Data center spending could climb to $7 trillion by 2030, according to McKinsey. Advanced Micro Devices expects revenue to grow at a 35% compound annual rate over the next three to five years.
Source: https://www.fool.com/investing/2026/01/15/2-artificial-intel…
Energy Transfer is seeing strong growth projects spring from increasing power demand coming from AI data centers. Western Midstream is making a big push into the produced water business.
Insurance has become one of the most visible and persistent indicators of inflation in household budgets. Rates for health, auto, life, and property insurance have been soaring, all of which preceded the recent shock to energy prices.
Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.
