Big tech companies like Meta, Amazon, and Palantir are investing heavily in AI, driving a surge in datacenter infrastructure. Goldman Sachs predicts a 165% increase in global datacenter electricity demand by 2030, making utility, infrastructure, and real estate ETFs attractive. AI-driven growth is expected to boost regulated utilities like NextEra and Duke Energy, as well as companies upgrading the electrical grid like Johnson Controls and ABB. Infrastructure-focused ETFs like PAVE and IYJ offer exposure to the concrete-intensive reality of AI clusters, while REITs like XLRE benefit from the demand for digital infrastructure. This presents a long-term investment opportunity for ETF investors.
The Benzinga Stock Whisper Index highlights five stocks seeing increased interest from readers during the week and a look at the catalysts that could be driving the attention.
Introduction: A New Era of Energy Demand
The global energy landscape is undergoing a seismic transformation. While traditional drivers like population growth and industrialization have long fueled the demand for power, a new wave of technologies—artificial intelligence (AI) and cryptocurrency mining—are turbocharging energy consumption at an unprecedented rate.
The OBBB Act is now law, but what does it mean for the solar industry? Despite new headwinds, these three stocks can withstand changing energy sector trends.
Insights from strategists and analysts can greatly influence market sentiment and investment strategies. CNBC's Halftime Report Final Trades discussed SNV, IYF, NEE-PR, and GILD.
“We don’t want wind, we don’t want solar, because they’re a blight on our country,” President Donald Trump said while answering a reporter’s question during a cabinet meeting in Washington.
Let's have a look at what is happening on the US markets in the middle of the day on Tuesday. Below you can find the top S&P500 gainers and losers in today's session.
As the US market prepares to open on Tuesday, let's get an early glimpse into the pre-market session and identify the S&P500 stocks leading the pack in terms of gains and losses.
