1. The rapid adoption of AI is reshaping the energy landscape, driving significant growth in the utilities sector. 2. Utilities with nuclear power capabilities are attracting hyperscaler operations, leading to substantial growth. 3. Energy infrastructure service providers are benefiting from AI-driven power needs as grid upgrades and maintenance become a priority. 4. SA Quant has identified five top stocks with positive factor grades and strong buy recommendations. 5. The article discusses the role of AI in transforming the utilities sector and the potential investment opportunities.

1. The investing environment has shifted with declining consumer spending and expected rate cuts. 2. Reaves Utility Income Trust (UTG) has historically benefited from low-rate environments but struggled in high-rate scenarios. 3. UTG is upgraded to a hold as the utility industry and UTG's leveraged model are likely to benefit from anticipated lower rates.