Joining me now, Kevin Mann, president and chief investment officer at Hennian and Walsh Asset Management. Kevin, great to have you back at the desk. >> Great to be back.I love being at the New York Stock. >> Well, we love having you. I want to check in on your market sentiment because you were last on in January.You were optimistic, but said geopolitics was the biggest risk. >> Got that one right. >> Now that we're in it, >> are you leaning into this market or are you more cautious now.Yeah, I I think for t ...

You've been to a lot of ceraweek in the past and now this is your last year as CEO of the company. I want to know what you think has changed the most at Ceraweek in just in general. There's a lot more people taking an interest in energy and particularly in electricity.Ceraweek really when it started was primarily oil and gas, and then there was electricity Thursday. And now we get to share top billing with the oil and gas folks. And I think it's really the nature of what's happening in the industry today, p ...

Indian markets on Dalal Street rallied sharply as easing tensions in the US-Iran conflict and stable oil prices boosted sentiment. Track Nifty 50 and BSE Sensex performance and key global triggers.Photograph: Danish Siddiqui/ReutersSensex and Nifty50 Rally: Key Highlights from Today’s MarketSensex and Nifty rebounded significantly following positive signals regarding the Middle East conflict and a temporary halt on strikes targeting Iranian energy infrastructure.Global markets, including Asian markets, reac ...

Asia Pacific Equity Research 18 March 2026 China Resources Power Neutral First Take: FY25 results – Beat on lower-than- expected fuel costs Our First Take: While China Resources Power's FY25 earnings beat consensus by 5% at HK$14.5bn, this was mainly a function of lower fuel costs and a lack of impairment charges, while other operating trends are largely in-line. As elevated oil and gas prices may have spillover impact to global coal prices, we believe the tailwinds from improvements in thermal margin may f ...

Investors might want to bet on Entergy (ETR) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earning ...

图源：Wind 具体来看， 截至收盘，沪指跌3.63%，深成指跌3.76%，创业板指跌3.49%。 沪深两市成交额2.43万亿，较上一个交易日放量1447亿。 全市场 超5100只个股下跌，其中133只个股跌停 。 图源：21财经客户端 记者丨金珊 李益文 黎雨辰 编辑丨江佩霞 3月23日，亚太股市集体重挫。 日经225指数收跌3.48%， 韩国综指收跌6.49%。早盘时，韩国交易所KOSPI 200期货下跌5%触发熔断（ 详见 ）。A股三大指数均跌超3%， 沪指尾盘勉强守住3800点关口。港股恒生指数、恒生科技指数盘中双双跌超4%。 此外，高度不确定性的环境下， "抗波动"成为多家机构短期建议的配置思路。 "短期重视低波资产，全年周期资源战略价值，科创待风险偏好流动性改善。在地缘油价明晰前，年报季底部区域配置更重视稳定低波，关注 煤炭、农业、保险、电新、恒生科技等。若地缘油价缓解，风偏回暖+流动性舒缓下，科创AI也或更具弹性。" 华创证券分析师 姚佩指出。 中欧基金建议，虽然AI浪潮仍在，但成长题材的趋势性可能会出现减弱。在波动率提升的背景下，由于国内PPI的回升预期，在股票和债券资 产配置间的切换较难提供 ...

The partnership’s flagship initiative, Taste of the Trades, was born from a deceptively simple insight: many high school students have to work during the summer, and their need for income steers them toward retail and food-service jobs rather than career-building experiences. By combining federally funded summer youth employment wages with industry-designed curriculum, the program pays students to explore energy and infrastructure careers instead. “One of them said, ‘I would have been working two jobs over ...

Core Insights - The energy industry is transitioning towards a digital energy economy, focusing on decarbonisation and increased capacity to meet rising power demand [1] - Companies are leveraging AI and digital innovations to manage complex and decentralised energy networks [1] Industry Trends - There is a growing reliance on emerging technologies within the energy sector, with a focus on AI and digital solutions that promise to enhance operational efficiency [2] - Investment firms, such as Susten, are specializing in technologies that facilitate the energy transition, indicating a trend towards strategic investments in digital energy solutions [2] Podcast Information - The podcast "Energy Technology: Industry Insights" discusses the latest developments in the power, oil and gas, and mining sectors, providing expert analysis on industry trends and technologies [3][4] - New episodes are released weekly, featuring insights from industry analysts and investment professionals [4]

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the Power & Utilities sector, highlighting the impact of AI on various companies and segments within the industry, including utilities, power producers, EPC/industrial firms, and renewables [1][2][3][4]. Utilities Sector - Electric demand growth is projected to increase by 2-3% annually, driven mainly by data centers, which is creating a challenge for consumer affordability and grid reliability [2]. - A new trend of "socially responsible" data center contracts is emerging, where hyperscalers are shifting from being price-makers to price-takers, agreeing to cover their generation costs [2]. - Regulated utilities that can manage flat customer bills while investing in infrastructure are well-positioned to benefit from this growth [2]. - Key companies in this sector include Entergy (ETR), NiSource (NI), Xcel Energy (XEL), and American Electric Power (AEP) [2]. Power Sector - Incumbent power producers are generating strong cash flows and securing long-term contracts, which is a shift from previous cycles [3]. - Companies are rewarding shareholders through buybacks and pursuing M&A opportunities while maintaining modest leverage levels [3]. - The need for additionality in power generation is becoming critical, leading to a more balanced operational profile [3]. - Notable companies include NRG (growth) and Vistra (VST) [3]. EPC/Industrial Sector - The construction of natural gas power plants and transmission lines is becoming increasingly critical, leading to pricing power for EPC firms [4]. - There is a heightened risk of execution due to limited availability of essential equipment and skilled labor, but this is also expanding margins and creating backlogs [4]. - Companies like Quanta Services (PWR) are positioned to benefit from utility capital expenditure upcycles [4]. Renewables Sector - The renewable energy sector is seen as a solution to grid constraints, with hyperscalers financing their own clean energy infrastructure [4]. - Solar and storage technologies are highlighted as the most cost-effective and rapid deployment options [4]. - The demand for localized clean energy solutions remains strong, despite some challenges with utility-scale battery optimization [4]. - NextPower (NXT) is identified as a standout investment opportunity in the clean energy space [4]. Company-Specific Insights - **NiSource (NI)**: Implementing a "GenCo" structure in Indiana, expected to yield significant returns and savings for residential customers [7]. - **Entergy (ETR)**: Anticipating over 11% EPS growth driven by infrastructure developments from major tech companies [8]. - **Xcel Energy (XEL)**: Offers a low-cost, diversified footprint and is well-positioned for decarbonization [9]. - **American Electric Power (AEP)**: Has a strong data center pipeline and has secured large-load tariffs to protect ratepayers [10]. - **Vistra (VST)**: Successfully contracting its generation portfolio with major tech firms, showing resilience in a challenging market [11]. - **NRG Energy (NRG)**: Positioned for growth in Texas with a strong free cash flow yield, despite facing investor attention challenges [12]. - **Quanta Services (PWR)**: Benefiting from construction capabilities and utility capital expenditure opportunities [13]. - **GE Vernova (GEV)**: Viewed positively due to federal support for additionality in energy generation [14]. - **NextPower (NXT)**: Positioned as a lower-risk investment in clean energy with significant market cap and repurchase plans [16]. Conclusion - The Power & Utilities sector is undergoing significant transformations driven by AI and changing market dynamics, with various companies positioned to capitalize on these trends. The focus on sustainability and infrastructure development is critical for future growth and investment opportunities [1][2][3][4].

SAN DIEGO, March 16, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH) plans to report fourth quarter and full year 2025 results on Thursday, March 19, 2026. Management will present results during a conference call at 8:30 a.m. Eastern time. A live webcast of the conference call, including presentation materials, can be accessed through the Company’s website at https://investors.solvenergy.com and clicking on “News & Events” under the Investor Relations section. The webcast ...