Browsing Tag
Texas
464 posts
Sempra ($SRE) faces activist pressure to spin off Oncor as Voss Capital targets Texas grid value
Voss Capital wants Sempra to spin off Oncor, claiming the Texas grid alone could top $78B by 2028 as SRE trades below its highs. The break-up debate begins.
Dallas apartment explosion leaves fatalities as Oak Cliff gas leak response turns into recovery operation
A gas leak call became a deadly Dallas apartment explosion. Oak Cliff now faces fatalities, missing residents and a pipeline investigation.
MP Materials lawsuit puts rare earth magnet IP at centre of U.S. supply chain competition
America needs rare earth magnets fast. MP Materials and USA Rare Earth are now fighting over technology at the heart of that supply chain.
BW Industrial (BWGC) IPO heads to NYSE American May 27 after twice cutting price range
BWGC IPO has slipped twice and repriced lower. Two clients still drive 83% of revenue. What retail investors should track before the 27 May NYSE American debut.
Ambiq Micro (NYSE: AMBQ) rips 45% on Q1 beat as edge AI demand outruns guidance
AMBQ just printed 75% Q2 growth guidance into a market modelling 36%. The on-device AI silicon thesis is suddenly the only chip trade that does not need a hyperscaler order.
Strategic Value Partners deepens ERCOT power bet with New Frontera control deal
Texas power demand is surging faster than grid comfort allows. Strategic Value Partners’ New Frontera deal shows where capital is moving.
Michael Marx case: Why Washington Monument shooting is now a major federal prosecution
Gunfire near the Washington Monument injured a teen. Federal charges now put Michael Marx at the center of a major D.C. security case.
Lynas opens Thursday’s ASX session as rare earths rally and samarium milestone keep ASX: LYC bid
China controls the rare earths chain. Lynas Rare Earths just locked in a US$110 NdPr floor to 2038. The Malaysia heavy rare earths plant changes the maths.
AEP stock gains as American Electric Power lifts capital plan on data center load surge
AI needs power faster than grids can scale. American Electric Power’s $78bn plan shows why utilities are becoming the next infrastructure trade.
Carrollton shooting: Two killed after business dispute turns violent at Texas shopping center
A business dispute turned deadly in Carrollton. Texas police now face a two-scene shooting case in a major Koreatown commercial hub.