Everyone talks about the electricity needed to power artificial intelligence. Far fewer people realize that AI data centers also consume massive amounts of water for cooling, creating a potential long-term tailwind for water infrastructure and water-related investments.
After weeks of record highs, AI enthusiasm, and strong earnings, stocks suddenly pulled back. The key question now is whether this is a normal reset after a powerful rally or the start of a larger decline.
Cuba's oil crisis highlights why energy security still matters to global markets.
After weeks of strong gains, stocks finally pulled back, raising a familiar question: Is this a healthy correction, or is it the beginning of something much bigger?
Marvell surged more than 32% after earnings, delivering one of the market's most dramatic reactions of the year and reminding investors that AI spending remains powerful, while the list of potential AI winners continues to expand.
Berkshire Hathaway now holds more than $300 billion in cash and Treasury bills, raising a simple question: why is Buffett choosing patience while much of the market remains fully invested?
New U.S. restrictions on advanced AI chip exports highlight a growing reality for investors: AI is no longer just a technology story. It is increasingly a geopolitical one.
Dell's latest earnings reminded investors that the AI boom isn't just about chipmakers. Infrastructure companies are benefiting too.
AI transformed memory demand almost overnight.
