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22:13
Jul 26
Park Myung-seok Curator 3PRO TV (삼프로TV)
Utilities benefit from AI power demand.
Goldman Sachs is expressing a preference for utility companies that will supply power for growing data center energy demand. FirstEnergy, Xcel Energy, Duke Energy, Sempra, and Vistra are named as favored names, making them a direct play on the AI infrastructure buildout without taking capex or chip inventory risk.
XEL 1ST
MED

About XEL Analyst Coverage

Buzzberg tracks XEL (Xcel Energy) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Park Myung-seok.