May 12, 2026
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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now
Microsoft, Amazon, Alphabet, Meta, and Oracle are planning $700 billion-plus in 2026 capex, but HBM and advanced packaging at TSMC are tight, and AI now consumes most global DRAM production.
April 9, 2026
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Nine Months to Shape the Rules Texas Is About to Write
Investors are now demanding site-level water disclosure at annual meetings: Trillium Asset Management filed a shareholder resolution targeting Alphabet, and more than a dozen investors are pushing for detailed water data across the sector.