Artificial intelligence is in fashion these days, as is its energy consumption. From being an innovative technology that would usher in a new era, AI has recently become a problem for many: a problem that makes electricity more expensive and, it seems, does not really live up to the promise of its developers. Big tech…
Quantum services (NYSE: PWR) is in a sweet spot as it is positioned to benefit from the infrastructure buildout needed to boost artificial intelligence (AI) and modernize the power grid. The company’s order book has never been larger, reaching a record $48.5 billion at the end of the first quarter. The stock has more than…
Seagate Technology (STX) has been one of the best-performing stocks in the S&P 500 Index ($SPX) this year, with shares soaring 195.42% year-to-date (YTD). The stock’s stellar rally puts it among the market’s biggest gainers, trailing only Sandisk (SNDK) and Intel (INTC), whose shares have risen approximately 529.26% and 224.15%, respectively, over the same period….
NextEra Energy Inc’s (NYSE:NEE) $190 billion acquisition of all shares of Dominion Energy Inc (NYSE:D) announced Monday would create the world’s largest regulated electric utility and marks the most significant consolidation yet in the fight to meet growing demand for electricity from AI data centers. The combination brings together two complementary pieces of the AI…
For a while now, Super Micro Computer (SMCI) has felt like one of the most frustrating AI stories on the market. On paper, Super Micro Computer is right in the middle of the artificial intelligence (AI) boom, building high-performance servers and liquid-cooled systems that power modern AI workloads. As companies race to build bigger AI…
Aon plc Q1 2026 Results Call Summary – Moby Performance drivers and strategic execution Performance was driven by the 3×3 Plan, which integrates venture capital and human capital capabilities through Aon Business Services (ABS) to deliver results-based advice rather than transactional solutions. Commercial Risk achieved its fourth consecutive quarter of organic growth of 6% or…
By Ross Kerber April 28 (Reuters) – SpaceX’s board of directors approved a compensation plan for founder Elon Musk with goals as futuristic and celestial as the company’s ambitions: colonizing Mars and operating data centers in outer space. Details of Musk’s large pay package, which have not been widely disclosed, were revealed in the company’s…
We have had the technology for nuclear power generation since the 1950s, but, apart from France, all countries have continued to favor oil, natural gas and coal since then. Although that is changing. Around the world, nuclear energy is enjoying a renaissance of renewed interest and investment. In the United States alone, the Department of…
E-commerce and technology giant Amazon.com (AMZN) has been enduring a volatile start to the year, caught between aggressive artificial intelligence (AI) spending plans and rising geopolitical tensions. The situation has become more complex as the conflict in the Middle East has escalated, with recent drone attacks damaging three Amazon Web Services (AWS) data centers in…
There is no doubt that market volatility can be intimidating. However, for those who choose to look at a stock’s long-term performance potential, these strong price movements are somewhat rare opportunities to buy high-quality businesses at attractive prices. Additionally, market noises are forcing investors to take a step back and fundamentally re-evaluate whether existing growth…
