AI data center pick-and-shovel stocks continue to outperform the market.
Artificial intelligence consumes significant amounts of power, and utilities will have to spend heavily to meet demand.
Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027.
AI needs power, and these three companies are gearing up to deliver it.
The computing power required for AI is much higher than for conventional tasks. Advanced data center cooling systems demand massive amounts of power. Global data center electricity demand will double ...
Nano Nuclear Energy bets on microreactor mobility, while NuScale Power leverages its regulatory edge, both face steep losses ...
FuelCell Energy (NASDAQ:FCEL) stock is up 17% in morning trading on Monday, leading a sharp rally across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is up 6%, while Plug Power ...
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip ...
Beyond obvious AI plays like Nvidia, experts see opportunity in shares of infrastructure companies, some of which remain cheap Companies across industries have pivoted their businesses to get in on ...
Plug Power (NASDAQ: PLUG) had a standout April, with shares surging 38.5% during the month, according to data provided by S&P Global Market Intelligence. The April surge wasn't driven by a single ...
It has been a tough year for Plug Power (NASDAQ: PLUG) stock. At one point, shares were down in value by nearly 20%. But in recent sessions, shares have recovered strongly. In fact, Plug Power stock ...