Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

You really get an analysis of the insatiable demand of investors into the data center story, but are they starting to question ultimately whether we can meet that insatiable demand when the funding is there in the longer term. No, I think it's quite the opposite. Investor enthusiasm is only growing.If you look at one of our ETFs by some actively managed ETF. It's brought in over $5 billion this year and is now the largest air ETF in the United States. And a lot of the exposure that it is providing to invest ...

Peterson Investment, an investment management firm, released its “Peterson Investment Fund I” second-quarter 2025 investor letter. During the quarter, the fund declined by 10.1%, compared with a 10.9% gain in the S&P 500 including dividends. Despite the short-term setback, Peterson Investment Fund I remains ahead on a year-to-date basis, returning 13.6% net to investors versus the S&P 500’s 6.2% return. Looking further back, the firm highlighted its long-term record of compounding capital. Since its incept ...

Madison, Wisconsin-based Alliant Energy Corporation (LNT) operates as a utility holding company, providing regulated electricity and natural gas services. Valued at $16.5 billion by market cap, Alliant serves nearly 1 million electric and 425,000 natural gas retail customers across Iowa and Wisconsin. Companies worth $10 billion or more are generally described as "large-cap stocks." LNT fits right into that category, with its market cap exceeding this threshold, reflecting its notable size and influence i ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. Brookfield Infrastructure, Delek Logistics, and VICI Properties have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of up to nearly 10%. Brookfield Infrastructure Partners Brookfield Infrastructure Partners L ...

Accessibility StatementSkip Navigation SAN DIEGO, Sept. 23, 2025 /PRNewswire/ -- Sempra (NYSE: SRE) today announced several strategic actions that advance Sempra's corporate strategy. The company is executing on five value creation initiatives designed to simplify Sempra's business model, improve financial performance and reduce risk. The company expects these initiatives to strengthen its ability to deliver improved earnings growth while driving enhanced benefits for customers and communities across its se ...

Nvidia announcing it's going to invest 100 billion dollars in open AI as part of a data center buildout. The plan will require 10 gawatts uh of power. The largest plant in the US currently runs 4.6% uh gawatt.Here to break down what's going on so far, retired Southern Company CEO Tom Fanning, who uh has a long career in trying to figure out how to generate uh power uh for people at obviously at Southern Company. And you're also Atlanta fed um for a while. So you're you're like a uh you wear a lot of differe ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

人工智能能源需求 - 人工智能是电力消耗最大的技术 每个数据中心耗电量相当于一个小型城市 [2] - 人工智能查询和模型更新消耗大量能源 全球电网面临压力 [1][2] - 到明年人工智能可能面临电力短缺问题 电力价格正在上涨 [2] 能源基础设施机会 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于人工智能能源需求激增 [3] - 公司定位为人工智能能源繁荣的"收费亭"运营商 从每滴出口液化天然气中收取费用 [4][5] - 公司在美国液化天然气出口中扮演关键角色 该行业将在"美国优先"能源政策下爆发式增长 [7] 公司业务能力 - 公司是全球少数能执行大型复杂EPC项目的企业 涵盖油气 可再生燃料和工业基础设施 [7] - 公司拥有关键核能基础设施资产 位于美国下一代电力战略核心位置 [7] - 公司将为回流美国的制造商提供设施重建 改造和重新设计服务 [5] 财务状况 - 公司完全无负债 持有相当于市值近三分之一的现金储备 [8] - 公司剔除现金和投资后的市盈率不足7倍 估值极低 [10] - 公司拥有另一家人工智能热门公司的重大股权 为投资者提供多重人工智能增长引擎 exposure [9] 投资吸引力 - 对冲基金开始在闭门投资峰会上推荐该股票 认为其被严重低估 [9] - 公司受益于四大趋势：人工智能基础设施超级周期 关税驱动的回流繁荣 美国液化天然气出口激增 以及核能领域的独特布局 [14] - 该投资机会提供100%以上潜在回报 时间框架为12至24个月 [15][19]

人工智能能源需求 - 人工智能是史上最耗电的技术 每个数据中心耗电量相当于一个小型城市 [2] - 人工智能正将全球电网推向崩溃边缘 每次查询和模型更新都消耗巨大能量 [1][2] - 行业领袖发出警告 人工智能未来发展取决于能源突破 明年可能面临电力短缺 [2] 能源基础设施机会 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于人工智能能源需求激增 [3] - 公司定位为人工智能能源繁荣的"收费亭"运营商 从每度电力出口中收取费用 [4][6] - 公司持有核能基础设施资产 处于美国下一代电力战略核心位置 [7] 公司业务优势 - 公司是全球少数能执行大型复杂EPC项目的企业 涵盖油气、可再生燃料和工业基础设施 [7] - 在美国LNG出口领域扮演关键角色 该行业将在"美国优先"能源政策下爆发式增长 [7] - 公司完全无负债 持有相当于市值三分之一的现金储备 [8] - 公司以低于7倍市盈率交易 估值极具吸引力 [10] 多元化投资价值 - 公司持有另一家人工智能热门企业的重大股权 为投资者提供多重AI增长引擎 exposure [9] - 公司业务覆盖四大增长动力：AI基础设施超级周期、关税推动的回流潮、美国LNG出口激增、核能领域独特布局 [14] - 对冲基金开始在闭门投资峰会上推荐该股票 认为其价值被严重低估 [9] 市场前景 - 华尔街正投入数百亿美元资金用于人工智能发展 训练更智能聊天机器人和自动化产业 [2] - 人工智能将颠覆传统行业 拥抱技术的公司将蓬勃发展 保守企业将被淘汰 [11] - 全球最优秀人才正涌入人工智能领域 保证持续突破性创新和快速技术进步 [12]