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Benzinga
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Nvidia, Meta Thriving On 'Middle-Class Rip-Off' As Power Costs Spiral 267% Amid AI Boom: Larry McDonald

1. Tech giants are thriving amid rising electricity costs tied to AI. 2. Wholesale power prices have surged 267% in five years. 3. AI adoption strains energy grids, affecting households and businesses. 4. Power companies are profiting from increased electricity demand. 5. Consumers face higher bills while tech firms enjoy record profits.

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FAQ

Why Bearish?

Higher energy costs may impact consumer spending and restaurant visits, affecting MCD's sales.

How important is it?

The rise in energy costs can lead to reduced consumer spending in the fast-food sector.

Why Short Term?

The immediate increase in household electricity bills may reduce discretionary spending on dining out.

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