AI giant Nvidia and boldface names in tech and finance are backing a new startup that aims to transform data centers into flexible grid assets instead of liabilities.
If stocks are up, they tend to keep going up. But the companies that drove the market higher in the first half of 2025 are not typical of bull markets.
Why it matters: As investors confronted uncertainty, with a record number of companies mentioning the term on earnings calls, market leadership skewed more defensive than growth-oriented.
