Core Viewpoint - Waymo has temporarily suspended its robotaxi service in San Francisco due to a significant power outage that left many of its vehicles stalled on city streets [1][2][3]. Group 1: Service Suspension - The suspension of ride-hailing services was confirmed by Waymo spokesperson Suzanne Philion, who stated that the company is working closely with city officials to monitor infrastructure stability and aims to restore services soon [2][3]. - The blackout affected the operation of Waymo's vehicles, which were reportedly stalled at various locations, causing traffic disruptions [1][3]. Group 2: Cause of Blackout - The blackout was attributed to a fire at a Pacific Gas & Electric (PG&E) substation, impacting around 120,000 customers, with 35,000 still without power as of Sunday morning [4]. - The outage also affected traffic lights and public transit, prompting warnings from San Francisco Mayor Daniel Lurie for residents to avoid unnecessary travel [3][4]. Group 3: Operational Impact - Waymo's robotaxi service had been experiencing significant growth, providing approximately 450,000 rides per week, nearly double the amount reported earlier in the year [6].

Core Insights - DTE Energy Company is recognized as one of the 10 Best Performing Electrical Infrastructure Stocks in 2025 [1] Analyst Recommendations - UBS analyst William Appicelli maintained a Buy recommendation on DTE Energy Company shares, lowering the price objective to $151 from $155 [2] - Jefferies upgraded DTE Energy Company from Hold to Buy, increasing its price objective from $149 to $150 [2] Earnings Projections - Jefferies analyst Julien Dumoulin-Smith revised the EPS growth rate projection for DTE Energy Company to 8.1% for 2026-2030, up from the previous estimate of 7.2% [3] - The upgrade includes expectations related to data center prospects, with an addition of 1.5 gigawatts of data center-associated demand projected for early 2026 [3] Price Target Adjustments - JPMorgan reduced its price target for DTE Energy Company to $145 from $151 while maintaining a Neutral rating [4] - The adjustment was made following updates to models for the North American utilities business [4] Company Overview - DTE Energy Company operates two regulated utilities in Michigan, which contribute to 90% of its earnings [4] - DTE Electric serves over 2.3 million consumers in southeastern Michigan, including Detroit [4]

Core Insights - Consolidated Edison, Inc. is recognized as one of the 10 Best Performing Electrical Infrastructure Stocks in 2025 [1] Analyst Ratings - Morgan Stanley has maintained an Underweight rating on Consolidated Edison, Inc., reducing its price target from $98 to $92, citing that data centers will significantly impact utility performance and growth in 2026 [2] - KeyBanc also reaffirmed its Underweight rating, lowering its price target from $90 to $86, attributing valuation pressure to the unfavorable political situation in New York, lack of growth prospects, and expected share shrinkage [3] Recent Transactions - Consolidated Edison, Inc.'s subsidiary signed a contract on November 24, 2025, to sell approximately 6.6% of its stake in Mountain Valley Pipeline, LLC for $357.5 million, with the deal expected to close in the first half of 2026 [4] Company Overview - Consolidated Edison, Inc. serves as a holding company for Orange & Rockland and Consolidated Edison of New York, providing electricity, natural gas, and steam to customers in southeastern New York, including New York City, and parts of New Jersey [5]

Core Insights - Exelon Corporation (NASDAQ:EXC) is recognized as one of the 10 Best Performing Electrical Infrastructure Stocks in 2025 [1] Group 1: Analyst Ratings and Price Targets - Morgan Stanley has lowered its price objective for Exelon Corporation from $52 to $49 while maintaining an Equal Weight rating, citing that data centers will drive utility performance and growth in 2026 [2] - KeyBanc has reaffirmed its Underweight rating and reduced its price target for Exelon Corporation from $42 to $39, aligning with its broader industry thesis that favors vertically integrated utilities over wire-only firms like Exelon [3][4] - KeyBanc noted that political constraints and upcoming gubernatorial elections in Exelon's operational areas are expected to limit near-term multiple growth [4] Group 2: Business Operations and Market Position - Exelon Corporation provides power and gas to over 10 million consumers through its six regulated utilities located in Illinois, Pennsylvania, New Jersey, Maryland, Delaware, and Washington, D.C. [6] - KeyBanc indicated that due to Exelon's wires-only business model, a growth rate modification is unlikely in the foreseeable future, and it remains uncertain if the company will be allowed to participate in state-level solicitations [5]

Core Insights - Entergy Corporation (NYSE:ETR) is recognized as one of the 10 Best Performing Electrical Infrastructure Stocks in 2025 [1] - KeyBanc has maintained an Overweight rating on Entergy Corporation while reducing its price target from $106 to $102 [2] - The growth narrative for Entergy remains strong, bolstered by recent acquisitions to support new clients and ongoing positive discussions with prospective customers [3] Company Positioning - Entergy Corporation operates five regulated vertically integrated utilities across Arkansas, Louisiana, Mississippi, and Texas, serving approximately three million consumers [4] - The company is identified as a premium player in the market due to its exposure to the data center trend, making it attractive for long-term investors [4] - KeyBanc believes that Entergy's shares still hold potential for growth despite the revised price target [2][4]

The city of San Francisco plunged into darkness on the intervening night of Saturday and Sunday, with nearly a third of the city being affected by a power outage.As the outage hit, more than 130,000 houses and businesses were left without power, mostly in the northwest part of San Francisco, while transportation in the city, including self-driving cars, grinded to a halt.Some parts of the city, such as Richmond, Sunset, Presidio, and Golden Gate Park, were among the worst hit.As of early Sunday morning, nea ...

Core Points - A significant power outage affected approximately 130,000 residents in San Francisco, a city with a population of around 800,000 [1][5] - Pacific Gas and Electric Company (PG&E) reported that by 11 p.m. Saturday, power was restored to about 95,000 customers, leaving around 35,000 still without service [1][5] - The outage resulted in traffic congestion and led to temporary closures of some businesses [2][5] Company Impact - PG&E managed to restore power to a large portion of affected customers, indicating effective response efforts [1][5] - The company reported no injuries to workers or the public during the outage, reflecting on their operational safety protocols [1][5] Industry Response - The San Francisco Department of Emergency Management issued guidelines for residents, advising them to only call 9-1-1 for life safety emergencies and to treat downed traffic signals as four-way stops [2][5] - Recommendations included keeping refrigerator and freezer doors closed and turning off major appliances to prevent surges, highlighting the importance of public safety during outages [2][5]

The great artificial intelligence boom that’s fueling US economic growth now depends heavily on credit markets to finance the investments, and utilities are among the key borrowers. In the process, they could potentially turn one of the safest parts of the corporate-bond market into a slightly riskier one. Companies will borrow more, boosting the supply of the bonds and potentially weighing on valuations. At the same time, industry profits could face pressure as regulators try to keep a lid on rate increa ...

Oracle (ORCL) - The analysis of Oracle's stock performance indicates that a 10-week strand of pricing data alone does not provide a reliable performance probability for other weeks, but a distribution of multiple 10-week sequences reveals risk geometry for smarter decision-making [1][2] - The Expected Move calculator for the Feb. 20, 2026 options chain suggests an implied volatility range for ORCL stock between $167.79 and $216.15, although the exact landing price within this range remains uncertain [7] - The current quantitative signal shows that ORCL stock has printed only three up weeks in the past 10 weeks, leading to a projected forward 10-week return range of $190 to $215, with the thickest probability mass between $200 and $205 [9] NextEra Energy (NEE) - NextEra Energy, the world's largest electric utility holding company by market cap, has underperformed this year, with its stock rising only 11% since January compared to a 16% increase in the S&P 500 [11] - The Expected Move calculator projects a price range for NEE stock between $74.26 and $84.82 for the Feb. 20 options chain, with an expected move of ±6.64% from the anchor price of $79.54 [12] - A distributional analysis indicates that NEE stock is likely to range between $78 and $83 over the next 10 weeks, with the thickest probability mass between $80 and $81.70 [13] Iron Mountain (IRM) - Iron Mountain, a company in the data protection and recovery services industry, has seen its stock decline by 24% since the beginning of the year, presenting a potential contrarian investment opportunity [16] - The Expected Move calculator for the Feb. 20 options chain indicates an anticipated price range for IRM stock between $72.59 and $87.59, reflecting a projected 9.36% move in either direction from the anchor price of $80.09 [17] - A distributional analysis suggests that IRM's forward 10-week returns are likely to range between $79 and $84.60, with price clustering around $82.30, while the current 3-7-D sequence indicates a range of $75 to $98, with robust probability mass up to around $92 [18][19]

The Southern Company (NYSE:SO) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Analysts Reduce Respective Price Targets on The Southern Company (SO) eliza-diamond-Iw2oRD2NP2w-unsplash The Southern Company (NYSE:SO) is one of the largest producers of electricity in the United States and the largest wholesale provider in the Southeast. Together with its subsidiaries, the company delivers clean, safe, reliable, and affordable energy to its 9 million customers. On Decem ...