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  • Why the Iran War May Have Just Killed the AI Boom March 20, 2026
    The stock market spent the first week of the Iran war doing something strange: mostly shrugging. Oil spiked. Insurance markets effectively collapsed. Amazon had two data centers blown up. And the Nasdaq dipped, steadied, and the conversation shifted within days to whether the Fed might still cut in June.  The prevailing read was: disruption, yes. […]
  • The Startup That Cracked the Code for Commercial Thermal Batteries March 20, 2026
    Thermal batteries are the hottest new thing in energy storage tech. As energy storage heats up to be “clean energy’s next trillion-dollar business,” the private sector is throwing its full weight behind developing the technology that will unlock scalable long-term energy storage. As of 2022, the energy storage market was valued at nearly $198.8 billion, […]
  • Why This Energy Shock Will Hit Consumers Harder Than 2011 March 20, 2026
    Arend Kapteyn, the global head of economics and strategy research and chief economist at UBS, told clients that one key reason the current Middle East conflict-driven energy shock "is not like 2011-2014" will be the absence of a comparable response from the shale patch, suggesting consumers are more likely to bear the brunt of the […]
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