U.S. Energy shares surge 11.41% intraday as Kevin O’Leary warns U.S. grid lags China’s expansion, spurring demand for energy infrastructure to power AI.

U.S. Energy surged 11.41% intraday as Kevin O’Leary’s warning about the U.S. energy grid’s inability to support AI-driven demand and the Trump administration’s reset of fuel economy standards signaled heightened focus on energy infrastructure and domestic production. O’Leary highlighted a critical 500-gigawatt power gap, framing energy as essential for sustaining AI growth, while the policy shift toward conventional vehicles and energy independence bolstered demand for traditional energy sectors. These developments positioned energy stocks as strategic assets amid regulatory and geopolitical realignments, directly supporting U.S. Energy’s intraday rally.