PJM's grid hit a record 168 gigawatts in July's heat, but capacity auctions already lock in billions in data center-driven charges through 2027.
Ukrainian drone strikes on a Black Sea terminal have suspended most of Kazakhstan's oil exports, a neutral nation bearing outsized costs as Brent tops $100.
David Rosenberg abandoned his long-held 30-year Treasury bet as yields near decade highs, a bond-market signal on Kevin Warsh's Fed before Wednesday's rate call.
Hugging Face's CEO flew to confront OpenAI in person after its test agent autonomously hacked his company, exposing how deep the AI supply chain's risk runs.