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Constellation Energy (CEG) Price Target Raised to $420
Yahoo Finance· 2025-12-20 11:40
Constellation Energy Corporation (NASDAQ:CEG) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Constellation Energy (CEG) Price Target Raised to $420 Constellation Energy Corporation (NASDAQ:CEG) is the largest producer of carbon-free energy in the US, with over 32.4 GW of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. Constellation Energy Corporation (NASDAQ:CEG) received a boost on December 17 when UBS raised its price ...
11 Best Utility Stocks to Invest in According to Hedge Funds
Insider Monkey· 2025-12-20 06:30
In this article, we are going to discuss the best utility stocks to invest in according to hedge funds.The utility sector emerged as one of the biggest winners of the AI boom. Major utility companies all over the country signed hefty contracts with hyperscalers to power their data centers, leading to commitments of billions of dollars of investments in the coming years.However, bullish sentiment in the sector appears to have cooled following recent fears of an AI bubble, with investors concerned about wheth ...
Is the AI Boom a Bubble? These 2 Dividend Stocks Say No
Yahoo Finance· 2025-12-19 19:08
Server racks inside fragile, cracked bubbles, symbolizing a tech-bubble risk. Key Points Valuations in the AI sector remain high, but historical patterns suggest a bubble is unlikely to burst while caution prevails. Black Hills Corp. is positioned to benefit from AI-related energy demands through its utility footprint in rural data center boomtowns. Nutrien offers a defensive AI hedge, with stable demand driven by global agriculture and minimal AI sector exposure. Interested in Black Hills Corporation ...
Smothers' 2026 Watchlist: A.I. Monetization, AMZN, AAPL & NVDA
Youtube· 2025-12-19 17:30
Now to shift gears and get some insights on the news that is shaping the overall markets. For that, we'd like to welcome in Dale Smothers, president and CEO at RDS Wealth Management. Dale, thanks so much for being with us on this Friday.I mean, looking back at the year that was in 2025. Why do you think the this bull market is still met with so much caution. >> Jenny, you're exactly right.It was the uh climbing the wall of worry is an analogy that I like to use. This this market has been resilient. The cons ...
Xcel Energy Announces Pricing Terms of Cash Tender Offers for Certain Outstanding First Mortgage Bonds Issued by Northern States Power Company (a Minnesota corporation)
Globenewswire· 2025-12-19 17:10
MINNEAPOLIS, Dec. 19, 2025 (GLOBE NEWSWIRE) -- Xcel Energy Inc. (NASDAQ: XEL) (Xcel Energy) announced today the pricing terms of its previously announced three separate offers (each an Offer and, together, the Offers) to purchase for cash up to $345,000,000 aggregate principal amount of three series of first mortgage bonds (the Bonds) issued by Northern States Power Company, a Minnesota corporation and a wholly owned subsidiary of Xcel Energy. The Offers are made upon the terms and subject to the conditions ...
Oracle and OpenAI Win Michigan Approval to Power New Data Center
Yahoo Finance· 2025-12-19 15:43
Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members of the public pushed back on the project. DTE had asked regulators for expedited approval of its plan to power the multi-billion dollar, 1.4-gigawatt facility in Saline Township. Each of the regulators said Thursday the proposed contracts between the utility and tech firms protected the power grid and regular ...
Eesti Energia AS publishes Green Financing Report for FY2024
Globenewswire· 2025-12-19 14:43
Eesti Energia AS announces that it has published its Green Financing Report for FY2024, covering the period from 1 July 2021 to 31 December 2024. The report has been prepared in accordance with Eesti Energia’s Green Finance Framework (June 2024) and relates to Eesti Energia’s outstanding €400 million Green Hybrid Bond issued in July 2024 (Perpetual Non-Call 5.25 Capital Securities). Allocation highlights (as of 31 December 2024):Based on the Green Financing Report, the Group has allocated €243.4 million to ...
The 4 Highest-Yielding S&P 500 Utility Stocks Are Strong 2026 Buys After Big Pullback
247Wallst· 2025-12-18 13:46
The S&P 500 utilities sector had gained well over 15% in 2025, before rolling over in mid-October. After hitting a high of 471, the sector has traded back to the 434 level, offering investors a new chance to own the top stocks in the industry. It is important to remember that as the S&P 500 approaches its third consecutive year of double-digit gains, a correction could be on the way in 2026. Equities will be affected if the major stock market indices experience another significant decline similar to the one ...
Scotiabank Upgrades AST SpaceMobile (ASTS), Citing Improved Valuation After 50% Market Cap Pullback
Insider Monkey· 2025-12-18 08:25
文章核心观点 - 人工智能是当前时代最大的投资机会,但其发展正面临能源危机,为关键能源基础设施公司创造了巨大的“后门”投资机会 [1][2][3] - 一家鲜为人知、被市场低估的美国公司,因其独特的业务组合——涵盖液化天然气出口、核电基础设施、工业“回流”建设以及持有其他热门AI公司的股权——被视为能从AI能源需求激增中核心受益的标的 [3][5][7][9] - 该公司财务稳健,无负债且持有大量现金,估值极具吸引力,市盈率(扣除现金和投资后)低于7倍,部分对冲基金已开始关注 [8][10] AI行业的能源挑战与需求 - AI是史上最耗电的技术,驱动大型语言模型(如ChatGPT)的单个数据中心耗电量堪比一座小型城市 [2] - AI的快速发展正在将全球电网推向极限,电力需求激增导致电网紧张、电价上涨 [1][2] - OpenAI创始人Sam Altman警告,AI的未来取决于能源突破;Elon Musk更直言AI明年将面临电力短缺 [2] 目标公司的业务定位与优势 - 公司并非芯片或云平台商,而是拥有关键能源基础设施资产,定位为AI能源需求激增的“收费站”运营商 [3][4] - 业务横跨多个高增长领域:AI基础设施超级周期、特朗普关税驱动的制造业回流(“回岸”)、美国液化天然气出口激增,以及在核能领域的独特布局 [5][6][14] - 公司是全球少数能跨石油、天然气、可再生燃料和工业基础设施执行大型复杂EPC(工程、采购和建设)项目的企业之一 [7] - 在美国液化天然气出口领域扮演关键角色,将受益于特朗普“美国优先”能源政策 [5][7] 公司的财务状况与估值 - 公司完全无负债,且持有大量现金,现金储备相当于其总市值近三分之一 [8] - 扣除现金和投资后,公司交易市盈率低于7倍,估值极具吸引力 [10] - 公司持有一家热门AI公司的巨额股权,为投资者提供了间接接触多个AI增长引擎的渠道,且无需支付溢价 [9] 市场关注与投资潜力 - 部分全球最隐秘的对冲基金经理已在闭门投资峰会上推荐该公司,认为其未被市场关注且估值极低 [9] - 文章预测该公司有在12至24个月内实现超过100%回报的潜力 [15][19]
JPMorgan Updates Models for North American Utilities Group, Including DTE Energy (DTE)
Yahoo Finance· 2025-12-18 08:22
DTE Energy Company (NYSE:DTE) is one of the best Reddit stocks to invest in right now. On December 11, JPMorgan lowered the firm’s price target on DTE Energy to $145 from $151 and kept a Neutral rating on the shares. This sentiment was posted as the firm broadly updated models in its North American utilities group. Earlier in its Q3 2025 earnings report, the company disclosed total operating earnings of $468 million, translating to an EPS of $2.25, which beat Street estimates by $0.14. The company’s tota ...