
AI data-center utility stocks are getting a tougher investor check this month over whether surging power demand is enough for their high valuations. Evergy Inc. ended Friday at $83.85, up 1.26%. Entergy Corp. edged up 1.11% to $111.11. Both stocks trailed behind some bigger utilities in a generally upbeat day for U.S. stocks.
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.