NiSource Is Becoming the Landlord of the AI Buildout
Microsoft quit a U.K. data center over grid delays, but it just locked in 20 years of Indiana power. The real compounders may sit behind the meter.
Category: Politics
Boeing’s Stored 737-10s May Start Generating Cash Soon
FAA approval could still land this week, unlocking nearly 1,500 backlog orders and turning stored jets into 2027 delivery revenue.
Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough to collect on it.
Dangote’s Refinery IPO Closes Tomorrow. Valero and Marathon Should Pay Attention.
Africa’s biggest listing prices into a record diesel market — and the Lekki complex is already shipping product to Europe.
Nvidia and Firmus Couldn’t Sell a $30 Billion AI Dream
Firmus pulled its A$7.1bn IPO, and Maas Group fell 22%, showing how sharply investor appetite for AI infrastructure listings has narrowed.
Four Companies Control the Grid’s Chokepoint. New Factories Won’t Help Until 2030.
The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds copper coils by hand.
TSMC’s Texas Gambit Could Remake Its Business Model
A single-customer fab for Tesla, SpaceX and xAI would be new.
McKesson Extends CVS Health Deal Through 2032. Here Is Why the Stock Deserves a Second Look.
A contract extension through June 2032, reaffirmed earnings guidance of $44.20 to $45.00, and a 4% gain in a flat market make a quiet but compelling case.
American Airlines Just Added $1 Billion to Its Fuel Bill
Trump’s rejection of Iran’s Hormuz plan erased Friday’s relief rally and puts AAL, UAL, and the sector in the crosshairs into Q3 earnings.
Arm Up 17%, Intel Up 12%: Nebius Just Told You Where to Trade Next
AMD grabbed the headline, but Nebius’s October CPU hike points at Arm and Intel.