
Entergy Corp is one of the utility names getting a lift from AI-fueled demand for power. The stock has climbed 33.3% over the last 52 weeks, beating the S&P 500 and the Utilities Select Sector SPDR ETF. A market note out this week described the New Orleans-based company as a straight bet on data centers, more industrial load, and higher grid spending.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.