Key Points The infrastructure that supports AI requires a reliable power source. Brookfield Renewable has a global reach and clean power to sell. These 10 stocks could mint the next wave of millionaires › Artificial intelligence (AI) is today's headline-grabbing technology advance. Companies are racing against each other to not only develop the best AI, but to build the infrastructure needed to support it. If you are a long-term investor, however, you don't have to focus on the AI chipmakers. There ...

All right, welcome back. Let's do some calls of the day. First solar is called a top pick today at Mizuo.Joe, you own the stock. What do you think. >> I do.Look at that reversal in the stock today. It's now down 6%. It was up this morning.Up yesterday. Yesterday was up on the back of the deal that was announced between Alphabet and Intersect Power. Understand Intersect is a customer of First Solar, so they should benefit there um as Alphabet moves into clean energy.It's a recent addition to the ETF for us. ...

Core Insights - NextEra Energy Resources and Meta Platforms have signed contracts for approximately 2.5 gigawatts (GW) of clean energy, marking a significant milestone in their collaboration [1][4] - The agreements include 11 power purchase agreements (PPA) and two energy storage agreements (ESA), with a total of 2.1 GW of clean energy enabled through nine solar projects across three markets [2][4] - The projects are expected to come online between 2026 and 2028, creating up to 2,440 construction jobs and contributing to local economic growth [3] Company Overview - NextEra Energy Resources is the largest energy infrastructure developer in the U.S., with approximately 33,410 megawatts of net generating capacity in operation as of year-end 2024 [5] - The company operates a diverse portfolio that includes renewables, battery storage, natural gas, and nuclear energy, and is involved in electric transmission and integrated energy services [5] Market Impact - The collaboration between NextEra Energy Resources and Meta is positioned to enhance energy infrastructure and support data center operations, demonstrating the potential for industry cooperation to drive technological progress [4] - The projects will support Meta's goal of matching its operations with 100% clean energy, emphasizing the commitment to American energy dominance [4]

Brookfield Renewable is supplying the clean energy that tech giants want to power their AI dreams.If there is one thing that artificial intelligence (AI) can't live without, it is reliable power. Sure, the technology is impressive, but it simply won't work without electricity. And that is why large Canadian asset manager Brookfield Asset Management (BAM 0.31%) has targeted digitization as one of its three main investment themes.One of that company's key vehicles for investing in digitization is Brookfield R ...

By Naomi Rovnick LONDON, Dec 4 (Reuters) - BlackRock, the world's largest asset manager, expects AI to continue dominating markets in 2026 and anticipates ​a turbulent ride for investors as speculative trading and leverage raise ‌the risks of a repeat of last month's sharp selloff. Helen Jewell, BlackRock's CIO of fundamental equities ‌EMEA, said on Thursday returns from AI-linked investments would stay on an upward trend, with some periods of doubt over sector valuations or outlook that would keep stock ...

Group 1 - Constellation Energy Corporation (NASDAQ:CEG) is recognized as one of the 15 best-performing AI stocks heading into 2026, supported by a $1 billion loan from the Trump administration for its Crane Clean Energy Center in Pennsylvania [1][3][4] - The Crane Clean Energy Center will add 835 megawatts of new baseload power to the grid, addressing the rising electricity demand in the US for the first time in 20 years, driven by technologies such as AI [3][4] - The loan will help lower financing costs and leverage private investment, aiding in the restoration of power to the grid and supporting the AI industry in the US [4] Group 2 - Constellation Energy has entered into an agreement with Microsoft Corporation (NASDAQ:MSFT) to restart a reactor that has been shut since 2019, which will provide power to Microsoft's data centers [2] - The company specializes in providing reliable, emissions-free energy for businesses, homes, and public sector customers, positioning itself as a key player in the energy sector [4]

Group 1 - Dominion Energy is positioned to benefit from several long-term initiatives in the states it serves [2] - The stock is currently considered cheap after experiencing years of negative returns, presenting a potential buying opportunity [2]

Core Viewpoint - Duke Energy (DUK) is expected to report third-quarter 2025 results on November 7, with a prior earnings surprise of 5% in the last quarter [1] Factors Impacting Q3 Performance - Strategic investments in infrastructure modernization and grid resilience have likely enhanced operational efficiency and reliability, contributing positively to earnings [2] - The implementation of smart, self-healing technology has improved service reliability, with approximately 80% of Duke Energy Florida customers benefiting from it, likely reducing outages and supporting stable power supply [2] - Increased electricity demand from AI-based data centers and a rise in residential customers are anticipated to further support quarterly earnings [3] - The completion of the Sundance Renewable Energy Center, generating 74.9 MW of clean energy, is expected to positively impact the quarter [4] - Higher sales volume and new rates in electric and gas segments are also likely to enhance the bottom line [4] - Warmer-than-normal temperatures during the quarter likely boosted electricity demand for cooling, improving top-line performance [5] - However, higher interest expenses may have offset some of the positive impacts [5] Q3 Expectations - The Zacks Consensus Estimate for earnings is $1.74 per share, reflecting a year-over-year increase of 7.4% [6] - The revenue estimate stands at $8.42 billion, indicating a 3.2% growth year over year [6] Earnings Prediction - The model predicts an earnings beat for Duke Energy, supported by a positive Earnings ESP of +1.63% and a Zacks Rank of 2 (Buy) [7][8] Summary of Performance Drivers - Infrastructure and smart grid investments likely boosted efficiency and service reliability [9] - Increased demand from data centers and residential usage may have strengthened quarterly earnings [9] - New solar generation and higher rates likely supported performance, although interest costs may have weighed on results [9]

Core Insights - The shift towards cleaner energy sources is being driven by climate change concerns, stricter emission regulations, and government incentives, leading to increased investments in sustainable technologies by utilities and independent power producers [1][2] Industry Overview - The Zacks Alternative Energy – Other industry is gaining prominence as renewable capacity expands and storage technologies improve, becoming essential for long-term energy security and a low-carbon future [2] Company Profiles - **Constellation Energy Corporation (CEG)**: A leading U.S. clean energy provider with a significant carbon-free generation portfolio, primarily from nuclear assets. The company is well-positioned to benefit from rising electricity demand and decarbonization mandates, with strong operational scale and stable cash flows [3][20] - **Talen Energy (TLN)**: Benefiting from its clean energy generation capacity and a strategic shift towards zero-carbon power. The company is repurposing legacy assets and expanding renewable and nuclear operations to meet rising electricity demand [4][20] Financial Performance - **Earnings Growth Projections**: CEG's earnings per share (EPS) estimates for 2025 and 2026 have increased by 8.54% and 25.6%, respectively, while TLN's 2025 EPS is projected to decline by 34.55% but is expected to surge by 284.1% in 2026 [6][9][8] - **Return on Equity (ROE)**: CEG has a ROE of 21.61%, significantly higher than TLN's 9.58%, both exceeding the industry average of 8.01% [11][8] - **Debt to Capital**: CEG's debt-to-capital ratio is 43.8%, lower than TLN's 71.06% and the industry average of 43.81% [13][8] Capital Expenditure Plans - CEG plans to invest $3 billion to $3.5 billion in capital expenditures for 2025 and 2026, significantly higher than TLN's planned investments of $195 million to $300 million [16][8] Valuation and Price Performance - CEG trades at a premium with a Price/Earnings Forward 12-month ratio of 33.77X compared to TLN's 20.56X and the industry's 23.99X [17][8] - In the last three months, CEG has gained 14.1%, outperforming TLN's 5.2% increase [18][8] Conclusion - CEG's superior earnings estimates, higher ROE, lower debt usage, and larger capital expenditure plans position it as a more attractive investment compared to TLN, despite TLN's cheaper valuation [20][8]

Core Viewpoint - The development of clean energy in Wuzhong, Ningxia, is significantly contributing to green development and sustainable practices in the region [1][2][3][4][5]. Group 1: Clean Energy Initiatives - Wuzhong is leveraging its "shago wasteland" for clean energy projects, promoting renewable energy sources [1][2]. - The region aims to enhance its energy structure by integrating solar and wind energy into its grid [3][4]. Group 2: Environmental Impact - The clean energy initiatives are expected to reduce carbon emissions and promote ecological balance in the area [1][5]. - The projects align with national goals for carbon neutrality and environmental sustainability [2][4]. Group 3: Economic Development - The clean energy sector is anticipated to create job opportunities and stimulate local economic growth [3][5]. - Investments in renewable energy are likely to attract further funding and development in related industries [1][2].