We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ...

Power companies' stocks have been flying of late, tethered to the AI promise — and its lofty power needs. But this week's ...

Jeff Gustavson said Chevron plans to build natural gas power plants that will be directly connected to data centers used by technology companies for AI.

AI's impact on electricity demand is uncertain with the emergence of DeepSeek, causing confusion among investors and leading to a sell-off in power stocks. Less sensitive ETFs include XLU, RSPU, and ...

BofA lowered the firm’s price target on Constellation Energy (CEG) to $366 from $380 and keeps a Buy rating on the shares. Constellation and ...

The Chinese AI company roiled financial markets and showed the road to growth in electricity demand may be bumpy.

On Thursday, OpenAI announced that it is deepening its ties with US government through a partnership with the National ...

The U.S. technology sector, especially, the artificial intelligence (AI) space, is crawling back to normalcy after the ...

We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...

Some analysts were quick to assert that DeepSeek’s leap in AI efficiency—using far less computing horsepower and thus far ...

The Chinese company says its AI model is cheaper and uses less energy than those of its competitors, driving questions about ...

Among the hardest hit were companies with large existing gas and nuclear fleets, along with advanced nuclear technology ...