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America’s power grid is running out of juice — and these stocks stand to gain

MarketWatch Monday 21 September 2026, 20:02 UTC By Hannah Pedone 1 min read

Key Points

SpaceX is one of a host of potential beneficiaries identified by Morgan Stanley as ways to play the intensifying AI power shortage.

SpaceX is one of a host of potential beneficiaries identified by Morgan Stanley as ways to play the intensifying AI power shortage. [Image text:] SPACEX ESPACEN

America (LOCATION) SpaceX (ORG) Morgan Stanley (ORG) AI (ORG)

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America's office bust is entering a new phase, one where time runs out on empty towers as billions of dollars in loans come due. While New York and San Francisco are rebounding from the post-pandemic exodus, cities like Chicago, Denver and Philadelphia are facing the possibility that they will never be the same. Original filename: CTX_2607_com_real_est_DIGI_V3.mxf (Source: Bloomberg)

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America’s power grid is running out of juice — and these stocks stand to gain

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