NEE

AI’s Power Squeeze Rewires Energy Plays
AI training, inference, and crypto-related compute are now pushing data center electricity demand to the forefront, turning power availability into the binding constraint on further capacity...
May 13, 2026
1 min read
Utilities, Nuclear Players Draw Fresh Upgrades
Analyst upgrades and upbeat earnings bolster investor confidence in nuclear-focused utilities.
Apr 26, 2026
6 min read
Berkshire’s $100B Energy Arm Alters Valuation
Berkshire Hathaway’s energy and utility platform is now recognized around a $100 billion standalone valuation, putting it in the top tier of U.S. regulated utility and infrastructure groups.
Apr 18, 2026
2 min read
AI, Utilities and Data Centers Drive Valuation Debates
Investors split on utility valuations as NextEra trades amid heavy gains, analyst disagreements, and AI-driven capex.
Apr 17, 2026
5 min read
Utilities, Storage and Data Center Power Moves
Storage deal in Texas, investor uplifts a renewables leader; utilities boost capex as digital power demand rises.
Apr 15, 2026
5 min read
Energy and Infrastructure Stocks Reshaped by Transition
Buyout activity and strategic shifts push investors toward renewables, data centers and cash‑resilient energy names.
Apr 14, 2026
6 min read
Analyst Moves and AI-Led Market Themes
Wall Street revises outlooks as long‑term tech trends reshape near‑term stock selection.
Apr 14, 2026
4 min read