LNT's expanding customer base, rising utility demand and $13.4B investment plan support long-term revenues and earnings growth through 2029.

NextEra Energy (NEE) is back in focus after Maryland’s Office of People’s Counsel moved to intervene in federal review of its planned merger with Dominion Energy, raising questions about competition and consumer impact. See our latest analysis for NextEra Energy. Against the backdrop of merger scrutiny, NextEra Energy’s share price has eased recently, with a 30 day share price return of 3.3% and a 90 day share price return of 4%, while the 1 year total shareholder return of 15% suggests...

NextEra Energy (NYSE:NEE) faces new regulatory attention as Maryland's Office of People's Counsel moves to join federal review of its proposed merger with Dominion Energy. The state watchdog is seeking participation in Federal Energy Regulatory Commission proceedings to assess potential effects on competition in the PJM regional power market. Consumer advocates in Maryland aim to examine how the transaction could influence electricity prices, service reliability, and market concentration...

Gemini AI just added NextEra Energy (NYSE: NEE) to its AI-run portfolio on Rallies, a platform that gives AI models real money to trade with real-time financial data. The AI portfolio now has 514 shares of the utility, picked up between $84 and $86.35 a share, after adding 60 shares in the latest buy. Gemini […]

TD Cowen analyst says Dominion Energy stock has further upside ahead. He explained why in a research note this week.

Moderna upgraded, Baidu downgraded: Wall Street's top analyst calls

Experts told lawmakers that the proposed merger between Dominion Energy and Florida-based NextEra could mean higher rates in the long run for customers. A subcommittee of the Energy Commission got the rundown Tuesday from the state and energy experts of what the proposed merger between Dominion Energy and NextEra could entail for customer bills, as well as state and federal regulation. If the ...

PPL's improving cash flow offers more internal funding for its $23B investment plan, supporting grid upgrades, rate base growth and financial flexibility

AI data centers are rewriting America's power grid math, and three nuclear operators have quietly positioned themselves to collect the bill. One even has NVIDIA on its cap table.

Investing.com -- Infrastructure investments may offer an attractive mix of long-term growth, resilient cash flows and portfolio diversification amid an uncertain economic backdrop, according to UBS Chief Investment Office.

A major California utility is trading at a steep discount to the market, forcing investors to decide if the price reflects a temporary fear or a permanent flaw.

AI's power surge is creating a major growth opportunity for utilities, and ETFs like IDU offer diversified exposure to the trend.

Energy stocks were slightly lower late Thursday afternoon, with the NYSE Energy Sector Index fractio

These stocks are leaders in their respective industries and have excellent financials to support their high-yielding dividend payments.

NextEra Energy and OneOK are supplying power to boost the growth of AI data centers and deliver above-average dividends.

NextEra Energy stock has delivered a 34.2% gain over the past three years, yet the valuation checks are sending mixed signals, with the Dividend Discount Model (DDM) suggesting the share price sits at a premium while earnings based multiples screen the stock as undervalued. This split, combined with fresh headlines around a proposed Dominion Energy merger and a large AI focused data center project, puts the current price under closer scrutiny. The 34.2% three year return points to a stock...

NextEra Energy (NYSE:NEE) faces added political scrutiny as Virginia Governor Abigail Spanberger formally intervenes in the state review of its proposed US$67b acquisition of Dominion Energy. The governor’s filing with the state commission highlights concerns about consumer energy costs, job impacts and renewable energy commitments tied to the deal. Her involvement introduces additional complexity for the regulatory process that oversees whether and how the merger can proceed. This level of...

PPL's Q2 earnings miss estimates as higher costs weigh on results, while revenues rise 4.2% and data center demand continues to expand.

Energy stocks were declining premarket Friday, with the State Street Energy Select Sector SPDR ETF (

The profile of the proposed $67 billion merger between NextEra and Dominion just got even higher — and the path toward creating a new power giant just got even trickier.

Gov. Abigail Spanberger announced Thursday that she will formally become a party in the case before the State Corporation Commission that is weighing whether to allow a proposed merger between Dominion Energy and Florida-based NextEra. By intervening — requesting to become a formal party in the case — the governor’s office would be able to ask discovery questions, file expert testimony, put ...

Since taking office this year, Virginia Gov. Abigail Spanberger has been outspoken about rising utility bills, which have hit residents hard.

PPL heads into Q2 earnings with revenue and EPS growth expected, supported by higher power demand and rates, but a premium valuation warrants caution.

Power equipment companies are set to benefit from Elon Musk's compute capacity targets for SpaceX, says Melius Research.

VST heads into Q2 with sharply higher revenue and EPS estimates, backed by clean-power demand, hedging, nuclear assets and Lotus contributions.

Warren Buffett’s company was busy in the second quarter, repurchasing its own stock. Its investment activity and cash levels are also on Wall Street’s radar.

Warren Buffett’s company was busy in the second quarter, repurchasing its own stock. Its investment activity and cash levels are also on Wall Street’s radar.

Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain could change how you size your next trade.

NI beats Q2 earnings and revenue estimates as NIPSCO gains offset weaker Columbia results, while data center growth and guidance remain in focus.

Duke Energy (NYSE:DUK) reported second-quarter 2026 adjusted earnings of $1.43 per share, up from $1.25 per share a year earlier, as customer growth and infrastructure investment at its electric utilities supported results. Reported earnings were $1.38 per share, compared with $1.25 per share in the

NextEra Energy is about to become the second-largest nuclear energy company in the United States.

In late July 2026, Brookfield, NextEra Energy and regional utilities announced a privately funded US$100.00 billion plan to transform the U.S. Department of Energy’s former Paducah enrichment site in Kentucky into an AI-focused data center campus supported by up to 1.8 gigawatts of grid capacity and 4.6 gigawatts of dedicated generation resources. A key feature for investors is that NextEra Energy will build and own up to 2 gigawatts of natural gas generation and 2.6 gigawatts of battery...

Bloom Energy trades at a premium valuation while burning cash, while NextEra Energy generates billions in net income with a fraction of the multiple.

Dominion Energy (NYSE:D) reported second-quarter 2026 operating earnings of $0.79 per share, including $0.03 per share from renewable natural gas 45Z credits, while GAAP earnings were $0.37 per share. The utility reaffirmed its full-year operating earnings, credit, dividend and long-term growth guid

AI demand could drive years of regulated earnings growth.

D's Q2 earnings and revenues beat estimates as Virginia utility gains offset weaker segments and rising operating costs.

AEE tops earnings estimates as infrastructure investments and lower fuel costs lift profit, even as revenues decline and miss expectations.

Xcel Energy's Q2 earnings rose 24% and beat estimates as infrastructure recovery and lower power costs offset a revenue miss.

The Department of Energy’s conversion of the 3,556-acre Paducah Gaseous Diffusion Plant into the $100 billion Paducah American Energy Hub signals the end of the era where AI infrastructure developers were forced to compete for scarce private land. For decades, this site in McCracken County, Kentucky, served as a cornerstone of national security, first producing […]

Investors are no longer wowed by big data center announcements, particularly if they’re short on details and confirmed customers.

These leading companies are partnering to develop a massive energy and innovation hub.

NextEra and Brookfield plan a Kentucky data-center complex combining computing, natural-gas generation, battery storage and grid capacity.

Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index rising 2.5% and the

NextEra Energy (NEE) is back in focus after joining Brookfield and regional utilities to plan a privately funded US$100b data center and power hub at the U.S. Department of Energy's Paducah Site in Kentucky. See our latest analysis for NextEra Energy. The Paducah announcement comes after a busy few weeks for NextEra Energy, with Q2 2026 results, merger progress with Dominion Energy and fresh attention on its role in powering AI infrastructure. The stock’s year to date share price return of...

All three major US stock indexes were down in late-morning trading Wednesday after President Trump v

A partnership of energy, infrastructure and utility companies plan to develop a data center campus on the Energy Department’s Paducah site in western Kentucky, repurposing the land as part of a privately-funded project.

(Update with statements by the Energy Department, Brookfield and NextEra Energy in the last three pa

The campus will be built on a former Cold War-era uranium enrichment site and is expected to be completed by 2032

ETR beats Q2 earnings estimates as industrial demand boosts retail sales, even as higher costs and interest expense weigh on quarterly results.

Brookfield ‌Asset ‌Management and ​NextEra Energy are ‌developing ⁠a $100 billion data ⁠center ​campus ​in ​Paducah, ‌Kentucky, a person familiar with ‌the ​matter ​said ​on ‌Wednesday.