Tag: power demand
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A GE spinoff’s stock is surging as it positions itself as the ‘supermarket’ for AI energy demand
The massive demand for energy as Big Tech races to build its AI infrastructure has been a tailwind for GE Vernova (GEV), the power...
Bank of America Says These 5 Stocks Could Benefit from Rising Power Demand
Key TakeawaysBank of America analysts are predicting increased electricity demand, with certain power companies likely to benefit the most.Analysts wrote that they like DBA...
One portfolio manager’s ways to play the ‘impending power shortage’
There have been a number of headlines about AI's big demand for energy. First, there was the announcement that Constellation Energy (CEG) would restart...