Stock market investors are watching energy stocks as the AI data center boom strains the U.S. power grid. Artificial intelligence infrastructure, electricity demand, nuclear power, natural gas, hydrogen energy, and grid modernization are becoming critical to AI growth in 2026.
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MarketBeat's Jeffrey Neil Johnson sits down with MarketBeat's Bridget Bennett to break down six energy stocks positioned to benefit from AI infrastructure spending, power generation expansion, backup generators, gas turbines, SMRs, and Bitcoin miners pivoting to AI data centers.
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Video Chapters:
0:00 – Intro
2:04 – Stock 1
5:42 – Stock 2
8:23 – Stock 3
11:45 – Stock 4
14:09 – Stock 5
16:48 – Stock 6
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