$DUKH

Duke Energy declares $1.065 quarterly dividend on common stock, payable June 2026, extending 100-year consecutive dividend payment streak.

Enbridge, Duke Energy, and NextEra Energy emerge as compelling multi-energy investments to capture AI-driven power demand growth while offering diversified fuel sources and dividend stability.

$VST drops 25% on regulatory fears but offers buying opportunity with nuclear assets, tech company PPAs, and Cogentrix acquisition fueling AI infrastructure growth.

US utility customer satisfaction scores declined to 722, driven by billing and payment friction amid affordability pressures, though 31 utilities earned recognition.

U.S. utilities plan $1.4 trillion spending through 2030, driven by AI and data centers, seeking $31 billion in rate hikes in 2025 alone.

Prediction market Kalshi raises 2026 recession probability to 28% from below 20% in February amid economic weakness and geopolitical risks.

Rising oil prices from Middle East tensions ripple beyond energy sector, pressuring travel, logistics, and consumer goods companies to raise prices.

Equinix ($EQIX) offers 11-year dividend growth streak with 10% annual increases, positioned for AI data center boom projected at 27% annualized growth through 2035.

JPMorgan Chase CEO Jamie Dimon flags persistent inflation risks from geopolitical tensions, particularly Middle East conflicts. He recommends utility stocks as portfolio protection.

U.S. jobs fell 92,000 in February amid unemployment rise, geopolitical tensions, and AI concerns, triggering institutional rotation into defensive healthcare, utilities, staples, energy, and defense stocks.

AI infrastructure demand boosts energy sector dividends. Duke Energy, Enbridge, Enterprise Products, and EOG Resources attract income-focused investors seeking both dividends and growth.

Fed Governor Waller says March rate decision depends on February jobs data. Strong January employment growth has shifted the Fed toward a more cautious approach on rate cuts.

Three large-cap earnings show mixed results: Coca-Cola beat EPS but missed revenue; Robinhood exceeded EPS despite revenue miss; Duke Energy outperformed both metrics.