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Rows of illuminated data centre servers representing the electricity demand driving AI electricity prices higher in 2026

The AI Tax Nobody Voted For: Your Power Bill Is Now a Line Item in Big Tech’s Capex

AI electricity prices are climbing fastest exactly where data centres cluster – 15%+ in PJM territories. Who really pays for the AI buildout, and how to get on the right side of the meter.

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US dollar bills and financial markets - the end of the rate-cut era, July 2026

Rate Cuts Were Never a Wealth Plan: The Week the Market Stopped Waiting for the Fed

Markets just repriced a 2026 Fed hike to 72% odds. If your strategy was waiting for rate cuts, you never had one. Here’s the playbook that works instead.

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Rows of servers in an AI data center — the $700 billion AI capex buildout of 2026

The $700 Billion Bill: Google’s AI Capex Just Hit $205B — Here’s Who Actually Gets Paid

Alphabet raised 2026 AI capex to $205B and the stock fell. Big Tech will spend ~$700B this year — here’s who actually gets paid, and how to position.

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