Entries by carbonfund

What Xpansiv’s Latest Investor Update Reveals About the Future of Carbon and Electricity Markets

Ahead of its May 25 annual general meeting, Xpansiv released an investor update that shows where global environmental markets may be heading next. The report highlights a major shift inside one of the world’s largest environmental commodities platforms. Carbon markets are still important, but electricity-linked infrastructure is now becoming a bigger part of the business. […]

Google’s Wild AI Strategy: 500 MW Solar Deal and Potential SpaceX Orbital Data Centers

Google’s parent, Alphabet Inc., is expanding its artificial intelligence (AI) infrastructure strategy on two fronts: securing massive renewable energy supplies on Earth and exploring future data centers in space. The company just signed a 500-megawatt (MW) solar power deal in Texas with Linea Energy. This will help meet the rising electricity needs of its U.S. […]

Oklo (OKLO) Reports Q1 Financial Results: Stock Climbs as It Expands AI-Nuclear Push With NVIDIA and Advances Reactor Licensing

Oklo reported its first-quarter 2026 financial results along with several major business and regulatory updates. The company is still pre-revenue and posted wider losses during the quarter. However, investors focused more on Oklo’s growing reactor pipeline, faster regulatory progress, and new partnerships linked to artificial intelligence (AI) infrastructure. Oklo is becoming part of two major […]

15 Billion Pounds of Nickel: Nikolai Emerges as a Strategic U.S. Critical Minerals Giant

Disseminated on behalf of Alaska Energy Metals Corporation The global race for critical minerals is entering a decisive phase. As countries accelerate clean energy adoption and strengthen defense readiness, the need for secure and domestic supply chains has become urgent. The United States, in particular, is working to reduce its dependence on foreign sources for […]

WULF Stock Climbs on $31 Target as TeraWulf Bets Big on Low-Carbon, Nuclear-Powered Bitcoin Mining

TeraWulf Inc. (NASDAQ: WULF) has received a new $31 price target from Cantor Fitzgerald, reflecting rising investor interest in its low-carbon bitcoin mining strategy. The analyst note points out that TeraWulf uses low-emission energy, which includes nuclear and hydro power at its main facilities in the United States. These include the Lake Mariner site in […]