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Economists Warn of Potential Fallout from Trump's Tariffs on Canada and Mexico

Top economists criticize Trump's plan to impose tariffs on Canada and Mexico, warning of economic repercussions and damage to U.S. credibility.

Geopolitics February 3, 2025

Software Stocks Poised to Benefit from Cheaper AI Models

The recent tech sell-off due to China's DeepSeek AI app may have positive implications for software stocks, as cheaper AI could boost revenue momentum.

Energy February 2, 2025

Trump's Oil Price Reduction Plan Faces Industry Reluctance

President Trump's ambition to lower oil prices and boost production faces challenges as US oil companies show reluctance to increase supply amid current market conditions.

Fossil Fuels February 1, 2025

Exxon Mobil Unveils Plans for Natural Gas Power Plant to Meet AI Data Center Demand

Exxon Mobil is constructing a natural gas power plant with carbon capture technology to supply electricity to AI data centers, potentially operational by 2028.

Fossil Fuels January 31, 2025

DeepSeek's AI Models Drive Demand Surge for Nvidia's H200 Chips

Cloud providers report increased demand for Nvidia H200 chips as DeepSeek's AI models gain popularity, impacting the AI hardware market.

Energy January 31, 2025

Solar Power Leads US Energy Growth, Challenging Fossil Fuels

Solar energy is expected to drive most of the growth in US power generation through 2026, potentially impacting natural gas usage.

Renewables January 30, 2025

Tesla's EV Credit Revenue Stream Faces Potential Threat from Policy Changes

Tesla's lucrative revenue from selling electric vehicle credits is at risk due to potential policy shifts under the Trump administration.

Governance January 30, 2025

Chinese AI Startup DeepSeek Disrupts Market, Sparking Debate on Future of AI Chip Demand

DeepSeek's claim of building efficient AI models with less computing power has caused concern among investors in AI chip stocks, but some experts argue this could actually increase demand in the long run.

Energy January 28, 2025

Stargate Data Center to Incorporate On-Site Natural Gas Power Plant

Developers for Project Stargate's first data center location in Abilene, Texas have filed permits for a 360 MW natural gas plant to be built on-site.

Infrastructure January 27, 2025