Artificial intelligence (AI) may grab the headlines, but the quieter money in this cycle has been flowing into the infrastructure that keeps AI running. Models can only scale if data can be stored, ...

Strongly growing demand from energy storage and data centers meets supply cuts – analysts see lithium transitioning from surplus to deficit in 2026.

Hard-drive lead times have gone from a few weeks to more than a year due to AI demands, and enterprise flash storage prices are expected to rise with surging demand. After GPUs, storage capacity has ...

The utilities sector has experienced a rollercoaster of performance in the past. Still, utilities are now playing a defensive role amid recent economic and market uncertainty. Despite tariffs and ...