POWER POINT What I’m hearing from energy insiders First and foremost, I hope that everybody had a wonderful 4th of July holiday and celebrated the 250th birthday of this amazing nation. As the celebrations ended and this week began, we seemed to be on a path to the Iran conflict winding down and the Strait…
Cuba’s President Miguel Diaz-Canel gestures during the BRICS summit second plenary session in Rio de Janeiro, Brazil, on July 6, 2025. Pablo Porciuncula | Afp | Getty Images Cuba’s President Miguel Díaz-Canel on Wednesday lashed out at the “almost daily” threats from the U.S. and pledged to meet the Trump administration’s move to choke off the…
A Tesla Megapack battery at the Harmony Energy Ltd. and Fotowatio Renewable Ventures BV battery energy storage project near Burgess Hill, England, May 11, 2021. Chris Ratcliffe | Bloomberg | Getty Images Tesla is expanding ties with South Korea’s LG Energy Solution, striking a deal to buy $4.3 billion worth of battery cells for energy…
The AI boom may be having a side effect: a surge in Big Tech buying carbon credits to offset emissions generated by its energy-hungry buildout. Amazon, Google, Meta, and Microsoft have ramped up purchases of permanent carbon credits since the launch of ChatGPT sparked the AI race in 2022, according to data compiled for CNBC…
President Donald Trump will haul big technology companies into the White House on Wednesday to sign a pledge that they will supply their own power for artificial intelligence data centers, as anger grows across the U.S. over rising electricity prices ahead of the midterm elections. Trump has embraced the artificial intelligence industry as an engine…
The gravitational pull of Nvidia will dominate Wall Street this week — but the AI chipmaker’s earnings report won’t be the only thing that matters to our portfolio. We’ll also hear from Salesforce , a battleground position swept up in the software-stock carnage; two retailers in Home Depot and TJX Companies on the heels of…
Clean energy stocks rose on Tuesday after a tax on solar and wind projects was removed from the Senate version of the One Big Beautiful Bill Act. Shares of NextEra Energy, the largest renewables developer in the U.S., rose nearly 3% after the Senate narrowly passed President Donald Trump’s bill on Tuesday. AES, a leading…
Construction work on solar power arrays continues at rPlus Energies’ Green River Energy Center in Emery, Utah, U.S. June 11, 2025. Jim Urquhart | Reuters Clean energy stocks fell on Monday as President Donald Trump’s spending legislation now includes a tax on wind and solar projects using Chinese components and phases out credits faster than…
