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Today's Bonus News 3 Sustainable Stocks Benefiting From the AI Energy SurgeWritten by Chris Markoch. Published 10/14/2025. 
Key Points - AI is driving new energy demand, creating tailwinds for renewable energy and sustainability stocks after years of underperformance.
- Fund inflows into renewable funds are rising again, signaling renewed investor interest in the clean energy transition.
- Hubbell, NextEra Energy, and Xylem are well-positioned to benefit from electrification, grid upgrades, and sustainable infrastructure.
Investing in sustainable energy is a reminder that the economy — more than politics — often predicts stock performance. In 2021, renewable energy stocks surged on expectations of favorable treatment from the Biden administration. That growth was later tempered by higher interest rates and slower economic activity. An opposite story is unfolding in 2025. At the start of the year, sustainable investments were under pressure. Data from Morningstar shows that outflows to global sustainable energy funds hit a record of $11.8 billion at the beginning of the Trump administration. That trend has begun to reverse, with roughly $5 billion flowing into those funds in the following quarter. The resurgence has two implications for investors. First, artificial intelligence's energy demands are a tailwind for renewable energy, and meeting that demand will require an all-of-the-above approach. Second, investors now expect results. As with the dot-com era, it's no longer enough for a company to tout an AI strategy — or green credentials; execution and measurable outcomes matter. The best sustainable energy investments will be companies that move beyond "greenwashing" and actually deliver on promises to build a more sustainable economy. A Pick-and-Shovels Play on Electrification Industrial stocks have been among the market's top performers in 2025. That hasn't been the case for Hubbell Inc. (NYSE: HUBB), which is down about 0.8% year-to-date through Oct. 10 and roughly 8.8% over the past 12 months. Hubbell is a classic pick-and-shovels play for utility companies. It supplies the products needed to upgrade the nation's electrical grid and to meet AI's growing power demands. It's not a pure renewable-energy company, but it is essential to the broader electrification story. Top-line growth has been modest over the past year, but the bottom line and margins have improved, including double-digit EPS growth in the latest quarter. Hubbell also reported strong demand from data centers. Analysts forecast a roughly 13.5% increase in HUBB's stock price and about 7.5% earnings growth over the next 12 months. The stock trades at around 23x earnings, a discount to its historical average. Clean Power Leader With Nuclear Upside NextEra Energy Inc. (NYSE: NEE) is a leading renewable energy company and the world's largest generator from wind and solar. With both industries in the Trump administration's crosshairs, some investors may view the timing as risky. There are a few counterpoints. First, the company's backlog for wind and solar projects is still increasing. Second, NextEra is well-positioned to be a provider of nuclear energy, which is recognized as a clean, reliable solution that can meet data-center demand. Through Florida Power & Light Company, NextEra is also one of the nation's largest regulated utilities, which helps provide a solid floor under the company's revenue and earnings. NEE is trading close to its 52-week high and near the analysts' consensus price target. Analysts have been raising targets ahead of the company's earnings report on Oct. 22. With a forward P/E near 22x, the stock offers an attractive valuation for a utility with significant renewable exposure. Water Management Meets the AI Infrastructure Boom Much of the energy conversation focuses on electricity, but water demand shouldn't be overlooked. Xylem Inc. (NYSE: XYL) provides solutions that address critical water challenges, including systems for cooling data centers. The company stands to benefit from the shift from analog to digital water management, as shown by its increasing order backlog across categories and geographies (see report). Some may argue Xylem isn't a pure renewable-energy play, but it aligns closely with broader sustainability and circular-economy trends. That makes it an attractive option for investors seeking exposure to climate-resilient infrastructure. XYL is trading within about 5% of its consensus target and its 52-week average. Notably, Citigroup recently upgraded the stock, and a forward P/E near 31x suggests potential for valuation expansion.
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