Navigating the Complexities of AI Power Trade: Stocks to Watch in 2026.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
0mins
Source: Barron's
Electricity Demand: Tech companies are increasingly competing for electricity to power their AI data centers, driving up demand.
Premium Pricing: The heightened competition has led these companies to pay a premium for electricity, highlighting its value in the tech industry.
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About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








