David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.
AI data centers are rewriting America's power grid math, and three nuclear operators have quietly positioned themselves to collect the bill. One even has NVIDIA on its cap table.
Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised…
Nuclear stocks looked unstoppable just weeks ago, but a brutal month-long selloff has split the sector into two very different stories, and knowing which side you are on could determine whether you…
An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across…
Goldman Sachs is warning that a collapse in Chinese oil demand may be only partly reversible, and the reason has less to do with the Strait of Hormuz than with what Chinese…
The AI data-center power crunch has turned utilities from bond proxies into growth stocks, and two funds sit at the center of that trade: the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) and…
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record…
Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
For retirement-focused investors weighing the two dominant independent power producers cashing in on the AI data center buildout, the question is direct: Vistra (NYSE:VST | VST Price Prediction) or Constellation Energy (NASDAQ:CEG)…
The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios…
The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has quietly become one of the more interesting trades in the market because it sits at the intersection of two crosscurrents. Hyperscaler power demand has…
The data center buildout doesn’t seem like it’s about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking…
Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST | VST Price Prediction) stock purchase tied…
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.…
