low future returns...
Continue ReadingSpotify stock rose as it increased its monthly active users by 11% to 713 million, topping the company’s prior guidance of 710 million...
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OpenAI strikes cloud computing deal with Amazon, Palantir CEO touts strong third-quarter results, Trump threatens to cut NYC funds, and more news to start your day...
Continue ReadingHover Energy’s CEO and Founder, Christopher Griffin, outlines how award-winning microgrid design, artificial intelligence (AI)-driven asset management, and multi-agent learning—co-created with IBM—are unlocking behind-the-meter efficiencies, accelerating partnerships, and scaling resilient, regulatory-ready deployments in the most compelling markets like Hawaii and the UK. With collaborative testbeds, rigorous impact tracking, and a pipeline that includes a sustainable…...
Continue ReadingCopenhagen Infrastructure Partners (CIP) has entered the UK bioenergy market with the acquisition of a pre-treatment and biogas plant in Northwich, marking a significant advancement in their renewable energy efforts. Through the CI Advanced Bioenergy Fund I, CIP plans to upgrade the facility by 2028 to focus solely on biogas production, incorporating a new digester, biomethane upgrading units, and CO₂ capture technology. This development aligns with the energy transition goal of enhancing.....
Continue ReadingWall Street expects tech stocks to take a hammering this morning...
Continue ReadingThe titans of artificial intelligence have been cutting massive deals among themselvesâand investors are getting anxious. Read more here...
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