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Sep 18, 2026 9 min

Independence Meets AI Infrastructure Demand

from Schwab Network Hosted by Schwab Network

Louis Navellier of Navellier & Associates reveals a concentrated strategy heavily favoring energy, highlighting refiners like HF Sinclair (DINO), Phillips 66 (PSX), and Marathon Petroleum (MPC), plus natural gas shipper Dorian LPG (LPG), as prime beneficiaries of geopolitical instability and U.S. energy independence. He also points to aerospace and defense names GE Aerospace (GE) and Bloom Energy (BE) as critical plays supporting the data center industry's power demands. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/schwab-Network/dp/B08JJRQG9T/ Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - About | Schwab Network

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Independence Meets AI Infrastructure Demand

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This episode was published on September 18, 2026.

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