Jul 2, 2026
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3 min read
Data center demand didn't disappear. It got pushed to the right — and the grid has to meet it when it lands.
Jul 1, 2026
4 min read
Ukrainian drones hit 8 of Russia's 10 biggest refineries this year. Fifty-plus regions are rationing fuel.
Jun 30, 2026
Data centers run 24/7, sign long deals, and pay top rates. That turns a bond proxy into a growth stock — and growth stocks attract deal makers.
Jun 29, 2026
The spread between their best and worst guesses is six full percentage points. That's what makes this so hard to price.
Jun 28, 2026
France lost 4 GW of nuclear the same week — right when people needed it most.
Jun 26, 2026
57% of Americans oppose a data center in their town. That's your new supply constraint.
Jul 6, 2026
5 min read
New grid hookups take five years or more. So Microsoft, Meta, and Amazon went around the grid entirely.
Jul 4, 2026
2 min read
Jul 3, 2026
That record stood before a single AI data center existed. Servers may topple it this week.
