Energy & Power
I'm watching power-project permitting, grid expansion, and who pays for Al data centres' electricity infrastructure. Grid reliability and protecting households from higher electricity costs are already congressional policy concerns.
Data Centers and th...
My investment thesis: watch the infrastructure powering Al, not just the chips. Faster approvals could be a catalyst, but election headlines alone aren't a buy signal.
Banks Fire Earnings Season, TSMC Next — How Do You Read Week One?
U.S. equities rallied Friday: Nasdaq +0.64% to 27,366.17, S&P 500 +0.59% to 7,811.54, Dow +0.83% to 51,654.95, QQQ +0.49% to $751.27. Earnings season opens this week: JPMorgan and Wells Fargo go first, TSMC reports Thursday, with CPI and PPI alongside. Bulls say high rates lift bank net interest margins and TSMC's CoWoS capacity is locked in; bears say consumer confidence is near recent lows and Friday's rally may not hold if guidance disappoints. Bank earnings or TSMC — which matters more this week?
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