NRG Energy tops utilities with 78% surge amid AI power demand
NRG Energy surged 78% in H1 2025, leading S&P 500 utilities due to rising AI data center power demand. Analysts highlight undervaluation and high power price sensitivity, with Barclays assigning an Overweight rating. The $12 billion LS Power acquisition and new plant projects have further boosted retail investor confidence on Stocktwits.