Jeff Siegel

AI's biggest bottleneck could be an industrial opportunity. Morgan Stanley MS estimates that U.S. data centers will need roughly 68 gigawatts of power between 2026 and 2028.

AI's power problem is becoming a growth engine for Cummins. Data centers can't simply shut down when the grid fails.

Cathie Wood is betting Tesla will become more than an automaker.

Key Points Hyperscaler AI spending is creating a major opportunity for Cummins. Power systems sales jumped 19% on strong data-center demand.

This latest deal could signal much more demand ahead. Last month, MP Materials MP signed an agreement to supply gadolinium oxide (a key

Key Points MP Materials signed a major long-term aerospace and defense deal. Apple and the Pentagon have already validated MP's strategy.

Rezdiffra's biggest growth opportunity may still be ahead. For Madrigal Pharmaceuticals MDGL stock to take off, three things need to

Past recessions offer an important lesson for long-term investors. There are legitimate reasons to worry about a recession right now.

Aurora's turnaround could make Curaleaf's offer look too low. Curaleaf Holdings CURLF wants to buy Aurora Cannabis ACB for $4 a share. Aurora wants nothing to do with it.

AI could accelerate X-Energy's path toward commercial nuclear power.