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power providers aes and nextera energy are stating that growth is quote explosive at this point. there is electrical equipment makers as well as power management providers. the boughttom line, frank, this extends beyond nvidia and meta of the world we talk about. >> we do talk a bit about those. pippa, i want to ask what is the demand spike for a.i. and data centers and what does it mean for the grid? >> it comes as the grid is under pressure as more things go electric. electric vehicles and heat pumps. for the first time in many years, electricity demand growth is already accelerating before we think about what gen a.i. and new data centers means for the grid. it comes as the grid is increasingly faced with extreme weather events. we have seen a spike in power outages across the country. in california after that record rainfall, specifically. the grid is becoming more distributed. think about the ev batteries on the road and consumers getting rooftop solar, the grid is no longer a central behemoth. the demand growth is coming as the grid shifts and that means there will be a com
power providers aes and nextera energy are stating that growth is quote explosive at this point. there is electrical equipment makers as well as power management providers. the boughttom line, frank, this extends beyond nvidia and meta of the world we talk about. >> we do talk a bit about those. pippa, i want to ask what is the demand spike for a.i. and data centers and what does it mean for the grid? >> it comes as the grid is under pressure as more things go electric. electric...
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Feb 14, 2024
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>> nextera. 9.75% yield. >> all right. so we are green for now. i'll see you on "closing bell."ank you, scott. i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see more, not less, inflation. we'll tell you why. >>> plus, shares of robin hood surging after the company posting a surprise profit and it got more aggressiv
>> nextera. 9.75% yield. >> all right. so we are green for now. i'll see you on "closing bell."ank you, scott. i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see more, not less, inflation. we'll tell you why....
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Feb 14, 2024
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>> nextera. 9.75% yield. >> all right. so we are green for now. i'll see you on "closing bell." "the exchange" is now. ♪ ♪ >>> thank you, scott. i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see more, not less, inflation. we'll tell you why. >>> plus, shares of robin hood surging after the company posting a surprise profit and it got more aggressive in courting customers away from bigger brokerage firms. what happens when those promotions expire? we'll ask. >>> and ev demand is slowing. one company that is trying to change your minds. an interesting concept. >>> markets rebounding today after the worst session in nearly a year following the increase in consumer led inflation. but was that number just a blip or could we be looking at more of a worst case scenario that will require the fed to either keep rates high or simply no
>> nextera. 9.75% yield. >> all right. so we are green for now. i'll see you on "closing bell." "the exchange" is now. ♪ ♪ >>> thank you, scott. i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see...
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Feb 20, 2024
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look at nextera, the leader in renewable energy. you are getting with the discounts. you absolutely want to be looking at some of the slower and boring areas. and i totally agree with your comment, scott, about microsoft and ai. however, it is not just that. i mean home builders have ripped. there's other areas in industrial and there are plenty of other things that have reached higher that are not just on the ai trend. >> i understand that. but not to carry that s&p where it got to last year. and that carried the nasdaq. to all respect the home builders, i know they have a great year. >> and that's fair, scott, but i would also say that it is the area that's down the most with 70%. meta down over 50. so those stocks, they also got the cheapest and they are the most deeply discounted going in to a bad economic environment for those companies, and ai definitely played a role. and i'm not going to push back that ai to play a big role in that for the recovery, scott. >> the question now though, greg, is now what? what areas of the market do you want to be in? and i know
look at nextera, the leader in renewable energy. you are getting with the discounts. you absolutely want to be looking at some of the slower and boring areas. and i totally agree with your comment, scott, about microsoft and ai. however, it is not just that. i mean home builders have ripped. there's other areas in industrial and there are plenty of other things that have reached higher that are not just on the ai trend. >> i understand that. but not to carry that s&p where it got to...