Report: Saudi Arabia To Announce New Red Sea Coalition To Counter Yemen’s Ansar Allah

Largest Reactor Fleet Owner Backs Shipyard Prefab Model With Gas-To-Nuclear Plan Constellation Energy already runs the largest nuclear fleet in the United States and has spent the last couple of years signing big power deals with data center operators and retailers to restart reactors and keep existing plants online longer.  With Microsoft taking the restarted Three Mile Island unit and Meta locking up output from Clinton, Constellation is now looking for developers to help them bring new capacity online faster. Their most recent move is a strategic equity investment in Blue Energy...

Hyperscaler Bond Spreads Blow Out After Google Shocks With Another $25 Billion Bond Offering After tightening sharply following last week's (pre-Situational Awareness) rout which sent hyperscaler CDS to the widest on record, AI bond spreads are blowing out again this morning - with SpaceX bonds - which have quickly emerged as the fulcrum bond security of the AI world - plunging this morning on news that for the third time in a year, Alphabet which has emerged as the credit (both on and off balance sheet) nexus of the AI supercyle, is...