IMO, energy & utility stocks will likely do well for the near-to-mid future due to the spike in demand for power in data centers. Anything AI-related will require data centers. Many companies that are "stage 2" AI plays are looking to invest in AI to replace humans on the payrolls. The more AI gets incorporated into numerous businesses, the greater the number of data centers needed = $$$ for energy & utility companies. Good, steady divs and probable rising share prices are good things. NEE, DUK, and SO are positioned well on the electrical utility front, and the MLP's / pipelines that transport natural gas to those power plants should see good days ahead. Electric and hybrid vehicles will also increase demand for more electricity. Not all vehicles will go electric, certainly - but the ones that do and the hybrids will need charging.
Keep an eye on new nuclear technology too. Smaller nukes are the green, dependable power sources that are in development for local needs, such as site-specific (and critical) industries, and new data centers. Not an overnight windfall, maybe - but for those with 5 to 25 years out timelines .......