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For the first time in history, the #1 hacker in the US is AI …but as the threats have been evolving, so have the solutions. Over the past year, the focus for all major players has shifted to building an AI-enhanced SOC (Security Operations Center). Every company has a

Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners! Here is what you will learn: ▪️ How are cybersecurity companies adapting to and benefiting from AI ▪️ What does it take to build a

China is about to open up a $50 billion opportunity for AI chip companies for the next 1-2 years...and over $500 billion long term 😯 AI chips and the Data Center value chain are setting up for a blowout 2H. There are three main drivers: 1️⃣ Inference demand is about to

PJM, the biggest US grid, sets capacity prices at $329.17 from $269.92. 🚀 Data centers for AI are driving the biggest surge in US electricity demand in history. Tune into our on-demand webinar on: AI and the Grid to learn more- link in comments 👇 $VST $CEG $NRG $TLN

$GEV Big EBITDA beat. Backlog growth was the highlight. Gas Power slot reservation grew from 50 to 55 GW! ▪️Revenue $9.11 billion, +11% y/y, estimate $8.8 billion. ◦Power revenue $4.76B, +6.8% y/y, vs $4.62B cons. ◦Wind revenue $2.25B, +8.9% y/y, $2.17B cons.