AI Electricity Demand Extends Household Increases Through 2028
The AI buildout that feeds cast as abundance is already on your power bill: electricity is up 5.9% and Goldman sees increases running through 2028.
Economy
Economists Put AI Inflation Effect Near Half a Point
The AI buildout is adding a half-point to core inflation now, and whether it pushes the Fed to hike hinges on Tuesday's data, not on which side of X wins the argument.
AI Jobs Letter Demands Guardrails Without Naming Them
Read the letter as a guardrail law arriving and you will wait for enforcement that was never written; it is four sentences with no regulator, funding or timetable behind it.
Brent Jumps 9.6 Percent After Hormuz Reversal
Read Brent's 9.6% jump to $83.30 as a scoreboard and you crown whoever last claimed Hormuz; read it as a receipt and it prices fear, not sovereignty.
Nasdaq Falls as Oil Pushes Treasury Yields Higher
Read the chip selloff as one bubble verdict and you miss the real squeeze: a 9.6% oil jump and rising Treasury yields hit AI stocks and bonds at once.
Congressional Cuba Visit Ends Without Bilateral Talks
The "silent Gaza" line makes a senior Cuba trip look like a thaw; AP's receipt is no Washington-Havana talks and 20-hour blackouts still running.