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.
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.
The U.S. technology sector, especially, the artificial intelligence (AI) space, is crawling back to normalcy after the DeepSeek-led rout on Monday. DeepSeek raised questions particularly on AI ...
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
For the last year, analysts have warned that the data centers needed for AI would drive up power demand and, by extension, ...
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 ...
Pipeline networks and nuclear startups. Texas landowners and fuel-cell makers. In one brutal blow, DeepSeek has revealed just how many energy-related businesses in the US have been banking on an ...
AI-exposed power stocks attempted a rebound Tuesday after getting crushed over worries of less-than-expected energy demand.
In the most recent episode of Pivot, Kara Swisher and Scott Galloway discuss the Chinese AI firm and its cost-effective new ...