Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How Utility Stocks Became the Stealth AI Trade in 2026
The S&P 500 hit a fresh record on July 7, 2026, at 7,537, while the VIX drifted to 15.57 — a picture of calm that belies a massive rotation under the surface. Lucas and Luna drill into one of the most unexpected beneficiaries of the AI infrastructure buildout: regulated electric utilities. With data center power demand projected to grow at a compound annual growth rate of 15 percent through 2030, utilities that were once the sleepiest corner of the market now carry the weight of the cloud. The hosts examine two specific companies — one playing offense by building new transmission, one playing…
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