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FEATURE-AI data boom in Mexico fuels rise in dirty energy

Mexico's data center boom is driving a reliance on fossil fuels due to insufficient renewable energy infrastructure. Big Tech companies like Microsoft and Amazon are using natural gas and diesel to meet energy demands, exacerbating pollution. Despite pledges to increase renewable energy, Mexico's grid modernization lags behind AI needs, with data centers expected to require 1.5 GW by 2030. The transition to clean energy is slow, impacting local residents with power cuts and pollution.

Reuters·
US
MSFT
+0.05%
US
AMZN
+0.31%
Reuters·
US
MSFT
+0.05%
US
AMZN
+0.31%

Big Short Investor Danny Moses Warns about AI: 'The Math Isn't Working'

Danny Moses, known for betting against the 2008 housing market, warns of a bubble in the AI market, comparing it to the dot-com era. He advises investing in large tech firms like Amazon, Google, Meta, and Microsoft due to their strong cash flow. Moses is cautious about companies like Oracle, Super Micro Computer, and CoreWeave. He is bullish on uranium for AI's energy needs but notes infrastructure development will be slow.

Tip Ranks·
US
AMZN
+0.31%
US
ORCL
+2.43%
US
META
+0.06%
Tip Ranks·
US
AMZN
+0.31%
US
ORCL
+2.43%
US
META
+0.06%

Why Tesla stock is surging around 2% on Monday

Tesla shares rose 2.6% on Monday after the Delaware Supreme Court reinstated Elon Musk's 2018 compensation plan, ending a long legal battle. Additionally, investor interest in Tesla's robotaxi ambitions increased following a power outage incident in San Francisco that affected rival Waymo's autonomous taxis. Tesla's robotaxis were unaffected, highlighting the differences in technology between the two companies.

Invezz·
US
TSLA
+2.84%
US
TSDD
-5.68%
US
TSLL
+5.69%
Invezz·
US
TSLA
+2.84%
US
TSDD
-5.68%
US
TSLL
+5.69%

3 Soaring Stocks to Hold for the Next 20 Years

The article highlights Nvidia, Alibaba, and Nu Holdings as promising stocks to hold for the next 20 years. Nvidia's growth is driven by AI chips, despite trade restrictions in China. Alibaba benefits from its e-commerce platforms and AI chip development, while Nu Holdings is expanding its fintech services in Brazil, Mexico, and Colombia. All three stocks are considered undervalued relative to their growth potential.

Motley Fool·
US
NVDA
+1.25%
US
NU
+0.80%
US
NVDL
+2.49%
Motley Fool·
US
NVDA
+1.25%
US
NU
+0.80%
US
NVDL
+2.49%

Tesla quietly flexes FSD’s reliability amid Waymo blackout in San Francisco

Tesla showcased the reliability of its Full Self-Driving (FSD) system during a power outage in San Francisco, where Waymo's robotaxis stalled. Tesla's vision-only approach allowed its vehicles to navigate the dark streets without remote intervention, highlighting the robustness of its technology. Elon Musk emphasized the contrast between Tesla's and Waymo's systems, with Tesla's FSD operating like an experienced human driver. Waymo faced challenges, with its vehicles causing traffic jams and requiring manual retrieval during the blackout.

Teslarati·
US
TSLA
+2.84%
US
TSDD
-5.68%
US
TSLL
+5.69%
Teslarati·
US
TSLA
+2.84%
US
TSDD
-5.68%
US
TSLL
+5.69%
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