The "Grid" Bottleneck: AI vs. Utilities
Podcast: InvestTalkPublished On: Sat Feb 07 2026
Description: Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity.Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost Savings.Our Sponsors:* Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com* Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com* Check out Quince and use my code INVEST for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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