If the Federal Reserve starts cutting rates in 2026, a specific category of stocks could see their valuations expand like a compressed spring finally released. ...

Duke Energy restored power to more than 131,000 Carolinas customers as of 2 p.m. on Monday, Jan. 26. | OUTAGES RESTORED | CUSTOMERS WITHOUT POWER | | | --- | --- | --- | | NORTH CAROLINA | 93,609 | 10,554 | | SOUTH CAROLINA | 37,450 | 11,422 | | TOTAL | 131,059 | 21,976 | Power restoration CHARLOTTE, N.C., Jan. 26, 2026 /PRNewswire/ -- Duke Energy crews are repairing damaged equipment and restoring service to customers across the Carolinas after Winter Storm Fern – and the company is offering simple ways fo ...

本文源自：金融界AI电报 杜克能源公司：截至1月25日星期日下午4点，杜克能源已为24,864名卡罗来纳州客户恢复供电。 ...

Core Viewpoint - Winter Storm Fern is causing significant power outages across the Carolinas, with Duke Energy actively working to restore service to affected customers [1][7][8]. Outage Summary - As of January 25, 2026, Duke Energy reported a total of 24,864 outages, with 18,016 customers still without power [4][7]. - North Carolina has 23,258 outages and 14,802 customers restored, while South Carolina has 1,606 outages and 3,214 customers restored [4]. Restoration Efforts - Duke Energy has restored power to 24,864 customers and continues to assess damage and restore power as conditions allow [7][8]. - The company employs over 18,000 personnel, including lineworkers and damage assessors, to manage restoration efforts [8][12]. - Restoration efforts prioritize larger outages first, such as transmission lines and substations, before addressing smaller neighborhood lines [8][12]. Customer Guidance - Customers are advised to stay away from downed power lines and use generators safely [8]. - Duke Energy encourages energy-saving measures for customers who still have power, such as adjusting thermostats and improving airflow [10][12]. Company Overview - Duke Energy is a major energy holding company serving approximately 8.6 million customers across multiple states, with a focus on reliability and energy transition [11][12]. - The company is investing in electric grid upgrades and cleaner energy sources, including renewables and energy storage [12].

Core Viewpoint - Duke Energy Foundation is providing a $100,000 rapid response grant to the American Red Cross to assist communities in the Carolinas in preparing for and enduring the impacts of Winter Storm Fern, which is expected to bring severe winter weather [1][2]. Group 1: Funding and Support - The funding will be allocated across North Carolina and South Carolina to enhance local efforts addressing cold-weather needs, including warming shelters, emergency supplies, and support for community-run shelters [2][3]. - The Duke Energy Foundation contributes over $30 million annually in philanthropic support to meet community needs where Duke Energy customers reside [4]. Group 2: Company Overview - Duke Energy is a Fortune 150 company based in Charlotte, N.C., serving 8.6 million electric customers across several states and owning 55,100 megawatts of energy capacity [5]. - The company's natural gas utilities serve 1.7 million customers in North Carolina, South Carolina, Tennessee, Ohio, and Kentucky [5]. Group 3: Community Impact - The support from the Duke Energy Foundation is crucial for families and individuals facing financial hardship, enabling the opening of shelters and provision of critical supplies [3]. - Duke Energy is actively monitoring weather impacts and will adjust its operational and community storm efforts as necessary [3].

Core Insights - Energy companies are positioned as attractive investments for those looking to diversify their portfolios in the AI sector, particularly due to their solid dividend yields [1][2] Group 1: Energy Consumption and AI - AI is projected to significantly increase energy consumption, with data centers currently using 4.4% of all energy generated in the U.S. and expected to consume as much electricity as 22% of all U.S. households by 2028 [2] - The demand for energy is anticipated to rise, creating opportunities for energy companies that also offer dividends [2] Group 2: Constellation Energy - Constellation Energy is the largest nuclear power producer and clean energy provider in the U.S., contributing about 10% of the country's clean energy [4] - The company has a revenue CAGR of 3.14% over the past three years, with a gross profit margin of 20.13% and a net income margin of 11% [5] - Constellation has partnered with Microsoft to revitalize the Three Mile Island nuclear plant, which will enhance its nuclear capacity and secure a long-term buyer for its electricity, projecting an EPS growth rate of 10%-13% through 2030 [6] Group 3: NextEra Energy - NextEra Energy operates a 76-gigawatt capacity, with 65% derived from renewable and nuclear sources, and has a revenue CAGR of 9.85% over the past three years [8][10] - The company has partnered with Alphabet to bring the Duane Arnold Energy Center back online, which is expected to contribute to an 8% EPS CAGR through 2035 [9] - NextEra has a gross margin of 62% and a net income margin of 24.73%, with a dividend yield of 2.71% that has been growing for 30 years [10] Group 4: Duke Energy - Duke Energy operates in a strategic location between Virginia and Georgia, which are key states for new data centers, with Virginia's energy demand projected to grow by 153% by 2040 [13][15] - The company has a revenue CAGR of 5.29%, a gross margin of 52.4%, and a net margin of 15.97%, with a dividend yield of 3.57% that has been growing for 15 years [16] - Duke is well-positioned to meet the increasing energy demands from Virginia, which has become the largest energy importing state in the U.S. [15]

Editor's note: Visit the Duke Energy News Center for downloadable B-roll and high-resolution images. CHARLOTTE, N.C., Jan. 23, 2026 /PRNewswire/ -- With Winter Storm Fern expected to move into the Carolinas this weekend, Duke Energy crews and support teams are completing their preparations and urging customers to finalize their own storm plans. Forecasts point to dangerous travel conditions and outages that could last several days in the hardesthit areas. Our view Rick Canavan, Duke Energy storm director: M ...

Company Overview - Goldman Sachs, founded in 1869, is the world's second-largest investment bank by revenue and ranks 55th on the Fortune 500 list of largest U.S. corporations by total revenue [1] - The firm offers a range of services including financing, advisory services, risk distribution, and hedging for institutional and corporate clients, maintaining its leadership in the investment landscape [1] Market Insights - Timothy Moe, Chief Head of APAC Equity Strategy at Goldman Sachs, highlighted a historical pattern of market corrections occurring every eight to nine months, indicating that the market is overdue for a correction [2] - The firm is increasingly focusing on the energy sector, predicting that while prices may remain flat or decline this year, they could rise starting in 2027 [2] Investment Recommendations - Goldman Sachs has identified five top stocks for investors to consider, particularly emphasizing two companies in the energy sector that are expected to perform well in the future [3] - The firm maintains its status as a premier financial institution, being the go-to bank for a wide range of financial needs over the past 15 years [4] Stock Highlights - **Brixmor Property Group**: This REIT offers a 4.31% dividend and has a target price of $32, indicating a 23% upside potential [5][7] - **Duke Energy**: An electric power and natural gas holding company with a 3.52% dividend and a target price of $141, representing a 20% gain from current levels [8][9] - **Hershey**: A snacks company with a 2.77% dividend and a target price of $220, suggesting a 21% potential increase [10][13] - **Johnson & Johnson**: A diversified healthcare company with a 2.31% dividend and a target price of $240, indicating a 16% upside [14][16] - **Valero Energy**: A multinational manufacturer of petroleum products with a 2.43% dividend and a target price of $197, representing a 19% gain [17][20]

Core Viewpoint - Duke Energy is preparing for Winter Storm Fern, which may lead to significant power outages across the Carolinas, and is urging customers to take safety precautions and prepare for potential disruptions [1][6][7]. What Duke Energy is Doing - The company is mobilizing over 18,000 workers, including lineworkers and tree crews, to respond to the storm as soon as conditions are safe [6]. - Duke Energy is staging equipment in key areas and setting up mobile command centers to ensure a rapid response [6]. - The company is coordinating with local and state emergency management officials to enhance preparedness [6]. What Customers Should Do Right Now - Customers are advised to prepare an emergency kit, charge phones, and gather essential items like flashlights and batteries [6]. - The enhanced American Red Cross Emergency app is recommended for emergency checklists and weather alerts [6]. - Customers should download or update the Duke Energy smartphone app and confirm their account login information to receive outage alerts [6]. What Customers Should Expect - Winter Storm Fern could bring hazardous conditions, including snow, sleet, and freezing rain, leading to potential power outages [6]. - Restoration efforts may be delayed due to hazardous travel conditions and blocked roads [6]. - Despite grid improvements, severe weather can still cause extended outages, particularly in areas with downed trees or debris [6]. Company Overview - Duke Energy serves approximately 4.7 million electric customers in the Carolinas, with about 3.8 million in North Carolina and nearly 860,000 in South Carolina [6]. - The company is one of America's largest energy holding companies, serving 8.6 million customers across multiple states and owning 55,100 megawatts of energy capacity [8]. - Duke Energy is focused on an ambitious energy transition, investing in electric grid upgrades and cleaner energy sources [9].

Core Insights - The recent tariff noise is impacting the market, and investors are advised to focus on long-term investment themes rather than reacting to headlines [1][7] Market Performance - In 2025, markets initially fell nearly 15% by April due to tariff fears, but those who remained invested saw a 39% rebound by year-end, highlighting the importance of long-term trends [2] Investment Opportunities - Investors should prioritize long-term growth opportunities, particularly in the AI sector, with trillions expected in infrastructure investments by 2030 [3] - Comfort Systems USA Inc. (NYSE:FIX) and Duke Energy Corp. (NYSE:DUK) are highlighted as stable investment options, with Duke trading at 17X forward earnings and offering a 3.7% dividend yield [4] Promising Sectors - Aerospace and defense sectors are expected to benefit from rising global military budgets, while small-cap biotech is positioned to gain from patent cliffs and M&A activity [5] - Notable companies in these sectors include L3 Harris Technology Inc. (NYSE:LHX) in defense and Indivior PLC (NASDAQ:INDV) and Day One Biopharmaceuticals Inc. (NASDAQ:DAWN) in biotech [5] Future Market Outlook - In 2026, investors who align with their risk tolerance and "follow the money" may find attractive entry points despite ongoing market volatility [6] - Current market conditions are turbulent due to renewed tariff threats, with the S&P 500 and Nasdaq 100 both sliding around 2%, marking their worst sessions in over three months [7][8]