From photovoltaics and nuclear power to coal "taking off across the board," how long can the "AI-powered energy" theme in U.S. stocks last?
The power supply shortage brought about by artificial intelligence has driven a broad rally in U.S. power stocks this year, but with valuations having already priced in much of the optimism, investors will shift focus next year to companies’ actual execution abilities.
This year, the U.S. power sector