AI Research

2 ways to play the AI energy crisis

Published

2 days ago

September 12, 2025

You already know AI is changing everything—from how we work and communicate to how we invest. But there’s one crucial piece that’s not getting enough attention.

The truth is, none of this AI growth is possible without a massive surge in electricity. According to consulting firm ICF, global power demand is expected to rise by 25% by 2030… and 78% by 2050.

And here’s the kicker: We’re not ready.

Within 3–5 years, blackouts and soaring utility bills could become the norm.

But where there’s crisis, there’s opportunity…

Let’s delve into the numbers that reveal just how severe the looming AI crisis could be… and two sectors savvy investors are buying to capitalize on the situation.

AI’s massive energy problem

New AI data centers are popping up at an astounding rate… Data centers in the U.S. have doubled since 2021. And they’re getting bigger. Tech giants like Meta (META) are building massive eight-story data centers spanning 60 football fields, consuming more electricity than entire cities.

Goldman Sachs predicts the world will need 47 gigawatts of new power generation by 2030 just to support data center growth. To put that number into perspective, it’s equivalent to powering over 32 million homes—a 21% increase in America’s total housing supply.

Even wilder: That’s a conservative estimate—and it doesn’t even take into account the massive amounts of land, water, and other infrastructure that data centers require.

It’s also worth noting that as AI becomes more advanced, its energy needs rise. Liquid-cooled chips like Nvidia’s latest generation require nearly double the power of previous models.

The infrastructure to support this is years behind where it needs to be. Utilities are already warning they can’t guarantee long-term capacity.

Hyperscalers like Microsoft and Amazon are scrambling to lock in power deals 20-plus years out. Microsoft even signed a deal to reopen the infamous Three Mile Island nuclear plant—a project that won’t produce electricity until 2028.

Let that sink in: The biggest tech companies in the world are so concerned about future electricity access, they’re tying up supply decades in advance. If that doesn’t scream investment opportunity, we don’t know what does.

Put simply, AI is driving explosive growth in power demand… And the current energy infrastructure isn’t enough to keep up.

Energy infrastructure investments are projected to reach $150 billion by 2029 to build out capacity for these new power demands.

The situation creates an incredible opportunity for two sectors…

Utilities—no longer just your grandfather’s dividend stock

Forget everything you thought you knew about utilities. Power companies are no longer just slow, steady performers—they’re rapidly becoming the backbone of AI infrastructure.

You can already see this trend playing out in regions with the most data center growth.

For instance, Virginia has the most data centers in the country—more than the next five largest markets combined—thanks to low energy costs and state tax incentives. Meanwhile, regions seeing significant data center growth include Texas, California, Arizona, and Oregon.

Utility companies in these areas are evolving from stable, predictable investments to dynamic growth opportunities. Dominion Energy, Duke Energy, and American Electric Power are just a few examples of companies trading near their 52-week highs. And many of them are cheap at current levels given their growth potential.

The situation is similar to telecommunications companies during the internet and smartphone booms. AT&T (T) and Verizon (VZ) used to be boring dividend stocks… until the internet revolution turned them into major growth stories.

The bottom line: Utilities—once considered slow-growing dividend stocks—are now poised to become the backbone of the AI revolution… and become major growth players in the process.

Uranium: The fuel of the future

Nuclear energy is finally getting the recognition it deserves. It’s clean. It’s scalable. And it’s the only realistic solution to the AI power crunch over the long term.

And the government sees it, too.

Back in May, President Trump issued a series of sweeping executive orders to dramatically ramp up nuclear energy production in the U.S. And the uranium sector is already reaping the rewards…

After a brief selloff earlier this year, the Global X Uranium ETF (URA) has bounced from $20 in April to $42—an 11-year high.

Individual names like Cameco, UEC, Denison Mines, and NexGen Energy are ripping higher, too.

What to do now

We’re still in the early innings of the AI revolution. Yes, AI stocks have run up, and you might feel like you missed the boat. But the truth is that the real opportunity is just getting started.

If you want long-term exposure to AI, start building a position in the companies that make it all possible: utilities and uranium. Because when the world realizes we can’t keep up with AI’s electricity needs, these are the stocks that could surge.

And make sure to join Frank and Daniel for their FREE live event, AI’s Power Crisis: How to Profit Before the Lights Go Out, on September 25 at 7 p.m. ET.

The guys will deep-dive into the AI energy crisis… share the under-the-radar stocks poised to skyrocket… and answer your most pressing questions during a live Q&A.

Get 3 stock picks FREE when you register.

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Related Topics:Artificial intelligence Energy uranium Utilities

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AI Research

NFL player props, odds, lines: Week 2, 2025 NFL picks, SportsLine Machine Learning Model AI predictions, SGP

Published

34 minutes ago

September 14, 2025

Ross Kelly

The Under went 12-4 in Week 1, indicating that not only were there fewer points scored than expected, but there were also fewer yards gained. Backing the Under with NFL prop bets was likely profitable for the opening slate of games, but will that maintain with Week 2 NFL props? Interestingly though, four of the five highest-scoring games last week were the primetime games, so if that holds, then the Overs for this week’s night games could be attractive with Week 2 NFL player props.

There’s a Monday Night Football doubleheader featuring star quarterbacks like Baker Mayfield, C.J. Stroud and Justin Herbert. The games also feature promising rookies such as Ashton Jeanty, Omarion Hampton and Emeka Egbuka. Prop lines are usually all over the place early in the season as sportsbooks attempt to establish a player’s potential, and you could take advantage of this with the right NFL picks. If you are looking for NFL prop bets or NFL parlays for Week 2, SportsLine has you covered with the top Week 2 player props from its Machine Learning Model AI.

Built using cutting-edge artificial intelligence and machine learning techniques by SportsLine’s Data Science team, AI Predictions and AI Ratings are generated for each player prop.

Now, with the Week 2 NFL schedule quickly approaching, SportsLine’s Machine Learning Model AI has identified the top NFL props from the biggest Week 2 games.

Week 2 NFL props for Sunday’s main slate

After analyzing the NFL props from Sunday’s main slate and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Lions receiver Amon-Ra St. Brown goes Over 63.5 receiving yards (-114) versus the Bears at 1 p.m. ET. Detroit will host this contest, which is notable as St. Brown has averaged 114 receiving yards over his last six home games. He had at least 70 receiving yards in both matchups versus the Bears a year ago.

Chicago allowed 12 receivers to go Over 63.5 receiving yards last season as the Bears’ pass defense is adept at keeping opponents out of the endzone but not as good at preventing yardage. Chicago allowed the highest yards per attempt and second-highest yards per completion in 2024. While St. Brown had just 45 yards in the opener, the last time he was held under 50 receiving yards, he then had 193 yards the following week. The SportsLine Machine Learning Model projects 82.5 yards for St. Brown in a 4.5-star pick. See more Week 2 NFL props here.

Week 2 NFL props for Vikings vs. Falcons on Sunday Night Football

After analyzing Falcons vs. Vikings props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Falcons running back Bijan Robinson goes Over 65.5 rushing yards (-114). Robinson ran for 92 yards and a touchdown in Week 14 of last season versus Minnesota, despite the Vikings having the league’s No. 2 run defense a year ago. The SportsLine Machine Learning Model projects Robinson to have 81.8 yards on average in a 4.5-star prop pick. See more NFL props for Vikings vs. Falcons here.

You can make NFL prop bets on Robinson, Justin Jefferson and others with the Underdog Fantasy promo code CBSSPORTS2. Pick at Underdog Fantasy and get $50 in bonus funds after making a $5 wager:

Week 2 NFL props for Buccaneers vs. Texans on Monday Night Football

After analyzing Texans vs. Buccaneers props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Bucs quarterback Baker Mayfield goes Under 235.5 passing yards (-114). While Houston has questions regarding its offense, there’s little worry about the team’s pass defense. In 2024, Houston had the second-most interceptions, the fourth-most sacks and allowed the fourth-worst passer rating. Since the start of last year, and including the playoffs, the Texans have held opposing QBs under 235.5 yards in 13 of 20 games. The SportsLine Machine Learning Model forecasts Mayfield to finish with just 200.1 passing yards, making the Under a 4-star NFL prop. See more NFL props for Buccaneers vs. Texans here.

You can also use the latest FanDuel promo code to get $300 in bonus bets instantly:

Week 2 NFL props for Chargers vs. Raiders on Monday Night Football

After analyzing Raiders vs. Chargers props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Chargers quarterback Justin Herbert goes Under 254.5 passing yards (-114). The Raiders’ defense was underrated in preventing big passing plays a year ago as it ranked third in the NFL in average depth of target allowed. It forced QBs to dink and dunk their way down the field, which doesn’t lead to big passing yardages, and L.A. generally prefers to not throw the ball anyway. Just four teams attempted fewer passes last season than the Chargers, and with L.A. running for 156.5 yards versus Vegas last season, Herbert shouldn’t be overly active on Monday night. He’s forecasted to have 221.1 passing yards in a 4.5-star NFL prop bet. See more NFL props for Chargers vs. Raiders here.

How to make Week 2 NFL prop picks

SportsLine’s Machine Learning Model has identified another star who sails past his total and has dozens of NFL props rated 4 stars or better. You need to see the Machine Learning Model analysis before making any Week 2 NFL prop bets.

Which NFL prop picks should you target for Week 2, and which quarterback has multiple 5-star rated picks? Visit SportsLine to see the latest NFL player props from SportsLine’s Machine Learning Model that uses cutting-edge artificial intelligence to make its projections.

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