Analysts noted that the market still has confidence in a modest 2025 crude oil surplus. That expectation has depressed positioning and valuation. Goldman is still bullish on investments in oil, ...

But some investors worry the AI juggernaut won't be able to keep up the rapid growth. According to Cramer, supply isn't set to outpace demand. Some of Nvidia's biggest customers, like Microsoft, Meta, ...

StanChart points out that traders continue to ignore the fact that non-OPEC supply has slowed more than demand so far in 2024 ...

There is evidence the supply-side of the 2024/25 balance sheets for corn and soybeans is still a moving target, which means there's potential for more market volatility in the next six weeks. On the ...

Making these chips is hard, and a flaw that was found in one of Nvidia's chips over the summer is not helping.

Shale gas producers in the U.S. Permian Basin are sounding out data-center operators building up capacity to power a boom in ...

We completed a successful mask change for Blackwell, our next Data Center architecture, that improved production ...

Tenants will compete over fewer homes and pay ever-higher prices, according to a closely-watched survey of property experts.