Editorial companion

What stands out

Bloomberg reports that Alphabet secured a long-term nuclear power arrangement to supply datacenters that run its artificial-intelligence work, while major retailers announced big discount events and oil prices pulled stock futures higher. The Google item stands out because large, steady power contracts reduce a key operating risk for companies running energy-hungry AI infrastructure. The retail discount news is notable because coordinated promotions from Amazon, Target, and Walmart can shift short-term sales mix and margin expectations across the sector.