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 ...
Even after the week’s losses, few AI-related power stocks look like bargains. One exception: natural gas shares.
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.
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5 AI Infrastructure Stocks to Buy on the Dip After DeepSeek MayhemThe U.S. technology sector, especially, the artificial intelligence (AI) space, is crawling back to normalcy after the ...
The breakout success of Chinese AI platform DeepSeek doesn’t mean a dimmer future for the US electric grid, despite what Wall ...
If AI really doesn’t need that much power, energy companies have less incentive to produce more.
The technology's optimizing capability can help improve energy efficiency, including by managing its own heavy footprint. Abu ...
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