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Podcast: Investing Experts
Episode: AI, data centers and energy demand
Description: Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).Show Notes:Generative AI's Chartreuse Adoption MomentEnergy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?U.S. And Global Energy Drivers And OpportunitiesRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking...