Would you apply for a loan from MrBeast? The inescapable YouTuber $GOOGL ( ▲ 0.73% ) filed a trademark for his own bank — or, more accurately, a banking app providing investing, crypto, and other related services.

Like all great endings, it was both unpredictable and inevitable in retrospect. But we’re not sure about accepting a loan from a guy who buries people alive for a chance to win some cash. We’ve seen The Sopranos.

— Brooks & Cas

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Quanta Services $PWR ( ▼ 0.84% ) isn’t a household name — but it keeps America’s lights on.

The industrial services firm builds and maintains the grid that powers everything from homes to hyperscale data centers. And with AI driving electricity demand to record highs, that’s good business.

Quanta’s backlog has swelled to $36 billion, offering what Allspring’s Mike Smith calls “strong visibility into long-term growth.” He sees a structural bottleneck forming as data centers devour power faster than utilities can expand the grid. The analyst says that gives Quanta pricing power, predictability, and expanding margins.

Closing just below $434 on Friday, Quanta’s stock trades near the average analyst target of $435, and about 35x 2026 earnings. Expensive? Maybe. But investors seem willing to pay for quality and scarcity.

The company has cleaned up its balance sheet, reduced project risk, and expanded margins. It’s also repurchased $135 million in stock this year, with another $365 million authorized through 2026.

The company’s earnings per share are expected to climb more than 17% this year and next, hitting a record $12.39 in 2026 on double-digit revenue growth.

While renewables make up a third of revenue, management says clean-energy demand remains strong despite political noise. JPMorgan $JPM ( ▼ 0.33% ) analyst Mark Strouse expects clarity on tax credits to lock in projects through 2030.

With AI, grid modernization, and utility-scale solar all pulling in the same direction, Quanta is becoming the backbone of America’s digital and energy revolutions.

In other words, for investors, the power may still be on.

HSBC $HSBC ( ▼ 0.36% ) upgraded Freeport-McMoRan $FCX ( ▼ 1.25% ) to Buy from Hold, citing stronger metals prices and a brighter outlook for copper demand.

Analyst Jonathan Brandt lifted his price target to $50 per share — implying 21% upside — as part of a broader re-rate driven by market volatility and supply disruptions across the mining sector.

Freeport shares have risen nearly 9% this year, but still lag the broader rally in metals. Copper is up 23% year-to-date, while gold has surged 63% to record highs. Brandt expects both trends to continue, saying Freeport should “benefit from the strength in copper and gold prices” after recent underperformance.

Analysts across the Street are increasingly bullish on copper’s long-term trajectory.

The metal is essential to semiconductors, data centers, and cooling systems — key building blocks of the AI economy. With demand rising and supply growth limited, copper could emerge as one of the decade’s defining trades.

Freeport remains one of the best pure plays on that trend. Its vast mineral reserves in copper, gold, and molybdenum position it squarely at the intersection of energy transition and digital infrastructure.

While investor sentiment is mixed — 14 of 23 analysts rate the stock a Buy or Strong Buy — HSBC believes that could change quickly as prices climb.

The bank also raised its earnings estimates for the next two years, betting that stronger commodity fundamentals will flow straight to Freeport’s bottom line.

The mining sector is rarely flashy, but it’s cyclical in all the right ways. And as AI keeps wiring the world, Freeport may prove that old-school metals can still mint new-age gains.

Yesterday morning, in our weekly Street Sheet Research report, we covered a written-off sector primed for a resurgence, a cutting-edge psychedelics company with "potentially game-changing" trial results, and the "too far, too fast" rally you might still be betting on.

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Forget Nvidia $NVDA ( ▲ 0.78% ) and the chip crowd. The frothiest part of the AI boom may now be in energy stocks.

A wave of zero-revenue startups — from nuclear dreamers to hydrogen hopefuls — has swelled to a combined market cap north of $45 billion. Their pitch: tech giants will one day pay handsomely for power that doesn’t yet exist.

But a look at the fundamentals suggests the hype behind these companies may be ballooning beyond their realities. In other words, the AI bubble may be

The poster child is Oklo $OKLO ( ▲ 0.77% ), backed by OpenAI’s Sam Altman. Its shares are up roughly eightfold this year, giving the unlicensed nuclear developer a $26 billion valuation despite not booking a dime in sales.

Runner-up Fermi $FRMI ( ▼ 8.97% ), helmed by former Energy Secretary Rick Perry and ex-GloriFi CEO Toby Neugebauer, commands more than $17 billion even though it hasn’t secured a single customer contract.

Fermi aims to deliver 11 gigawatts of capacity for data centers using gas, nuclear, solar, and batteries. So far, it has equipment covering just 5% of that goal. Other tiny players — Nano Nuclear Energy $NNE ( ▼ 1.18% ), Terra Innovatum $NKLR ( ▲ 3.33% ), and NuScale Power $SMR ( ▼ 7.12% ) — have seen their stocks double or triple on little more than promise.

Even revenue-generating firms look speculative. Bloom Energy $BE ( ▼ 3.12% ) trades at 133x forward earnings after a Brookfield Asset Management $BAM ( ▲ 0.07% ) investment. Plug Power $PLUG ( ▼ 2.3% ) and Centrus Energy $LEU ( ▼ 8.49% ) sport triple-digit multiples as well.

AI-driven power demand may be real, but these valuations echo the EV mania of 2020. Many electric-vehicle startups with no profits quickly crashed back to Earth — and history rarely skips a beat.

If the AI boom ever loses voltage, today’s zero-revenue energy darlings could discover that hype burns hotter than fusion.

On October 1st, we published our monthly Equity Research report, “Aging America”.

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Are you bullish or bearish on the cold storage sector over the next 12 months?

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Are you bullish or bearish on Dell $DELL ( ▼ 1.14% ) over the next 12 months?

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