Reported about 1 month ago
Jed Dorsheimer from William Blair discusses the energy market's potential in light of AI developments. Highlighting a Buy rating for GE Vernova, he emphasizes that natural gas ownership is vital for investing in renewables as rising energy prices affect consumers. Dorsheimer also identifies Tesla Energy and GE Vernova as promising AI investments, noting that large-scale AI operations require significantly more energy than traditional searches.
Source: YAHOO