JPMorgan says buy these power producers on the ‘paradigm shift’ in electricity demand from AI data centers
Independent power producers Vistra , Constellation Energy and Talen Energy are positioned to benefit from a “paradigm shift” in electric demand from artificial intelligence data centers, according JPMorgan. The investment bank initiated coverage of the stocks Thursday with overweight ratings. Shares of the three power companies are poised for more upside even after their tremendous…