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Executive Summary

Utilities and Telecoms: AI’s Undiscovered Beneficiaries

By Roger S. Conrad on Jun. 12, 2023

The S&P 500 is still a little more than -10 percent below its January 2022 high water mark. But thanks to a buying wave washing over a handful of now very expensive big technology stocks, the index and related ETFs are up 12.8 percent so far in 2023. The catalyst: An outbreak of interest in stocks perceived as benefitting from adoption of artificial intelligence. The bulls envision a world where AI is used to augment productivity to transform pretty much every industry. Yet at least so far, there’s been little attention paid to the immense volumes of energy and communications bandwidth to support ubiquitous AI chatbots needed to make that dream a reality.

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Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b

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