Tag
utilities
4 articles
Berkshire Energy Eyes AI Data Centers as $2B Profit Machine
Berkshire Hathaway Energy posted $2 billion in first-half profits and is positioning itself to capture AI infrastructure demand, but permitting delays are the constraint.
Utilities Downturn Warns of S&P 500 Risk; History Shows 29% Average Retreat
The rate-sensitive utilities sector has signaled major market downturns 21 times, with the S&P 500 retreating an average of 29 percent in those instances.
Duke Energy, Southern Lead Wall Street's Dividend Stock Push
Investment banks favor utilities and consumer staples as defensive plays, with price targets rising across dividend-heavy sectors
NextEra Energy's Data Center Power Play: JPMorgan Sees $110 Target
JPMorgan projects NextEra Energy will benefit from surging demand for power from new hyperscale data centers, citing a development pipeline and competitive positioning in key markets