Data centers require enormous amounts of electricity, tying energy stocks closely to the rise in artificial intelligence. Lately, however, cracks have appeared in the narrative. The cost of insuring CoreWeave's bonds against default has climbed, potentially signaling weaker investor appetite for AI-related debt. Meanwhile, Meta Platforms was mum on its 2027 capital expenditure plans, and investors are questioning the AI trade. These concerns have weighed on AI-linked energy stocks, including Constellation Energy (NASDAQ: CEG), Vistra (NYSE: VST), and Bloom Energy (NYSE: BE). But short-term uncertainty has not changed my long-term investment thesis, and I'll continue to hold all three. Here's why. Image source: Getty Images.
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