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First Solar reported record module sales of 17.5 gigawatts and $5.2 billion in revenue for 2025, but projected tariff costs of up to $175 million in 2026 as it navigates the new Section 122 tariffs.
NRG Energy's $12 billion LS Power acquisition doubled its fleet to 25 gigawatts as AI data center demand drives the biggest electricity growth story in decades.
Robinhood traded $2.5 billion in prediction markets in its first three weeks and acquired a derivatives exchange, setting up a turf war in the $44 billion industry.
OPEC+ reaffirmed its production pause citing market stability, but the IEA's demand forecast and record non-OPEC supply tell a different story about where oil prices are headed.
Friedrich Merz and the CDU won Germany's election with a pro-growth agenda. The DAX surged, the euro hit a one-month high, and Europe's largest economy may finally be ready to reward investors.
Germany's CDU/CSU won with 28.5% of the vote in a record-turnout election. The far-right AfD surged to 20.8%, and European markets are reacting to what comes next.
First Solar reports Q4 earnings with a 54.5 GW backlog and EPS expected to climb 59.5%. Goldman Sachs says AI data center power demand could drive 28% upside in solar stocks.
More than 40 S&P 500 companies report this week, headlined by Nvidia, Home Depot, Salesforce, CoreWeave, and Dell. Here is your investor's guide to navigating the most consequential five days of the quarter.
Equinix bookings surged 42% year-over-year while Digital Realty is bringing 5 GW of capacity online, as hyperscalers commit $500 billion to AI infrastructure in 2026 alone.
Data centers are consuming so much electricity that grid operators are warning of capacity shortages by 2027. Over 300 state bills have been filed to address the crisis.
Goldman Sachs warns Brent crude could crash to $40 by late 2026 from OPEC+ oversupply, while BloombergNEF says an Iran disruption could send it to $91. The $51 gap reveals deep uncertainty.
Greg Abel releases his first annual shareholder letter as Berkshire Hathaway CEO on February 28. With $381 billion in cash and a post-Buffett strategy to define, every word will move markets.