Greenlight Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Greenlight Capital funds returned -3.6% in the quarter, net of fees and expenses, compared to 8.1% for the S&P 500 index. The fund returned 0.4% in YTD compared to 14.8% for the index. For more information on the fund’s top picks in 2025, please check its top five holdings. In its third-quarter 2025 investor letter, Greenlight Capital highlighted stocks suc ...

PG&E CEO Patti Poppe discusses the company's third-quarter earnings, its role in the AI buildout and the preparations for potential wildfires. She speaks with Romaine Bostick on "Bloomberg The Close." ...

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PG&E (NYSE:PCG) Q3 2025 Earnings Call October 23, 2025 11:00 AM ET Company ParticipantsDavid Arcaro - Executive Director and Equity ResearchJonathan Arnold - VP of Investor RelationsPatti Poppe - CEOAidan Kelly - Equity Research AssociateCarolyn Burke - EVP and CFOConference Call ParticipantsCarly Davenport - Vice President and Equity Research AnalystGreg Orill - AnalystSteve Fleishman - Stock AnalystJulien Dumoulin-Smith - Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is ...

PG&E (NYSE:PCG) Q3 2025 Earnings Call October 23, 2025 11:00 AM ET Company ParticipantsDavid Arcaro - Executive Director and Equity ResearchJonathan Arnold - VP of Investor RelationsPatti Poppe - CEOAidan Kelly - Equity Research AssociateCarolyn Burke - EVP and CFOConference Call ParticipantsCarly Davenport - Vice President and Equity Research AnalystGreg Orill - AnalystSteve Fleishman - Stock AnalystJulien Dumoulin-Smith - Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is ...

PG&E (NYSE:PCG) Q3 2025 Earnings Call October 23, 2025 11:00 AM ET Speaker1Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome you to the PG&E Corporation Third Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question at that time, please press star, t ...

PG&E (NYSE:PCG) Q3 2025 Earnings Call October 23, 2025 11:00 AM ET Speaker0Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome you to the PG and E Corporation Third Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.And please note, we have allotted forty five minutes ...

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2025 THIRD QUARTER EARNINGS Delivering For Customers AND Investors October 23, 2025 1 Forward-Looking Statements Planning For Wide-Ranging Wildfire Policy Reform… This presentation and the oral remarks made in connection with it contain statements regarding PG&E Corporation's and Pacific Gas and Electric Company's (the "Utility") future performance, including expectations, objectives, and forecasts about operating results (including 2025 and 2026 non-GAAP core earnings), debt and equity issuances, refinanci ...

Core Insights - The U.S. stock market is at a critical inflection point, influenced by a government shutdown and economic uncertainty, while the utility sector is experiencing a resurgence due to AI and data-driven infrastructure [1][2] Utility Sector Performance - The utility sector is witnessing record electricity demand, primarily driven by data centers, which is expected to enhance load growth and top-line growth for major utilities in Q3 [2][6] - U.S. power demand increased by 2.3% year-over-year through September, largely attributed to growth in data center hubs [7] Earnings Outlook - The total earnings for the utility sector are projected to decline by 2.4% despite a revenue growth of 5.8% in Q3 [10] - PG&E Corp is expected to report earnings of 46 cents per share on revenues of $6.55 billion, indicating a year-over-year bottom-line growth of 24.3% and top-line improvement of 10.2% [10] - CenterPoint Energy is anticipated to report earnings of 46 cents per share on revenues of $1.98 billion, suggesting a year-over-year bottom-line growth of 48.4% and top-line improvement of 6.6% [11] Financial Considerations - The utility sector is capital-intensive, and while recent Federal Reserve rate cuts may provide some relief, the cost of debt for funding infrastructure projects remains a critical concern [8][9] - Higher interest expenses may have negatively impacted the sector's bottom line, necessitating close monitoring of how utilities manage their balance sheets and growth funding [9][13] Investment Opportunities - The current environment presents a timely opportunity for ETF investors to evaluate funds positioned to benefit from the utility sector's performance amid electrification and AI expansion [3][14] - ETFs such as Utilities Select Sector SPDR Fund, Vanguard Utilities ETF, and others provide exposure to the sector's long-term growth story while mitigating risks associated with individual companies [14]