Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.

Russ Cohen

Key Points Modern data centers powered by advanced Nvidia chips require significantly more power compared to traditional setups. Technology companies have signed some major long-term power purchase agreements with independent power producers. Hyperscalers are also turning to behind-the-meter, off-grid power solutions like gas turbines and fuel cells. 10 stocks we like better than Nvidia › … Read more

Can STERIS Stock Deliver as Its $600 Million Chemistry Bet Scales?

Russ Cohen

STERIS plc STE is making its largest-ever investment in a single manufacturing site with a $600 million formulated chemistries Center of Excellence in North Carolina. The project is designed to expand capacity, improve efficiency and support long-term demand across key parts of its portfolio. The opportunity is meaningful, but so is the execution burden. Investors … Read more