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AI data centers are driving up power demand and electricity costs, putting pressure on U.S. steelmakers, electric arc furnaces, and industrial policy....
Nasdaq’s five-day drop hints at a broader shift from tech leadership to cyclical sectors as investors watch AI, semiconductors, and earnings revisions....
The reopening of the Strait of Hormuz has eased supply fears, shifting oil market expectations from a price spike scenario toward a potential surplus....
