Trump Says 'Iran Asked For Ceasefire', Threatens Blasting Them "Back To The Stone Ages" If Strait Unopened

Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth Goldman shared some of their thoughts on the tightening of power markets as the decade comes to a close. ERCOT’s own Preliminary Long-Term Load Forecast now sees baseline peak-summer demand (excluding most medium and large loads) growing at a 5.2% average annual rate from 2026 through 2030. This is already well above the 3.4% realized average of 2022-2025.  Layer in the medium- and large-scale additions, overwhelmingly data centers plus crypto and industrial electrification, and the forecast explodes to 31%...

Nvidia CEO Urges Super Micro To "Enhance Compliance" Amid AI Chip-Smuggling Probe In a rare public comment that Nvidia is growing more sensitive to downstream risk, CEO Jensen Huang was quoted by Bloomberg News as saying Super Micro Computer must strengthen internal compliance controls after Taiwanese authorities detained three people accused of smuggling banned AI chips to China.   "Ultimately, Super Micro has to run its own company," Huang told reporters on Saturday in response to the chip smuggling scheme. "I hope that they will enhance and improve their regulation compliance...

Dry Van Spot Rates Highest Since 2022 As Spring Tightens Capacity Submitted by FreightWaves, The freight market momentum is building at a rapid clip. National dry van spot rates — tracked via the SONAR National Truckload Index, the 7-day moving average of booked rates including fuel — have broken out to a new cycle high of $2.89 per mile. This represents the strongest level since 2022 and confirms the market’s shift toward carriers is gaining real traction. Even more telling: rates jumped $0.12 per mile in the past week alone. That’s a sharp...