The rally in power plant stocks is justified due to projecte...

The rally in power plant stocks is justified due to projected electricity demand increase. Companies like Constellation and Vistra with clean, always-available nuclear power are likely to see a premium on contracted prices. Renewable and battery storage developers, on-site fuel cell-powered electricity providers, and transmission line builders could also benefit. Investors should consider keeping a basket of electricity-exposed stocks to profit off the AI theme.