Sector Investment 24-Hour Briefing
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Last updated: March 14, 2026, 5:38 AM ET
Energy & Commodities
California's MCERA issued an RFP for investment consulting services, signaling potential infrastructure investment. OpenAI's Altman expressed concern over AI's short-term power demands, stating he's 'hoping for a miracle' to meet the buildout needs, which could drive long-term energy commodity demand.
Fixed Income
Savills closed a $921m acquisition to expand US market capabilities, while the AI infrastructure buildout could pressure tech sector bonds as power demands rise.