Clean Energy Stocks Extend Rally on AI Demand as Oil Falters

Clean-energy stocks are extending their rally into 2026 on optimism over artificial intelligence demand, while oil companies are under renewed pressure as prices dip.

The S&P Global Clean Energy Transition Index, tracked by more than $5 billion in exchange-traded fund assets, has risen over 3% in the first few trading sessions of the year and its WilderShares peer has climbed more than 8%. In contrast, a benchmark of oil and gas producers has slipped 1%.