Why the data center slowdown concern is overblown. Two stocks to buy amid the fear
CNBC's Power Insider newsletter argues fears of a data center slowdown are overblown, citing utility CEOs at the Edison Electric Institute conference and a Goldman Sachs note expecting AI spending of about $1.4 trillion by the end of 2027, while explaining how Texas' permitting appointees make Texas the "last stand" for data center builds. It also features an interview with Tilman Fertitta in Rome and highlights analyst picks including First Solar, ExxonMobil, Expand Energy, Cheniere Energy, NiSource, and Xcel Energy.
