This AI dark horse sector keeps winning. Stick with the trade, analyst says

Investors should continue favoring the winning stocks within the utilities sector, despite the recent cool-off in the rally, according to Wolfe Research. The S & P 500 sector added just over 2% in April. By comparison, the broad index as a whole climbed over 10% for its biggest monthly gain in more than half of a decade . But the sector is up more than 8% for 2026, outpacing the S & P 500's gain of around 5%. …