^GSPC$7,423.20+0.56%^IXIC$25,009.60+1.04%^DJI$42,502.91-0.16%^VIX$27.32+2.05%^STOXX50E$67.27+0.73%BTC-USD$79,602.53-1.10%ETH-USD$2,256.92-0.76%SOL-USD$90.98-3.49%AAPL$298.95+1.41%MSFT$405.09-0.66%NVDA$225.86+2.30%TSLA$445.21+2.71%META$616.61+2.26%GOOGL$402.64+3.95%AMZN$270.15+1.63%AMD$445.40-0.64%EURUSD$1.171-0.26%GC$4,687.53-0.59%CL$101.28-1.71%^GSPC$7,423.20+0.56%^IXIC$25,009.60+1.04%^DJI$42,502.91-0.16%^VIX$27.32+2.05%^STOXX50E$67.27+0.73%BTC-USD$79,602.53-1.10%ETH-USD$2,256.92-0.76%SOL-USD$90.98-3.49%AAPL$298.95+1.41%MSFT$405.09-0.66%NVDA$225.86+2.30%TSLA$445.21+2.71%META$616.61+2.26%GOOGL$402.64+3.95%AMZN$270.15+1.63%AMD$445.40-0.64%EURUSD$1.171-0.26%GC$4,687.53-0.59%CL$101.28-1.71%
RockstarMarkets
All sectors
XLU·2.4% S&P 500

Utilities

Power, water, gas distribution. Bond proxy with a hidden AI-data-center demand story.

1D
+0.3%
1W
+1.4%
1M
+4.2%
YTD
+14.2%

Top names

Weighted by sector cap
NEE
NextEra Energy
Weight12.4%
SO
Southern Company
Weight8.4%
DUK
Duke Energy
Weight7.2%
CEG
Constellation
Weight6.4%
AEP
American Electric
Weight4.8%

Top active narrative

50m ago

US Inflation Data Surprises to Upside: CPI Hot, 10-Year Yield at 5%, Fed Rate-Hold Bets Shift

US wholesale inflation surged in April to its fastest pace since 2022 with PPI up 6% year-over-year, driven by energy shocks. The 10-year Treasury yield hit its highest since July, reaching 5%, as markets reprice expectations for Fed rate cuts and hold duration longer. Energy-driven inflation is pressuring USD and equity valuations.

33 mentions · 24h·87 wires·-35 sent
Read the narrative

Other sectors

Technology
XLK
+1.42%
Consumer Discretionary
XLY
+1.18%
Communication Services
XLC
+0.81%
Financials
XLF
+0.62%
Industrials
XLI
+0.42%
Narratives tagged Tech & AI

More from this sector

Narrative·2h ago

US CPI and PPI Beat Estimates; Fed Rate Cut Delay Pressures Yields and Equities

Hotter-than-expected US inflation data in April, including core CPI and producer prices at fastest pace since 2022, reignite recession fears and force market repricing of Fed rate-cut odds, pushing 10-year Treasury yields to highest since July and dragging down tech stocks.

104 events · 24h·-55
Narrative·4h ago

Hot CPI and PPI Print Reignites Fed Delay Narrative

US inflation data released on May 13 showed producer prices rising 6% year-over-year, the fastest pace since 2022, reviving concerns that the Federal Reserve may need to hold rates higher for longer. The data sent Treasury yields to their highest levels since July and rattled risk assets across equities and crypto.

182 events · 24h·-50
Narrative·5h ago

Trump brings tech CEOs to Beijing talks

President Trump invited NVIDIA, Tesla, and Apple executives to join his China summit with Xi Jinping, sparking speculation about US-China AI and trade negotiations. The move sent tech stocks surging on hopes of tariff relief or joint ventures.

108 events · 24h·+65
Narrative·5h ago

Hot inflation data complicates Fed rate-cut expectations

US wholesale inflation accelerated in April to the fastest pace since 2022, with the producer price index rising 6% year-over-year, pushing bond yields higher and raising questions about when the Federal Reserve can begin cutting rates. The data undermines recent bets on a near-term policy pivot and signals that sticky inflation remains a headwind for equities.

31 events · 24h·-50
Narrative·50m ago

NVDA and TSLA Surge as CEOs Join Trump's Beijing Delegation: AI Geopolitics in Focus

NVIDIA CEO Jensen Huang and Tesla CEO Elon Musk joined President Trump's last-minute China delegation, along with Tim Cook and other top CEOs. NVDA hit a record $5.5 trillion market cap while TSLA advanced on the geopolitical symbolism, lifting tech sentiment despite broader inflation concerns.

122 events · 24h·+45
Narrative·2h ago

Hot CPI, PPI Data Push US Bond Yields Higher; Fed Rate-Cut Bets Delayed

US inflation accelerated in April with core CPI and producer prices rising faster than expected, pushing 10-year Treasury yields to their highest since July and prompting Fed officials to signal extended rate-hold periods. Energy costs from the Iran conflict are a key driver, pressuring both equities and rate-sensitive assets.

52 events · 24h·-35
Narrative·3h ago

Hot US CPI, PPI Data Signal Fed Rate Cuts May Be Further Delayed Than Priced

US wholesale inflation accelerated in April to its fastest pace since 2022, with the PPI rising 6% year-over-year, while core CPI also ran hotter than expected. The 10-year Treasury yield has climbed to its highest since July, pressuring growth-sensitive equities and raising expectations that the Fed will hold rates higher for longer.

31 events · 24h·-40