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AI’s New Energy Rush

AI’s New Energy Rush

Posted January 9, 2026 at 10:00 am

Jon Erlichman
Ticker Take

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While everyone talks about AI in terms of software and semiconductors, the real driver behind the boom is power. Matt Sallee of Tortoise Capital told us about 8 stocks that are positioned to benefit from the growing energy demands of AI, spanning data centers, servers, utilities, and energy infrastructure. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The hidden winners of AI boom? 0:41 How this list of stocks came together! 2:13 Stock 1 – Dell Technologies (DELL) 3:05 Stock 2 – Digital Realty (DLR) 4:08 Stock 3 – Energy Transfer (ET) 5:30 Stock 4 – Evergy (EVRG) 7:31 Stock 5 – MasTec (MTZ) 8:40 Stock 6 – Modine Manufacturing (MOD) 9:43 Stock 7 – IREN (IREN) 10:47 Stock 8 – The Williams Companies (WMB) Our thanks to Matt for joining us on Ticker Take! You can learn more about him here: https://tortoisecapital.com/bios/matt… And, if you’re just discovering us, subscribe so you don’t miss our next investing video!

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