Morgan Stanley sees renewable stock rallying 50% on data center demand from tech industry

The case remains strong that load growth from data centers will be met in large part from renewables and batteries, according to Morgan Stanley.

‘I’m on a fixed budget’: Silver and gold are too rich for my blood. What else can I gift my adorable grandchildren? January 3, 2026
“I’ve already listed them as beneficiaries on my 401(k).”
Quentin Fottrell
Here are the most popular Moneyist columns of 2025 January 3, 2026
Bad executors, greedy friends, inheritances, elder abuse and qualifying for Medicaid featured as the most-read Moneyist columns of the year.
Quentin Fottrell
Retirement investors should beware of our volatile ‘Marie Antoinette’ market January 2, 2026
Volatility is not the typical retirement investor’s friend.
Brett Arends
January’s first trading days predict the stock market’s year — or so they say January 2, 2026
Why the stock market’s odds of rising in 2026 are the same regardless of seasonal indicators.
Mark Hulbert
Stocks need to find their footing fast if investors hope to keep the bears away January 2, 2026
Bullish technical indicators are breaking down.
Lawrence G. McMillan
Tax-related selling could set up these 11 stocks for big gains early in 2026 January 2, 2026
Insider share ownership and corporate profitability are key to finding stocks that have been temporarily sold off.
Michael Brush
Could retail actually rebound in 2026? These are the chains — and trends — to watch. January 2, 2026
Beyond the biggest chains, the past few years have largely been ones to forget for retailers, as shoppers have remained wary about spending amid a battle with higher living costs. Yet some analysts see a path toward a slightly better 2026.
Bill Peters
Tesla EV sales fall short of Wall Street’s low expectations January 2, 2026
Tesla’s rough year took it to its second straight annual sales decline, and saw it lose its global EV sales leadership to China’s BYD.
William Gavin
These undervalued stocks blew away the S&P 500 in 2025 — a 2026 repeat is likely January 2, 2026
Valuation indicators now are extremely bearish for U.S. stocks. Non-U.S. stocks are a much better bet.
Mark Hulbert
China is using silver as an economic weapon. What that means for investors and prices. January 2, 2026
China controls around 70% of the silver that Big Tech, AI and solar power desperately need. Beijing is locking the gates.
Charlie Garcia