Exelon: Smart Bet For Yield And Surging Demand

Exelon is a 'pick and shovel' AI enabler, benefiting from surging electricity demand from data centers and digital infrastructure. EXC offers a compelling mix of income and growth, with a 3.5% yield, 5-7% annual EPS growth, and a forward PE under 17. EXC has strong regulatory support, robust credit, and rising transmission investments driven by data center activity.