2026 brings market turbulence with a focus on electricity prices driving grid and generation spending. AI volatility and interest rate changes are key themes. Investors eye mid-May for rate clues. GE Vernova Inc. stands to benefit from power-capacity build cycle. Turbine suppliers like Mitsubishi and Siemens play vital roles in adding capacity quickly. Consulting firms like Bowman Consulting Group Ltd. help with permitting and planning for power projects. Constellation Energy Corp. focuses on selling existing nuclear output. Vistra Corp. watches electricity sentiment closely. May 15, 2026, marks potential shift in rate expectations. Real estate brokerage Douglas Elliman Inc. sensitive to mortgage rates. Quanta Services, Inc. tracks grid infrastructure build-out. Focus on power capacity, AI trends, and rate expectations for 2026 success.

Read more at Yahoo Finance: The Power Bill, the AI Dip, and the Date That Could Flip 2026 Stocks