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AI data centers are driving the largest surge in US electricity demand in decades, with consumption projected to triple by 2030. Here's what it means for investors and consumers.
Super Micro Computer shares surge 10% after the AI server maker crushes Q2 estimates and raises full-year revenue guidance to $40 billion from $33 billion.
Enphase Energy shares surge 40% after Q4 earnings beat and strong Q1 guidance suggest the solar industry slump may finally be ending, sparking analyst upgrades.
Ford cut 2026 F-150 Lightning prices by up to $4,000 on Flash and Lariat trims after the electric truck lost access to the $7,500 federal EV tax credit. Buyers face a complicated value calculation.
Estee Lauder reports fiscal Q2 2026 earnings Thursday amid a comprehensive restructuring. Can the beauty giant overcome China weakness and justify its recent stock surge?
10-year Treasury yield stabilizes near 4.28% as government shutdown delays critical employment data, leaving bond markets to price in Fed policy without key information.
Snap reports Q4 2025 earnings tonight with 477 million daily users but stock down 19% this month. Australia's social media ban and AI advertising challenges loom large.
Boeing logged 1,173 net aircraft orders in 2025, outpacing Airbus for the first time in seven years, while deliveries hit a seven-year high of 600 planes.
Apple captured an unprecedented 69% of US smartphone sales in Q4 2025, its highest share ever, while Samsung fell to just 13% amid intensifying competition.
Blue Owl, KKR, Ares Management and TPG tumble as UBS estimates 35% of the $1.7 trillion private credit market faces exposure to AI-vulnerable software companies.
Paris cybercrime unit searches X's French headquarters and summons Elon Musk for questioning in probe involving alleged algorithm manipulation and child safety violations.
Elon Musk combines SpaceX and xAI into a $1.25 trillion company ahead of a blockbuster IPO, with plans to build orbital data centers powered by space-based solar energy.