This ALWAYS Happens During an AI Boom (3 Stocks to Buy, 2 to Avoid) Hosted by Bridget BennettMay 3, 2026 ShareLink copied to clipboard. Play video for This ALWAYS Happens During an AI Boom (3 Stocks to Buy, 2 to Avoid)DetailsGuestsThe AI boom and the energy boom are the same story — and most investors are still missing the connection in the stock market. In this video, Rob Spivey from Altimetry Research breaks down why the biggest players in tech are being forced to go "off-grid" to power their data centers — and which energy companies stand to benefit most from that shift. Rob shares three energy stocks he's bullish on right now, two he's actively avoiding, and the accounting-based framework his team uses to find companies the market is still mispricing. Read 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand ExplodesStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioBEBloom Energy2.7841 of 5 stars$302.26-1.8%N/AN/AGEVGE Vernova4.3241 of 5 stars$1,039.71-0.4%0.19%30.29KGSKodiak Gas Services4.1861 of 5 stars$73.67+1.8%2.66%99.56NEENextEra Energy4.577 of 5 stars$88.61-1.2%2.81%22.55ACMAECOM4.9652 of 5 stars$71.98+2.6%1.72%18.79 Compare These Stocks Add These Stocks to My Watchlist Robert Spivey, GuestDirector of Research, AltimetryRobert Spivey is the Director of Research at Valens Research, and its Altimetry and FA Alpha businesses, where he and his team apply the proprietary Uniform Accounting framework to provide unique, differentiated, and alpha generating equity, credit, and macro research to clients. Spivey has appeared on CNBC, been quoted in Barron’s, Bloomberg, US News & World Report, Forbes, Marketwise, on Yahoo! Finance, and on podcasts like Money Life with Chuck Jaffe. He has presented at higher learning institutions including Northeastern University, DePaul University, and HULT International Business School, and been a judge at the CFA Institute Research Challenge. Spivey has held Assistant Portfolio Manager and Analyst positions and has experience at The Abernathy Group, Legacy Capital Management, and Credit Suisse. Spivey has leveraged his experience on both the buy-side and sell-side of finance and opportunities to work in both the credit and equity markets to gain a unique perspective of how markets work together and can offer contrary signals. His experience in communicating analysis to some of the largest investment managers in the world, working as a generalist analyst at a hedge fund, and to helping manage portfolios on the buy-side has helped give him a wide-ranging perspective on investing and identifying market mispricings and what they mean for stock and credit research, and for overall asset allocation and portfolio strategy. Spivey is a CFA Charterholder and member of the CFA Institute. He received a BS in Business Administration with a concentration in Finance and a minor in Philosophy from Northeastern University in Boston.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 BennettMay 3, 2026 ShareLink copied to clipboard. Play video for This ALWAYS Happens During an AI Boom (3 Stocks to Buy, 2 to Avoid)DetailsGuestsThe AI boom and the energy boom are the same story — and most investors are still missing the connection in the stock market. In this video, Rob Spivey from Altimetry Research breaks down why the biggest players in tech are being forced to go "off-grid" to power their data centers — and which energy companies stand to benefit most from that shift. Rob shares three energy stocks he's bullish on right now, two he's actively avoiding, and the accounting-based framework his team uses to find companies the market is still mispricing. Read 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand ExplodesStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioBEBloom Energy2.7841 of 5 stars$302.26-1.8%N/AN/AGEVGE Vernova4.3241 of 5 stars$1,039.71-0.4%0.19%30.29KGSKodiak Gas Services4.1861 of 5 stars$73.67+1.8%2.66%99.56NEENextEra Energy4.577 of 5 stars$88.61-1.2%2.81%22.55ACMAECOM4.9652 of 5 stars$71.98+2.6%1.72%18.79 Compare These Stocks Add These Stocks to My Watchlist Robert Spivey, GuestDirector of Research, AltimetryRobert Spivey is the Director of Research at Valens Research, and its Altimetry and FA Alpha businesses, where he and his team apply the proprietary Uniform Accounting framework to provide unique, differentiated, and alpha generating equity, credit, and macro research to clients. Spivey has appeared on CNBC, been quoted in Barron’s, Bloomberg, US News & World Report, Forbes, Marketwise, on Yahoo! Finance, and on podcasts like Money Life with Chuck Jaffe. He has presented at higher learning institutions including Northeastern University, DePaul University, and HULT International Business School, and been a judge at the CFA Institute Research Challenge. Spivey has held Assistant Portfolio Manager and Analyst positions and has experience at The Abernathy Group, Legacy Capital Management, and Credit Suisse. Spivey has leveraged his experience on both the buy-side and sell-side of finance and opportunities to work in both the credit and equity markets to gain a unique perspective of how markets work together and can offer contrary signals. His experience in communicating analysis to some of the largest investment managers in the world, working as a generalist analyst at a hedge fund, and to helping manage portfolios on the buy-side has helped give him a wide-ranging perspective on investing and identifying market mispricings and what they mean for stock and credit research, and for overall asset allocation and portfolio strategy. Spivey is a CFA Charterholder and member of the CFA Institute. He received a BS in Business Administration with a concentration in Finance and a minor in Philosophy from Northeastern University in Boston.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