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President Trump’s newly signed  One Big Beautiful Bill Act  is sending shockwaves through America’s energy landscape—and  cheaper electricity could be a thing of the past . Instead of boosting renewables, the sweeping law  pulls back green-energy incentives , prioritizes fossil fuel production, and leaves clean tech in limbo—just as AI-driven data centers are gearing up to consume  massive amounts of power . 1. Energy Transition in Reverse? The law  rolls back tax credits  introduced by the Biden-era Inflation Reduction Act (IRA), stalling momentum in solar, wind, and other renewable sectors. According to experts,  this could slash new power-generation capacity by 340 gigawatts  over the next decade—nearly one-third of what was expected. That means  less new energy , more pressure on aging infrastructure, and eventually,  higher bills for you . 2. AI's Power Hunger = Higher Costs AI isn’t just consuming headlines—it’s  devourin...

Data centers surge, grid supply stalls, and energy prices skyrocket in the PJM region Key Takeaways: PJM Interconnection , the  largest US power grid  covering  13 states  and  67 million customers , is  under immense strain  due to the explosive power demands of  AI data centers  and  chatbots . Electricity bills in some parts of PJM’s territory are expected to rise  over 20% this summer . PJM’s  capacity auction prices have soared 800% , raising concerns among state leaders and prompting political threats to  exit the grid . Power Crunch Reality: PJM projects  32 GW of new demand  by 2030, mostly from  data centers , but new supply is  not being built fast enough . Over the past decade, PJM lost a  net 5.6 GW in capacity  while demand keeps rising. Connection delays, project opposition, and regulatory backlog have  slowed renewable and traditional plant construction .  Fallout and ...

CoreWeave Inc. , a rising player in AI data centers, is acquiring  Core Scientific Inc.  in a bold  $9 billion all-stock deal  to take control of the power backbone critical for artificial intelligence infrastructure. The Strategy Behind the Deal CoreWeave  has long relied on  Core Scientific  to support its infrastructure needs. With AI workloads demanding massive energy,  owning 1.3 gigawatts of power  across Core Scientific’s facilities gives CoreWeave greater control and scalability. The acquisition is expected to  cut costs , eliminate lease expenses, and streamline operations. “Owning this foundational layer enhances our performance as we unleash AI’s full potential.” –  Michael Intrator, CEO, CoreWeave Why Stocks Dropped CoreWeave (CRWV)  fell 3.3% due to  shareholder dilution  from the all-stock nature of the deal. Core Scientific (CORZ)  plunged 17.6% as investors questioned the  valuation  and...

Recommend BUY call with target price (TP) of RM0.28 DNEX is gradually widening its earnings base through acquisition of oil producing assets and OGPC, an oil and gas services provider, diversifying from its traditional bread and butter base in IT and e-services. The two-year extension of NSW contract allows DNEX to prolong its exclusivity on trade facilitation system while establishing new income stream from VEP contract. We recommend a TRADING BUY on DNEX with a Fair Value of RM0.28 based on 10x FY17E PER. Two-year extension of NSW.  DNEX has alleviated investors’ concern over its operation of core business, National Single Window (NSW), the trade facilitation system to expedite paperless custom clearance process with the successful two-year extension until September 2018 from the government. The service charge remains unchanged at 75.0 sen/kb for government agencies, 80.0 sen/kb for the private sector and RM5/successful application. This allows DNEX to prolo...