Key Takeaways NRG Energy outperforms Vistra on ROE, dividend yield, valuation and recent price gains.NRG is expanding capacity to 25 GW via 18 gas plants, boosting AI and data center exposure.Vistra boasts 40.65 GW capacity and strong 2026 earnings growth of 81.57%.The companies operating in the Zacks Electric–Power industry are well positioned to benefit from the country’s accelerating clean energy transition and strong government support.Rising electricity demand driven by electric vehicle adoption, AI-en ...

Net change in cash and restricted cash of $290 million and Cash Generation1 of $377 million in 2025 Outlook for positive Cash Generation2 in the range of $250 million to $450 million for full year 2026 Aggregate Subscriber Value of $1.3 billion in Q4 Contracted Net Value Creation of $176 million in Q4, or $0.76 per share Storage Attachment Rate reached record 71% in Q4 Paid down $81 million of recourse debt in Q4 with excess cash SAN FRANCISCO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Dive Brief: J.M. Smucker is appointing two independent directors to its board as part of an agreement with activist investor Elliott Investment Management.  The Uncrustables and Folgers coffee maker said Woo-Sung (Bruce) Chung, the CFO at NRG Energy, and former Snyder's-Lance CEO David Singer will join the board on April 15. Elliott said the deal comes following “const ...

Returning $1.6 billion to shareholders through repurchases and dividends and increasing the dividend by 8% for the sixth consecutive yearSecuring Texas Energy Fund loans for 1.5 GW of new capacity, with construction described as on budget and on scheduleFree cash flow before growth totaled $2.210 billion , or $11.63 per share , which the company said was above the midpoint of its revised outlook. CFO Bruce Chung added that adjusted EPS and adjusted EBITDA rose 21% and 8% , respectively, versus the prior yea ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **Data Center** industry, particularly the impact of **Artificial Intelligence (AI)** on data center demand and infrastructure investments. Core Insights and Arguments - **AI Demand Surge**: The demand for power driven by AI is exceeding previous expectations, leading to an increase in projected IT load demand for 2026 by **4.3 GW** to **14.5 GW**, which represents a **23% year-over-year growth**. The total IT load demand is now estimated at approximately **77 GW** [7][38]. - **Long-term Projections**: The average annual incremental demand for IT load between **2027 and 2030** is raised to about **19.9 GW**, with a forecast for global IT load to reach **156 GW** by **2030**, reflecting a **5-year CAGR of 20%** [7][38]. - **Capex Growth**: Global capital expenditures (capex) for AI workloads are projected to grow at a **46% CAGR** from **2025 to 2030**, slightly ahead of the **44% CAGR** for AI IT load [7][38]. - **Hyperscaler Investments**: Capex from major hyperscalers like **Amazon (AMZN)**, **Google (GOOGL)**, and **Meta** is expected to grow at a **28% CAGR** from **2025 to 2030**, with a combined projected spend of approximately **$251 billion** in **2026** [7][51][57]. Demand and Supply Dynamics - **Data Center Demand**: AI workloads are anticipated to represent over **70%** of total data center power demand by **2030**. The overall data center market is expected to grow at a **CAGR of 20%** to **156 GW** by **2030** [21][26][38]. - **Colocation Market**: The total tracked colocation capacity is estimated at **39,339 MW** with a supply of **45,248 MW**, indicating an **87% utilization rate** across **81 markets** [13][26]. - **Absorption Rates**: The global market is expected to absorb between **14-21 GW** per year through **2030**, with approximately **78%** of this coming from the colocation market [26][38]. Risks and Considerations - **Digestion Phase Risk**: There is a potential risk of a digestion phase for hyperscalers due to the large capacity expected to be deployed for AI workloads. This phase may occur around **2028-2029** [7][38]. - **Market Pricing Trends**: Pricing trends in primary markets remain strong, with a **5% growth** in primary markets and **10% growth** in secondary markets, while other markets are experiencing a decline [35][38]. Notable Companies Mentioned - **Digital Realty (DLR)**: Buy rating with a target price of **$190** [8]. - **Equinix (EQIX)**: Buy rating with a target price of **$1070** [8]. - **NVIDIA (NVDA)**: Buy rating with a target price of **$270** [8]. - **Microsoft (MSFT)**: Buy rating with a target price of **$635** [8]. - **Amazon (AMZN)**: Buy rating with a target price of **$265** [8]. - **Oracle (ORCL)**: Buy rating with a target price of **$370** [8]. Additional Insights - **AI Workload Dynamics**: AI training and inference workloads have distinct requirements compared to traditional data center workloads, with training being more power-intensive and requiring higher peak power levels [49]. - **Investment Returns**: The return on investment from AI infrastructure is reflected in high cash returns on cash invested (CROCI) at hyperscalers, indicating a favorable environment for continued investment in AI infrastructure [47]. This summary encapsulates the key points discussed in the conference call, highlighting the significant growth and investment trends in the data center industry driven by AI demand.

Achieved record 2025 performance by exceeding the high end of raised guidance, marking the third consecutive year of delivering above increased outlooks. Strengthened competitive positioning through the successful close of the LS Power acquisition, doubling the generation fleet to 25 gigawatts and adding 18 natural gas assets. Attributed performance gains to margin expansion, commercial optimization, and favorable weather in the Texas segment, alongside strong capacity revenues in the East. Transiti ...

S&P 500 Nuclear Leader Constellation Energy Tops Earnings; Will Shares Continue To Rally From Lows?| Investor's Business DailyBREAKING: [Nuclear Stock Flashes Buy Signal On Strong Earnings, Outlook]--- S&P 500 nuclear component Constellation Energy ([CEG]) on Tuesday reported better-than-expected fourth- quarter profit and revenue but did not announce guidance for 2026. CEG shares angled higher before the stock market open on Tuesday and have been rallying since hitting recent lows.Constellation Energy repo ...

7,740,013-$13.5411.70%$102.13[CrowdStrike][CRWD]• Vol: 11,752,403-$44.2111.38%$344.39[IBM] [IBM]• Vol: 9,776,304-$26.2210.19%$230.95[KKR][KKR]• Vol: 11,043,404-$8.758.65%$92.43[American Express][AXP]• Vol: 4,805,463-$27.487.94%$318.70 Nuclear Stocks: Cameco Shares Jump 5% & Constellation Energy Reports Tomorrow Morning - 24/7 Wall St. [S&P 5006,833.10 -1.17%][Dow Jones48,829.20 -1.62%][Nasdaq 10024,659.20 -1.47%][Russell 20002,615.95 -1.86%][FTSE 10010,682.40 -0.49%][Nikkei 22556,770.50 -0.61%][Stock Market ...

Group 1 - The US stock market rebounded this week, with all three major indices recording weekly gains, including the S&P 500 and Nasdaq Composite, both up over 1% [2] - Nvidia's upcoming earnings report is seen as a critical indicator for the sustainability of the AI boom, with Oppenheimer expecting results to exceed market expectations, although there are concerns about the difficulty of delivering surprises [4][5] - The software sector's earnings are becoming increasingly important due to the intensifying impact of AI, with BakerAvenue Wealth Management highlighting the need for companies to adapt and innovate [5] Group 2 - The market is facing uncertainty due to President Trump's announcement of a potential increase in tariffs from 10% to 15% on global goods, which may require market participants to digest this new information [3] - Upcoming economic events include speeches from Federal Reserve officials and key economic indicators such as the US consumer confidence index and PPI, which could influence market sentiment [6]

Core Insights - Alliant Energy Corporation (LNT) reported fourth-quarter 2025 operating earnings of 60 cents per share, exceeding the Zacks Consensus Estimate of 58 cents by 3.45%, but down 14.29% from 70 cents in the same quarter last year [1] - The company achieved total revenues of $1.06 billion, surpassing the Zacks Consensus Estimate of $0.94 billion by 13.45%, and reflecting a year-over-year increase of 9.01% from $0.98 billion [2] - Adjusted earnings for 2025 were reported at $3.22 per share, a 5.92% increase from $3.04 in 2024 [1] Financial Performance - Total operating expenses rose to $868 million, a 15.12% increase from $754 million in the previous year, primarily due to higher costs in electric production fuel and purchased power [3] - Operating income decreased to $196 million, down 11.71% from $222 million in the year-ago period [3] - Interest expenses increased by 16.7% to $140 million compared to the prior year [4] Sales and Production - Total utility electric sales were reported at 7,907 thousand megawatt-hours, a decrease of 2.58% from the previous year [4] - Total utility gas sold and transported increased to 46,558 thousand dekatherms, reflecting a year-over-year growth of 4.63% [4] Cash Flow and Debt - As of December 31, 2025, cash and cash equivalents stood at $556 million, a significant increase from $81 million as of December 31, 2024 [5] - Long-term debt rose to $10.95 billion from $8.68 billion in the previous year [5] - Cash flow from operating activities was reported at $1.169 billion, slightly up from $1.167 billion in the prior year [5] Future Guidance - For 2026, Alliant Energy expects earnings per share to be in the range of $3.36 to $3.46, with long-term EPS growth projected at 5-7% for 2027-2029 [8] - The company anticipates a 1% growth in retail sales, driven by data center construction and commissioning sales [9] - Planned capital expenditures for 2026 are estimated at $3 billion, with a total of $13.4 billion earmarked for the period from 2026 to 2029 [9]