Utilities stocks show early recovery as AI power demand grows

Utilities stocks are showing early signs of recovery, according to investingLive’s sector-rotation assessment through the Sept. 8, 2026 U.S. close. The group moved from “Cooling Off” to “Early Accumulation,” citing improved fund demand, better relative performance versus the broader market, and wider participation among the sector’s holdings. The analysis frames the key question as whether AI-driven electricity demand can expand the opportunity beyond a small group of AI-related power names. A key catalyst highlighted by Reuters: NextEra secured a U.S. government loan of up to $1.9 billion to restart Iowa’s Duane Arnold nuclear plant, supported by a 25-year Google power-purchase agreement.