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Why the ‘Everyone’s a Winner’ Energy Trade Can’t Last Forever
Almost every corner of the power sector has rallied this year. In the earlier days of the AI rally, investors piled into the stocks of nuclear and natural-gas power plant owners such as Constellation Energy and Vistra Since then, the rally has spread to almost every corner of the electricity universe. Take renewable-energy stocks, which started the year weak as the sector’s subsidies landed on the chopping block as part of the One Big Beautiful Bill Act. Dec 24, 2025 - $NEE
How AI-Linked Power Deals And Dividend Plans At NextEra Energy (NEE) Have Changed Its Investment Story
In recent weeks, NextEra Energy highlighted long-term growth ambitions at its investor events, including plans to add 15 GW of new data center-focused generation by 2035, expand US natural gas capacity via its Symmetry Energy Solutions acquisition, and support AI-driven power demand through large-scale projects for partners such as Google and Meta Platforms. Management also reiterated long-term adjusted EPS growth targets of at least 8% through 2035 and confirmed dividend growth plans... Dec 23, 2025 - $NEE
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