Your next guest is one of the leading power deal makers in the world. His energy capital partners, a leading investor in Kpine, which was sold earlier this year to Constellation Energy, more than 26 billion dollars, including debt. Doug Kimmelman is founder and now executive chair of Energy Capital Partners, ECP, and joins us now.Doug, it's great to have you on set. Thanks, Frank. Good to be back.43 years in this business, did you ever think we'd get to this point where power has now become really the hotte ...

Energy startup Base Power is announcing a $1 billion series C funding round led by venture capital firm Addition. Other investors include Thrive Capital, Light Speed, and Andre Horowitz. The company wants to change the way residential energy is generated and distributed and stabilized the US power grid.Joining us now, Base Power co-founder and CEO, Zack Dell. And Zach, great to see you. Thanks for coming in. >> Thanks for having me on the show.>> Explain first where you where your company fits uh in in this ...

Evergy Inc. (NASDAQ:EVRG) ranks among the top picks for a retirement portfolio. UBS maintained its Buy rating and $81 price target for Evergy, Inc. (NASDAQ:EVRG) on September 19. Analyst William Appicelli believes that at its fourth quarter update, Evergy could boost its growth rate from the current 4-6% to 6-8%. Pixabay/Public Domain UBS attributed its higher capital expenditure projections and higher earnings per share estimates to the anticipated generation capacity to handle about 2GW of additional ...

Key Points A slowdown in EV investment and industrial end markets is creating challenges for the company. No one doubts that long-term spending on EVs, industrial automation, and data centers will improve markedly over the long term. The company is an Nvidia partner and a player in the next generation of data centers, set to arrive in 2027. 10 stocks we like better than ON Semiconductor › If you can tolerate some near-term risk, then ON Semiconductor (NASDAQ: ON) could be an excellent stock to bu ...

Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers. That’s being passed on to customers. https://t.co/3Xcsk7iP2u ...

Welcome to the rap. I'm Marley Kaden here to take you through this week's market action. All four major indices slipped after hitting all-time highs earlier in the week.The S&P 500 was down.3%, the Nasdaq 100 down 4%. The Dow declined by2% and small caps were down 6%. Looking at the sectors, energy was the best performer, up almost 5% with utilities up nearly 3%.Communications closed as the biggest lagard, selling off nearly 3% while materials also fell 2%. The biggest S&P 500 winner of the week was Intel w ...

Claire, the AI trade has been the absolute juggernaut in markets over the past couple of years now at least. Are there signs in your mind that things are legitimately cooling off or is this just a pause that refreshes so to speak. >> Morning, Dom.It's great to be on your show. Um, there's there's not a pause, there's an acceleration in in our view. I mean, given the fact that was announced between Nvidia and Open AI, the importance of which we don't think can be overstated.Uh I mean this was for 10 gigawatt ...

Well, Brian, that's right. I'm here with the CEO of Eolab, Kristoff Beck. Thanks so much for joining us.We're here to talk, of course, water, which is becoming a huge part of your business, especially in support of AI technology and of course, sustainable water. That's what we're here to talk about. Tell us about the new technologies you're developing, which you've recently announced, and why you're leaning so hard into water now as such a big part of your business.Thanks for having me, Diana. Uh, climate w ...

Financial Data and Key Metrics Changes - First quarter net sales were $240.5 million, a decrease of 7% compared to $258.5 million in fiscal 2025, and a sequential decrease of 6% [15] - Adjusted income from operations was $2 million, an increase of $6.7 million year-over-year, and up $23.6 million sequentially [16] - First quarter adjusted EBITDA was $15.7 million, up $5.9 million from the same period last year, and increased $22.8 million sequentially [17] - First quarter free cash flow was $18 million, compared to negative $2.7 million in fiscal 2025, marking an increase of $20.7 million [18] - Net debt decreased by $11.7 million from the fourth quarter to $202.3 million, with a total reduction of $41 million over the last three quarters [19] Business Line Data and Key Metrics Changes - Data center power product sales grew by 12% year-over-year, although sequential sales were lower due to record sales in the previous quarter [8] - EV sales represented 19% of consolidated total sales, an increase from 18% last year, but down from 20% sequentially [7] - The automotive segment experienced weaker sales in North America due to the transition from legacy programs to new ones [16] Market Data and Key Metrics Changes - The company remains optimistic about the long-term megatrend in EVs, expecting a significant rebound in EV sales in fiscal 2027 [8] - The performance in EMEA, particularly in Egypt, has improved significantly, while solid performance continues in Asia [6] Company Strategy and Development Direction - The company is focused on a transformation journey aimed at stabilizing the business and positioning for future growth, with significant organizational changes already implemented [11] - The power solutions segment is seen as a long-term growth engine, with ongoing investments in this area [10] - The company is leveraging its historical expertise in power distribution to capture growth opportunities in data centers, EVs, and military applications [9] Management's Comments on Operating Environment and Future Outlook - Management affirmed guidance for fiscal 2026, expecting to double EBITDA despite a projected $100 million decline in sales due to lower EV demand [5] - The company is confident in its ability to navigate various headwinds and maintain operational improvements [4] - Management highlighted the importance of customer relationships and operational efficiency in driving future growth [39] Other Important Information - The company experienced a delay in reporting first quarter earnings due to a miscalculation of dividend equivalents, which required a waiver from banks [15] - The fiscal 2026 guidance assumes a typical 52-week fiscal year, with expected sales in the range of $900 million to $1 billion [20] Q&A Session Summary Question: How does the automotive segment contribute to EBITDA growth? - Management noted that performance varies by region, with improvements in EMEA and challenges in North America due to program transitions [25] Question: What is the outlook for the Asia market? - The Asia team is leading product development for EV applications, and despite some headwinds, progress is being made [29] Question: What is the status of tariff expectations? - There has been no change in tariff expectations, and the current regime is creating new opportunities for the company [37][39] Question: How far along is the restructuring process? - The company is on track with headquarters consolidation and has reduced headcount by approximately 500 people [40][41] Question: What is the outlook for the commercial vehicle market? - Management expects a rebound in the commercial vehicle space in 2026, with ongoing interest from customers [42] Question: What is the expected growth in the EV market? - The majority of growth is anticipated to come from outside the U.S., particularly in Europe and China [60]

Nvidia's Performance and Market Perception - Nvidia's stock performance is being impacted by exceedingly high market expectations, despite a 56% year-over-year revenue increase [2][3] - Analysts had even higher "whisper" expectations, anticipating revenue to be $1 billion higher than the guidance [4] AI Opportunities Across Sectors - Healthcare presents a significant opportunity for AI due to inefficiencies and fragmentation, with a total addressable market (TAM) of many billions of dollars, including drug formation [4] - AI can revolutionize education by tailoring teaching methods to individual learning styles [5] - AI is crucial for solving climate change through carbon capture technologies [5] Energy and Data Centers - The conversation highlights the growing concern about water usage in data centers [7] - AI data centers could be located in areas with renewable energy sources like hydropower for economic growth [8] - Nuclear energy could play a significant role in powering data centers [8][9] China Market - China is a massive market, and Nvidia aims to maximize its access to it [2]