- Barrons.com
3 Stocks to Benefit From the AI Datacenter Power Boom
Artificial intelligence will double the growth of electricity demand in the U.S., according to Bernstein analyst Chad Dillard.
- Insider Monkey
Does Cummins (CMI) Expect High Demand?
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Fund (Investor Shares) appreciated 10.17% outperforming the Russell 1000 Value Index’s 8.99%. Stock selection in the Information Technology and Communication Services sectors was the main […]
- InvestorPlace
Wall Street Favorites: 3 Hydrogen Stocks With Strong Buy Ratings for June 2024
Hydrogen stocks have certainly seen better days. The Global X Hydrogen ETF (NASDAQ:HYDR), which holds 29 different hydrogen-related equities and has an AUM of $43.2 million, plummeted 40% over the past 12 months. A tough macroeconomic environment coupled with relatively cheap oil and gas prices have absorbed the attractiveness and competitiveness of companies offering hydrogen energy solutions. In particular, public companies that I will denote as “pure-play” hydrogen stocks, including Bloom Ene
