))
AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI)
Manage episode 418280952 series 3566434
Contenu fourni par Investing in Intelligence. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Investing in Intelligence ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Should AI investors consider utilities? What would be the best AI utilities to invest in? We discuss potential investment opportunities in AI utilities, including Eaton (ETN), Carrier (CARR), and Itron (ITRI). The massive power consumption required for training AI models and the expected growth in data centers has boosted growth potential for these "AI-adjacent" electric companies, and AI investors have responded by buying up utilities and electric companies.
AI Stocks Covered: Eaton (ETN), Carrier (CARR), Itron (ITRI), XLU (Utilities ETF)
You can find our AI utility and AI electrical company holdings and all our other holdings at https://investingintel.ai
26 episodes
Partager
