Big tech companies like Meta, Amazon, and Palantir are investing heavily in AI, driving a surge in datacenter infrastructure. Goldman Sachs predicts a 165% increase in global datacenter electricity demand by 2030, making utility, infrastructure, and real estate ETFs attractive. AI-driven growth is expected to boost regulated utilities like NextEra and Duke Energy, as well as companies upgrading the electrical grid like Johnson Controls and ABB. Infrastructure-focused ETFs like PAVE and IYJ offer exposure to the concrete-intensive reality of AI clusters, while REITs like XLRE benefit from the demand for digital infrastructure. This presents a long-term investment opportunity for ETF investors.
Three dividend stocks stand out in July, offering reliable income, attractive yields, and strong fundamentals to help investors navigate market volatility
Introduction: A New Era of Energy Demand
The global energy landscape is undergoing a seismic transformation. While traditional drivers like population growth and industrialization have long fueled the demand for power, a new wave of technologies—artificial intelligence (AI) and cryptocurrency mining—are turbocharging energy consumption at an unprecedented rate.
A leading firm’s recent upgrade of Duke Energy highlights the utility's massive growth plan and its potential as a leader in a defensive market rotation.
Marjorie Taylor Greene disclosed buying more than 50 stocks in early May. A look at the list and why the congresswoman's past trades have drawn red flags.
Wall Street edged lower by midday Tuesday as uncertainty surrounding trade policies lingered, with investors adopting a cautious approach ahead of Wednesday’s Federal Reserve meeting.
