A $10,000 position in Fidelity Clean Energy ETF (NYSEARCA:FRNW) on the last trading day of 2025 was worth about $13,330 by the close on June 4, 2026, a 33% run in a…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
While the headlines obsess over nuclear restarts and small modular reactors, a very different fuel is actually powering the GPU racks running today's AI boom, and the companies sitting on its delivery…
On the May 29, 2026 episode of Mad Money, a caller named Patrick from Virginia brought Jim Cramer a problem most investors would love to have. He bought NVIDIA (NASDAQ:NVDA) back in…
The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in…
Pre-Market Stock Futures: Futures are trading higher as investors return to a holiday-shortened trading week after a record-setting Friday, when the S&P 500, which posted its eighth straight weekly gain, and the…
Wall Street is rediscovering the stock split playbook. In May 2026, KLA (NASDAQ: KLAC | KLAC Price Prediction) announced a 10-for-1 forward stock split alongside a fiscal Q3 earnings beat and a…
Everyone’s talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.…
The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio. COWZ…
Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout. Caterpillar (NYSE:CAT | CAT Price Prediction) stock is up…
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations,…
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
Shares of GE Vernova (NYSE:GEV | GEV Price Prediction) have rerated higher as AI data center power demand reignites investor appetite for the picks-and-shovels of the energy transition. That gravity is now…
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot…
The Nasdaq Composite (^IXIC) is down sharply to start the session, giving back yesterday’s record-setting gains. A Wall Street Journal report revealed that OpenAI fell short of its 2026 sales and user…
