Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.
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Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.
NextEra Energy (NEE) is back in focus after reporting first quarter 2026 results that topped expectations, with higher net income, stronger earnings per share, and a record 4 GW of renewable and storage projects added. See our latest analysis for NextEra Energy. Those strong Q1 numbers and the record 4 GW of new projects have arrived alongside powerful share price momentum, with a 30 day share price return of 4.08% and a year to date share price return of 19.79%. The 1 year total shareholder...
The world is a tense place right now; here are a few dividend stocks that will help you sleep well at night.
In the first quarter of 2026, NextEra Energy reported sales of US$6,701 million and net income of US$2,182 million, with earnings per share more than doubling year on year. A key development was the U.S. Nuclear Regulatory Commission’s renewal of operating licenses for Florida Power & Light’s St. Lucie nuclear units, extending their lifespans into the 2050s and 2060s and reinforcing NextEra Energy’s long-term baseload capacity. We’ll now examine how the strong Q1 earnings surge and...