Wood Mackenzie & Nvidia

Wood Mackenzie: Consultancy projects electrical equipment market for data centers to double to $66 billion by 2030.

Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.

Wood Mackenzie: Consultancy expects refining margins and utilization to remain strong through the decade.

Nvidia: Nvidia's shares declined amid broader tech weakness, but its upcoming earnings are closely watched for AI momentum.

Wood Mackenzie: Wood Mackenzie is a global leader in analytics, insights, and proprietary data across the energy and natural resources landscape. It has published new analysis outlining three distinct outcomes for global LNG markets following the closure of the Strait of Hormuz.

Nvidia: Nvidia>>>'s share price surged after its CEO announced several product updates, including a new chip with AI capabilities, driving optimism in the technology sector.

Wood Mackenzie: Consultancy expects refining margins and utilization to remain strong through the decade.

Nvidia: Nvidia announced AI infrastructure financing, unrelated to the war but part of market news.

Wood Mackenzie: Consultancy expects refining margins and utilization to remain strong through the decade.

Nvidia: Nvidia's stock fell in premarket trading due to higher yields and risk-off sentiment. Its earnings are awaited.

Wood Mackenzie: Wood Mackenzie, an energy firm, has estimated Iran's oil output decline and onshore storage levels, highlighting the economic pressure on Iran.

Nvidia: Nvidia's stock dropped, weighing on the market, but this is attributed to swings in AI technology stocks rather than the geopolitical event.