Log inTry free
Theme

AI power stocks

Power producers and power-equipment makers that sell to data centers, whose demand for electricity has grown with AI. It covers plants under long-term contracts with tech companies, and the turbines, fuel cells, and grid gear that serve them.

Today
+1.2%
on average, 10 of 13 up
Average score
7.7
Average. All stocks average 3.7.

Delayed 15+ min, as of 8:13 PM ET. Live for Pro members.

Highest Quality Scores

  1. BEBloom EnergyMakes fuel cells that generate power on site for data centers.+4.17%20
  2. SEISolaris Energy InfrastructureSupplies on-site power generation, including up to 900 MW for a data center.+0.28%18
  3. GEVGE VernovaMakes gas turbines and grid gear that power data centers.+3.89%15
See all 13 ranked, live

Free for 24 hours. No account needed. Then keep going with a free account.

The other 10, by name

Open any stock for its score. Pro members see every stock ranked.

Power producers 6

  • AESAESSells renewable power to data centers; agreed in March 2026 to be taken private.+0.13%
  • BEPBrookfield Renewable PartnersSells renewable power to tech firms, including a hydro deal with Google.+0.99%
  • CEGConstellation EnergySells nuclear power to tech firms, including a plant restart for Microsoft.-0.55%
  • DDominion EnergyPowers Virginia data centers; NextEra agreed in May 2026 to acquire it.+0.40%
  • SOSouthernRuns Southeast utilities that expect data centers to lead their demand growth.+0.30%
  • TLNTalen EnergySells power from its Susquehanna nuclear plant to Amazon under a long deal.+3.33%

Power equipment 3

Fuel cells and on-site power 1

  • INIOInnioMakes gas engines that give data centers their own on-site power.+0.83%
Pro

Here is what Pro members see.

Every theme has a page like this for Pro members, AI power stocks included: each stock ranked live by its Quality Score, with the reason it belongs.

The AI chips theme page a Pro member sees: every AI chip stock ranked live by Quality Score, each with what it does, its part of the theme, its price, the day's move, and its next report
The same page for Pro members, on AI chipsEach stock's price, move, next report, and Quality Score, live, with what it does in the theme.
The scanner's filters on a phone with Theme set to AI chips, under the sort, the minimum Quality Score, and the sector, over company size, and the button that shows the 14 matching stocks
The theme in the scannerPick AI power under Theme in the scanner's filters, then narrow it by score, size, or any other filter.
The New alert form on a phone watching a saved scan, AI chips at Excellent and up, for when a name enters it, sent by the bell on the site, a push notification, and email, with the Save alert button
An optional theme alertAn optional alert when an AI power stock reaches Excellent, by push, email, or the bell.
  • Prices refresh every 2.5 seconds during market hours.
  • Optional alerts by push, email, or the bell.
  • Add it to your Home Screen and it opens like an app.

What moved today

Today, as of 8:13 PM ET, AI power stocks are up 1.2% on average, 10 of 13 up. Bloom Energy (BE) rose most, up 4.2%. Constellation Energy (CEG) fell most, down 0.6%.

What moves AI power stocks

The latest figure

Power price9.8¢+6.5%per kWh, industrial, Julyfrom Jun

The average price US industrial customers paid for electricity in the month. Power is one of the largest running costs of a bitcoin miner, a data center or a smelter.

U.S. Energy Information Administration (EIA), July. Change from June.

Natural gas and 10-year Treasury yield, for Pro members.

What's next

Earnings reports across AI power stocks, the next 30 days

  • EarningsVRTVertiv Holdings Co reports, before the open (estimated date)
  • EarningsBEBloom Energy reports, after the close (estimated date)
  • EarningsINIOInnio reports, before the open (estimated date)

2 more dates, for Pro members.

What are AI power stocks?

Power producers and power-equipment makers that sell to data centers, whose demand for electricity has grown with AI. It covers plants under long-term contracts with tech companies, and the turbines, fuel cells, and grid gear that serve them.

How many AI power stocks are there?

This list has 13, the ones among the stocks Breakaway scores where the theme is the main business. Utilities and suppliers that do not name data centers in their business, and companies whose data center sales are a minor part.

Which AI power stocks have the highest Quality Score?

As of 8:13 PM ET: Bloom Energy (BE) 20, Solaris Energy Infrastructure (SEI) 18, and GE Vernova (GEV) 15. Each stock's own page shows its score and the reasons behind it.

How this list is made

It sells electricity, generating equipment, or grid equipment, and its annual report's business section names data centers as buyers. Each company is checked against its own annual report, and the reason beside it says what it does in this theme. Last checked Oct 2 2026.

Related themes: Data centers, Nuclear and uranium, Solar. More in utilities stocks, or every theme.

Every one of the 13, ranked.

Real-time prices, each stock's Quality Score, the theme's score over 60 sessions, every date ahead, the filing behind each company, and optional alerts.

See all 13 ranked, live

Free for 24 hours. No account needed. Then keep going with a free account.

Prices and scores on this page are delayed at least 15 minutes. Information, not advice.