Spotlight Articles

Artificial Intelligence’s Monumental Electricity Demand Published September 2024 – Utilities are preparing for the biggest increase in electricity demand in a generation due to data center proliferation for AI computing.  – Goldman Sachs projects data centers’ power use will more than double by 2030 and account for around 8% of U.S. electricity use.  – Lofty Read More

Electric Vehicle Market Published June 2024 – U.S. EV sales are projected to grow 12% this year, down from 28% and 60% growth in 2023 and 2022, respectively. – The deceleration in EV demand and related price cuts have weighed on the profitability and share prices of EV companies. – EV adoption is expected to Read More

Pharma’s Gold Rush for Obesity Drugs Published March 2024 A new class of weight loss drugs known as GLP-1 has led to Wall Street’s soaring excitement for pharmaceutical companies’ blockbuster opportunity to capitalize on the obesity problem in the U.S. and to a lesser extent in other countries. According to the Centers for Disease Control Read More

Private Credit Boom Published January 2024 A boom in private credit has led medium-sized companies to shift away from bank lending and leveraged loans. Private lending has rapidly grown from a niche market into a formidable rival to traditional sources of financing as money pours into private credit funds from asset managers, insurance companies, endowments, Read More