With less than a month to go until the midterm elections, which U.S. equity sectors will become the key battlegrounds for bulls and bears?

① From the perspective of specific sub-sectors, concerns about the upcoming election may already be starting to affect certain corners of the market; ② JPMorgan's strategist team, led by Dubravko Lakos-Bujas, wrote in a report that, compared with the 2024 presidential election, "the upcoming midterm elections could have a more complex impact on the stock market across various electoral outcome scenarios, and may favor selective stock picking."

cls.cnOct 9 10:23

Google has signed the largest nuclear-energy deal in tech history: 3,590 megawatts secured for 20 years, with Gemini seamlessly integrated into its energy operations.

Google has entered into a long-term power-purchase agreement with Constellation Energy, the largest nuclear-power operator in the United States, totaling 3,590 megawatts, including a 20-year nuclear-power contract and a 15-year supply contract. Constellation will invest more than $4.3 billion to upgrade 11 nuclear reactors, adding 890 megawatts of clean power, with the first unit expected to come online in 2028. The two parties have also signed a five-year technology agreement to leverage Google Cloud and Gemini AI to optimize nuclear-power operations and grid security.

WallStreetCNOct 7 06:12

The Joint U.S.-Ukrainian Reconstruction Investment Fund Has Sealed Its First Critical Minerals Deal Alongside Four Other New Projects

The Joint U.S.-Ukrainian Reconstruction Investment Fund Has Sealed Its First Critical Minerals Deal Alongside Four Other New Projects

BenzingaOct 3 03:00

These Ten Energy Stocks Suffered the Steepest September Declines

Seeking AlphaSep 30 19:51

Morgan Stanley identifies an inflection point in the AI market: shifting from computing power infrastructure to industrial diffusion, with the barbell strategy emerging as the core allocation theme.

Morgan Stanley released a thematic research report, stating its core view: AI investment has moved beyond the stage of simply betting on upstream computing power–empowered targets and has entered a new era of "barbell‑style" dual‑track deployment.

Zhitong FinanceSep 25 21:44

Severe power shortages in the United States have made "rapid power connectivity" a core value driver.

Morgan Stanley projects that the U.S. data center power gap has surged from 38 GW to 57 GW. Even with the deployment of "fast‑track" solutions such as gas turbines and fuel cells, the median net shortfall in 2027 will still reach 33 GW—equivalent to the base load of six New York Citys. Amid this power crunch, "fast‑track" capability has become a scarce, hard asset: securing power one year ahead is valued at up to $4.5 per watt, nearly six times the annual electricity cost.

WallStreetCNSep 22 11:21