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 …
Cameco Corp. posted the sharpest percentage drop of the group, decisively breaking beneath its long-term 256-day EMA anchor. BWX Technologies and Oklo Inc. extended persistent multi-month downtrends to print fresh cycle lows well below their macro moving averages, while NuScale Power slipped back below …
Bloom Energy (NYSE: BE) stands out as the primary technical leader of the group, trading comfortably above its 21-day, 63-day, and 256-day exponential moving averages (EMAs) while asserting strong relative strength. In stark contrast, Vertiv Holdings (NYSE: VRT), GE Vernova (NYSE: GEV), Quanta Services …
TheNasdaqComposite is usually shorthand for technology and growth. Yet the sameindexquietly houses a group of regulated electric and water utilities that are riding one of the most powerfulDemandstories in a generation: the electricity needed to run artificial-intelligence data centres. Five of them, Xcel Energy …
For most of the past two decades, utilities were where investors parked cash for theDividendand stopped thinking about it. That has changed. The catalyst is electricity itself: after years of flat demand, US power consumption is climbing again, pushed by data centres, electrification and …
Xcel Energy Inc. (NASDAQ:XEL) shares dipped modestly at last closing. Xcel Energy is a large regulated electric and natural-gasUtilityserving the Upper Midwest, Colorado, the Texas panhandle, and other states.
UGI Corporation (NASDAQ:UGI) shares were little changed at last closing. UGI is a natural-gas and propane distributionUtilityholding company, owning regulated gas and electric utilities,MidstreamandMarketingoperations, an international liquefied-petroleum-gas business, and AmeriGas, the largest US retail propane distributor.
Spire Inc. (NASDAQ:SR) shares edged higher at last closing. Spire is a natural-gasUtilityHolding Companywith regulated gas-distribution operations in Missouri and Alabama, reshaping its portfolio toward a more purely regulated model after selling its marketing and storage units and acquiring a Tennessee gas utility.