Utilities Stocks Week Ahead (Dec 22–26, 2025): Data-Center Power Demand, Record PJM Prices, and Fed “Pause” Signals Shape the Holiday Trade
Utilities stocks face a shortened trading week as investors weigh lower interest rates against rising capital spending tied to AI-driven electricity demand. U.S. markets close early Dec. 24 and remain shut Dec. 25. Key economic data, including Q3 GDP and jobless claims, could sway rate expectations and utilities valuations. The sector remains volatile amid thin holiday trading and ongoing grid investment pressures.