Rapid growth of AI and data centers is creating significant potential opportunities for the world's power producers and renewable energy. Charting Disruption.

Infrastructure investment is an area of bipartisan support, and we believe government funding will likely remain strong, regardless of election outcomes.

As the energy transition continues to gain speed, we expect that companies throughout the renewable energy value chain can potentially benefit.

This month, we discuss U.S. infrastructure development, social media platforms, solar energy, artificial intelligence, FinTech, and more.