Summary

What I Cover My focus spans the global energy landscape and the technologies reshaping it, specifically focusing on oil and gas, renewables, and tech-driven market… Wall Street has spent the last three weeks punishing the companies that build and equip AI data centers, which would make more sense if anyone could point to the orders drying up. As of Friday, that group was down a median 23% since the S&P 500’s record close on Oct. 6, while the Big Tech companies actually writing the checks were down only 5%.

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