September’s final trading week reveals a divergence between fundamentals and price action in AI infrastructure. Three major picks-and-shovels beneficiaries of the
US data center demand has outrun the grid’s ability to add generation, and the power buyers know it. PJM’s most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.00/MWd,…
At 10:18 a.m. ET on Monday, Elon Musk told his audience that “AI data centers resulting in lower electricity prices for consumers” and pointed to a post claiming Georgia Power’s new large-load…
Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.
Vistra just signed 20-year nuclear deals with Meta and AWS, acquired thousands of megawatts of gas generation, and committed a billion dollars to an AI venture with NVIDIA and KKR. What CEO…
Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed…
Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains. The reasoning behind that call cuts against…
Peter Thiel's firm just filed a strikingly focused $418 million portfolio that ignores chips entirely and bets everything on a single constraint choking the AI boom before it can fully ignite.
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…
