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Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge

Source: SeekingAlpha

2026-01-18 22:27:29 ET

Introduction

Last time I covered Sempra ( SRE ), I highlighted the benefits of their $10 billion LNG infrastructure deal, as well as the strong focus on utility growth and solid guidance through 2029, while also standing to benefit significantly from long-term trends such as AI and its significant energy requirements....

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Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge
Sempra Energy 5.750% Junior Subordinated Notes due 2079

NASDAQ: SREA

SREA Trading

-0.33% G/L:

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SREA Stock Data

$14,562,355,125
576,795,892
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