The "Grid" Bottleneck: AI vs. Utilities
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 7 February 2026
⏱️ 46 minutes
🧾️ Download transcript
Summary
Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity.
Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost Savings.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.1 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.3 | Good afternoon, fellow investors, and welcome back to another episode of InvestTalk. |
| 0:39.9 | I'm Luke Guerrero on today's Friday, February 6th, 2026. |
| 0:45.8 | Just another Friday for us here at InvestTalk. |
| 0:48.7 | We get another great show plan for you today. |
| 0:50.9 | We'll be answering plenty of your questions, talking about the stories that matter, |
| 0:55.2 | and trying to fulfill that mission each and every day to help make you a better and more informed |
| 1:01.6 | investor. Now, before we talk about the market performance, and it was certainly a reversal of a day |
| 1:08.9 | from the past couple days, before we run down those show topics, this show is about your questions primarily. |
| 1:14.8 | It's about what's on your mind. |
| 1:16.6 | So let's tackle this caller question now. |
| 1:19.0 | Yes, this is Dave from Friant, California. |
| 1:22.7 | I was calling about X-L-I. |
| 1:27.4 | I own it, and I was thinking with the way the economy's turning, it might be time to cash in. |
| 1:35.1 | Thank you. |
| 1:36.2 | Ticker X-L-I is the State Street Industrial Select Sector Spider-E-T-F. |
| 1:43.2 | What it does is it tries to get you industrial exposure by selecting |
| 1:47.4 | from the S&P 500, and thereby limiting most of its, or rather some of its, small and mid-cap |
| 1:53.2 | exposure. If you look at the market cap percentage in this fund, 0% in small caps, 1.19% in midcaps, and then 98.76% in large caps. It's going to give |
| 2:06.9 | you your aerospace and defense manufacturing, your machinery manufacturing, your delivery |
... |
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