An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays
Published . Updated .
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Geothermal technology is in the early stages of its own shale revolution, Morgan Stanley says.
Directly affected
- MS Morgan Stanley-6.4% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-3.3% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.0% 18d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- USO United States Oil Fund+8.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “shale” (oil) in this story.
- MSFT Microsoft+1.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-20.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com-3.6% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-17.6% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- XOM ExxonMobil Holdings+6.2% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “shale” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MS | +0.66% | +2.30% | base | +0.34% | after close | after close | after close |
| QQQ | +5.87% | +5.02% | base | +0.70% | after close | after close | after close |
| AIQ | +7.78% | +6.52% | base | +0.73% | after close | after close | after close |
| USO | +4.37% | +7.30% | base | +0.25% | after close | after close | after close |
| MSFT | +4.85% | +4.61% | base | +2.82% | after close | after close | after close |
| GOOGL | +14.89% | +1.62% | base | +0.02% | after close | after close | after close |
| AMZN | +3.01% | -0.81% | base | +2.02% | after close | after close | after close |
| META | +2.22% | +2.94% | base | +2.33% | after close | after close | after close |
| XOM | +0.06% | +1.89% | base | -1.13% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Geothermal technology is in the early stages of its own shale revolution, Morgan Stanley says.
Source: MarketWatch
Invesco Qqq Trust, Series 1 (QQQ) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Global X Fds (AIQ) | that day | +0.73% | still updating |
| Global X Fds (AIQ) | three days earlier | +6.52% | final price |
| Global X Fds (AIQ) | five days earlier | +7.78% | final price |
| Amazon Com (AMZN) | that day | +2.02% | still updating |
| Amazon Com (AMZN) | three days earlier | -0.81% | final price |
| Amazon Com (AMZN) | five days earlier | +3.01% | final price |
| Alphabet (GOOGL) | that day | +0.02% | still updating |
| Alphabet (GOOGL) | three days earlier | +1.62% | final price |
| Alphabet (GOOGL) | five days earlier | +14.89% | final price |
| Meta Platforms (META) | that day | +2.33% | still updating |
| Meta Platforms (META) | three days earlier | +2.94% | final price |
| Meta Platforms (META) | five days earlier | +2.22% | final price |
| MS | that day | +0.34% | still updating |
| MS | three days earlier | +2.30% | final price |
| MS | five days earlier | +0.66% | final price |
| Microsoft (MSFT) | that day | +2.82% | still updating |
| Microsoft (MSFT) | three days earlier | +4.61% | final price |
| Microsoft (MSFT) | five days earlier | +4.85% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +0.70% | still updating |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.02% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +5.87% | final price |
| United States Oil Fund (USO) | that day | +0.25% | still updating |
| United States Oil Fund (USO) | three days earlier | +7.30% | final price |
| United States Oil Fund (USO) | five days earlier | +4.37% | final price |
| ExxonMobil Holdings (XOM) | that day | -1.13% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | +1.89% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +0.06% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 50 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 68 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 7 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 67 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Meta Platforms (META), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Meta Platforms (META) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Meta Platforms (META), worth $1,001 - $15,000 on 22 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)
Companies tied to this story
- QQQ Invesco Qqq Trust, Series 1
In “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- AIQ Global X Fds
In “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “shale” (oil) in this story
- MSFT Microsoft
In “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- GOOGL Alphabet
In “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
For “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- META Meta Platforms
Meta Platforms (META) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays.” Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- XOM ExxonMobil Holdings
For “An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “shale” (oil) in this story
Invesco Qqq Trust, Series 1 (QQQ)
“An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays” (3 Nov 2026) reaches Invesco Qqq Trust, Series 1 (QQQ) through this story.
What ties Invesco Qqq Trust, Series 1 (QQQ) to the headline is this: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Global X Fds (AIQ) is here too. Its reason reads: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Dates and price levels for Invesco Qqq Trust, Series 1 (QQQ)
AIQ traded between 61.70 and 67.40 across 14 sessions. The latest close on file is 62.94. QQQ traded between 680.34 and 758.19 across 20 sessions. The latest close on file is 681.22. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 156.89.
What the saved facts support for Invesco Qqq Trust, Series 1 (QQQ)
46 out of 100Price not final
“An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.