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Energy stocks +30% in 2026, crude oil -30% from April peak. Is $XLE pricing AI power demand, not oil?
Investor summaryBullish
Energy stocks rise despite falling oil prices, suggesting XLE is driven by AI power demand rather than crude oil fundamentals.
Bull points
- Energy stocks are decoupling from falling crude oil prices, showing underlying strength.
- XLE could be re-rated as a proxy for AI data center power demand.
Bear points
- Traditional crude oil fundamentals are weak, with prices down 30% from the April peak.
XLEAI 电力 / 核能
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