America has a president who champions petroleum. At the same time, demand for energy is rising thanks to a frenzy of investment in power-hungry data centres. Yet times are surprisingly tough for big oil https://t.co/FAw3CERzhv ...

Core Insights - The utility sector is viewed as undervalued compared to its growth opportunities, with strong demand driven by infrastructure needs and economic growth [3][4] - Sempra Energy and Constellation Energy are highlighted as top utility stock picks, with positive growth outlooks and strategic initiatives [2][19] Sempra Energy - Sempra Energy operates in California and Texas, serving approximately 40 million customers with total assets nearing $100 billion [1] - The company has three main divisions: Sempra California, Sempra Texas, and Sempra Infrastructure, focusing on grid resiliency and renewable energy integration [7][9] - Recent strategic actions include the sale of 45% of Sempra Infrastructure Partners to KKR for $10 billion, expected to close mid-next year [10] - For Q2 2025, Sempra reported revenue of $3 billion, flat year-over-year, and a non-GAAP EPS of 89 cents, beating forecasts by 4 cents [11][12] - Analyst Pourreza rates Sempra as Overweight with a price target of $115, indicating a potential upside of 24% [14] Constellation Energy - Constellation Energy is a leader in the US carbon-free power market, with over 32,400 megawatts of capacity, 90% of which is carbon-free [15][16] - The company is expanding through strategic acquisitions, including the $16.4 billion acquisition of Calpine, expected to close by year-end [17] - Constellation reported $6.1 billion in revenue for Q2 2025, an 11.5% increase year-over-year, with earnings of $1.91 per share, exceeding expectations [19] - Analyst Pourreza gives Constellation an Overweight rating with a price target of $478, suggesting a 24% gain potential [21]

The largest technology companies are betting on an AI future powered by gigantic complexes of data centers filled with humming servers. Now that the staggering cost of this push is coming into sharper focus, it’s testing nerves on Wall Street. https://t.co/vVwW9mkBaN ...

Your reaction to this company being the world's first $5 trillion market value company. Well, it really shows us. This representation is huge sea change in technology, which is artificial intelligence.And certainly it's the leader. It's way ahead. But honestly, it's like a tsunami.There's one big wave and then there's wave after wave after wave. And we really don't know if we're even near the peak of artificial intelligence really being incorporated in all the different industries. So this is a qualitative ...

Sarah Eisen talked with Brookfield's Bruce Flatt at the FII conference in Riad and started by asking him about the deal. >> President Trump and uh Commerce Secretary Lutnik uh announced a number of deals uh for the Japanese fund to invest in the United States. And uh the one that we're involved in is uh an $80 billion investment into new nuclear plants in the United States.And uh we're super excited about this. And and probably the most important thing isn't the 80 billion, but we needed to have scale to be ...

Core Insights - Corning Incorporated (GLW) has shown significant performance for its shareholders in 2025, particularly in the context of the S&P 500 [1] Company Overview - Corning operates in various sectors including data centers, consumer electronics, life sciences, and automotive markets, indicating a diverse product application [1]

Amazon is setting aside another $5 billion for investment in South Korean data centers, sharply ramping up the spending it’s already devoting toward building AI infrastructure in the country https://t.co/OxUkrVamct ...

So, I want to start this conversation with an announcement you made exactly a week ago. Uh, CleanSpark is moving away from being a pure play Bitcoin mining company and introducing AI compute into its portfolio. Talk to me about what's behind that shift for CleanSpark spec specifically because you're not alone.I mean, lots of miners have been doing the same. So, talk to me about this decision. Well, Bitcoin miners are uniquely positioned in that we have the ability to build out and energize data centers very ...

This is something that the companies all across the board have been doing since the the pandemic era, what they call over hiring. A lot of these companies saw the growth in how people were relying on tech during the pandemic when they were home. They were obviously ordering a lot more from Amazon because they didn't want to go to the grocery store if they were at home workers and the company hired to accommodate that.And now they don't need as many people. But, you know, I heard your earlier point, Carol, a ...

Private equity giant Blackstone is partnering with Saudi Arabia’s new artificial intelligence company, Humain, to build data centers in the kingdom with an initial investment of about $3 billion https://t.co/2RTWeqr5oB ...