Why the Smart Money Could Be Wrong About Energy’s Next Trillion-Dollar Opportunity
Quick Read
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Energy funds shed $3.2 billion in a single week, but falling oil prices are masking AI’s unprecedented structural surge in electricity demand.
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Global data center electricity demand is set to more than double by 2030, making utilities, nuclear, and distributed power providers quiet winners of the AI boom.
Top 5 business cycle mutual funds compared: AUM, returns and portfolio strategy
Business cycle funds are a category of thematic mutual funds that aim to capture investment opportunities across different stages of the economic cycle.
Instead of maintaining a fixed sector allocation, these funds actively shift their exposure across sectors, industries and market-cap segments based on the fund manager’s assessment of changing economic conditions.
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Read MoreThese 3 Mutual Funds Could Be the Biggest Winners of 2H 2026
As investors navigate the second half of 2026, mutual funds with strong fundamentals and favorable analyst ratings are attracting renewed attention. While markets continue to face uncertainty from interest-rate expectations, inflation trends and geopolitical developments, actively managed funds focused on quality businesses and long-term growth may be well-positioned to deliver solid returns.
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Read MoreDow Jones Drops 1.4% as Trump Declares Iran Deal “Over”
Remember when the biggest market worry was whether Samsung‘s (SSNLF +0.00%) earnings were too good? That was Tuesday, aka ages ago. By Wednesday, investors have moved on to weightier concerns such as whether the United States and Iran are about to resume full-scale hostilities.
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Read MoreThe Burst
Nvidia Just Matched Microsoft in Value, So Is It Still a Smart Buy?
Nvidia (NASDAQ: NVDA) just pulled off something extraordinary, again. Fiscal Q1 2026 numbers weren’t just good, they were extraordinary.
Management reported a top line of $44.1 billion, up 69% from the same time last year, and 12% higher than the previous quarter. Net income was an eye-popping $18.8 billion, and that’s in spite of a $4.5 billion charge tied to new U.S.
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Read MoreThe Ivy
Is The Stock with Ticker AI Finally a Buy?
C3.ai shares are back at price levels investors haven’t seen since early 2023, and the reasons are downright concerning.
The artificial intelligence firm with ticker AI has endured a brutal year that began in January when the share price was cut in half. The torpedos keeping hitting the bow, as evidence by the latest business update that pointed to a steep revenue shortfall.
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Read MoreThe Spotlight
Major European Fintech with 36% Upside?
Euronet Worldwide (NASDAQ: EEFT) isn’t particularly well-known on US shores but it sits at the intersection of financial technology and the growing demand for cross-border transactions.
If you’re not already familiar with the firm it has a pretty diverse portfolio of financial technology services that encompass ATMs,
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