Trump Compares AI Data Centers To Oil Boom — Nvidia CEO Agrees

Constellation Energy vs. Vistra: 2 Very Different Bets on the Same AI Power Boom. Here's Which One I'd Buy.

Constellation Energy and Vistra are both capitalizing on AI-driven electricity demand, with stocks up 137% and 330% respectively over three years. Constellation focuses on nuclear power (22 GW capacity), while Vistra is more diversified with natural gas (62% of capacity) and smaller nuclear operations (15%). The analyst recommends Vistra as the better buy due to its lower valuation (9x 2026 EBITDA vs. Constellation's 21x P/E), greater diversification, and stronger exposure to natural gas, which powers most U.S. data centers.

Senator Bets on Small Cap Stocks Ahead of Likely Rate Hike: Why That Could be Risky

A U.S. senator has added small cap stock ETFs to his portfolio ahead of a potential Federal Reserve rate hike. Here's why the timing matters.

Digital Realty Expands Into Turkiye With Strategic Data Center JV

Digital Realty has announced a strategic joint venture with Ronesans Infrastructure to enter the Turkish market. The partnership will develop a next-generation data center campus in Ankara with over 22MW of carrier-neutral IT capacity, with completion targeted for 2028. Plans also include expansion into Istanbul to create a connected regional infrastructure platform serving cloud, AI, and enterprise digital infrastructure demands.

Gas Turbine Market to Grow from USD 17.80 Billion in 2025 to USD 30.10 Billion by 2035 – Research by SNS Insider

The global gas turbine market is projected to grow at a 5.40% CAGR from 2026 to 2035, driven by coal-to-gas power plant conversions, AI-driven data center demand, and adoption of hydrogen and ammonia-ready combustion technologies. North America leads with 29.50% market share, while Asia Pacific records the fastest growth at 8.30% CAGR. Data centers emerge as the fastest-growing sector with 11.20% CAGR.

GE Vernova Stock Gains Following Bullish Executive Commentary at Morgan Stanley Conference

Shares of GE Vernova are rising Wednesday on upbeat commentary from executive leadership at the 14th Annual Morgan Stanley Laguna Conference.

GE Vernova shares are trading higher after a company executive said at a conference that it expects H2 contract commitments to exceed its 20 GW guidance, sees 50% growth in gas capacity additions by the end of 2026 and expects Q4 contract commitments to be higher than Q3 based on current trends.