The energy market is developing a new hierarchy of importance: dependable power for artificial intelligence, domestic solar capacity insulated from fragile supply chains, and barrels that can reach market efficiently. Bloom Energy Corp. (NYSE: BE), First Solar, Inc. (NASDAQ: FSLR), T1 Energy Inc. (NYSE: TE) and Sable…
Wall Street has spent years admiring artificial intelligence from a safe distance, usually through a glossy cloud-computing multiple. This week, the market received a more physical reminder: AI requires electricity, backup power, real estate with grid access and, occasionally, a barrel of…
T1 Energy Inc. (NYSE: TE) has received local approval to convert part of its Giga Arctic campus in Mo i Rana, Norway, into a data center, a development that could give investors a distinctly different way to view the solar manufacturer’s European asset…
The July employment report arrived with the subtlety of a fire alarm in a library: the U.S. economy shed 23,000 jobs, well below forecasts for a gain, while prior months were revised lower. Yet for markets, a softer labor print need not…
