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Today Federal Reserve speakers: Fed governor Lisa Cook Economic data: the Energy Information Administration’s weekly petroleum status report, U.S. services PMI, global services PMI, ADP employment survey Earnings (a.
Abundant natural gas, lots of land and a supportive political environment were all reasons why data centers had been flocking to Texas. On Monday afternoon, Texas Governor Greg Abbott directed the state’s grid operator and utility regulator to conduct a “comprehensive verification and audit” of all data centers asking for interconnection, and said no additional data centers can be approved until that process is completed. This puts a pause on a new process—named Batch Zero—that Texas greenlighted in June to fast-track interconnection requests from data centers.
Vistra will release its second-quarter earnings next month, and analysts anticipate a triple-digit bottom-line growth.
(Bloomberg) -- The biggest US grid operator is about to learn how tight power supplies may get in coming years as the data-center boom sparks unprecedented electricity demand growth.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All the Way to Wall
Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.
Bernstein initiated coverage with an Outperform rating and a $187 target
A KKR-led group on Thursday launched a new company with more than $10 billion in committed capital to finance the build-out of AI infrastructure, the latest effort by an alternative asset manager to capitalize on growing demand for AI services. The Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital Infrastructure, which is led by former Amazon Web Services CEO Adam Selipsky. Nvidia will help Helix with its expertise in designing AI data-centers, while Vistra will be the preferred power provider.
Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs,” KKR said.
(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than
Vistra (VST) delivered earnings and revenue surprises of +29.63% and +3.54%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Moby summary of Vistra Corp.'s Q1 2026 earnings call
Meta Platforms (NASDAQ:META) reports Q1 2026 earnings on Wednesday, April 29, after market close. Management has guided Q1 revenue to $53.5 billion to $56.5 billion, embedding what CFO Susan Li called an outlook for accelerated growth. Shares trade around $675, up 29% over the past month and 3% year to date. The stock now carries ... Meta Reports Q1 Earnings Tomorrow: 3 Things to Watch on AI Spend
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