Investors are increasingly favoring AI and energy stocks, with trader confidence reaching a two-year peak. This trend is driven by the soaring demand for energy to support AI advancements. Companies like Alphabet are heavily investing in data centers for AI development, leading to a significant rise in electricity consumption, projected to increase by 20% by 2030. AI data centers alone are expected to add an extra 323 terawatt hours to electricity demand. This surge in consumption may spark a natural gas boom, with daily demand potentially rising by 10 billion cubic feet, benefiting both natural gas producers and renewable energy stocks.