Utilities could enjoy a boost from capex.

Utilities have long been considered a defensive slow-grow investment. However, surging data center demand could push U.S.-based utilities to greatly expand their energy-production capabilities, which could create a lasting revenue boost.

Shifting demographics are changing China’s spending habits.

Chinese consumers are increasingly sorting into the older, more-settled “silver economy” and the younger “singles economy,” resulting in distinct spending patterns. That’s opening opportunities in the travel, health & wellness, entertainment and pet industries.

Soaring oil prices could favor industry leaders.

Pain from higher energy costs isn’t likely to be spread equally. One example: Newer airlines and cruise operators tend to be economy focused, meaning they have less room to pass on or absorb costs, giving an edge to their better established rivals.

Do you hear that? It’s the future of music.

As consumers shift their spending to experiences, concerts have become a major beneficiary. Venues and ticketing companies stand to benefit, and there’s no shortage of performers — social media and streaming are helping new artists build fanbases.