{"id":237213,"date":"2026-01-09T10:00:17","date_gmt":"2026-01-09T15:00:17","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=237213"},"modified":"2026-01-09T11:03:14","modified_gmt":"2026-01-09T16:03:14","slug":"ais-new-energy-rush","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/stocks\/ais-new-energy-rush\/","title":{"rendered":"AI’s New Energy Rush"},"content":{"rendered":"\n

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<\/a> Intro 0:15<\/a> The hidden winners of AI boom? 0:41<\/a> How this list of stocks came together! 2:13<\/a> Stock 1 – Dell Technologies (DELL) 3:05<\/a> Stock 2 – Digital Realty (DLR) 4:08<\/a> Stock 3 – Energy Transfer (ET) 5:30<\/a> Stock 4 – Evergy (EVRG) 7:31<\/a> Stock 5 – MasTec (MTZ) 8:40<\/a> Stock 6 – Modine Manufacturing (MOD) 9:43<\/a> Stock 7 – IREN (IREN) 10:47<\/a> 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…<\/a> And, if you’re just discovering us, subscribe so you don\u2019t miss our next investing video!<\/p>\n","protected":false},"excerpt":{"rendered":"

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.<\/p>\n","protected":false},"author":1608,"featured_media":237221,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[6,8,9,22,3,25],"tags":[],"contributors-categories":[18960],"class_list":{"0":"post-237213","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-north-america","8":"category-region","9":"category-securities","10":"category-stocks","11":"category-traders-insight","12":"category-video-articles","13":"contributors-categories-ticker-take"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"\nAI’s New Energy Rush | Traders' Insight<\/title>\n<meta name=\"description\" content=\"While everyone talks about AI in terms of software and semiconductors, the real driver behind the boom is power. 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