NextEra Energy and OneOK are supplying power to boost the growth of AI data centers and deliver above-average dividends.
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NextEra Energy stock has delivered a 34.2% gain over the past three years, yet the valuation checks are sending mixed signals, with the Dividend Discount Model (DDM) suggesting the share price sits at a premium while earnings based multiples screen the stock as undervalued. This split, combined with fresh headlines around a proposed Dominion Energy merger and a large AI focused data center project, puts the current price under closer scrutiny. The 34.2% three year return points to a stock...
NextEra Energy (NYSE:NEE) faces added political scrutiny as Virginia Governor Abigail Spanberger formally intervenes in the state review of its proposed US$67b acquisition of Dominion Energy. The governor’s filing with the state commission highlights concerns about consumer energy costs, job impacts and renewable energy commitments tied to the deal. Her involvement introduces additional complexity for the regulatory process that oversees whether and how the merger can proceed. This level of...
Energy stocks were declining premarket Friday, with the State Street Energy Select Sector SPDR ETF (
The profile of the proposed $67 billion merger between NextEra and Dominion just got even higher — and the path toward creating a new power giant just got even trickier.
Gov. Abigail Spanberger announced Thursday that she will formally become a party in the case before the State Corporation Commission that is weighing whether to allow a proposed merger between Dominion Energy and Florida-based NextEra. By intervening — requesting to become a formal party in the case — the governor’s office would be able to ask discovery questions, file expert testimony, put ...
Since taking office this year, Virginia Gov. Abigail Spanberger has been outspoken about rising utility bills, which have hit residents hard.
PPL heads into Q2 earnings with revenue and EPS growth expected, supported by higher power demand and rates, but a premium valuation warrants caution.
VST heads into Q2 with sharply higher revenue and EPS estimates, backed by clean-power demand, hedging, nuclear assets and Lotus contributions.
Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain could change how you size your next trade.
NI beats Q2 earnings and revenue estimates as NIPSCO gains offset weaker Columbia results, while data center growth and guidance remain in focus.
Duke Energy (NYSE:DUK) reported second-quarter 2026 adjusted earnings of $1.43 per share, up from $1.25 per share a year earlier, as customer growth and infrastructure investment at its electric utilities supported results. Reported earnings were $1.38 per share, compared with $1.25 per share in the
NextEra Energy is about to become the second-largest nuclear energy company in the United States.
In late July 2026, Brookfield, NextEra Energy and regional utilities announced a privately funded US$100.00 billion plan to transform the U.S. Department of Energy’s former Paducah enrichment site in Kentucky into an AI-focused data center campus supported by up to 1.8 gigawatts of grid capacity and 4.6 gigawatts of dedicated generation resources. A key feature for investors is that NextEra Energy will build and own up to 2 gigawatts of natural gas generation and 2.6 gigawatts of battery...
Dominion Energy (NYSE:D) reported second-quarter 2026 operating earnings of $0.79 per share, including $0.03 per share from renewable natural gas 45Z credits, while GAAP earnings were $0.37 per share. The utility reaffirmed its full-year operating earnings, credit, dividend and long-term growth guid
AI demand could drive years of regulated earnings growth.
AEE tops earnings estimates as infrastructure investments and lower fuel costs lift profit, even as revenues decline and miss expectations.
The Department of Energy’s conversion of the 3,556-acre Paducah Gaseous Diffusion Plant into the $100 billion Paducah American Energy Hub signals the end of the era where AI infrastructure developers were forced to compete for scarce private land. For decades, this site in McCracken County, Kentucky, served as a cornerstone of national security, first producing […]
Investors are no longer wowed by big data center announcements, particularly if they’re short on details and confirmed customers.
These leading companies are partnering to develop a massive energy and innovation hub.
NextEra and Brookfield plan a Kentucky data-center complex combining computing, natural-gas generation, battery storage and grid capacity.
Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index rising 2.5% and the
NextEra Energy (NEE) is back in focus after joining Brookfield and regional utilities to plan a privately funded US$100b data center and power hub at the U.S. Department of Energy's Paducah Site in Kentucky. See our latest analysis for NextEra Energy. The Paducah announcement comes after a busy few weeks for NextEra Energy, with Q2 2026 results, merger progress with Dominion Energy and fresh attention on its role in powering AI infrastructure. The stock’s year to date share price return of...
A partnership of energy, infrastructure and utility companies plan to develop a data center campus on the Energy Department’s Paducah site in western Kentucky, repurposing the land as part of a privately-funded project.
(Update with statements by the Energy Department, Brookfield and NextEra Energy in the last three pa
The campus will be built on a former Cold War-era uranium enrichment site and is expected to be completed by 2032
Brookfield Asset Management and NextEra Energy are developing a $100 billion data center campus in Paducah, Kentucky, a person familiar with the matter said on Wednesday.
(Bloomberg) -- NextEra Energy Inc., the largest US power utility, is teaming up with Brookfield on a more than $100 billion transformation of a shuttered Cold War uranium-enrichment facility in Kentucky into a data center campus with a generating plant.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri A
NextEra Energy has outperformed the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.
