CA
NZ
UK
AU
IND
US
The clearest company-specific catalyst came on the second-quarterEarnings Callon July 30, when Exelon said its "high-probability" data center load had fallen to about 11 gigawatts from 18 GW at the end of 2025, a 40% drop. The broader data center interconnection pipeline shrank to …
The broker action is the most visible recent event, but it does not by itself explain a steady decline that has taken the shares to their lowest level in a year. The company has reportedEarningsgrowth and reaffirmed its guidance. The precise cause of the …
Contract structure matters as much as size. AEP said the new load is backed by agreements such as fully executed take-or-pay electric service agreements, together with large-load tariffs that make big customers carry more of the cost of the infrastructure they need. According to …
For shareholders, the deal matters less for its size than for what it signals. Constellation is using itsBalance Sheetto add reliable power where its retail customerBusinessis growing, even as it divests other plants to meet regulatory conditions from its Calpine acquisition. The deal has …
Ameren (NYSE:AEE) delivers electricity andNatural Gasto millions of customers in Missouri and Illinois, earning steady, regulated returns on the infrastructure it builds. Rising demand, including from new data centers, is supporting the company's investment plans and its reaffirmed outlook, giving a traditionally slow-growing regulated …
Fluence Energy (NASDAQ:FLNC) shares plunged in pre-market trading Thursday after the company issued sharply revised fiscal 2026 guidance due largely to continuing supply chain issues affecting its U.S. production. Fluence is a globalMarket Leaderdelivering intelligent energy storage, operational services, and asset optimization software, headquartered …
The artificial-intelligence boom is straining the electricity grid, and utilities are racing to expand it. American Electric Power (NASDAQ:AEP), one of the largest in the United States, has responded with an enormous investment plan, driven partly by surging demand from data centres. That brings …
The artificial-intelligence boom has an insatiable appetite for one thing beyond chips: electricity. Data centres consume vast and growing amounts of power, and that has thrust Constellation Energy (NASDAQ:CEG), the largest operator of nuclear plants in the United States, into the heart of the …
Exelon (NASDAQ:EXC) does not generate much electricity; it delivers it, running the wires and networks that carry power to millions of homes and businesses. As electricity demand rises with data centres and electrification, the companies that deliver power have become a crucial, if unglamorous, …
Xcel Energy (NASDAQ:XEL) is embarking on one of the largestInvestmentprogrammes in its history, expanding its grid and generation to meet surging electricity demand, much of it from data centres. Paying for that expansion, and earning a fair return on it, makes grid investment and …
Please wait processing your request...