CEG

Utilities Sector Performance: The Utilities sector is the best performer, up 0.5%, with Public Service Enterprise Group Inc (PEG) and Constellation Energy Corp (CEG) gaining 1.8% and 1.5%, respectively. The Utilities Select Sector SPDR ETF (XLU) is also up 0.5% on the day and 15.94% year-to-date.

Year-to-Date Performance of Utilities Stocks: Year-to-date, PEG is down 1.95%, while CEG has increased by 60.40%. Together, these companies represent about 11.5% of XLU's holdings.

Services Sector Performance: The Services sector follows closely, up 0.4%, with notable gains from Expedia Group Inc (EXPE) at 3.4% and Comcast Corp (CMCSA) at 3.2%. The iShares U.S. Consumer Services ETF (IYC) remains flat for the day but is up 9.12% year-to-date.

Year-to-Date Performance of Services Stocks: EXPE has risen 52.95% year-to-date, while CMCSA is down 21.64%. EXPE constitutes approximately 0.5% of IYC's holdings.

GE Vernova's Stock Surge: GE Vernova's stock reached an all-time high after announcing AI-driven guidance, doubling its dividend, and increasing buybacks, showcasing significant growth potential in the AI energy sector.

Constellation Energy's Expansion: Constellation Energy is solidifying its position in the AI energy market with a $27 billion acquisition of Calpine and partnerships with major tech companies, leading to substantial growth in nuclear energy and dividends.

NextEra Energy's Growth Potential: NextEra Energy, a leader in renewable energy, is expected to enhance its power generation capabilities significantly by 2035, with a focus on AI energy solutions and a strong dividend history.

Investment Opportunities in AI Energy Stocks: Investors are encouraged to consider GE Vernova, Constellation Energy, and NextEra Energy as top picks in the AI energy sector, given their robust growth trajectories and increasing demand for electricity driven by AI advancements.