When investors want to play the AI power boom, the first names that come to mind are hot stocks in emerging energy technologies, such as advanced fuel cell maker Bloom Energy (NYSE:BE) and small modular reactor developer Oklo (NYSE:OKLO). Bloom has major AI partnerships with Oracle and Brookfield, while Oklo has deals with Meta Platforms and Switch.
One company almost no one is talking about is the high-yielding clean-power producer Clearway Energy (NYSE:CWEN). That's a mistake. Its parent (Clearway Energy Group) quietly signed a nearly 1.2-gigawatt (GW) deal to build renewable power for Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and it's getting paid much more for the power produced at some of its legacy ***** ets because the new power buyer is a hyperscaler with voracious energy needs.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That's only the beginning. AI power is one of the catalysts that make Clearway among the top renewable energy stocks to buy.
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