Utilities long have had notoriously tepid demand, but that may change over the coming decade as more and more planned data centers plug into the grid. Jackie counters the argument that a bubble is brewing in data centers with statistics from a recent report. … Also: Frontrunning the coming Trump 2.0 tariffs is a popular inventory strategy for firms in various industries, but it carries the risks of tying up cash and leaving companies overstocked if sales drop. … And: With a manufacturing compound the size of San Francisco churning out cheaper and faster-charging EVs, China’s BYD may leave Tesla in the dust.
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