1h ago
Chinese automakers reach 12.8% of European EV market in November 2025 despite EU tariffs
In November 2025, Chinese carmakers captured 12.8% of Europe's electric vehicle market and exceeded 13% of hybrid sales across the EU, EFTA countries, and the UK, even as EU tariffs of up to 45% took effect. Leading brands such as BYD and SAIC Motor expanded aggressively, while newer entrants like Chery and Leapmotor recorded triple- and quadruple-digit percentage growth in regional EV sales.
1h ago
15h ago
Fed December 9-10 minutes reveal split over future rate cuts and inflation risks
Minutes from the Federal Reserve's December 9-10 meeting show a 9-3 vote for a 0.25% rate cut to a 3.5%-3.75% target range, but reveal sharp divisions over the pace of future easing. Some officials viewed the move as a finely balanced choice and favor holding rates while inflation remains elevated, while others point to rising unemployment and softer price data as reasons to move toward further cuts.
Selecionado
15h ago
17h ago
Storage and Infrastructure Stocks Top S&P 500 as AI Data Center Boom Reshapes 2025 Winners
In 2025, storage and infrastructure companies, led by Sandisk's roughly 580% surge, took the top positions in the S&P 500 as AI data center spending accelerated. Traditional AI leaders like Nvidia gained about 40% and slipped to 71st place, while investors rotated toward power, cooling, wiring, construction and even Bitcoin miners pivoting to high-performance computing. Analysts now see more moderate upside for some 2025 winners, with growing attention on names such as Pure Storage, Quanta Services and Vertiv as potential next-stage beneficiaries of AI infrastructure demand.
17h ago
12-27
AI data centers turn to jet turbines and diesel; GE Vernova orders rise 33% in 2025
Data center operators are installing aircraft-derived turbines and diesel generators to bypass long grid-connection waits. In December 2025, GE Vernova said orders for its aircraft-based units rose 33% in the first nine months of 2025, while Cummins delivered more than 39 GW and doubled capacity. BNP Paribas estimates Meta's Ohio behind-the-meter power at $175/MWh, roughly twice typical industrial rates.
12-27
12-27
China drafts AI rules: user notices every two hours, comments open until Jan. 25
China's internet regulator posted draft rules for human-like AI systems on Saturday, with public comments accepted until Jan. 25. Providers must disclose machine interaction at login and every two hours, warn users about overreliance, and complete security and ethics reviews. Services reaching 1 million registered users or 100,000 monthly active users must file additional reports with provincial regulators before launch.
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