Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Generac stock could trade higher over the next 60 days, projecting an average price around $180.50 by mid-April. Investors looking to express a view can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock. Rather than slowly scaling position size through a retail ac ...

GE Vernova Inc. (NYSE:GEV) is one of the best AI energy stocks to buy now. Mixed Analyst Sentiment on GE Vernova (GEV) Amid Oversupply Concerns and PJM Emergency Auction Proposal On January 16, 2026, GE Vernova Inc. (NYSE:GEV) was cited as the clearest winner by Jefferies. The bullish stance comes amid reports that President Trump and several Northeastern US governors laid out a statement of principles for PJM Interconnection to conduct a backstop emergency auction. The move aims to improve electricity a ...

Vistra Corp. (NYSE:VST) is included in our list of the best AI energy stocks to buy now. Mixed Analyst Sentiment on Vistra (VST) Amid Increasing Regulatory Risk and Long-Term Contract Wins On January 15, 2026, Jefferies stated that it is seeing heightened regulatory risk for established power producers. The cautious sentiment builds following reports of potential PJM market intervention aimed at electricity affordability and reliability. As a result of this development, Vistra Corp. (NYSE:VST)’s shares e ...

Vistra Corp. (NYSE:VST) is included in our list of the best AI energy stocks to buy now. Mixed Analyst Sentiment on Vistra (VST) Amid Increasing Regulatory Risk and Long-Term Contract Wins On January 15, 2026, Jefferies stated that it is seeing heightened regulatory risk for established power producers. The cautious sentiment builds following reports of potential PJM market intervention aimed at electricity affordability and reliability. As a result of this development, Vistra Corp. (NYSE:VST)’s shares e ...

Constellation Energy Corporation (NASDAQ:CEG) is included in our list of the best AI energy stocks to buy now. TD Cowen Bullish on Constellation Energy (CEG) Amid Heightened Regulatory Risks and Recently Completed $16.4 billion Calpine Acquisition On January 9, 2026, TD Cowen initiated coverage on Constellation Energy Corporation (NASDAQ:CEG) with a ‘Buy’ rating and a $440 price target, while highlighting heightened regulatory risks. At the same time, the firm cited the recently completed $16.4 billion C ...

India Industrials and Infrastructure Similar to China, India is devoid of oil-gas reserves but with abundant coal and sunshine. China has electrified its economy with 28% of energy met via electricity. India on similar journey but at a slower space. The scales are very different, whether Thermal or Renewable, China's generation capacity is 6x of India. As India ramps up power capex (govt estimates $0.5 Trn by 2032 and $ 2.2 Trn by 2047), we have always seen a role for the trifecta - thermal-BESS-Nuclear for ...

Group 1 - The core point of the article highlights that China leads the world in electricity generation, with a total output of 100,869 billion kWh, accounting for 32.27% of global generation, and is the first country to surpass 100,000 billion kWh [1][2][3] - The global electricity generation reached 312,559 billion kWh in 2024, with renewable energy contributing over 40% of the total generation and over 80% of the new generation capacity [1][2] - The top 30 countries account for approximately 87.8% of global electricity generation, with a total output of 274,276 billion kWh [1][2] Group 2 - The second-largest electricity producer is the United States, generating 46,348 billion kWh, which is less than half of China's output [2][3] - India ranks third with an electricity generation of 20,302 billion kWh, approximately one-fifth of China's total [3] - The average per capita electricity generation globally is 3,839 kWh, while China's per capita generation is significantly higher at 7,163 kWh, surpassing many developed countries [6][10] Group 3 - China has established the world's largest and fastest-growing renewable energy system, with over 60% of its installed capacity coming from renewable sources [10] - The country leads in various technologies, including solar power efficiency and offshore wind power capacity, and has a significant share of global renewable energy patents [10] - China's advancements in high-voltage transmission technology and clean coal power systems are notable, with 35 high-voltage projects completed, setting multiple world records [10][11]

Winter Storm Fern is anticipated to have a significant impact on energy and power production, leading to potential stock fluctuations in the energy sector. Here are the stocks and industry groups to keep an eye on during this and future storms.Natural Gas Producers, Equipment Manufacturers In FocusThe recent surge in natural gas prices, coupled with potential production disruptions, has put natural gas producers in the spotlight amid the ongoing winter storm. Companies like Antero Resources Corp. (NYSE:AR) ...

26 年全国电量及电力供需前瞻 20260123 摘要 2026 年电力供需预计相对宽松，主要得益于火电投产高峰和储能的快 速增长，特别是 2025 年新增约 66GW 的储能容量，降低了夏季高峰时 段的缺电风险。 预计 2026 年全社会用电量增长约 5%，其中居民和第三产业用电需求 增长显著，增速均超过 7%。制造业增速相对较低，约为 3.7%。 2026 年用电增长的主要驱动力包括居民生活水平提高、城镇化率提升、 储能与特高压建设以及 AI 相关产业的发展，预计全社会用电影响仍可维 持在约 5%的水平。 2026 年新能源装机预计边际下滑，风电装机规模预计维持在 1.25 亿千 瓦左右，光伏装机增量可能降至 1.5 亿千瓦，低于 2025 年水平，主要 受项目审批节奏和弃风弃光问题影响。 火电在 2025-2026 年处于投产高峰期，预计新增装机约 70GW。风电 和光伏发电竞争预计保持 20%左右的增长，煤电发电竞争可能下降约 3%。 预计 2026 年中国新能源电力将保持高速增长，煤电发电量可能下降约 3%，火电企业通过放弃低价电量，提升竞争力和经济性。 预计 2026 年顶峰负荷时期用电需求增长约 ...

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]