MarketPulse

electricity demand

24 articles
The Motley FoolThe Motley Fool··Courtney Carlsen

Three Industrial Giants Poised for Growth: Generac, Quanta, and RTX Lead March Picks

Generac, Quanta Services, and RTX emerge as top industrial picks, backed by $312B in combined order backlogs supporting multi-year growth.
RTXPWRGNRCaerospace and defensedata centers
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Caterpillar: The Unlikely AI Infrastructure Winner Wall Street Is Pricing In

Caterpillar emerges as unexpected AI infrastructure play via data center construction, surging electricity demand (200% jump expected), and manufacturing reshoring—though valuation reflects investor awareness.
CATdata centersvaluation
Investing.comInvesting.com··Ryan Hasson

Utilities Transform Into AI Growth Play as Data Centers Hunger for Power

Utilities sector surges as AI data centers create unprecedented electricity demand. $XLU up 18% in 12 months with $6.5B institutional inflows.
CEGNEENEEpNNEEpSNEEpT+3data centersAI infrastructure
The Motley FoolThe Motley Fool··Matt Dilallo

ConEdison's Dividend Record Date Approaches Ahead of Q4 Earnings

ConEdison's dividend record date is February 18, with Q4 earnings announced February 19. The utility raised its quarterly dividend 4.6%, extending its 52-year increase streak.
EDdividenddividend increase