Trump removed China from the power grid - and these are the companies that might celebrate
On Our Radar·GEV·Aug 27, 2026·4 min read
On Our Radar
GEV
Trump removed China from the power grid - and these are the companies that might celebrate
Aug 27, 2026 · 4 min
Not just SpaceX: the beneficiaries from the supply chain
On Our Radar·AVGO·Jun 16, 2026·2 min read
On Our Radar
AVGO
Not just SpaceX: the beneficiaries from the supply chain
Jun 16, 2026 · 2 min
The energy challenge of AI: the companies that supply the power
On Our Radar·BE·Jun 9, 2026·4 min read
On Our Radar
BE
The energy challenge of AI: the companies that supply the power
Jun 9, 2026 · 4 min
Forecast for large companies' investments for 2026: increase to $700 billion
PremiumMarket Overview·AMD·May 4, 2026·1 min read
Market OverviewPremium
AMD
Forecast for large companies' investments for 2026: increase to $700 billion
May 4, 2026 · 1 min
Trump administration accelerates connection of AI infrastructure to the power grid
Market Overview·FIX·Oct 24, 2025·2 min read
Market Overview
FIX
Trump administration accelerates connection of AI infrastructure to the power grid
Oct 24, 2025 · 2 min