Where are the hidden opportunities in the stock market and artificial intelligence?

Motley Fool Money starts now.

Welcome to Motley Full Money. I'm Travis Hoy. I'm joined today by Lou Whiteman and John

Quast. I think we're obligated to talk about artificial intelligence at the top of the show,

but I don't want to go in the direction that we're talking about all over the place with Oracle's deal with Open AI,

what's happening with Google. We'll maybe touch on some things with meta a little bit later. But my question for you guys is, what's happening with Google. We'll maybe touch on some things with meta a little bit later.

But my question for you guys is, what's intriguing in artificial intelligence when you dig a little bit deeper?

We saw some pictures this week of the massive facility, Stargate facility that Open AI is part of building in Texas.

There's got to be a lot of opportunities there.

So, John, what sort of hidden underneath the surface that investors should be looking at with

AI buildout that isn't just these big names like Nvidia?

Yeah, Travis, just kind of the way that I tick, I don't really like the headline grabbing companies as much as I do like

the beneath the surface kind of ways that you can play this artificial intelligence trend.

I think that energy is actually kind of interesting, which if you know me, you know that I

normally would be looking for something shinier in the investment world. But if you look at the information

from the U.S. Energy Information Administration, there was basically 2% annual growth for energy

from 1990 to 2005. Then for the next 15 years, there was essentially no growth in energy,

but now we're entering a period where we're kind of getting

back to that 1990s growth trend for electricity.

And this is electricity demand, right?

So really, I think there was even a century before that, right?

So you have more light bulbs, you have more air conditioners, there's more stuff.

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