Core Insights - Black Hills Corporation (NYSE:BKH) is recognized as one of the 13 best high dividend stocks to buy under $100 [1] - The company operates as a regulated utility providing natural gas and electricity to approximately 1.35 million customers across several states [2] Dividend Growth and Stability - Black Hills Corporation has been expanding its customer base at nearly three times the rate of U.S. population growth, which may enhance its chances of obtaining regulatory approval for future investments and rate proposals [3] - The company aims for a long-term annual earnings growth of 4% to 6%, with dividend increases expected to align with this growth trajectory [3] - As a Dividend King, Black Hills Corporation has achieved 55 consecutive years of dividend growth, currently offering a quarterly dividend of $0.676 per share, resulting in a dividend yield of 4.61% as of September 18 [4]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Opportunity - Wall Street is investing heavily in AI, but there is a looming energy crisis as AI technologies require vast amounts of electricity, comparable to the energy consumption of small cities [2][3] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment [3][8] Company Profile - The company owns significant nuclear energy infrastructure assets, which are crucial for America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including oil, gas, and renewables [7][8] - The company is debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] Market Position - The company has an equity stake in another prominent AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9] - It is trading at a low valuation of less than 7 times earnings, making it an attractive option for investors looking for undervalued stocks in the AI and energy space [10] Future Outlook - The ongoing technological revolution driven by AI is expected to create significant investment opportunities, with a focus on companies that can adapt and thrive in this changing landscape [11][12] - The combination of AI infrastructure needs, energy demands, and the onshoring trend driven by tariffs presents a unique investment landscape that the highlighted company is well-positioned to navigate [14]

Core Insights - Constellation Energy Corporation (CEG) benefits from a favorable position in the energy market due to ample and reasonably priced natural gas supply, which supports its integrated business operations in selling natural gas, electricity, and sustainable solutions [1][8] - CEG's dual-fuel facilities enhance its reliability in electricity generation, allowing it to adapt to fuel shortages and ensure a steady power supply for customers [2][8] - The company operates nearly 10 gigawatts (GW) of generation capacity from various sources, contributing to nearly 10% of the total electricity supply in 2024 [3][8] Strategic Developments - CEG plans to acquire Calpine Corporation, expected to close in Q4 2025, which will combine CEG's clean energy production with Calpine's natural gas assets, creating a leading competitive retail electric supplier [4] - Other utilities, such as Xcel Energy and Duke Energy, are also investing in natural gas operations to enhance grid stability, with significant capital allocations planned for the coming years [5][6] Financial Performance - The Zacks Consensus Estimate indicates an earnings per share (EPS) growth of 8.54% for 2025 and 25.99% for 2026 [7] - CEG's stock is currently trading at a premium with a forward price-to-earnings ratio of 28.9X compared to the industry average of 21.95X [10] - Over the past six months, CEG's shares have increased by 47.1%, outperforming the industry's growth of 30.5% [12]

Core Points - Chesapeake Utilities Corporation and its subsidiary Sharp Energy have been recognized as "Stars of Delaware" for the sixth consecutive year, with Chesapeake Utilities named Best Natural Gas/Energy Provider and Sharp Energy awarded Best Propane Company [1][2]. Company Overview - Chesapeake Utilities has over 100 years of experience in providing safe and reliable natural gas service across Delaware and Maryland, operating nearly 2,100 miles of distribution mains and serving more than 110,000 customers [3][7]. - Sharp Energy, a subsidiary of Chesapeake Utilities, has a strong reputation for customer satisfaction, delivering propane to approximately 90,000 customers and maintaining nearly nine million gallons of propane storage [4][8]. Industry Recognition - The Stars of Delaware awards are based on over 44,000 votes from Daily State News readers, highlighting businesses that Delaware residents trust [2]. - The awards were celebrated at a community event in Dover, Delaware, showcasing the importance of local businesses in the community [5].

Group 1: Market Overview - The US large-cap equity market experienced significant growth in Q2 2025, with the S&P 500® Index increasing by 10.94% [1] - The surge in the equity market was attributed to reduced concerns regarding the potential imposition of harsh tariffs by President Trump, as the administration paused tariff implementation [1] Group 2: Macquarie Core Equity Fund Performance - The Macquarie Core Equity Fund's Institutional Class achieved a return of 11.94% in Q2 2025, outperforming the S&P 500 Index [1] - Sector selection contributed to 80% of the fund's relative performance, while individual security selection accounted for the remaining 20% [1] Group 3: Berkshire Hathaway Inc. Insights - Berkshire Hathaway Inc. (NYSE:BRK-B) was highlighted in the Macquarie Core Equity Fund's investor letter, noting a one-month return of 0.31% and a 52-week gain of 7.73% [2] - As of September 18, 2025, Berkshire Hathaway Inc. shares closed at $490.50, with a market capitalization of $1.059 trillion [2] - The fund expressed concerns regarding Berkshire Hathaway's future leadership following the death of Charlie Munger and Warren Buffett's impending retirement at the end of 2025, indicating a shift in the company's investment profile [3] Group 4: Hedge Fund Interest in Berkshire Hathaway - Berkshire Hathaway Inc. ranked 15th among the 30 Most Popular Stocks Among Hedge Funds, with 133 hedge fund portfolios holding the stock at the end of Q2 2025, up from 125 in the previous quarter [4] - Despite recognizing Berkshire Hathaway's potential, the analysis suggested that certain AI stocks may offer greater upside potential and lower downside risk [4]

Uniper agreed to sell its Datteln 4 coal-fired power plant in Germany to the Czech Republic’s ResInvest Group https://t.co/k11BIbRuuy ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][6] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being involved in nuclear energy infrastructure and capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - It is described as debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization, providing a strong financial foundation [8][10] Growth Potential - The company also has an equity stake in another AI-related venture, offering investors indirect exposure to multiple growth engines in the AI sector without the associated premium costs [9][10] - The stock is considered undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity given its ties to both AI and energy sectors [10][11] Industry Trends - The article discusses the broader trends of AI disruption across traditional industries, emphasizing the importance of investing in companies that are adapting to these changes [11][12] - The influx of talent into the AI field is noted, ensuring continuous innovation and advancements, which further supports the investment thesis in AI-related companies [12][14]

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to support this growth [2] - AI technologies, particularly data centers for large language models, consume vast amounts of energy, comparable to that of small cities, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][6] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI [3] - The company is involved in nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7] Group 3: Financial Position - The company is noted for being completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] - The company is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the AI and energy sectors [10] Group 4: Market Trends and Future Outlook - The ongoing trends of AI infrastructure development, onshoring due to tariffs, and a surge in U.S. LNG exports are all interconnected, with this company positioned to capitalize on these developments [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12] - The overall sentiment is that investing in AI is not just about financial returns but also about being part of a transformative technological revolution [15]

Core Viewpoint - PG&E received an upgrade from Underweight to Equal Weight with a new price target of $20, increased from $19, indicating improved confidence in the utility's investment strategy [4] Group 1: Company Performance - PG&E's stock declined by 1.1% in Thursday's trading despite the upgrade, reflecting market reactions to the news [4] - Morgan Stanley's analysis suggests a more favorable outlook on PG&E's investment, which may influence future performance [4]

Industry Trend - The Trump administration aims to accelerate the development of power plants, power lines, and other energy projects [1] - This initiative is in response to the increasing electricity demand from AI and manufacturing sectors [1]