The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF…
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. That capital buys far more than GPUs:…
On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr. Ankur Crawford made a deceptively simple argument that cuts against…
The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the…
Editor’s Note: a prior version of this article incorrectly stated the Eaton acquisition of Boyd Thermal was pending when the acquisition closed in March. This article has been reflected to reflect this…
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 leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be…
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…
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…
Pre-Market Stock Futures: The futures are trading higher as we start the new trading week. There is an old saying, “Fool me once, shame on you; fool me twice, shame on me.”…
One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
India’s infrastructure boom is creating opportunities for U.S. industrial companies with the scale and capabilities to serve the world’s most populous nation. With ambitious renewable energy targets and massive agricultural modernization, India…
Pre-Market Stock Futures: The futures are trading flat on Tuesday after we opened the week on the downside, with all major indices finishing the day lower. With the Federal Reserve meeting this…
Outrunning Manufacturing’s Recession The U.S. manufacturing sector is grappling with a significant downturn, as shown by the latest ISM Manufacturing PMI index, which fell to 48.0 in July, marking its fifth consecutive…
