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Article

Natural Gas and Data Centers: The Near-Term Power Trade

GE Vernova's gas turbine backlog and reservations reached 122 gigawatts (GW) at the end of September, up from 62 GW a...

Article

The Transformer Shortage: What It Means for the AI Buildout

A generator step-up transformer ordered in early 2026 could take more than three years to arrive, while US data center capacity...

Article

How Debt Is Getting in the Way of Retirement Savings

Savers say they need $1.2 million to retire comfortably. About half expect to arrive with less than $500,000, and one in...

Chile copper production
Article

Macro Bites – Chile Cuts Copper Production Forecasts as Mine Output Slumps

Indirect diplomatic talks between the U.S. and Iran brokered by Qatar concluded in Doha on Sunday with a draft peace framework...

AI risk in real assets
Video

How AI Risk Can Follow Investors Into Real Assets

Key Takeaways AI can remain useful while some investments in it disappoint. Feldman separates a data center earning less than expected...

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