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How Big Tech Plans to Feed AI’s Voracious Appetite for Power

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Manage episode 498531025 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures.

Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Plans to Feed AI’s Voracious Appetite for Power, OKE - ONEOK Inc., RITM - Rithm Capital Corporation, Tariffs, Municipal Bonds, MUNI - PIMCO Intermediate Municipal Bond Active ETF, PLTR - Palantir Technologies Inc.


Our Sponsors:
* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com
* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com
* Check out Mint Mobile: https://mintmobile.com/INVESTTALK
* Check out Upwork: https://upwork.com
Advertising Inquiries: https://redcircle.com/brands
  continue reading

1912 episodes

Artwork
iconShare
 
Manage episode 498531025 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures.

Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Plans to Feed AI’s Voracious Appetite for Power, OKE - ONEOK Inc., RITM - Rithm Capital Corporation, Tariffs, Municipal Bonds, MUNI - PIMCO Intermediate Municipal Bond Active ETF, PLTR - Palantir Technologies Inc.


Our Sponsors:
* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com
* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com
* Check out Mint Mobile: https://mintmobile.com/INVESTTALK
* Check out Upwork: https://upwork.com
Advertising Inquiries: https://redcircle.com/brands
  continue reading

1912 episodes

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