3 Energy Stocks to Buy as AI Power Demand Surges—and 2 to Avoid

Impact · against what's priced in

The article identifies a significant valuation disconnect for MasTec and Regal Rexnord, suggesting the market is treating them as cyclical industrials rather than AI infrastructure plays. EQT is positioned as the primary beneficiary of a structural electricity deficit that will favor natural gas as the only scalable baseload power source for the next five years.

MTZ+0.60

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