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Constellation Energy Stock: Why Nuclear Is the New Tech Trade
Yahoo Finance· 2026-01-06 21:20
The major technology firms, often called hyperscalers, have aggressive net-zero carbon goals. They cannot power their servers with coal, nor can they rely solely on wind or solar. Solar panels do not generate power at night, and wind turbines sit idle on calm days. Data centers, however, need to run 24 hours a day, 7 days a week.To understand the bullish case for Constellation, investors must look at the math behind the AI revolution. U.S. data center power demand rose by about 22% in 2025 alone. This surge ...
Caldwell Releases Landmark Whitepaper "Utilities at the Eye of the Storm," Featuring Insights from North America's Most Influential Energy Leaders
Accessnewswire· 2026-01-06 14:00
TORONTO, ON / ACCESS Newswire / January 6, 2026 / Retained executive search firm Caldwell (TSX:CWL)(OTCQX:CWLPF) today announced the release of Utilities at the Eye of the Storm: How future-ready leaders can guide the sector through physical, digital and economic convergence, a new, in-depth whitepaper authored by Les Gombik, managing partner at Caldwell. The report assembles a rare collection of perspectives from senior executives across the North American utility, energy and infrastructure landscape, offe ...
What to Expect From WEC Energy's Q4 2025 Earnings Report
Yahoo Finance· 2026-01-06 11:32
Founded in 1896, Milwaukee, Wisconsin-based WEC Energy Group, Inc. (WEC) provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. The company has a capitalization of $34.6 billion and is expected to release its Q4 fiscal 2025 earnings results soon. Ahead of this event, analysts anticipate WEC Energy to generate earnings of $1.37 per share, representing a decline of 4.2% from $1.43 per share reported in the same quarter last year. The c ...
CAC 40 Moderately Lower As Investors Digest PMI, Inflation Data
RTTNews· 2026-01-06 11:00
Market Performance - France's equity benchmark CAC 40 opened flat but drifted lower, down 49.25 points or 0.6% at 8,162.25 before noon [1] - Notable declines were seen in Legrand and Dassault Systemes, which fell 3.7% and 3.6% respectively, while Capgemini and Saint Gobain lost over 3% [1] Company Movements - BNP Paribas, Hermes International, Schneider Electric, Publicis Groupe, LVMH, Air Liquide, Accor, and Societe Generale experienced losses ranging from 1% to 1.6% [2] - In contrast, Orange and STMicroElectronics gained 2.6% and 2.5% respectively, with Michelin up 1.5% and Thales and Engie gaining 1.2% and 1.1% respectively [2] Economic Indicators - France's inflation eased to a seven-month low in December, attributed to a significant drop in energy prices [2] - The consumer price index (CPI) showed an annual increase of 0.8%, the slowest since May, following a 0.9% rise in November [3] - EU harmonized inflation also unexpectedly slowed to 0.7% in December from 0.8% in November, contrary to forecasts [3] PMI Data - The HCOB France Composite PMI for December was revised to 50.0, indicating stagnant output, with the manufacturing PMI at 50.7 and the Services PMI at 50.1 [4] - The HCOB Flash Eurozone Composite PMI for December was revised to 51.5, down from a flash estimate of 51.9 and November's 30-month high of 52.8 [5]
Blackout reveals German vulnerability to infrastructure attacks
BusinessLine· 2026-01-06 10:50
Around 27,000 homes in Berlin are still without power for a fourth day after an arson attack produced the second major blackout since September.It’s taking contractors longer than usual to fix the problem because the frozen ground is making it more difficult to repair the cables, while people are moving into emergency shelters or hotels to keep warm. And although the weather has amplified the impact of the attack, experts are saying it shows how exposed Germany’s infrastructure is at a time of increasing s ...
Andrew Hill Investment Advisors Q4 2025 Client Letter
Seeking Alpha· 2026-01-06 07:45
Kirill Stytsenko/iStock via Getty Images Fourth Quarter 2025 Performance Recap (As of December 29, 2025) Client portfolios have produced double digit gains in 2025 for the third year in a row and in line with benchmark returns for most clients. Looking back on 2025, we see a year characterized by resilience from corporations and consumers amidst a weakening labor market, inflation, and a volatile business and political environment. Although it was not a smooth ride, many companies executed exceptionally ...
Edison International (EIX) Target Trimmed as Morgan Stanley Flags Ongoing Wildfire Exposure
Insider Monkey· 2026-01-06 02:34
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Why Constellation Energy Stock Slumped Today
Yahoo Finance· 2026-01-06 00:25
Key Points It's floating a debt issue that approaches $3 billion in size. This will take the form of a four-tranche series of senior note issues. 10 stocks we like better than Constellation Energy › A key subsidiary of Constellation Energy Group (NASDAQ: CEG) is seeking new financing, and investors are not pleased about it. After that subsidiary, Constellation Energy Generation, announced on Monday that it was issuing debt securities, market players sold out of Constellation stock. This left it wit ...
Greg Abel Earned Warren Buffett’s Trust. Now, He Has Buffett’s Job
Yahoo Finance· 2026-01-05 05:01
For most of the world, Wednesday marked the end of 2025. For Berkshire Hathaway, it was the end of an era. Warren Buffett, the Coca-Cola-chugging investing legend who built the once declining textile business into a $1 trillion juggernaut, stepped down as CEO, handing the top job to his handpicked successor, Greg Abel, 63, as of January 1. While Abel has earned the 95-year-old Oracle of Omaha’s trust, he has yet to acquire his star power and remains a virtual blank slate in the public imagination. So who ...
UBS Keeps Buy Rating on Ameren Corporation (AEE)
Yahoo Finance· 2026-01-04 22:30
Group 1 - Ameren Corporation (NYSE:AEE) is recognized as one of the 8 most profitable utility stocks to buy currently [1] - UBS maintains a buy rating on Ameren Corporation while reducing its price target from $121 to $115 [2] - Morgan Stanley keeps an Equal Weight rating on Ameren Corporation and lowers its price target from $108 to $103, highlighting data centers as a key growth driver for utility performance in 2026 [2] Group 2 - Ameren Corporation revised its long-term EPS growth guidance to a compound annual rate of 6% to 8% from 2025 through 2029, with a 2025 EPS estimate between $4.90 and $5.10 per share [3] - The projected EPS for 2026 is between $5.25 and $5.45 [3] - Ameren operates as a regulated utility in Illinois and Missouri, with improved regulations in Missouri creating substantial investment opportunities, while management has effectively navigated regulatory challenges in Illinois [4] Group 3 - The stock of Ameren Corporation has increased by 12.21% year-to-date as of December 31, 2025 [4]