How Benzinga’s view on $XLU changed

Channel profile →This channel has 11 credited speakers: Broadcom CEO Hock Tan, Counterpoint Research, Jeff Kilberg (KKM Financial), Jim Cramer / George Kurtz, Ken Langone, Lion, Rothschild (rejected), Swing Baron, Third party cited in the quote, Tim Melvin / Lawrence Chang, Timothy Horan (Oppenheimer)1 entry
2026-09-23Bearish
“$AMD Joins $1T Club, NASDAQ ATH? | PreMarket Playbook | September 23, 2026”
XLU performs poorly in rising interest rate environments due to its dependence on low rates.

The State Street Utility Sector Spider ETF or XLU tracks the utility sector responsible for the power generation required by AI infrastructure.

That XLU chart is some ugly. I thought you were supposed to be safe. uh in not I don't really think that's the case in uh interest uh rate raising environments because they're so uh dependent on on rates being low.