Shares of power producers rose, but not by as much as the broad market, as traders continued to rotate out of the sector.

After strength in recent years, utilities have lagged the S&P 500 to start 2026, said one strategist. The underperformance is curious, given the historic increase in electricity requirements in the U.S. associated with the vast buildout of artificial-intelligence infrastructure.


Write to Rob Curran at rob.curran@dowjones.com

(END) Dow Jones Newswires

01-12-26 1744ET