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 market is strong with majority of S&P 500 stocks above their 200-day moving averages. Energy stocks are leading, while defensive sectors may offer lower volatility. Traders can use volatility to their advantage for maximum returns.
Wall Street rose on Wednesday as investors shrugged off fresh trade uncertainty after the White House delayed the start of new tariffs to Aug. 1, raising hopes for new rounds of negotiations.
U.S. stocks were little changed on Tuesday as investors stayed cautious following a series of letters from the White House to major trading partners, outlining sweeping new tariffs.
