24/7 Wall Street
19 Jul 2026, 19:58 UTC · 19h ago
Utility ETFs Soar 8% YTD on AI Power Demand. Here's Which One to Buy
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
19 Jul 2026, 19:58 UTC · 19h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Data center equipment is projected to grow at roughly 25% annually for the next four to five years, constrained primarily by electrical infrastructure. — High growth projections for AI infrastructure create a strong fundamental tailwind for utilities and power grid providers.
+0.80The XLU ETF is trading at 23x earnings, significantly above its historical norm of 17x. — Elevated valuations suggest the sector is priced for perfection, increasing the risk of a correction if AI narratives don't meet financial results.
-0.60Constellation and Vistra have signed multi-year supply arrangements with hyperscalers, providing direct exposure to AI data center power pricing. — Direct contracts with big tech shift these companies from regulated rate growth to higher-margin merchant power pricing.
+0.50Continue reading
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The 10-year Treasury yield is at 4.54%, which caps potential multiple expansion for utility stocks. — Higher long-term yields make the fixed-income-like dividends of utilities less attractive and limit valuation growth.
-0.40Which stocks this story touches
Benefiting from direct AI data center power pricing exposure and multi-year supply arrangements with hyperscalers.
Benefiting from direct AI data center power pricing exposure and multi-year supply arrangements with hyperscalers.
Mentioned in a positive context regarding an analyst's successful historical call and current AI stock focus.
Mentioned as a dominant anchor in the utility sector with significant weight in major ETFs, though less direct beta to the AI trade than merchant power.
[a_to_b] Constellation has signed multi-year power supply arrangements with hyperscalers, who utilize NVIDIA hardware for AI data centers.
[a_to_b] Vistra has signed multi-year power supply arrangements with hyperscalers, who utilize NVIDIA hardware for AI data centers.
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