Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight. Whether that unravels the entire investment case for the most popular utility ETF…
XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of…
California lawmakers handed utility investors a brutal surprise over the weekend, and the fallout raises an urgent question about whether PG&E and Edison International can absorb what comes next without a credit…
AI data centers are reshaping the American power grid, but most investors betting on this theme are only capturing a fraction of it. Owning the full electricity value chain from transformer to…
XLU was supposed to be the smart way to play the AI power surge, but investors chasing that thesis may have bought into something else entirely. Two ETFs tracking the same energy…
Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain…
XLU built its reputation as the go-to defensive utility holding, but a rival fund just raised its payout for the 14th time and pays monthly, raising the question of whether the most…
Paying five times the fee of a passive utility fund sounds hard to justify, until you look at what the AI power buildout has done to the case for active management in…
AI data centers are rewriting the utility sector's playbook, and four ETFs are jockeying for position as the power grid strains to keep up. Picking the wrong one could mean trading income…
AI runs on semiconductors, cloud platforms, and billions of lines of code, but it also runs on something far less glamorous. A 26-year-old defensive ETF may be sitting at the center of…
Ryne Mauck The AI data-center power crunch has turned utilities from bond proxies into growth stocks, and two funds sit at the center of that trade: the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) and…
US electricity demand grew roughly flat for a decade. That ended once hyperscalers began signing twenty-year power purchase agreements to feed AI training clusters. Utilities are now planning generation and transmission build-outs…
The U.S. economy has proven remarkably resilient over the past two decades. Sure, COVID briefly punished the economy, but the downturn was short-lived after the Federal Reserve slashed interest rates to near…
The utility sector sell-off narrative pivots on a “cost of capital lag,” with critics warning that rising expenses will outpace rate adjustments and squeeze payouts. American States Water (NYSE:AWR), a CPUC-regulated California…
If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the…
