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XLU Investors: Watch PJM’s March 2027 Data Center Framework Decision
Key takeaways
- XLU’s performance hinges on 10-year Treasury yield, with 4.7%+ pressuring dividend appeal and capital costs.
- AI power deals with hyperscalers are repricing top holdings, but gains depend on PJM’s 2027 framework.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Utilities Select Sector SPDR Fund didn t make the cut.
XLU Investors: Watch PJM’s March 2027 Data Center Framework Decision forrest9 / Getty Images Marc Guberti Sun, May 31, 2026 at 6:18 AM GMT+7 4 min read XLU NVDA SO SOMN AEP Quick Read Utilities Select Sector SPDR Fund (XLU) — hyperscaler power demand transforms defensive utility sector into growth story.
XLU’s performance hinges on 10-year Treasury yield, with 4.7%+ pressuring dividend appeal and capital costs.
AI power deals with hyperscalers are repricing top holdings, but gains depend on PJM’s 2027 framework.
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