Browsing: spending

The cost of building out the infrastructure needed to satisfy booming demand for artificial intelligence is changing the way major companies allocate resources. That can mean an end to some jobs once done by humans. Yet in many cases it means repurposing money once spent on workers so that more capital can be devoted to…

With the Fed hinting at a pause yet keeping another hike in play, the market is stuck between higher-for-longer rates and an economy still fueled by AI-related investment. That mix creates pockets of potential and pockets of risk that do not show up in headline indices. This article examines three U.S. large caps from our…

The US Department of Energy’s Office of Electricity said on September 24 that it intends to help fund 31 transmission projects under its Speed to Power through Accelerated Reconductoring and other Key Advanced Transmission Technology Upgrades initiative, a mouthful that it has somewhat mercifully shortened to SPARK.