Super intelligence is moving from science fiction to zoning hearings, with tech giants signing an informal safety pact while politicians cheer on new data centres as “super intelligence factories.” That mix of hype, scrutiny and concrete pouring is where money is already being committed. This piece unpacks how the latest headlines ripple through AI infrastructure and power, and spotlights three US stocks that sit directly in the crossfire. The stocks covered below are just a sample. The full...

U.S. grid planners are preparing for annual electricity demand growth of about 0.9% to 1.6% through 2050, with data centers emerging as a major driver, and EPRI—the Electric Power Research Institute—suggesting they could account for as much as 17% of U.S. electricity demand by 2030. For the wind, solar, and energy storage industry, this represents […]