The AI Boom Has a Serious Problem Hosted by Bridget BennettFebruary 15, 2026 ShareLink copied to clipboard. Play video for The AI Boom Has a Serious ProblemDetailsGuestsStock market investors are watching energy stocks as the AI data center boom strains the U.S. power grid. Artificial intelligence infrastructure, electricity demand, nuclear power, natural gas, hydrogen energy, and grid modernization are becoming critical to AI growth in 2026. MarketBeat’s Jeffrey Neil Johnson sits down with MarketBeat’s Bridget Bennett to break down six energy stocks positioned to benefit from AI infrastructure spending, power generation expansion, backup generators, gas turbines, SMRs, and Bitcoin miners pivoting to AI data centers.Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioSMRNuScale Power3.2245 of 5 stars$12.52-0.3%N/AN/AGNRCGenerac2.4479 of 5 stars$268.88-0.2%N/A84.29FTAIFTAI Aviation4.5035 of 5 stars$270.290.59%53.63BEBloom Energy3.2874 of 5 stars$261.47+0.2%N/AN/AGEVGE Vernova3.5405 of 5 stars$1,040.75+0.1%0.19%30.32IRENIREN2.545 of 5 stars$61.20N/A127.50 Compare These Stocks Add These Stocks to My Watchlist Jeffrey Neal Johnson, GuestMarketBeat Contributor, MarketBeat Professional Background: Jeffrey Neal Johnson is a freelance content development professional and independent research analyst, specializing in business analysis, market trends, and investment research across multiple sectors, including emerging technologies and equities. He brings a multidisciplinary lens to market coverage, combining strategic insight with financial analysis. Credentials: Jeffrey holds an Associate of Arts in Business Development and draws on over two decades of experience in strategic business development. His investment perspective is primarily self-taught, shaped by hands-on experience in company growth, financial analysis, and a passion for understanding market fundamentals. Finance Experience: Jeffrey has been a contributing writer for MarketBeat since 2023. He focuses on emerging trends and innovative companies across both traditional and disruptive industries. Writing Focus: He covers technology and retail stocks, cryptocurrencies, biotechnology, defense, automotive, and the hospitality sector. His writing blends financial performance analysis with a deeper look at the operational and strategic innovation driving each company. Investment Approach: With a focus on long-term potential, Jeffrey applies a business-first perspective to public companies. He integrates sector knowledge, macroeconomic themes, and company fundamentals to uncover overlooked opportunities. Inspiration: Jeffrey’s entrepreneurial background and passion for teaching shape his writing. His goal is “to teach others how to look beyond the ticker symbols to understand the businesses they are investing in, providing them with the insights to make more informed decisions.” Fun Fact: Jeffrey is fascinated by complex systems—whether they’re high-performance engines, the promise of quantum computing, or the futuristic allure of flying cars. Areas of Expertise: Technology, cryptocurrency, biotechnology, defense sector, automotive industry, hospitality sector, retail stocks Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. 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Hosted by Bridget BennettFebruary 15, 2026 ShareLink copied to clipboard. Play video for The AI Boom Has a Serious ProblemDetailsGuestsStock market investors are watching energy stocks as the AI data center boom strains the U.S. power grid. Artificial intelligence infrastructure, electricity demand, nuclear power, natural gas, hydrogen energy, and grid modernization are becoming critical to AI growth in 2026. MarketBeat’s Jeffrey Neil Johnson sits down with MarketBeat’s Bridget Bennett to break down six energy stocks positioned to benefit from AI infrastructure spending, power generation expansion, backup generators, gas turbines, SMRs, and Bitcoin miners pivoting to AI data centers.Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioSMRNuScale Power3.2245 of 5 stars$12.52-0.3%N/AN/AGNRCGenerac2.4479 of 5 stars$268.88-0.2%N/A84.29FTAIFTAI Aviation4.5035 of 5 stars$270.290.59%53.63BEBloom Energy3.2874 of 5 stars$261.47+0.2%N/AN/AGEVGE Vernova3.5405 of 5 stars$1,040.75+0.1%0.19%30.32IRENIREN2.545 of 5 stars$61.20N/A127.50 Compare These Stocks Add These Stocks to My Watchlist Jeffrey Neal Johnson, GuestMarketBeat Contributor, MarketBeat Professional Background: Jeffrey Neal Johnson is a freelance content development professional and independent research analyst, specializing in business analysis, market trends, and investment research across multiple sectors, including emerging technologies and equities. He brings a multidisciplinary lens to market coverage, combining strategic insight with financial analysis. Credentials: Jeffrey holds an Associate of Arts in Business Development and draws on over two decades of experience in strategic business development. His investment perspective is primarily self-taught, shaped by hands-on experience in company growth, financial analysis, and a passion for understanding market fundamentals. Finance Experience: Jeffrey has been a contributing writer for MarketBeat since 2023. He focuses on emerging trends and innovative companies across both traditional and disruptive industries. Writing Focus: He covers technology and retail stocks, cryptocurrencies, biotechnology, defense, automotive, and the hospitality sector. His writing blends financial performance analysis with a deeper look at the operational and strategic innovation driving each company. Investment Approach: With a focus on long-term potential, Jeffrey applies a business-first perspective to public companies. He integrates sector knowledge, macroeconomic themes, and company fundamentals to uncover overlooked opportunities. Inspiration: Jeffrey’s entrepreneurial background and passion for teaching shape his writing. His goal is “to teach others how to look beyond the ticker symbols to understand the businesses they are investing in, providing them with the insights to make more informed decisions.” Fun Fact: Jeffrey is fascinated by complex systems—whether they’re high-performance engines, the promise of quantum computing, or the futuristic allure of flying cars. Areas of Expertise: Technology, cryptocurrency, biotechnology, defense sector, automotive industry, hospitality sector, retail stocks Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube