GE Vernova posts strong earnings — but power is the new AI bottleneck

Laffer Tengler Investments CEO and CIO Nancy Tengler and her panel of experts weigh in on power generation and grid capacity becoming the new AI bottlenecks, with GE Vernova's (GEV) strong earnings and backlog raising the question of whether local opposition to data centers could threaten the future of energy. Today's panel includes TMX Wall Street Horizon head of corporate event research Christine Short, Siebert Financial chief investment officer Mark Malek, Mahoney Asset Management CEO Ken Mahoney, and Grenadilla Advisory Founder and CEO Anna Rathbun. Video Transcript 00:00 Speaker A Let's let's talk about power cuz that's supposed to be the new log jam to the whole AI.