In 2024, the AI power trade, which saw surging interest in stocks of power suppliers and equipment makers, has cooled off since June despite rising earnings and positive guidance. This paradox exists because power remains a critical bottleneck for data center expansion, with supply constraints worsening, including substation transformer lead times exceeding 160 weeks and shortages of skilled electricians. Demand forecasts are uncertain as they rely on announcements rather than actual construction, which can be withdrawn. Investors may still find opportunities in regulated utilities, merchant generators, and equipment suppliers serving behind-the-meter demand in the AI sector.
AI power bottleneck and its profit challenges provide context for this Utilities-sector snapshot. For readers following Utilities, here is Pluang's market snapshot as of Sep 21, 2026 06:01 WIB: of 21 priced Utilities-sector US stocks, 2 rose and 19 fell. Entergy Corporation (ETR) is at USD 102.01 with a -1.26% change and a typical hold time of 5 days. Dominion Energy Inc (D) stands at USD 63.57, down -1.12%, with a hold time of 74 days. Sempra Energy (SRE) is priced at USD 81.31, down -1.11%, with a hold time of 1 day.
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