EPRI experts warn of severe gas turbine supply bottlenecks, with rotors and blades causing years-long delays. Utilities are extending existing assets and exploring alternatives as demand surges from data centers and electrification.
A recent study shows nearly half of American workers have less than $1,000 in savings, with 75% living paycheck to paycheck amid high inflation and stagnant wages.
Nvidia expands beyond GPU design with Vera Rubin platform and acquisitions, while TSMC maintains a near-monopoly in advanced chip manufacturing. Both companies are seen as attractively valued amid ongoing AI infrastructure buildout.
Bernstein analyst Ian Moore lowered Spotify's price target to $650 from $830, maintaining an Outperform rating, citing competitive AI features as key to valuation pressure relief.
Bernstein lowered Sony's price target to $30 from $33, keeping an Outperform rating. The firm expects share price performance to pause in early 2026 before resuming later that year.
Halliburton promoted Casey Maxwell to president of the Western Hemisphere effective February 1, succeeding Mark Richard who becomes a senior advisor.
Bernstein initiated coverage of X-Fab Silicon with a Market Perform rating and a EUR 5.50 price target, citing its attractive legacy-node foundry position but concerns over high capex and cyclical volatility.
Wells Fargo raised BNY Mellon's price target to $122 from $119, maintaining an Equal Weight rating, citing the company's Q4 2025 top-line beat and 2026 guidance of 5% revenue growth.
Mitsubishi Electric is soliciting bids for its automotive equipment business, with first-round proposals due by Jan. 26 and a potential sale value exceeding $1.3 billion.
CD rates remain high despite recent Federal Reserve rate cuts, with Marcus by Goldman Sachs offering 4% APY on a 1-year CD. Rates are expected to decline further in 2026.
Lithium Ionic outlines 2026 priorities for Bandeira Project construction and reports termination of a mineral claims option agreement in Brazil.
AI video generation startup Higgsfield raised $80 million, valuing it over $1.3 billion. The funding round included Accel, GFT Ventures, and Menlo Ventures.
Major US banks reported Q4 2025 earnings this week, with stocks falling over policy risks like a proposed credit card rate cap. Executives warned the cap would harm consumers and the economy.
US stock futures rose Thursday as TSMC's strong Q4 results boosted AI hopes. Oil and silver prices fell amid geopolitical developments. Investors await major bank earnings.
Farmmi's US subsidiary Suppchains Group has obtained FDA Food Facility Registration for its Chino, California warehouse, enabling legal food-related logistics services.