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…
The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has quietly become one of the more interesting trades in the market because it sits at the intersection of two crosscurrents. Hyperscaler power demand has…
Jerome Powell passed the Federal Reserve gavel to Kevin Warsh while the committee appears to be drifting opposite to where the incoming chair has historically wanted to go. That is what CNBC’s…
The VIX ripped to 31.05 in late March before settling back near 18, and anyone who watched their growth holdings whip around during that stretch is probably re-reading the case for boring…
Utility stocks have commanded unusual attention from investors lately, and the driving force is the AI build-out reshaping electricity demand across the country. Data centers require enormous, continuous power, and as hyperscalers…
As history has proven, markets go in cycles. There are bullish ascents up and bearish descents down. When they go up, everyone is buoyant because of the paper gains they are making.…
John Seetoo 
