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Top story Clean energy and AI data center stocks whipsaw as Democrats sweep US midterm elections

A Democratic midterm sweep reshuffled clean energy and data center equities, with solar names rallying and AI power plays retreating as investors repriced policy risk.

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Trump proposes AI data centers generate their own power

The proposal would shift power sourcing responsibility onto data center operators as grid demand from AI computing surges.

full coverage →aidatacenterspolicy
Tesla China-made EV sales rise 10.3% in October, a 12th straight monthly gain

Tesla's Shanghai plant shipments extended their streak even as local rivals gained ground in China's growing NEV market.

full coverage →evchinatesla
India's PFBR fast breeder reactor at Kalpakkam achieves first criticality

The milestone advances India's three-stage nuclear program and its long-term energy security plans.

full coverage →nuclearindiaenergy
Constellation secures $5B conditional DOE loan to uprate nuclear fleet across three states

The loan supports power uprates at existing reactors as utilities race to serve growing electricity demand.

full coverage →nuclearfinanceenergy
Constellation signs 3.59 GW nuclear power deal with Google

The agreement ties large-scale nuclear supply to data center demand from a major hyperscaler.

full coverage →nuclearaidatacenters
BYD sold over 300,000 EVs in October, a monthly record exceeding US quarterly volume

BYD's record month underscores the widening gap between Chinese and US electric vehicle demand.

full coverage →evchinabyd
Electric trucks reach 50.3% of China's heavy truck sales as diesel demand falls

Heavy-duty electrification in China is now cutting into diesel consumption, well ahead of prior targets.

full coverage →evchinatrucks
India's cabinet approves INR 14,500 crore VGF scheme for 92 GWh of grid-scale storage

The viability gap funding is aimed at scaling battery storage to support India's renewables buildout.

full coverage →storageindiapolicy
Singapore unveils five-year energy plan for data center and semiconductor growth

The plan targets surging power demand from data centers, chip fabrication and transit electrification.

full coverage →datacenterssingaporeenergy
Tesla October sales in Australia surge 342% as Model Y tops 39,000 for 2026

Australian EV demand keeps climbing, with Tesla and Polestar posting sharp year-on-year delivery gains.

full coverage →evteslaaustralia
PJM revised data center backstop procurement could shrink to 630 MW from 6,800 MW target

Lower utility large-load forecasts cut the planned backstop procurement size, reducing utility risk exposure.

full coverage →griddatacenterspjm
LG Energy Solution posts record Q3 sales on rising ESS shipments

Strong energy storage system demand lifted the Korean battery maker to record quarterly revenue.

full coverage →batteriesstorageearnings
DOE's Battery Manufacturing Accelerator aims to plug US supply chain gaps

The program targets domestic materials and components as US battery demand is projected to quadruple.

full coverage →batteriessupplychainpolicy
Nordic power strain forces rethink on grid access rules

Grid constraints are prompting a review of access rules in the Nordic power market.

full coverage →gridnordicspower
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