MarketPulse

valuation rotation

2 articles
BenzingaBenzinga··Erica Kollmann

Utilities Eclipse Big Tech: Constellation, NextEra Command Premium Valuations Amid AI Data Center Boom

Utility stocks $CEG and $NEE trade at tech-like valuations, surpassing Meta and Microsoft multiples as AI data center demand drives explosive energy needs.
METAMSFTCEGNEENEEpN+4nuclear powerrenewable energy
BenzingaBenzinga··Namrata Sen

AI Investment Momentum Shifts Beyond Mega-Cap Tech to Infrastructure Plays

AI investment rotating from mega-cap tech giants toward infrastructure plays like semiconductor manufacturers and chip producers as valuations pressure and capex requirements mount.
NVDAMSFTMUTSMPLTR+2hyperscalersmarket rotation