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Nvidia's Blowout Earnings Highlight a Challenge in the AI Age
Looking at Nvidia's earnings report is far more than just the technology industry
If Nvidia's demand for AI data center chips shows signs of slowing down in the first quarter, I'm afraid it will trigger major adjustments in various sectors, from AI applications to non-ferrous metals, to energy and electricity.
The AI Boom Is Powering Gas-Pipeline Stocks
Shares of leading natural-gas-pipeline firms Kinder Morgan, Williams, Enbridge, and Oneok are surging based on expectations that data centers will ramp up electricity consumption.
AI-Driven Rally Set To Expand To Power, Commodities, Utilities: 'It's Not Just About Nvidia Anymore'
Nvidia is in the spotlight this week as it prepares to report its first-quarter 2024 earnings on Wednesday.
Since the beginning of the year, it has risen by more than 14%. Is the US utility sector the “hidden winner” of the AI craze?
The utility sector has recovered all of its losses since 2023 and rose nearly 8% in May alone. This is mainly due to the growing belief that the utility sector will benefit from the development of artificial intelligence (AI), which has contributed to recent excellent performance.
Constellation Energy Is Maintained at Overweight by Keybanc
Constellation Energy Is Maintained at Overweight by Keybanc
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