Editorial companion

What stands out

On Fox Business, Invest Diva CEO Kiana Danial summed up a common refrain with a punchy turn: "Compute is the new oil." She used that line on Making Money to frame a big, concentrated bet on the suppliers of chips, data centers, and cloud horsepower that run artificial intelligence (AI). For investors who skim headlines, AI looks like a software story; this clip is a reminder the real money may flow to capital-intensive infrastructure with measurable economics, which changes how you evaluate winners and losers.