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大宗商品观察 2026 展望:借势能源竞赛与供应波动-Commodity Views_ 2026 Outlook_ Ride the Power Race and Supply Waves
2025-12-19 03:13
18 December 2025 | 11:33AM EST Commodities Research COMMODITY VIEWS 2026 Outlook: Ride the Power Race and Supply Waves Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Lina Thomas +1(212)902-8376 | lina.thomas@gs.com Goldman Sachs & Co. LLC Eoin Dinsmore +65-6889-2401 | eoin.dinsmore@gs.com Goldman Sachs (Singapore) Pte Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LL ...
Trump Media announces $6 billion merger with fusion company TAE Technologies
CNBC Television· 2025-12-18 21:00
Trump Media and Technology Group said it will merge with an experimental fusion energy corporation called TAE Technologies. In an all stock transaction valued, they say, at more than $6 billion, shareholders of each company will own approximately 50% of the combined company, which the parties are calling one of the world's first publicly traded fusion companies. And they say that Trump Media's hefty balance sheet is going to help fuel innovation in that fusion energy tech.The company says it's just on the v ...
Trump Media announces $6 billion merger with fusion company, sending shares higher
CNBC Television· 2025-12-18 19:24
Shares of Trump Media soaring 37% after announcing plans, and follow me on this one, to merge with a fusion company, a private one called TAE Technologies. That's right, a nuclear fusion company. It's going to make that company go public.Aean Jabers is in Washington with more. Aean, uh, please explain this deal to us. Hey there, Kelly.Yeah, the announcement this morning was surprising to say the least. Trump Media and Technology Group said it will merge with an experimental fusion energy corporation called ...
X @The Wall Street Journal
The Wall Street Journal· 2025-12-18 16:38
For years, Meg O’Neill clashed with environmentalists as chief executive of one of Australia’s biggest energy companies. Now she has been tapped to lead BP and steer the company back to its oil-and-gas roots. https://t.co/lWXhy1KzZL ...
Publicly-Listed VivoPower Sizes Ripple Share Deal at $900M in XRP Value
Yahoo Finance· 2025-12-18 13:43
VivoPower International, a publicly listed energy and digital asset treasury company, said Wednesday it plans to originate up to $300 million worth of Ripple Labs shares for South Korea-based investment firm Lean Ventures. The share deal will proceed under an arrangement the company says would provide indirect exposure to roughly 450 million XRP tokens valued at around $900 million at current prices. The arrangement was disclosed on Tuesday, though VivoPower’s latest SEC filing on the same day does not ...
Bloom Energy (BE) Gets Beaten, Falls 12% Amid AI Selloff
Yahoo Finance· 2025-12-18 13:15
We recently published 10 Big Names Investors Are Dumping. Bloom Energy Corp. (NYSE:BE) is one of the worst performers on Wednesday. Bloom Energy extended its losing streak to a fourth straight day on Wednesday, shedding 12.14 percent to finish at $76.97 apiece as investors trimmed their positions in AI-linked stocks amid growing concerns about the industry. Bloom Energy Corp. (NYSE:BE) took a hit from heavy AI selling, having been riding the wave since early this year, triggered by Blue Owl Capital’s pul ...
Wall Street Aims To Open In Positive Territory
RTTNews· 2025-12-18 12:49
Report on consumer price inflation might be the highlight on Thursday. In the Asian trading hours, the dollar was broadly firm, while gold dipped slightly. Oil prices climbed on supply disruption concerns.Asian shares finished mostly lower, while European shares are trading broadly up. Initial signs from the U.S. Futures Index suggest that Wall Street might open positive. As of 7.30 am ET, the Dow futures were up 85.00 points, the S&P 500 futures were adding 26.75 points and the Nasdaq 100 futures were pro ...
Trump Media and Tae Technologies agree to merge in all-stock transaction valued at $6B
CNBC Television· 2025-12-18 12:06
Alex, stay with us for just a moment because we've got some news about a new media merger and it's pretty unusual one. Uh, the Trump Media and Technology Group is announcing plans to merge with TAE Technologies. That is a fusion power company.This is an all stock merger of equals that's valued at more than $6 billion. And upon closing, Trump Media will be a holding company for its current portfolio of media brands including Truth Social. also the power brands that are owned by TAE.If you read this release, ...
Is ImmunityBio, Inc. (IBRX) The Best NASDAQ Stock Under $10 to Buy?
Insider Monkey· 2025-12-18 10:23
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Incoming BP chief charted expansive legacy at Australia's Woodside
Reuters· 2025-12-18 08:03
Core Viewpoint - Meg O'Neill, an experienced figure in the energy industry, has been appointed by BP to lead significant changes at the company, following her impactful leadership at Woodside Energy in Australia [1] Group 1: Leadership Changes - Meg O'Neill's appointment at BP signifies a strategic move to revitalize the company's operations and direction [1] - Her previous success at Woodside Energy highlights her capability to drive transformation within major energy firms [1] Group 2: Industry Impact - The leadership change at BP may influence the broader energy sector, as companies look to adapt to evolving market conditions and sustainability goals [1] - O'Neill's experience is expected to bring fresh perspectives to BP's strategies, potentially affecting its competitive positioning in the industry [1]