Industry Overview - The demand for clean electricity is increasing sharply due to factors such as the rise of AI-powered data centers, urbanization, industrial growth, higher global temperatures necessitating air conditioning, and the growing popularity of electric vehicles [1] Nuclear Power Advantages - Nuclear power plants require significantly less land compared to other clean energy sources to generate the same amount of electricity [2] - Nuclear energy is unique in its systematic management and safe storage of waste, unlike other conventional energy sources [2] - Nuclear power plants have a high-capacity factor, providing carbon-free electricity and a continuous power supply even during extreme weather [3] - Production tax credits help offset the high upfront costs of constructing nuclear power plants, enhancing their competitiveness against alternative energy sources [3] Investment Opportunities - Utility stocks such as Constellation Energy Corporation (CEG) and American Electric Power (AEP) are becoming attractive investment options due to the increasing importance of clean energy [4] Constellation Energy (CEG) - CEG is the largest nuclear power operator in the U.S., generating 10% of the nation's carbon-free energy and powering over 16 million homes and businesses with nearly 90% carbon-free annual output [5][6] - CEG operates 12 nuclear facilities with a capacity of approximately 22,000 MW, positioning it well to meet the demand from power-intensive industries [6] American Electric Power (AEP) - AEP operates the Donald C. Cook Nuclear Plant and is involved in the construction of Vogtle Units 3 and 4, the newest reactors in the U.S. [7] - AEP is exploring Small Modular Reactors (SMRs) as a flexible energy resource to meet growing energy demands [7] - AEP plans to invest $54 billion through 2029, focusing on grid upgrades and future nuclear projects [10][13] Financial Performance and Estimates - The Zacks Consensus Estimate for CEG's earnings per share (EPS) for 2025 and 2026 has remained unchanged and increased by 0.87%, respectively, in the past 60 days [9] - AEP's EPS estimates for 2025 and 2026 have increased by 0.17% and 0.32%, respectively, in the same period [12] Strategic Investment Plans - CEG plans capital expenditures of nearly $3 billion and $3.5 billion for 2025 and 2026, with 35% allocated for nuclear fuel acquisition [10][13] - AEP aims to invest approximately $25.4 billion in its transmission and distribution business during the same period, with $0.5 billion planned for nuclear generation [13] Return on Equity and Dividend Yield - CEG has a return on equity (ROE) of 21.93%, while AEP's ROE is 11.68% [14] - CEG's current dividend yield is 0.48%, compared to AEP's 3.41% [15] Conclusion - Both CEG and AEP present significant growth opportunities in the energy sector, with AEP currently favored due to its better earnings growth and dividend yield [16][17]

China has started construction of the world’s biggest hydroelectric dam in Tibet that would cost around $167 billion.@SStapczynski explains the sheer scale of the project and why it's got countries like India and Bangladesh concerned https://t.co/jmCDDeScOP https://t.co/H3qEReYqZ5 ...

Group 1 - The State Council's General Office announced that Premier Li Qiang will attend the opening ceremony of the 2025 World Artificial Intelligence Conference in Shanghai on July 26 [1] - The State-owned Assets Supervision and Administration Commission held a seminar from July 23 to 24, emphasizing the need to optimize the allocation of state-owned assets and resist "involution" competition [1] - The National Development and Reform Commission and the State Administration for Market Regulation are soliciting opinions on the draft amendment to the Price Law, aiming to improve standards for identifying low-price dumping and regulate market pricing order [1] Group 2 - As of June 30, 2025, the total scale of public funds in China reached 34.39 trillion yuan, marking a historical high since early 2024, while money market funds saw a decline of over 160 billion yuan [2] - The second batch of 12 floating fee funds has been approved and will be launched successively [2] - The U.S. has imposed counter-tariffs totaling 93 billion euros on American products, which will take effect on August 7 if no trade agreement is reached with the U.S. [2] Group 3 - Yuanli Co. announced plans to acquire 100% equity of Tongsheng Co., and its stock has resumed trading [3] - Hengtong Optic-Electric won a marine energy project worth 1.509 billion yuan [3] - China Gold Group's Inner Mongolia Mining Co. has suspended production, and the company will promote follow-up work [3] Group 4 - Intel reported second-quarter revenue of $12.86 billion, a year-on-year increase of 0.2%, with a net loss of $2.92 billion compared to a loss of $1.61 billion in the same period last year [4] - OpenAI plans to release its flagship model GPT-5 as early as early August, along with mini and nano versions [4] - The European Central Bank maintained its main refinancing rate at 2.15%, the deposit facility rate at 2%, and the marginal lending rate at 2.4%, all in line with market expectations [4]

IdaCorp (IDA) is expected to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31. ...

Core Insights - NextEra Energy, Inc. (NEE) reported second-quarter 2025 adjusted earnings of $1.05 per share, exceeding the Zacks Consensus Estimate of $1.02 by 2.9% and reflecting a year-over-year increase of 9.4% [1][9] - Total revenues for the quarter were $6.7 billion, which fell short of the Zacks Consensus Estimate of $7.22 billion by 7.28%, but showed a year-over-year improvement of 10.4% [2][9] Segment Performance - Florida Power & Light Company generated revenues of approximately $4.71 billion, up 7.1% from $4.38 billion in the prior year, with earnings of 62 cents per share compared to 60 cents in the same quarter last year [3] - NextEra Energy Resources reported revenues of $1.91 billion, a 16.4% increase from $1.64 billion year-over-year, with earnings of 53 cents per share compared to 42 cents in the previous year [3] - Corporate and Other segment had operating revenues of $78 million, up from $35 million in the year-ago period, but reported an operating loss of 10 cents per share, wider than the previous year's loss of 6 cents [4] Financial Highlights - Cash and cash equivalents stood at nearly $1.72 billion as of June 30, 2025, an increase from $1.49 billion on December 31, 2024 [8] - Long-term debt rose to $82.7 billion as of June 30, 2025, up from $72.4 billion at the end of 2024 [8] - Cash flow from operating activities in the first half of 2025 was $5.95 billion, down from $7.10 billion in the first half of 2024 [10] Growth and Guidance - NEE reaffirmed its 2025 earnings guidance, expecting earnings per share in the range of $3.45-$3.70, with a midpoint of $3.575, which is lower than the Zacks Consensus Estimate of $3.68 [11] - The company anticipates adjusted earnings per share for 2026 and 2027 to be in the range of $3.63 to $4.00 and $3.85 to $4.32, respectively, with expected earnings growth of approximately 6-8% through at least 2027 [11] - NextEra Energy Resources aims to add 36,500-46,500 MW of renewable power projects to its portfolio from 2024 to 2027 [12] Operational Developments - Florida Power & Light Company's growth was driven by ongoing business investments, with capital expenditures of around $2 billion during the quarter and full-year capital investments projected between $8 billion and $8.8 billion [5] - NextEra Energy Resources added 3.2 gigawatts to its renewables backlog, bringing the total backlog to nearly 30 gigawatts after accounting for over 1.1 gigawatts of new projects placed into service since the first quarter of 2025 [7][9]

MILWAUKEE, July 23, 2025 /PRNewswire/ -- WEC Energy Group Inc. (NYSE: WEC) will issue its 2025 second-quarter earnings news release before the stock market opens Wednesday, July 30. A conference call for investors and security analysts is scheduled for the same day at 1 p.m. Central time.Detailed financial information will be available on the WEC Energy Group website by 6:30 a.m. Central time July 30.To listen to webcast Go to wecenergygroup.com. Under 'Webcasts,' select 'Q2 Earnings' at any point within 15 ...

Company Overview - Eversource Energy, previously known as Northeast Utilities, operates in the energy delivery sector, providing electricity and natural gas to residential, commercial, and industrial customers in Connecticut, New Hampshire, and Massachusetts [11]. Zacks Rank and Style Scores - Eversource Energy is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position in the market [12]. - The company has a Growth Style Score of B, forecasting a year-over-year earnings growth of 3.5% for the current fiscal year [12]. - Two analysts have revised their earnings estimates upwards in the last 60 days for fiscal 2025, with the Zacks Consensus Estimate increasing to $4.73 per share [12]. Investment Potential - Eversource Energy's average earnings surprise stands at +2.7%, suggesting a potential for positive performance [12]. - With a strong Zacks Rank and favorable Growth and VGM Style Scores, Eversource Energy is recommended as a potential investment opportunity for growth investors [13].

Here is how NextEra performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for NextEra here>>> Shares of NextEra have returned +8.6% over the past month versus the Zacks S&P 500 composite's +5.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Operating Revenues- NextEra Energy Resources (NEER): $1.91 billion versus $2.77 ...

NEW ORLEANS, July 23, 2025 /PRNewswire/ -- Entergy will report its second quarter 2025 financial results before the market opens Wednesday, July 30.Drew Marsh, chair and chief executive officer, and Kimberly Fontan, executive vice president and chief financial officer, invite you to listen to a live webcast discussion of Entergy's quarterly business update and financial results at 10 a.m. Central time that day. The webcast may be accessed by visiting Entergy's website at investors.entergy.com or by dialing ...

Financial Data and Key Metrics Changes - Adjusted earnings per share increased by 9.4% year over year for the second quarter of 2025, and by 9.1% year over year for the first six months of the year [5][18] - FPL's earnings per share increased by $0.02 year over year, driven by nearly 8% growth in regulatory capital employed [18] - FPL's capital expenditures for the quarter were approximately $2 billion, with full-year expectations between $8 billion and $8.8 billion [18] Business Line Data and Key Metrics Changes - FPL's retail sales increased by 1.7% year over year, with a weather-normalized growth of approximately 2.6% [19] - Energy Resources reported an adjusted earnings per share increase of $0.11 year over year, with contributions from new investments increasing $0.14 per share [20][21] - Energy Resources added 3.2 gigawatts to its backlog, totaling nearly 30 gigawatts, with approximately 30% of the backlog coming from storage projects [22][23] Market Data and Key Metrics Changes - Demand for electricity is expected to exceed the last three decades combined, with significant growth across residential, commercial, industrial, and oil and gas sectors [7][8] - The company is positioned to meet the increasing demand for electricity, with a focus on building energy infrastructure quickly and at low cost [8][12] Company Strategy and Development Direction - The company aims to utilize all forms of energy, including renewables, storage, gas, and nuclear, to meet growing electricity demand [9][13] - FPL plans to add more than 8 gigawatts of reliable solar and battery storage by 2029, complementing its existing natural gas and nuclear fleet [14] - The company is actively pursuing opportunities in nuclear and gas generation, with ongoing discussions about the potential restart of the Duane Arnold nuclear facility [16][49] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating a challenging regulatory and policy environment while capitalizing on significant opportunities [11][12] - The company expects to deliver financial results at or near the top end of its adjusted earnings per share expectations for 2025, 2026, and 2027 [24] - Management emphasized the robust demand for energy infrastructure, which is expected to continue beyond the end of the decade [73] Other Important Information - The company has a strong supply chain capability and is leveraging artificial intelligence across its business [12] - FPL's typical residential bill remains well below the national average, with expected growth at an annual average rate of just 2.5% from 2025 through 2029 [20] Q&A Session Summary Question: Discussion on OBBB and permitting updates - Management clarified that the OBBBA provides a safe harbor for projects that begin construction before July 4, 2026, allowing them to avoid the placed in service requirement [28][29] - The company is comfortable navigating federal permitting issues, as most of its backlog already has secured federal permits [34] Question: Customer reactions and market share expectations - Management noted that customers are still digesting recent changes, but they expect significant opportunities for ramping up demand [35][36] Question: Update on FPL rate case - Management indicated that while they are preparing for hearings, discussions for a potential settlement could still occur [55][56] Question: Financing strategy and tax equity - The company has increased its tax equity providers by 50% and feels confident in accessing low-cost financing for renewable and storage projects [58][59] Question: Gas strategy and market opportunities - Management is exploring both new build and market opportunities for gas generation, emphasizing the need for value-driven decisions [62][63] Question: Update on Duane Arnold nuclear facility - Progress on Duane Arnold is advancing well, with ongoing engineering analysis and customer discussions [47][49] Question: Thoughts on SMRs and future deployment - The company is actively developing small modular reactors and evaluating their potential in the market [88] Question: Demand for new generation and pricing dynamics - Management highlighted the need for new incremental generation to meet future demand, emphasizing their unique development capabilities [87]