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Utilities and the AI Boom
The so-called “magnificent seven” big tech stocks still get most of the attention when it comes to the artificial intelligence boom. But as they run out of steam following last year’s record gains, an up-to-now overlooked AI-linked sector is starting to pick up steam—electric utilities. Roger highlights top utility AI bets with an upside of 50% and more over the next year from this emerging great rotation.
Roger Conrad has advised income investors since the 1980s and is nationally recognized for his expertise in utilities, telecommunications, and energy. He is managing partner at Capitalist Times and author of Power Hungry. Mr. Conrad also serves as an independent director of the NYSE-listed Miller/Howard high-income equity fund and is a contributing editor to Forbes.com.