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 ...

The Chinese AI company roiled financial markets and showed the road to growth in electricity demand may be bumpy.

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 ...

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.

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.

**NM signifies a non meaningful value. A dash signifies the data is not available.

If AI really doesn’t need that much power, energy companies have less incentive to produce more.

Energy Transfer LP is well positioned to capitalize on the rising energy demand driven by AI data centers and favorable US ...

Chinese Artificial Intelligence firm DeepSeek has dropped a new AI chatbot it says is much cheaper than the systems operated by US tech giants like Microsoft and Google and could make the technology ...