MarketPulse

utility stocks

13 articles
BenzingaBenzinga··Lekha Gupta

Loeb's Third Point Pivots to Nuclear Power, Dumps $2B in PG&E Amid AI Boom

Daniel Loeb's Third Point buys Constellation Energy while cutting PG&E stake by 32%. Move signals shift toward nuclear-powered AI infrastructure.
NVDACEGPCGPCGpAPCGpB+7earningsportfolio rebalancing
BenzingaBenzinga··Erica Kollmann

Utilities Eclipse Big Tech: Constellation, NextEra Command Premium Valuations Amid AI Data Center Boom

Utility stocks $CEG and $NEE trade at tech-like valuations, surpassing Meta and Microsoft multiples as AI data center demand drives explosive energy needs.
METAMSFTCEGNEENEEpN+4nuclear powerrenewable energy
The Motley FoolThe Motley Fool··Lawrence Rothman, Cfa

Dividend Kings Show Path to Stable Returns: $CL and $AWR Lead Pack

Colgate-Palmolive and American States Water emerge as top dividend stocks with 50+ years of consecutive increases and yields exceeding S&P 500 average.
CLAWRdividend stocksfree cash flow
The Motley FoolThe Motley Fool··Catie Hogan

NextEra Energy and GE Vernova: Two Energy Giants Poised for Decade-Long Growth

NextEra Energy and GE Vernova positioned as top energy stocks through 2032, offering dividend growth and order backlog strength amid AI-driven power demand surge.
GEVNEENEEpNNEEpSNEEpT+2earnings growthenergy sector
The Motley FoolThe Motley Fool··Ben Gran

Dimon Warns of Hidden Inflation Risks; Utilities Emerge as Safe Haven

JPMorgan Chase CEO Jamie Dimon flags persistent inflation risks from geopolitical tensions, particularly Middle East conflicts. He recommends utility stocks as portfolio protection.
CEGAMJBJPMJPMpCJPMpD+22inflationoil prices
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Clean Energy Leaders NEE and BEP Emerge as Top Dividend Plays for Income Investors

NextEra Energy and Brookfield Renewable Partners offer compelling dividend opportunities—NEE at 2.7% yield with 11% annual growth; BEP at 5% yield—appealing to different investor needs within the renewable energy sector.
NEENEEpNNEEpSNEEpTNEEpU+7dividend stocksdividend growth
The Motley FoolThe Motley Fool··James Halley

Energy Giants Positioned to Weather Trade Policy Uncertainty

Dominion Energy and Williams Companies offer tariff protection through domestic operations, with strong growth forecasts and consistent dividend histories.
DWMBdata centersdividend growth
The Motley FoolThe Motley Fool··Ryan Vanzo

Utilities ETF Offers Valuation Advantage Amid Market Concerns

Utilities ETF VPU offers attractive 21 P/E ratio and 2.74% dividend yield versus S&P 500, providing defensive positioning but potential underperformance in bull markets.
VPUS&P 500dividend yield
The Motley FoolThe Motley Fool··James Hires

NextEra Energy's Profitability and Nuclear Expansion Outpace PlugPower's Hydrogen Growth

NextEra Energy's profitable nuclear and renewable portfolio outpaces PlugPower's hydrogen growth, offering established dividend returns versus emerging technology risks.
GOOGGOOGLPLUGCEGNEE+4nuclear powerdividend stocks
The Motley FoolThe Motley Fool··Catie Hogan

Energy Sector Dividend Payers Gain Ground Amid AI Infrastructure Demand

AI infrastructure demand boosts energy sector dividends. Duke Energy, Enbridge, Enterprise Products, and EOG Resources attract income-focused investors seeking both dividends and growth.
ENBEPDDUKDUKBDUKH+2dividend stocksdividend growth
The Motley FoolThe Motley Fool··Cory Renauer

Dean Capital Establishes $3.5M Position in Chesapeake Utilities

Dean Capital Management invests $3.5M in Chesapeake Utilities, acquiring 1.48% stake in the diversified utility operator serving eastern U.S. markets.
CPKPORnatural gasinstitutional investment
The Motley FoolThe Motley Fool··Rick Orford

Vistra Energy's AI-Powered Pivot: Evaluating Growth Prospects After Massive Rally

Vistra Energy's stock surged 250% as investors recognize its AI data center power opportunity, though execution risks and valuation concerns remain.
VSTstock valuationenergy sector
The Motley FoolThe Motley Fool··Matt Dilallo

NextEra Energy Positions Itself as Critical Infrastructure Provider for AI Data Centers

NextEra Energy secures major contracts with Meta and Google, positioning itself as a critical power supplier for AI data centers with 30 gigawatts in backlog.
METAGOOGGOOGLXOMNEE+4capital expenditureAI infrastructure