United States · Business news
112 stories · latest 06 Oct 2026 · clear filter
Federal credit lowers Vistra's cost of financing work that it would otherwise fund in the bond market, where yields are at 24-year highs. The plants sell into PJM, the grid where data-centre demand has pushed up power…
The advance was narrow: the report notes only about 25% of S&P 500 companies were trading above their 50-day average, and smaller companies fell on the day. Index gains are coming from AI chipmakers and from power…
The money: Constellation puts more than $4.3 billion into the uprates, backed by a 20-year contracted buyer, and Google secures 3,590 MW in total across the two agreements; the price of the power was not disclosed. For…
The finance angle is the cost of permission to build. $1 billion over five years is small beside the capital Amazon spends on AI infrastructure, but the $68 billion of blocked projects shows where the constraint now…
The 2024 standards would have required owners of coal plants and new gas plants to fit carbon controls or retire units. Removing them changes capital plans at listed utilities and independent power producers with coal…
Higher policy rates raise borrowing costs for households and companies, lift banks' deposit costs while repricing floating-rate loans, and pressure valuations of rate-sensitive groups such as homebuilders, REITs and…
LNG export volume is the revenue base for US liquefaction operators and for the pipeline companies that carry feed gas to the Gulf Coast terminals, and it is a growing source of demand for US gas producers. Higher…
The price floor sets a minimum cost for imported solar hardware. That protects US makers of polysilicon, wafers, cells and modules from cheaper imports, and it raises equipment costs for the companies that buy panels…
Dominion's territory includes Loudoun County, Virginia, the world's largest concentration of data centres, so the deal puts a big slice of AI-driven power demand inside one regulated utility. It sets a valuation marker…
Hyperscaler capex is revenue for chip designers, memory makers, server and networking vendors, and for the utilities, power-equipment makers and contractors building data-centre capacity. The same spending weighs on…