AI Bubble Has Sucked in Legrand, Schneider, Siemens and ABB
If artificial intelligence is indeed a bubble, it’s been inflating a lot of companies in places well beyond…
The Big AI Trade in Europe Is All About Data Centers and Power
As the artificial intelligence frenzy drives global equities to record highs, in Europe the momentum is flowing into…
A new forecast on U.S. electricity demand growth shows why we own these 2 industrial stocks
The U.S. is going to be turning on a lot more lights in the coming years — and…