TD Cowen Just Upgraded Dominion Energy. Here's Why.
Barchart Option·Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.
Motley Fool·- AI data centers face severe power bottlenecks as high-density GPU racks require up to 20 times the electricity of traditional servers. - Capital is flowing to regulated utilities, independent power producers, and off-grid equipment providers like GE Vernova and Bloom Energy to meet surging demand. - Speculative developers of small modular nuclear reactors and battery storage systems are also emerging as long-term beneficiaries of the AI energy boom.NextEra Energy Inc. Stock Underperforms Thursday When Compared To Competitors
MarketWatch Automated·U.S. Industrial Production Rises 0.2% In July, Slightly Less Than Expected
rttnews·- The Federal Reserve reported that U.S. industrial production increased by 0.2 % in July, which was slightly below economists' expectations of 0.3 %. - The report also showed that the growth rate for June was revised upward from a previously reported 0.1 % to 0.3 %. - This industrial production data reflects the latest economic performance tracked by the Federal Reserve.