{
  "id": 6608875,
  "title": "Model Depot - Future: The AI boom is generating new profiteers",
  "url": "https://urgent.news/2026/09/10/musterdepot-zukunft-der-ki-boom-generiert-neue-profiteure",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-10T16:23:04.000Z",
  "source": {
    "name": "Handelsblatt",
    "slug": "handelsblatt",
    "url": "https://www.handelsblatt.com/finanzen/anlagestrategie/musterdepots/musterdepot-der-ki-boom-generiert-neue-profiteure/100252503.html"
  },
  "original_language": "de",
  "account": "Several companies are emerging as winners in the AI boom, including healthcare firms and energy providers. In the healthcare sector, Veeva Systems, Tempus AI, and Oxford Nanopore are benefiting from AI-related activities such as data evaluation, AI tool sales, and providing a foundation for new models. Veeva Systems reported a quarterly revenue of $928 million, beating analyst expectations, while Tempus AI raised its full-year revenue forecast to $1.6 billion. Energy providers like Constellation Energy and Vistra Corporation are also gaining from the growing electricity demand of AI infrastructure, with Constellation raising its annual profit forecast and Vistra announcing a share buyback plan. Uranium company Cameco has been added to a portfolio, with its stock seen as a promising investment due to its dominant position in primary uranium production and recent acquisition of Westinghouse Electric.",
  "summary": "Shares in the healthcare and energy sectors have performed positively. Companies from both areas can together fill an important AI gap.",
  "key_points": [
    "AI boom creates new stock winners, especially in healthcare and energy sectors",
    "Healthcare sector benefits companies like Veeva Systems, Tempus AI, and Oxford Nanopore",
    "Energy sector profits from high demand for power for AI data centers"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}