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A new research note from Wells Fargo reveals that “power” is among the hottest buzzwords in third-quarter earnings calls so far, with mentions of “power,” “electricity,” or “energy” surging by more than 100% year-over-year among S&P 500 Index ($SPX) members, according to the firm. As hyperscalers scramble to secure power supplies for their ambitious data center projects, Wells Fargo writes, “Power remains our preferred way to play the AI capex cycle.”
