8:30am ET
Investing
3 AI Data Center Power Stocks to Buy in July
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:…
GEV Coverage Page 4
8:50am ET
Investing
JP Morgan’s Top 3 Stocks for 2026: The Halftime Scorecard
J.P. Morgan flagged three stocks to crush the market in 2026, ranking them by implied upside. Six months in, the pick with the smallest expected gain has done something the other two…
11:36am ET
Investing
Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026
If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the…
2:06pm ET
Investing
AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years
The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova…
Thomas Richmond 1:58pm ET
Investing
AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?
Power has become the bottleneck in the AI buildout. CNBC’s Seema Mody walked the floor of GE Vernova‘s (NYSE:GEV | GEV Price Prediction) 400-acre South Carolina plant on June 24, 2026, and…
Danielle Liverance 1:45pm ET
Investing
Fund Manager: Wall Street Is Using the Wrong ‘E’ to Judge AI Valuations
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…
12:12pm ET
Investing
Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown
CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with…
8:00am ET
Investing
Here Are Wednesday’s Best Wall Street Analyst Research Calls: Block, Charles River Laboratories, Cognizant Technology, Constellation Energy, Credicorp, First Solar, GE Vernova, Huntsman, Macerich, and More
Pre-Market Stock Futures: Futures are trading mixed as we hit the midweek point, as the Space Exploration Technologies (NASDAQ: SPCX | SPCX Price Prediction) or SpaceX IPO rush is starting to fade…
11:19am ET
Investing
This Restructured Energy Monopoly Is a No-Brainer Buy
Oklo Inc. (NYSE:OKLO | OKLO Price Prediction) is the ticker every AI-energy headline keeps shoving in your face, propped up by a 1.2 GW Meta power agreement and a 300% rally in…
9:00am ET
Investing
The Overlooked Fidelity Fund That’s Already Up 84% Over Twelve Months on a Forgotten Thesis
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…
2:55pm ET
Investing
After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started
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)…
7:04am ET
Investing
Forget Nuclear: The Old-School Energy Source Quietly Winning the AI Power Race
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…
12:22pm ET
Investing
Jim Cramer Responds to Investor With 60% of Portfolio in NVIDIA
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…
10:05am ET
Investing
4 Mega-Cap Stocks Positioned for a Potential Split
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…
8:13am ET
Investing
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Albemarle, Booz Allen Hamilton, Cigna, DT Midstream, GE Vernova, Intel, Okta, Travelers, Occidental Petroleum, and More
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…