Utilities news

3 Solar Stocks to Watch Amid Policy and Interest Rate Headwinds

Solar demand is surging as data centers, battery storage and decarbonization fuel growth, putting FSLR, RUN and TYGO in focus despite industry headwinds.

Constellation Energy (CEG) Launched Peak+ Nuclear And Storage Contracts

Constellation Energy (NasdaqGS: CEG) has introduced Peak+ contracts that bundle nuclear power, battery storage, and demand response into one package. The Peak+ structure targets long term supply deals for large buyers that want cleaner…

Dow Jones Futures: CoreWeave, Sandisk, Nvidia, AMD, Nebius Lead Bullish Market Move

CoreWeave fueled big AI gains for the new market rally Wednesday, with Nebius, Sandisk, Nvidia, Bloom Energy and AMD key movers.

Bloom Energy’s stock is rallying as data-center jitters subside

CoreWeave’s upbeat outlook helped calm nerves around the energy company.

Bloom Energy stock surges as CoreWeave earnings spur rally in power stocks

Bloom Energy rode the wave of positive sentiment following CoreWeave's stellar earnings report.

Can Bloom Energy (BE) Justify Its Price on Future Cash Flow?

Bloom Energy has seen its share price move sharply in recent years, which puts a spotlight on a simple question for anyone looking at the stock today. Are the cash flows that Bloom can generate over time enough to justify where the…

Constellation and Vistra Get the Headlines. These 2 Power Producers Barely Get Mentioned.

Talen Energy and NRG Energy receive less attention than Constellation and Vistra, but both are expanding power capacity to meet AI data center demand.

Why is Bloom Energy stock sliding today?

AI Is Creating a Power Crisis. Constellation Energy Just Showed How It Plans to Cash In.

AI is still desperate for new energy sources despite a recent correction.

Stocks making the biggest moves midday: AST SpaceMobile, First Solar, Coherent & more — Live updates

The stock market is kicking off the week on a strong note following a losing week. That wasn't the case for every name, however.

Nuke Stock Constellation Fueled By Earnings; NRG Hits Gas On Buybacks

NRG will spend $1 billion more on buybacks thanks to an asset sale.

AI Power Stocks Just Fell 6.3% to 9.3% on Financing Fears. SpaceX Just Said New Compute Pays Back in Under a Year.

SpaceX's CFO says new compute investments recover their cost in less than a year. Here's why that stands out after GE Vernova and Bloom Energy fell.

Companhia de Saneamento Básico do Estado de São Paulo - SABESP Approves R$ 2,636,971,532.99 Interest on Equity

Companhia de Saneamento Básico do Estado de São Paulo - SABESP announced that its Board of Directors approved the crediting of interest on equity to the Company's shareholders in the total gross amount of R$ 2,636,971,532.99. This total…

Why is Vistra stock surging today?

Sempra Reports Third-Quarter 2026 Results

Sempra reported third-quarter 2026 earnings, prepared in accordance with Generally Accepted Accounting Principles (GAAP), of $877 million or $1.34 per diluted share, compared to third-quarter 2025 GAAP earnings of $77 million or $0.12…

Should You Wait Before Buying Bloom Energy Stock?

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Bloom Energy’s stock is one of the S&P 500’s biggest losers amid fears of data-center delays

Bloom Energy shares got swept in by tech stocks’ sharp selloff Thursday, as investors fretted that the data-center buildout was at risk of stalling in the aftermath of the U.S. midterm elections.

Solar stocks rallied on Democratic victories, but policy risks still threaten the group

Solar stocks rallied after Democrats won Congress, but policy, financing and data-center demand remain key risks for First Solar, Sunrun and Enphase.

Duke Energy Corporation Reports Third-Quarter 2026 Financial Results

Duke Energy Corporation reported its third-quarter 2026 financial results, with both reported and adjusted earnings per share (EPS) of $1.99, compared to reported and adjusted EPS of $1.81 for the third quarter of 2025. The increase in…

Here are Thursday's biggest analyst calls: SpaceX, Nvidia, First Solar, Nike, JetBlue, Cisco, Cinemark & more

Here are Thursday's biggest calls on Wall Street.

Buy, Sell, or Hold? Thursday’s Top Upgrades and Downgrades: Block, Cisco Systems, Dollar Tree, First Solar, HubSpot, JetBlue Airways, Nike, Space-X, Skyworks Solutions, and More

Stocks surged after a political shake-up, but Wall Street analysts were far from unanimous on Thursday. Some household names got slashed while a struggling airline and a solar giant won new fans. Which side of the call are you on?

As Vistra and other energy stocks slide, some analysts warn of an ‘excessive knee-jerk’ reaction

Energy stocks have already been under pressure, and newly elected officials may not slow the data-center boom as much as feared.

WEC Energy Group, Inc. Enters Underwriting Agreement for $1,000,000,000 of Series 2026A Notes and $1,000,000,000 of Series 2026B Notes

On November 2, 2026, WEC Energy Group, Inc. entered into an Underwriting Agreement covering the issue and sale of $1,000,000,000 aggregate principal amount of 6.750% Series 2026A Fixed-to-Fixed Reset Rate Junior Subordinated Notes due…

As Vistra and other energy stocks slide, some analysts warn of an ‘excessive knee-jerk’ reaction

Energy stocks have already been under pressure, and newly elected officials may not slow the data-center boom as much as feared.

Vistra plunges 13.5% as Texas election rattles AI power trade, KeyBanc downgrades

Why is Dominion Energy stock rallying today?

Greenlight Capital Discussed PG&E Corporation (PG) in Its Q3 2026 Investor Letter

Greenlight Capital, an investment management firm, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The funds returned -3.3% in the third quarter of 2026, compared with a 2.3% gain for the S&P…

Venture Global Wants to Be an "AI Utility." Its 10-Gigawatt Plan Still Needs Customers.

Venture Global knows how to build massive energy projects. Can it leverage that expertise to cash in on the data center power crunch?

What Sent Bloom Energy Stock Higher?

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Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more

Here are some of the companies making headlines in midday trading.

Venture Global stock may move 8.8% on Nov. 10 earnings

If I Could Only Buy 1 AI Power Stock for the Next Decade, It Wouldn't Be Bloom Energy or GE Vernova

Bloom Energy is clean tech, while GE Vernova is a picks-and-shovels play, but neither one offers me this investment's 5.4% yield.

Here are Tuesday's biggest analyst calls of the day: Apple, SpaceX, Nvidia, Palantir, Marvell, Bloom Energy & more

Here are the biggest calls on Wall Street on Tuesday.

Buy, Sell, or Hold? Tuesday’s Top Upgrades and Downgrades: AON, Bloom Energy, Chevron, Cloudflare, Marvell Technologies, Lumentum Holdings, Merck & Co., Roku, X-Energy, and More

Tech stocks keep beating estimates and then selling off anyway, Apple just joined the club, and Wall Street analysts are busy reshuffling their ratings on everything from nuclear energy plays to insurance giants. Here is who got…

Entergy Corp (ETR) Q3 2026 Earnings Call Highlights: Strong EPS, Google Expansion, and a ...

Entergy Corp (ETR) posted $1.98 adjusted EPS, raised the low end of its 2026 guidance, and added $1.5 billion to its capital plan, including $600 million tied to the Google expansion.

Constellation Energy vs. NextEra Energy: Which Utilities Stock Is a Better Buy for 2027?

Constellation's nuclear dominance and higher leverage contrast sharply with NextEra's renewable scale and superior margins, each path carries distinct risks and valuations.

Is Constellation Energy Stock's Drop A Chance To Buy?

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XEL Crosses Above 3% Yield Territory

Looking at the universe of stocks we cover at Dividend Channel, in trading on Monday, shares of Xcel Energy Inc (Symbol: XEL) were yielding above the 3% mark based on its quarterly dividend (annualized to $2.37), with the stock changing…

Anthropic Says It's Building Its Own Data Centers. Bloom Energy Sells Exactly the Onsite Power That Requires.

As Anthropic gets into the data center business, Bloom Energy could be a likely power partner.

Bloom Energy Trades at 140 Times Earnings. Here's the Growth Rate It Needs to Justify That.

Bloom Energy is growing into its valuation, and the most recent quarter marks an important turning point.

Entergy Just Raised Its Dividend 6.3%. Can Cash Flow Support the Increase?

Entergy just bumped its dividend again, but the company spends billions more on infrastructure each year than its operations generate in cash. Whether that gap eventually threatens the payout depends on a pipeline of hyperscale data…

What WEC Energy Group (WEC) Said on Its Q3 Earnings Call

WEC Energy Group (NYSE:WEC) reported third-quarter 2026 earnings of $1.18 per diluted share, up from $0.83 per share a year earlier, as warmer-than-normal weather, capital-plan execution and operating efficiency supported results.…

Bloom Energy Joined the S&P 500 at Nearly 400 Times Earnings. History Says This Is What Happens Next.

The power technology company joined the index with significant hype and a sky-high valuation.

What Volkswagen (VOW3) Said on Its Q3 Earnings Call

Volkswagen (ETR:VOW3) reported a near break-even operating result for the first nine months of 2026 as a sharp decline in China, tariffs, higher costs and substantial special items weighed on profitability. The group said it is…

American Water Works Company, Inc. Reports Third Quarter 2026 Results

American Water Works Company, Inc. reported third quarter 2026 GAAP earnings of $1.94 per share, compared to $1.94 per share in 2025. Third quarter 2026 adjusted earnings were $2.00 per share, compared to $1.89 per share in the same…

NiSource Inc. Reports Third Quarter 2026 Results and Extends Capital Plan Through 2033

NiSource Inc. reported GAAP net income available to common shareholders for the quarter ended September 30, 2026 of $129.5 million, or $0.27 of earnings per diluted share, compared to net income available to common shareholders of $94.7…

What Constellation Energy Stock's $5b DOE Loan Means For Shareholders

Constellation Energy secured a conditional loan commitment of up to US$5b from the U.S. Department of Energy to help fund nuclear uprates at eight existing clean energy centers, supporting projects that would add roughly 1.1 gigawatts…

Where Could PG&E's Next Growth Come From?

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CenterPoint Energy, Inc. Q3 2026 Earnings Call Summary

Moby summary of CenterPoint Energy, Inc.'s Q3 2026 earnings call

CenterPoint Energy, Inc. Reports Q3 2026 Results, Raises Guidance, and Increases 10-year Capital Plan to $70.7 billion

CenterPoint Energy, Inc. reported net income of $331 million, or $0.50 per diluted share, on a GAAP basis for the third quarter of 2026, compared to $0.45 per diluted share in the comparable period of 2025. Non-GAAP EPS for the third…

Entergy (ETR) Stock Appears Rich On A 150% Three Year Run

Entergy has ridden a powerful share price run in recent years, and the latest leg higher has put fresh attention on what investors are really paying for its dividend stream. With the stock now trading around US$107.5, the question is…

These energy stocks are poised to profit from an imminent AI power crunch

Bloom Energy and Solaris Energy would benefit from an urgency around securing power to AI developers.

Why is Bloom Energy stock surging today?

Is Duke Energy Stock a Good Fit For Your Portfolio Risk?

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Constellation Energy Pledges 890 MW of Uprates for Google: “Growing Energy Needs”

Key TakeawaysConstellation signed a 3,590 MW package with Google, including a 20-year PPA for 890 MW of new nuclear capacity from uprates. Shares closed at $253 on October 23, down 30.

Vistra Slides 17% in Three Months Despite a $4.2 Billion Nuclear Loan Offer

Key TakeawaysVistra closed at $140 on October 23, down 16. 9% over three months, despite a conditional federal loan commitment of up to $4.

Constellation, Vistra, and GE Vernova Ranked From Worst to First for the AI Power Boom

Constellation and Vistra do similar things, while GE Vernova is a picks-and-shovels play, which is a big growth opportunity.

This hot AI-fueled stock has been in a rut. It just beat earnings expectations by 36%.

A company beating earnings expectations by 36% and revenue expectations by 15% would usually see a postresults bump. But not for Bloom Energy, the fuel-cell maker that has flourished due to data-center demand.

Stock Market Today, Oct. 23: Bloom Energy Falls on Cash Flow Concerns Despite Record Q3 Revenue

Today, Oct. 23, 2026, investors punished the fuel-cell maker after flagging negative operating cash flow and heavy expansion spending.

Top Midday Stories: American Express to Cut 5% of Workforce; Bloom Energy Shares Fall Despite Q3 Beat

The Nasdaq Composite rose, while the Dow Jones Industrial Average and S&P 500 Index fell in late-mor