These tech giants recognize that the next generation of microprocessors to be used for AI calculations at data centers will ...

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 ...

“The takeaway is that there are many possibilities to develop this industry. The high-end chip/capital intensive way is one technological approach. But DeepSeek proves we are still in the nascent ...

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

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 ...

Even after the week’s losses, few AI-related power stocks look like bargains. One exception: natural gas shares.

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.

DeepSeek claims to use far less energy than its competitors, but there are still big questions about what that means for the ...

Chevron and GE Vernova plan 4GW of gas power plants for data centres, targeting AI's massive electricity needs with first facilities launching in 2027 ...