The SpecStocks perspective

Market Insights

The developments moving markets, the companies behind them, and what they mean for the economy. Editorial analysis with an eye for overlooked opportunities and the evidence that matters next.

IEA data center electricity estimate of 485 TWh in 2025 and central projection of 950 TWh in 2030.

AI & Energy

AI’s power boom is reshaping the stock market

Follow the infrastructure spending into company earnings, stock valuations, and the wider economy.

SpecStocks · · 6 min read

Read the article