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The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.
Adjusted EBITDA surged 34% on LS Power integration and smart home growth.
August is off to a rocky start for this utility stock.
NRG builds its growth strategy around a 1.2-GW Texas data-center power project, targeting protected returns and customer-backed cash flows.
Clearway Energy (CWEN) delivered earnings and revenue surprises of +316.67% and +1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Although NRG Energy has underperformed relative to the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects.
NRG Energy (NYSE:NRG) reported second-quarter 2026 adjusted EBITDA of $1.2 billion, up 34% from a year earlier, while outlining plans for a 1.2-gigawatt Texas power plant intended to support a cloud and artificial intelligence hyperscaler’s data center load. President and Chief Executive Officer Ro
The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up around 0.1%, as investors weigh stronger factory activity against the risk of higher borrowing costs. The ISM Manufacturing PMI jumped to 55.6 in July, its best reading since May 2022, which signals factories are busier, hiring is improving and cost pressures are easing. At the same time, the 10 year Treasury yield sits near 4.69%, which keeps...
Moby summary of NRG Energy, Inc.'s Q2 2026 earnings call
NRG Energy Inc (NRG) secures a transformative 'bring your own power' project with a hyperscaler, targeting $500 million in annual EBITDA while reaffirming 2026 guidance and shareholder returns.
Energy stocks were lower late Tuesday afternoon, with the NYSE Energy Sector Index decreasing 0.9% a
Abundant natural gas, lots of land and a supportive political environment were all reasons why data centers had been flocking to Texas. On Monday afternoon, Texas Governor Greg Abbott directed the state’s grid operator and utility regulator to conduct a “comprehensive verification and audit” of all data centers asking for interconnection, and said no additional data centers can be approved until that process is completed. This puts a pause on a new process—named Batch Zero—that Texas greenlighted in June to fast-track interconnection requests from data centers.
NRG's Q2 earnings miss estimates, but revenues climb 11% as lower operating costs and shareholder returns support performance.
NRG Energy Inc. (NYSE:NRG) reported second-quarter 2026 results that featured stronger-than-expected revenue but earnings that fell short of Wall Street forecasts.
NRG (NRG) delivered earnings and revenue surprises of -10.24% and +27.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
NRG Energy, Inc. recently paid a quarterly dividend of US$0.4750 per share on August 17, 2026, following an ex-dividend and record date of August 3, while also commencing commercial operations of 456 megawatts of new natural gas-fueled capacity at its TH Wharton Generating Station. Together with the scheduled second-quarter 2026 results release on August 4, the new Wharton units highlight how NRG is leaning on gas-fired generation to support reliability amid growing electricity demand. Next,...
NRG heads into Q2 earnings with expectations under pressure, while new generation capacity, data center demand and share repurchases may support its quarterly results.
Edison International (EIX) delivered earnings and revenue surprises of +50.98% and -7.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Evergy (EVRG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Clearway Energy (CWEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Constellation Energy pairs high-return growth investments with dividends and buybacks to strengthen cash flow and long-term shareholder value.
Vistra leads NRG Energy on ROE, margins, earnings momentum and share gains, signaling greater upside despite its premium valuation.
NRG (NRG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Clearway Energy (CWEN) closed at $32.09 in the latest trading session, marking a -4.41% move from the prior day.
In the closing of the recent trading day, NRG Energy (NRG) stood at $141.03, denoting a -1.37% move from the preceding trading day.
NRG Energy plans to return $1.4 billion to shareholders in 2026 while investing in data centers, power demand and Texas projects.
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