Stocks · News reference
Nvidia Isn't the AI Bottleneck Anymore: These 5 Utility Stocks Are the New Trade
BCA Research says the AI bottleneck is shifting from chips to electricity. Here are five U.S. utility stocks positioned for the power boom.
Reference details
Connected markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Aug 11, 2026, 2:00 PM
- Checked
- Aug 11, 2026, 2:00 PM
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related headlines
Morgan Stanley Maintains Overweight on American Electric Power, Lowers Price Target to $135
Morgan Stanley analyst Stephen Byrd maintains American Electric Power (NASDAQ:AEP) with a Overweight and lowers the price target from $139 to $135.
Read original at benzingaVeeva Systems To Rally Around 13%? Here Are 10 Top Analyst Forecasts For Monday
Top analysts changed outlook on top names. For all changes, see analyst ratings page. AVBP $47, PGR $200, AEP $139, INTU $430, BCSF $13, GEMI $6, VEEV $275.
Read original at benzingaCarl Icahn Trims JetBlue, AEP Stakes While Sitting Out New Stock Bets
Carl Icahn made no new stock purchases in Q2, trimming stakes in JetBlue and American Electric Power. The rest of his portfolio is unchanged.
Read original at benzingaMorgan Stanley Maintains Equal-Weight on Atmos Energy, Lowers Price Target to $190
Morgan Stanley analyst Stephen Byrd maintains Atmos Energy (NYSE:ATO) with a Equal-Weight and lowers the price target from $196 to $190.
Read original at benzingaTruist Securities Maintains Hold on Atmos Energy, Lowers Price Target to $179
Truist Securities analyst Richard Sunderland maintains Atmos Energy (NYSE:ATO) with a Hold and lowers the price target from $188 to $179.
Read original at benzinga