Europe is facing significant challenges related to electricity demand as firms seek to connect to an overloaded grid, spurred by the rise of data centers and AI. Experts highlight the need for substantial grid investment and propose new energy management strategies to address the impending power crunch.

Investors express concern over Vistra Corp.'s delay in securing a data center deal while other companies like Talen Energy continue to face regulatory hurdles and market fluctuations in the rising AI-powered energy landscape.

D.A. Davidson upgraded Sterling Infrastructure to a buy rating with a price target of $185, indicating a potential 51% upside. The firm cites increasing demand for data centers and a strong performance in e-infrastructure solutions as key factors driving this change.

Tech companies are increasingly turning to hydrogen and nuclear energy to power data centers, driven by the demand for AI capabilities and the need for lower carbon emissions.

Microsoft reaffirms its commitment to invest over $80 billion in AI and data centers despite recent reports of canceled leases, while its stock and related companies see declines.