MISO Reliability Outlook Reaches High Risk in Latest NERC Assessment
The North American Electric Reliability Corporation’s 2025 Long‑Term Reliability Assessment flags the Midcontinent Independent System Operator (MISO) as a “High Risk” region by 2028, earlier than the projected 2029 high‑risk dates for PJM and ERCOT. Reserve margins in MISO are expected to plunge to just 4.3 % by 2030, driven by the retirement of more than 25 GW of thermal capacity, including over 20 GW of coal plants. The ISO is counting on nuclear restarts, new gas capacity, and an Expedited Resource Addition Study to shore up adequacy. Approved transmission plans (Tranche 1 and Tranche 2.1) aim to add 5,000 miles of high‑voltage lines over the next eight years.
Australian Reporting Season (H1 FY26): 6 Key Takeaways for Markets
Australian companies delivered a stronger February reporting season, lifting the ASX 200 3.7% to fresh highs. Earnings beats outnumbered misses by roughly 2.4 to 1, with large‑cap leaders in Financials and Materials driving most of the rally. However, the season was...
“Magnificent 7” Companies Reported Earnings Growth Above 25% for Q4
All seven members of the “Magnificent 7” reported Q4 earnings growth of 27.2% year‑over‑year, comfortably beating analyst forecasts. Six of the seven posted positive EPS surprises, pushing the group’s aggregate earnings beat to 5.5% versus the broader S&P 500’s 6.8% beat. NVIDIA,...
Data and Functionality Signaled Chubb’s Strong 4Q Underwriting Income
Chubb posted fourth‑quarter earnings of $7.52 per share, comfortably beating FactSet’s $6.77 consensus. The insurer’s combined ratio improved to 81.2%, well under the 84.4% estimate, driving record underwriting profitability. Investment income surged, helped by a bond‑heavy portfolio and a favorable...
