U.S. utility stocks are off to their best start since 2019. Can they keep it up?

U.S. utility stocks had their strongest start to a year since 2019, supported by a risk-off move tied to the Iran war and robust electricity demand from AI infrastructure buildouts. The article points to a defensive sector benefiting from both geopolitical uncertainty and secular power demand, though it contains no company-specific earnings or guidance updates.

Analysis

U.S. utility stocks had their strongest start to a year since 2019, supported by a risk-off move tied to the Iran war and robust electricity demand from AI infrastructure buildouts. The article points to a defensive sector benefiting from both geopolitical uncertainty and secular power demand, though it contains no company-specific earnings or guidance updates.