AI Power Rally: These US Utilities Would Be the Biggest Beneficiaries of Trump's Auction Plan

The US utility sector may be on the verge of the most fundamental change in its financing structure in decades. The plan of designated President Donald Trump to initiate an "emergency auction," in which tech companies would directly finance the expansion of new energy capacities, undermines the traditional dynamics of the industry. For investors, this means that the focus is shifting from defensive dividend stocks to growth stocks that are directly tied to the AI boom. The End of the Classic Capital Brake The biggest obstacle for utilities has...