What August performance tells us about energy markets: How crude oil, natural gas, energy equities, midstream and utilities performed during the month
What the new Fed chair could mean for markets: How Kevin Warsh’s more hawkish tone around inflation and interest rates is influencing market expectations
Why markets can be streaky: What the Kansas City Chiefs’ turnaround can teach us about catalysts, mean reversion and what could shift momentum in data centers
What could reignite data center growth: Why the November midterm elections may serve as a key clearing event for data center development
What Nvidia earnings signal for AI infrastructure: How stronger-than-expected revenue growth and continued supply constraints point to sustained demand for data centers, compute and AI infrastructure
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