RJ Hamster
Oversold Energy Stocks for the 2026 AI Energy Boom
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Oversold Energy Stocks for the 2026 AI Energy Boom
Artificial intelligence hasn’t just fueled upside in mega-cap tech.
It’s also driving a structural change in U.S. electricity demand—something the market spent years ignoring because power growth was basically flat. Now, that’s changing fast as hyperscalers and enterprise customers build (and refill) data centers to support AI training, inference, and the software layer that sits on top of it.
Reuters has highlighted just how quickly utilities are being forced to re-think demand: across recent company updates, nine of the 10 largest U.S. electric utilities identified data centers as a major source of customer growth, prompting many to revise capital spending plans and demand forecasts higher.
Goldman Sachs is also explicit on the magnitude of the buildout, estimating about 47 gigawatts (GW) of incremental generation capacity will be required to support U.S. data-center power demand growth through 2030.
Wells Fargo’s view aligns with the “power demand regime change” thesis: after a long stretch of minimal growth, the firm expects U.S. power demand to step up meaningfully through 2030, with data centers a major driver of that incremental growth.
And independent research underscores the direction of travel: U.S. data centers consumed an estimated 183 terawatt-hours (TWh) in 2024 (about 4% of U.S. electricity), with projections pointing to substantial growth by 2030.
In other words: even if the AI narrative rotates from chips to software, the electricity requirement doesn’t go away. It migrates into the real economy—generation, transmission, distribution, and energy infrastructure.
That’s why pullbacks in select, established energy names can matter. When you can buy durable infrastructure platforms on temporary weakness, you’re often getting paid to wait—via dividends—while the demand cycle develops.
Below are two energy stocks to consider as the AI-driven power buildout accelerates through 2026.
Vanguard Mining Corp.
This small-cap mining company is focused on the ultimate safe haven of metals (OTC: UUUFF)
Vanguard Mining Corp. offers a rare opportunity to ride the dual momentum of gold at historic highs and uranium’s energy resurgence—all through one agile and strategically positioned small-cap stock.
With gold prices near record levels and nuclear energy regaining prominence in the global shift to cleaner, more secure power, Vanguard is well positioned to benefit from both trends. These are not just defensive assets—they are an offensive strategy for investors aiming to stay ahead of the curve.
Company: PG&E Corporation (SYM: PCG)
California grid leverage with a return to normalized operations
PG&E is the parent of Pacific Gas and Electric Company, providing natural gas and electric service to approximately 16 million people across a 70,000-square-mile service area in Northern and Central California.
That footprint matters. California sits at the intersection of electrification policy (EVs, building electrification), population density, and growing demand for data infrastructure. In practical terms, even modest incremental load growth can translate into meaningful long-duration investment needs across the grid—substations, distribution hardening, modernization, and resiliency.
Why it can be a 2026 opportunity (despite the baggage):
- The demand tailwind is real. AI doesn’t care about state lines. Workloads will route to available capacity, and California remains a major hub for technology and cloud adjacency.
- Utilities can be “capex compounding machines.” When regulators allow cost recovery and a reasonable return on rate base, grid investment can translate into steady earnings power over time.
- Income adds patience to the trade. PG&E’s dividend is modest, but it is real: the company declared a $0.05 quarterly dividend payable January 15, 2026 (as part of its regular dividend schedule). The forward yield has been cited around the low-1% range depending on price.
Why the market discounts it (and what to watch):
PG&E is not a “set it and forget it” utility. California wildfire mitigation, regulatory oversight, and rate dynamics are perpetual swing factors. Historically, regulators have weighed customer bill impact against necessary wildfire and reliability investments—creating headline risk around allowed revenue and infrastructure spend.
From a positioning standpoint, that’s exactly why PCG can trade as “oversold” or “too hated” during risk-off periods. If you see improving clarity on capex recovery, customer affordability measures, and operational execution, the stock can re-rate.
Practical approach: consider scaling in on weakness rather than trying to nail a bottom. Utilities can stay cheap longer than expected when politics and rates dominate the tape.
Current price reference: PCG recently traded around $15.14.
Wealthiest Investor News
Venezuela’s Impact on the Oil Market
Musk once hinted Tesla could move into mining.
Oil markets are adjusting — not because of speculation, but because supply flexibility is shrinking.
Venezuela’s disruption is removing key barrels from the system at a time when spare capacity is already limited. Markets are beginning to reflect that shift through price
behavior, volatility, and sector rotation.
We’ve put together a concise trading briefing that breaks it down:
Trading the Oil Supply Shock: Top 3 Energy Stocks Emerging From Venezuela’s Disruption
In this report, you’ll see:
• How supply pressure is showing up before headlines catch up
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Company: Sempra (SYM: SRE)
Scale, dividends, and direct exposure to power + infrastructure buildout
Sempra is a major North American energy infrastructure platform. The company states that it delivers energy to nearly 40 million consumers and operates one of the largest energy networks on the continent, with operations spanning California, Texas, and beyond.
That geographic footprint is important for the AI power cycle. Texas continues to attract data-center investment due to relative permitting speed, land availability, and industrial buildout momentum. California, while more complicated, remains a foundational demand market. A diversified operator with exposure to both markets can be positioned for the “build everywhere” nature of AI infrastructure.
Income while you wait
Sempra also fits the “paid-to-wait” profile. The company’s dividend has been cited around ~3% depending on share price, with a recent quarterly dividend payment of $0.645 per share paid January 15, 2026.
Why it can be considered oversold
Sempra has experienced periods where the stock was hit hard on guidance resets and regulatory/cost narratives—creating sharp dislocations relative to the long-cycle demand opportunity. For example, Barron’s and Investopedia both documented a major selloff tied to earnings and lowered outlook, with the company pointing to regulatory issues and cost pressures.
Those are the moments long-term investors watch closely. The AI-driven power cycle is not a one-quarter event. If the market over-penalizes temporary issues while the long-duration demand curve steepens, that can create an attractive entry window.
How the AI power thesis connects
- Goldman’s estimate of ~47 GW of incremental generation needed through 2030 frames the scale of the buildout.
- Separately, Goldman research has discussed data centers taking a much larger share of U.S. power demand by 2030 in base-case modeling.
- The IEA also expects global data-center electricity demand to rise sharply by 2030, with AI a central driver.
Sempra’s value proposition is not “AI hype.” It’s the boring, necessary infrastructure layer underneath it.
Current price reference: SRE recently traded around $86.92.
The Opportunistic Trader
Amazon’s big Bitcoin embarrassment
Bitcoin’s total market cap recently surged past Amazon’s.
That means Bitcoin is officially bigger than the retail giant that made Bezos the world’s richest man…
Yet almost everyone celebrating Bitcoin’s win today is making the same amateur mistake.
They’re simply buying Bitcoin directly, completely unaware there’s a smarter, potentially far more profitable move to make right now.
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Are there any other high-yield income stocks you’ve got your eye on? What other sectors of the market are you currently interested in? Hit “reply” to this email and let us know your thoughts!
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