While the s&p 500 index has repeatedly hit new highs under the wave of AI frenzy, why is the cautious sentiment spreading faster?

Why are some Wall Street analysts nervous despite the record-breaking performance of the S&P 500 index?

Zhitong FinanceJul 1 20:22

Amazon Is Among Tech Giants Looking to Connect Nuclear Plants to Data Centers, Sources Say -- WSJ

By Jennifer Hiller and Sebastian Herrera Tech companies scouring the country for electricity supplies have zeroed in on a key target: America's nuclear-power plants. The owners of roughly a third of

WSJJul 1 11:00

Datacenters consume a large amount of electricity, requiring significant growth in American Electric Power demand.

On July 1st, Glonhooi- Several senior executives from US utilities companies said that if the United States cannot increase its power supply appropriately, the economy will inevitably suffer. Petter Skantze, vice president of NextEra Energy Resources, a subsidiary of the largest utility stock index NextEra Energy, said that the US power supply has not grown in many years, but with the wider application of artificial intelligence (AI), the demand for power in data centers will show strong growth before 2030, and power generation companies must be prepared. This report was previously published by energy advisory company Rystad.

Gelonghui FinanceJul 1 09:17

HTSC: How should electrical utilities invest when 'electricity' becomes a restraint for AI in the USA?

According to Zhitong Finance APP, htsc released a research report stating that the supply and demand expectations of American Electric Power are undergoing profound changes. The emergence of new AI dynamics, the improvement of electrification rate, and the revival of traditional industrial energy use or may lead to a decade of stagnation in American electric power demand.

Zhitong FinanceJun 30 16:22

A Tech Reckoning Is Coming, Financial Pro Says. It's Time to Play Defense.

The Bahnsen Group's chief investment officer recommends taking the moment to buy stocks with a history of paying dividends in defensive sectors.

BarronsJun 29 02:41

Sector Update: Energy Stocks Edge Higher in Late Afternoon Trading

Energy stocks were edging higher late Thursday afternoon, with the NYSE Energy Sector Index rising 0.3% and the Energy Select Sector SPDR Fund (XLE) up 0.1%. The Philadelphia Oil Service Sector index

MT NewswiresJun 28 03:46