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

Core Insights - In 2025, power companies experienced a rise in shares due to their exposure to AI technologies, indicating a positive market sentiment towards AI integration in the energy sector [1] - The year 2026 is anticipated to focus on the execution of AI strategies within these companies, suggesting that successful implementation will be critical for maintaining investor confidence and share performance [1] Industry Summary - The integration of AI in the power sector is becoming a significant driver for stock performance, highlighting the importance of technological advancements in energy [1] - Companies are expected to shift their focus from merely adopting AI to effectively executing AI-driven initiatives in 2026, which may impact their operational strategies and market positioning [1]