The AI Power Surge: Exelon and the Grid Boom

Breaking News To Trading Moves · Feb 13, 2026 · 13m

Exelon sees strong 2026, beats estimates as higher rates and data-center power demand drive growth

Welcome back to Breaking News to Trading Moves. Today: Exelon’s outlook jump, what it says about US power demand, and which stocks could feel the ripple effects.

What happened

Exelon ($EXC) topped quarterly estimates and guided to a strong 2026 outlook, pointing to higher electricity rates and rising power demand tied to data centers and AI-driven load growth. Management also highlighted a bigger multi-year investment plan to support reliability and grid buildout.

Why the market cares

This is…