The AI gravy train for power stocks is over. Investors will now focus on who’s getting paid, strategist says.

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Investors are shifting focus from AI exposure to execution in power companies, as strategist Matthew Tuttle predicts a change in market priorities for 2026.

Market Impact

Market impact analysis based on bearish sentiment with 70% confidence.

Sentiment
Bearish
AI Confidence
70%

Article Context

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In 2025, exposure to AI was enough for power companies to see shares rise, but 2026 will be all about execution, says Tuttle Capital Management’s Matthew Tuttle.

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Original article published by Unknown on December 29, 2025.
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