What really keeps Wall St. up at night: it's not AI or inflation
Yahoo Finance·2025-11-19 01:11

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. AI’s runaway energy demand is igniting a massive new boom — and most investors aren’t ready for it. On this episode of Trader Talk, Kenny Polcari and Wall Street veteran Lou Basenese break down why the AI build-out is hitting a wall of power, which sectors could benefit first, and where the real long-term value is hiding beyond the Magnificent 7. They uncover opportunities across natural gas, nuclear, data cent ...