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FILTERED RESULTS
US Job Cuts Decline in September Amid Weak Hiring Trends
FirstFT: A ‘vicious loop’ of selling grips government bond market
EU Engages Member States Regarding Emergency Diesel Stocks
US Soccer Fans Surge After World Cup, Surpassing NHL
Why is Constellation Energy stock rallying 4% today?
Resilient Economy Keeps Pushing Bond Yields Higher
Why Are Bond Yields Higher Globally? Investors React to Inflation, Fiscal Risks
Submit a question: What does the bond sell off mean for the global economy?
Broadcom to Provide Up to $42 Billion Loan to Anthropic for Infrastructure Leasing
Why is Liquidia stock down 5% today?
UK manufacturing growth edges up as input and selling prices rise
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Well-Off Buyers Prop Up Auto Sales as Monthly Payments Hit $821
European Stocks Drop as Bond Yields Spook Investors; Banks Lag
Fintech Unicorn MNT Halan Plans Egypt Listing as Market Rallies
U.S. Administration Leverages China's Dependence on Aviation Suppliers in Trade Talks
Europe stocks extend sell-off into Q4 as French budget unveil and inflation weigh
Leading Democrat asks AI firms for data on any Chinese access to sensitive code
NIO (NIO) Stock Climbs Following Impressive September Delivery Figures
AWS to Increase GPU Prices Amid Sustained AI Demand
Filtronic (FLTCF) Stock Surges 14% on $68M SpaceX Contract – Should You Invest?
Citi sees frontier AI models widening lead over open-weight rivals
Jefferies cuts AI sector view as price war intensifies, US-China gap widens
Nike (NKE) Stock Faces Critical Test as Fiscal Q1 Earnings Loom
Oracle (ORCL) Stock Tumbles After New Mexico Flooding Threatens $18B AI Data Center
Slowest UK Population Growth Since 1998 After Immigration Plunges
Trump Calls for Powell to Resign From Fed Board
We have forgotten what budgets are for
Flydubai scare revives Israel’s hijacking trauma
Wachtell hires former Manhattan US attorney to strengthen litigation ranks
Netflix (NFLX) Stock Declines Following Co-CEO’s Growth Admission
Goldman Sachs Updates Top U.S. Stock Picks
Crude Oil Prices Rise Amid US-Iran Negotiation Stalemate
Syrian Officials and Hezbollah Hold First Meeting in Turkey
Saudi economy forecast to shrink and deficit to widen
Is Alberta Leaving Canada? Carney Confronts Breakup Push as Concerns Deepen
Strong nominal growth carries a message for Treasury yields. Read more in today’s WSJ Economics newsletter:
Why Domino’s New CEO Says an Insider Is a Better Innovator
Greece Forecasts Its Economy to Grow Faster Than 2% Next Year
Gold Holds Steady as Traders Weigh Higher Bond Yields, Oil
Starbucks opens first cafés in China’s Xinjiang
EU Considers Emergency Diesel Stock Release Amid U.S. Request
KB Securities sees solar demand outlook improving
European equity outperformance fades as higher oil prices cap gains: Barclays
Four US Energy Firms Poised to Profit From South Korea’s Massive $200B Investment
U.S. Layoff Announcements Decrease Significantly in September
Lam Research (LRCX) Stock Rises Following Strong Earnings Beat and Dividend Hike
Accenture (ACN) Stock: Analyst Expectations for Today’s Q4 Earnings Release
Russia Clarifies Nuclear Warning to NATO as Non-Confrontational
UK Is First Big Economy to Pay 6% on Long Debt Since Euro Crisis
Eurozone Labor Market Continues to Defy Mounting Economic Headwinds
SEC proposes widening retail access to private markets
Europe faces $800bn annual infrastructure funding need, says KKR
TPG raises $10bn for second climate private equity fund
Dow futures hit three-month low as yields surge, Micron earnings offer support
Analysis-Investors wary of slowdown in US corporate profit boom
Rocket Lab (RKLB) Secures Record-Breaking 20-Launch Contract with Synspective
Cerebras (CBRS) Stock Plummets 9% on Nvidia Partnership Concerns
Bianco Turns Bullish on Treasuries as Yields Climb
US Companies Announce Fewest Job Cuts for a September Since 2022
Zealand Pharma (ZEAL) Stock Plunges 12% Despite Promising Obesity Drug Weight Loss Results
Nu Holdings (NU) Stock Climbs After Dismissing Monzo Acquisition Reports
Bank of Japan’s summary of opinions points to accelerated pace of rate rises
US tells France and Germany to release diesel stocks or face US export ban, sources say
HSBC says investors are shifting funds from France to UK
Instant View: Bond markets take a drubbing again, 10-year Treasury yields highest since 2002
European stocks slip to three-month lows as global yields surge
Mwani Qatar receives 160 vessels in September, Up 20%
AI data centre boom drives new private investment in clean energy
The rapid expansion of AI infrastructure is creating fresh opportunities for private capital in clean energy, as power-hungry data centres seek additional sources of electricity without placing further pressure on existing grids, according to a report by Bloomberg.
Solar generation and battery storage accounted for about 70% of new power capacity added during the first half of the year, highlighting the growing role of renewables in meeting rising electricity demand from data centres.
The report cites Vinay Shandal, global head of sustainable investing at Boston Consulting Group, as saying that the investment opportunity was increasingly being driven by factors beyond climate policy, including the structural growth in electricity demand associated with AI.
The shift comes as the Trump administration has rolled back or cancelled a number of US climate initiatives, potentially making investment cases based primarily on government support more challenging. At the same time, demand from data centres is creating a more commercially driven rationale for investment in renewable generation, storage and grid infrastructure.
PE firms are positioning themselves around that opportunity. EQT, for example, is increasing its focus on renewable energy and the infrastructure needed to connect new generation to the grid, according to Jan Vesely, the firm’s partner and head of AI infrastructure and transition infrastructure.
Vesely said data centre operators would increasingly need to develop additional power sources rather than relying solely on existing grid capacity, given the scale of electricity demand expected from AI infrastructure.
He estimated that around $4tn could flow into energy infrastructure linked to AI, creating a significant potential market for investors in generation, transmission and related infrastructure.
The opportunity also extends into climate technology. Tenzin Seldon, founder and managing partner of the Pulse Fund, said the firm’s latest $63m fund will invest across energy, infrastructure, mobility, and food and agriculture.
Seldon said climate technology investments from the 2020 to 2024 vintages had generated returns above internal expectations, while arguing that vertically integrated solutions could help investors manage technology and deployment risks.
Source: Private Equity Wire