NiSource’s $2.7B Capex Bet — The Rate Regime Changes the Math
Duke Energy locked in its fourth consecutive quarter of rate-base expansion above 7% in early 2026, anchoring its investment thesis on exactly the sam…
AI Capital Expenditure
Alphabet-Intel, $91.4 Billion Later
The Alphabet-Intel partnership to co-develop custom AI cloud infrastructure dropped with no price response. GOOGL sat at $317.24 on April 12. The even…
Maruti’s EV Bet Costs More Than the Market Is Counting
Maruti Suzuki will launch four EVs by 2031. The market read this as good news — and that is where the interpretation breaks down.
The 2031 roadmap is…