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Yahoo Finance: Southern Company, Duke Energy, and American Electric Power Offer More Direct AI Exposure Than XLU ETF
Yahoo Finance highlights Southern Company (SO), Duke Energy (DUK), and American Electric Power (AEP) as utility dividend stocks that provide more concentrated exposure to AI-driven demand compared to the Utilities Select Sector SPDR Fund (XLU). Southern Company recently signed a 3.2 gigawatt, 25-year contract with OpenAI, with its data center usage up 55% year-over-year. Duke Energy is deploying over $1 billion monthly in regulated capital and has signed 7.8 gigawatts in data-center agreements. American Electric Power's $78 billion five-year capital plan targets 69 gigawatts of contracted load additions through 2030.
Source：Yahoo财经 · Source Link
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