Data center

Technology

Battered Oracle May Be Poised for Rally as Investors Renew Software Bets

Photo via Aaron Schwartz – Pool via CNP/Polaris/Newscom

Oracle stock is down 18.5% this year and ratings agency S&P Global downgraded the company’s credit rating to one notch above junk status.

1 min read

Photo via Yonhap News/YNA/Newscom

Semiconductors

Nvidia Invites Investor Scrutiny of Capital Spending With Perplexity Talks

Nvidia is putting its massive cash flow to work, with The Information reporting that the chip-maker is in talks to invest in Perplexity.

1 min read
Photo via Gage Skidmore/ZUMAPRESS/Newscom

Hedge Funds

Peter Thiel Places Big Bets on Energy, Amazon in Revamped Portfolio

Thiel Macro is suddenly back in action with a roster that seems less concerned about an AI bubble, and more concerned with an AI bottleneck.

2 min read
Photo via Doug Nicotera/ZUMAPRESS/Newscom

Energy

Vistra Earnings Offer Window Into Power Generation Ramp-Up for AI Data Centers

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

1 min read

Energy

Zach Dell (Yes, That Dell) Charges Up a $13 Billion Backyard Battery Startup

Photo via Base Power

Base has installed more than 23,000 batteries and just debuted a new battery that can store more than a day’s worth of energy.

1 min read

Industrials

The SpaceX IPO Is About Way More Than Just Rocket Ships

Photo via Charles Briggs/ZUMAPRESS/Newscom

Projections of massive growth for X (née Twitter), xAI and Starlink are all central to the lofty SpaceX IPO thesis.

2 min read

Energy

NextEra Energy Predicts Dominion Takeover Will Reduce Customers’ Power Bills

Photo via Kendall Warner/TNS/Newscom

The smaller company in the deal, Dominion Energy, powers the world’s data center capital in northern Virginia.

2 min read

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