Portugal's telcos to invest €4.2B in 5G/satellites, fueling AI & data centers. Microsoft adds $10B. Big infrastructure play!
Gold surges 54% YTD! Jeff Currie sees natural gas, base metals, precious metals & oil as undervalued plays on data center boom.
AMD surges 9% on strong targets; ONON jumps 20% on upbeat results. CRCL sinks 10% on expense forecast hike. Oil down 3%, Gold up 2%.
Vista Energy eyes 200K boe/d by 2030 on reforms; Brent $70 target, resilient to $60.
Drax shares surge 6% on data center potential; Barclays sees £500M upside on 250-acre site. Utilities power AI boom!
CRCL dips 10% on rate cut fears despite 66% revenue jump & 180% YTD gains. Watch stablecoin share!
Red Sea attacks pause! Freight rates could plunge 50%+ if Suez Canal reopens. Insurers demand stability.
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