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Driven by the wave of artificial intelligence-powered data center demand, the U.S. electricity industry is ushering in a “super cycle.” American Electric Power (AEP) has significantly raised its capital expenditure plan to respond to unprecedented growth in electricity load. On October 29 local time, this major U.S. utility

After Caterpillar’s stock price soared to a record high on the back of better-than-expected Q3 results, Morgan Stanley issued a warning: the market is now assigning a valuation multiple to the company’s power generation business far surpassing that of AI giant Nvidia and energy leader GE Vernova. This

Morgan Stanley believes that if Elon Musk's compensation plan is rejected at the shareholders meeting, Tesla's stock price could immediately experience a sell-off of more than 10%, casting a shadow over the company's strategic future. According to Windchaser Trading Desk, in a report released

``` As New China Life Insurance’s share price reached a record high, its third quarter report also brought “good news.” New China Life Insurance disclosed: For the first three quarters, operating income was 137.252 billion RMB, up 28.3% year-on-year, with net profit attributable to the parent company at

``` 2025 is a year full of drama. On one hand, global liquidity is rebooting and market enthusiasm is heating up again—AI narratives continue to ferment, from computing power to application, from chips to algorithms, with every sub-sector being given the mission of “changing the world.” Global stock markets keep

After Microsoft released its report for the first quarter of fiscal 2026, its stock price unexpectedly fell. Morgan Stanley analysts believe the market has completely missed the point and ignored signs of accelerating growth. According to Chase Wind Trading Desk, on October 30, Morgan Stanley published a research report stating

``` Author: Long Yue Source: Hard AI The wave of artificial intelligence is not only about algorithms and computing power, but also hides a competition revolving around energy and physical infrastructure. In addition to chips and servers, the power systems that drive AI data centers, the cooling technologies that ensure stable