Jeffre analyst Julian Demulan Smith brings some utility stocks he loves as well to set. Julian, great to have you on set. It's not for everybody, but this idea that data centers is going to raise costs is not true.It sounds like they're going to raise earnings, though. >> Oh, you better believe it. They they are certainly going to raise earnings.I mean, look, they're looking they're not your father's utilities, right. Let's be honest to ourselves. I mean, the backdrop here is we're looking at the longest ru ...

Core Viewpoint - The utility sector is experiencing a significant earnings growth, driven by new contracts with data center providers, which may lead to lower consumer bills rather than higher costs [2][4][6]. Group 1: Earnings Growth and Utility Contracts - The utility sector is witnessing the longest run in earnings growth in its history, with sales and volumetric growth on the rise [2][3]. - A notable contract in Northern Indiana will result in a billion-dollar refund to consumers over a decade, showcasing a shift in the narrative around utility costs [6][7]. - Companies like NiSource are expected to double their earnings in less than a decade, with projections indicating earnings could reach nearly four dollars by 2033 [8][9]. Group 2: Data Center Impact - Data center providers, such as Amazon and Microsoft, are entering into contracts that significantly increase their energy payments, which may not be reflected in consumer bills [5][9]. - The pricing for energy from data centers can be about ten times higher than what consumers pay, indicating a substantial revenue stream for utilities [9]. Group 3: Future Outlook and Strategic Positioning - Utilities in the Midwest, including Alliant and Evergy, are well-positioned to maintain customer bills while benefiting from long-term contracts that extend into the 2030s [10][11]. - The energy landscape is shifting towards a combination of natural gas and renewables, making energy competitive and sustainable [13].

Shutdown’s Real Market Impact: Why December Rate Cut Odds Just Collapsed from 92% to 67%A six-week data blackout has left the Fed's December path in fog. Odds of a rate cut have collapsed from 92% to about 67% as the market recalibrates to incomplete data, setting up a volatile December for rate-sensitive assets.What Wall Street Is MissingMarkets are rallying on the shutdown’s end, but sophisticated investors should be positioning for what comes next: a Fed that’s been flying blind for six weeks and may now ...

Core Insights - Entergy Corporation (ETR) is an integrated energy company with a market cap of $43.3 billion, serving approximately 3 million customers across multiple states [1] - The company has shown strong stock performance, with ETR shares increasing 29.4% over the past 52 weeks, outperforming the S&P 500 Index's 14.5% gain [2] - Entergy's third-quarter earnings report indicated adjusted earnings of $1.53 per share, a slight increase from $1.50 a year earlier, with net income rising to $694 million from $645 million [4] Financial Performance - The utility segment has been the primary earnings driver, benefiting from higher retail sales and favorable regulatory outcomes [4] - Analysts project ETR's EPS to grow 6.9% year-over-year to $3.90 for the fiscal year ending in December 2025 [5] - Entergy has a strong earnings surprise history, beating consensus estimates in the last four quarters [5] Analyst Ratings - Among 21 analysts covering the stock, the consensus rating is a "Moderate Buy," with 14 "Strong Buy" ratings, one "Moderate Buy," and six "Holds" [5] - J.P. Morgan analyst Jeremy Tonet reiterated a "Buy" rating on Entergy with a price target of $113, indicating a potential upside of 20.2% from the Street-high price target of $116 [6]

November 10, 2025 05:30 AM GMT Quantitative Equity Research Thematic Tides: Quantifying the Next Big Waves Global Thematics, quantified: rules-based, implementable portfolios across AI & Tech Diffusion, Future of Energy, Longevity, Multipolar World. We connect performance, factors, revisions, estimates, valuation, ownership. Standouts: Defense, AI Adopters, Powering AI, Aging Population. M Key Takeaways What this report does. We extend the Morgan Stanley Research division's Key Themes with a rules-based qua ...

Core Insights - Vanguard Utilities Index Fund ETF (VPU) has increased by over 20% year to date, primarily driven by the rapid development of AI infrastructure [1] - The expansion of data centers is enabling utility operators to enhance their capital deployment [1]

Prime Minister Mark Carney will name a major electricity transmission line in British Columbia to his list of nation-building projects eligible to be fast-tracked, according to sources https://t.co/1fSVY3jT5K ...

Of course, there's the energy question. Uh, can the energy supply required meet the demand. Our next guest is out with a new report projecting up to a 20% shortage of US power for data centers through 2028.Joining us this morning, Morgan Stanley's global head of thematic research, Steven Bird, is with us. Stephen, welcome back. It's good to see you again.>> Thanks so much, Carl. Thanks, Sarah. >> So, is this going to get worse before it gets better.My concern is you can run into so many different snags when ...

Core Viewpoint - The article evaluates the BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as a potential investment option at its current market price [1]. Group 1: Investment Strategy - The fund is positioned within a macro-focused investment strategy, targeting under-valued sectors and thematic ideas such as metals, gold, and crypto [1]. - The investment approach emphasizes finding opportune entry points for investments, particularly in high-yield opportunities within the CEF and ETF fund space [1]. Group 2: Fund Characteristics - The fund aims to provide safe and reliable yields, targeting approximately 8% returns, which is appealing to both active and passive investors [1]. - A significant feature of the fund is that the majority of its holdings are monthly-payers, facilitating faster compounding and steady income streams [1]. Group 3: Analyst Background - The analyst has 15 years of experience in financial services, with a focus on macro analysis and investment in various sectors [1]. - The analyst's personal investment journey reflects a strong work ethic and diligent saving, which is highlighted as a testament to the potential for life-changing financial outcomes through investing [1].

CNBC's Brian Sullivan sits down exclusively with Edison International President & CEO Pedro Pizarro at the Edison Electric Institute Conference in Hollywood, FL, to discuss Eaton fire compensation, mitigating wildfire risk, providing safe and affordable electricity and more. ...