OpenAI alone wants to spend $1.4 trillion on AI infrastructure, which means there's a lot of money on the table for these three companies in particular.Late last year, Sam Altman, the CEO of OpenAI, stated that his company is committed to investing $1.4 trillion to develop another 30 gigawatts of computing power. The ultimate goal he has in mind is to add 1 gigawatt of compute every week. Each gigawatt currently carries a price tag of about $40 billion.Now, whether or not OpenAI's press releases are writing ...

In recent years, plenty of investors have added more and more tech stocks to their portfolios in their efforts to profit from the artificial intelligence (AI) boom. But chipmakers, hyperscalers, and AI software purveyors aren't the only investment options for those looking to benefit from this trend. As big tech companies build out massive data centers, they need huge dedicated supplies of electricity to power them. Because of that, many electric utility stocks are well positioned to profit. Dominion Ener ...

These utilities have high-powered total return potential.The utility sector has been charging higher over the past year. The Vanguard Utilities Index Fund ETF is up more than 11% over the last 12 months, a strong return for this typically sleepy sector. Utility stocks have gotten a boost from power demand to support AI. The AI power surge is in the early stages and should drive strong growth for utilities in the coming years. Two top utility stocks to buy this February to capitalize on this growth trend are ...

Richmond, Virginia-based Dominion Energy, Inc. (D) produces and distributes energy products. Valued at $51.4 billion by market cap, the company offers natural gas and electric energy transmission, gathering, and storage solutions. The company provides electricity and natural gas to 7.5 million customers in 18 states. Shares of this leading energy company have underperformed the broader market over the past year. D has gained 9.1% over this time frame, while the broader S&P 500 Index ($SPX) has rallied ne ...

Artificial intelligence (AI) has become one of the biggest themes in investing, and it has helped to generate big enthusiasm for technology stocks during the past year. But what if there were another way to get more AI exposure in your portfolio without as much potential volatility and risk? Well, you could also invest in pick-and-shovel plays -- companies that are supporters of the massive buildout of AI data centers, such as energy companies. The International Energy Agency projects that global electric ...

Dominion Energy（D）周二早盘上涨2.4%，此前该公司及其他开发商的美国海上风电项目获得法律支 持。美国官方已允许五个美国海上风电项目恢复建设，此前这些项目因"机密"风险被联邦叫停。 责任编辑：张俊 SF065 Dominion Energy（D）周二早盘上涨2.4%，此前该公司及其他开发商的美国海上风电项目获得法律支 持。美国官方已允许五个美国海上风电项目恢复建设，此前这些项目因"机密"风险被联邦叫停。 责任编辑：张俊 SF065 ...

RICHMOND, Va.--(BUSINESS WIRE)--Dominion Energy Virginia and NOVA Parks have cooperatively reached a new Memorandum of Understanding (MOU) to govern vegetation management activity along the Washington & Old Dominion Railroad Regional Park (W&OD Park). About Dominion Energy Dominion Energy (NYSE: D), headquartered in Richmond, Va., provides regulated electricity service to 3.6 million homes and businesses in Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers ...

Group 1 - Dominion Energy, Inc. (NYSE:D) is recognized as one of the 10 High Yield Utility Stocks to buy in 2026, indicating strong investment potential in the utility sector [1] - The company provides regulated electricity service to 3.6 million homes and businesses across Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina [2] - Dominion Energy declared a quarterly dividend of $0.6675 per share, marking the 392nd consecutive dividend payment, with an attractive annual dividend yield of 4.37% [3] Group 2 - A federal judge has allowed Dominion Energy to resume work on its Virginia offshore wind project, which had previously been suspended due to national security concerns [4] - The Coastal Virginia Offshore Wind project, with an investment of nearly $9 billion, is expected to be operational this year, contributing to the company's renewable energy portfolio [5]

Core Viewpoint - A severe winter storm has impacted the entire United States, leading to significant reductions in oil and gas production, with a peak daily decrease of 2 million barrels, representing a 15% drop in national output [2][11]. Oil Production Impact - The Energy Aspects consultancy reported that the peak reduction in U.S. oil production occurred on Saturday, with an average daily decrease of 2 million barrels, primarily from the Permian Basin, which accounted for approximately 1.5 million barrels of the reduction [2][11]. - By Monday, the reduction eased, with the Permian Basin's shutdown scale dropping to an average of 700,000 barrels per day, and full recovery is expected by January 30 [2][11]. - ConocoPhillips reported a reduction of 175,000 barrels per day in the Permian Basin due to the severe weather [2][11]. Operational Challenges - Chevron reported issues at its Midland, Texas facility due to frozen equipment, and the Texas Oil and Gas Association noted significant challenges in third-party transportation, particularly in water transport and technician scheduling [3][11]. - Over twenty companies, including Western Oil and Targa Resources, reported operational failures at their natural gas processing plants and compressor stations in Texas, although the number of failures was significantly lower than during the severe winter storm in 2021 [3][11]. Natural Gas Production - North Dakota's oil production is expected to decrease by 80,000 to 110,000 barrels per day, with associated natural gas production dropping by 240 to 330 million cubic feet [4][12]. - The average daily natural gas production in the U.S. has fallen to 10.69 billion cubic feet, down from a historical high of 10.97 billion cubic feet in December [5][13]. Refinery Operations - Several refineries along the Gulf Coast faced operational issues due to the freezing weather, including ExxonMobil, which closed parts of its facility in Baytown, Texas [5][13]. - The IIR reported that the Suncor refinery in Lima, Ohio, with a capacity of 172,000 barrels per day, experienced mechanical failures, delaying full restart until later in the week [6][14]. Electricity Supply and Demand - The winter storm has caused power outages for over 1 million households and businesses, with approximately 810,000 customers still without power as of Monday [7][16]. - The PJM Interconnection expects a generation interruption of 22.4 gigawatts, about 16% of its total committed capacity, primarily affecting the Mid-Atlantic region [8][17]. - Electricity prices surged, with wholesale prices reaching around $200 per megawatt-hour, having previously exceeded $3,000 [8][17]. Prices in New England spiked by approximately 82% to $313 per megawatt-hour, while prices in Pennsylvania and Maryland surged by about 360% to around $413 per megawatt-hour, the highest since January 2014 [8][17].

Core Insights - The increasing demand for clean electricity driven by AI data centers, urbanization, industrial growth, and electric vehicle adoption highlights the importance of nuclear energy as a reliable, emission-free power source [1][2] Group 1: Nuclear Energy's Role - Nuclear energy provides a high volume of clean energy with zero emissions, making it a reliable solution for consistent power supply [2] - Unlike solar and wind energy, nuclear power offers continuous electricity generation, supporting both growth and decarbonization goals [2] Group 2: Company Analysis - Constellation Energy - Constellation Energy (CEG) is positioned to benefit from rising demand for clean energy, particularly from data centers and electrification, due to its strong nuclear fleet [3] - CEG's strategic acquisitions and capital investments enhance its reliability and efficiency, generating predictable cash flows [3] - The Zacks Consensus Estimate projects CEG's 2026 earnings per share (EPS) to grow by 21.24%, with a return on equity (ROE) of 21.59% and a debt-to-capital ratio of 33.46% [6][8][11][14] Group 3: Company Analysis - Dominion Energy - Dominion Energy (D) emphasizes clean, reliable power and infrastructure modernization, with its nuclear fleet providing carbon-free baseload electricity [4] - The company is exploring small modular reactors (SMRs) for scalable future capacity and is investing in transmission and distribution upgrades [4] - The Zacks Consensus Estimate indicates D's 2026 EPS growth of 5.81%, with a ROE of 9.6% and a higher debt-to-capital ratio of 60.48% [9][8][14] Group 4: Comparative Metrics - CEG's EPS growth of 21.24% significantly outpaces D's expected growth of 5.81% [8] - CEG's ROE of 21.59% is more than double that of D's 9.6% [8][11] - CEG trades at a higher Price/Earnings (P/E) ratio of 22.27 compared to D's 19.36, indicating a premium valuation [13] Group 5: Price Performance - Over the past twelve months, CEG shares have increased by 5.1%, while D shares have risen by 7% [16] Group 6: Conclusion - Both companies are well-positioned to meet rising electricity demand, but CEG's superior earnings estimates, ROE, and lower debt usage provide it with a competitive edge over D [19][20]