The Energy Sector Has Surged 14% in Six Weeks to Become 2026's Undisputed Market Leader as the Most Aggressive Sector Rotation in Years Reshapes Wall Street
The S&P 500 Energy sector has surged 14% in the first six weeks of 2026, dramatically outperforming the broader index's 1.5% gain. The XLE ETF is seeing its most aggressive capital inflows since 2021 as AI data center demand and geopolitical tensions drive a structural revaluation of energy stocks.