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Infrastructure stocks gain attention as investors rotate from AI
The article highlights National Grid’s dividend yield of 5.3% and notes its transatlantic operations, including US demand from data centers.
MarketBeat Ratings frames a shift in investor focus away from AI-linked stocks, pointing instead to infrastructure businesses tied to wires, towers, and grid upgrades. It cites the Infrastructure Investment and Jobs Act passed in 2021 as a key policy tailwind for long-running projects, including electrical grid updates, repairs of roads and bridges, and investments related to water and desalination. With AI trade volatility increasingly weighing on sentiment into 2026, the outlet argues investors are looking for steadier income alongside lower volatility.
Among the examples, the piece spotlights National Grid Transco, describing it as a regulated utility with operations in the United Kingdom and the Northeast United States. On the UK side, it connects North Sea offshore wind to a grid built for a prior energy era, while on the US side it points to demand from data centers in New England and New York. The outlet also shares figures for National Grid: it says the shares trade around $80.82, the consensus price target is $85.50, and the dividend yield is 5.3%. It further notes that the outlook has drawn mixed analyst opinions tied to the surge in data center demand and the company’s dual-market footprint.