Sector
Everything our editor has picked under this sector, best first.
58 stories
Bloom Energy faces delay risk after AEP extended conditions on its $2.65 billion Wyoming hyperscaler fuel-cell project from June to…
Deep Value Investing 3 clicks
Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.
Morgan Stanley's Wigg: " $GOOG AI infra chief Amin Vahdat says Power lead times are directly gating capacity though GOOG would still rather remain grid-connected than fully self-generate as supplying 1 GW at 99.99%+ reliability on a standalone basis can effectively require ~2 GW of generation because of redundancy requirements. GOOGL is targeting a doubling of token-serving capability every six months. GOOGL’s 7-8 year-old TPUs are still running at 100% utilization despite the company using roughly a 6-year depreciation life,"
Google and Constellation Energy Strike a Sweeping Nuclear-Power Deal $CEG https://t.co/VdEF0Ybdry
@AtlasShrug1 The JV with Sharon AI. Look into that. The PPA gives away 5% equity for the right for $NUAI to buy power from Vista.
@UsefulSupplyCo @grok for $ARTNA respond with the correct figures about what I mentioned and is there any current analyst coverage? If so how many, who and what price target
$ARTNA: microcap water utility at lowest P/E ever, 4% dividend. 9x cashflow. Family run for 115 years. Sussex county development expands regulated customer base. Wastewater growth engine. Its principal subsidiary, Artesian Water, is the oldest and largest regulated water utility on the Delmarva Peninsula. The company generates stable, recurring revenue by distributing and selling water and wastewater services to residential, commercial, industrial, and municipal customers under regulatory frameworks. In addition to its core regulated utility operations, Artesian Resources earns supplementary income from non-regulated activities including contract operations, infrastructure development, and service line protection plans, creating a business model that combines predictable utility income with service-based revenue streams.
@rinnecap Yes, $FSLR <$175 is a joke. Just like $TLN < $290… Patience, it will come back.
$TLN sub $290 was indeed a joke. $1.5bn accelerated buyback, retiring >10% of shares by Q1 2027. $3bn total authorization… https://t.co/RsDYuTjylo https://t.co/yyHIHcZ0yd
Tantalus Systems is a $180M micro-cap compounder riding the grid upgrade megatrend. $GRID.TO, $TGMPF It trades 32% below its high and just printed its best revenue quarter. Its new device, which no competitor sells, already brings in most new customers. Full deep dive below.
Brookfield’s BN, BAM, BIP, BEP and BBUC span asset management, infrastructure, renewables and private equity, with BN valued at a 15–20%…
Brad Thomas 
NextEra Energy’s Q2 2026 EPS rose 9.5% to $1.15 as FPL lifts large-load forecasts and advances gas and nuclear power projects for…
The Curious Analyst 
Berkshire Hathaway's $324.9 billion T-bill portfolio benefits from higher rates as Greg Abel succeeds Warren Buffett and BHE adds 11,000 MW…
Steven Fiorillo @CapstackCapital Did you catch $FTEK CEO’s presentation? Quite strong, they expect to add more wins to backlog by EOY.
Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…
The Market Auditor 2 clicksEnergy Storage / BESS systems are really getting to be a big deal. Mover today on $TURB. https://t.co/eWx8SYvodP
Vistra’s Q2 2026 results reinforce its PJM and ERCOT generation advantage as AI data-center demand tightens power supply, supported by…
The Curious Analyst 1 click
BKV Corporation is pursuing PPAs for its Temple power capacity by early 2027 to improve cash flow visibility while capex and equipment…
Capital Connoisseur 
Bloom Energy's Q2 2026 revenue rose 165.5% as AI data-center demand lifted fuel-cell sales, prompting $3.9 billion to $4.2 billion…
Oakoff Investments @LepoulpePoulpo $TLN has always had an issue about which bucket it falls in: (I) the IPP bucket ($VST, $CEG, etc.) or the (II) ShitCo Nuclear Bucket ($OKLO, $SMR, etc.) Traders can’t make up their mind…
If you’re too afraid to add direct AI/HPC exposure, which frankly doesn’t even look that attractive on a relative value basis, feel free to buy the adjacent names. $TLN sub-$290 is a freaking joke…
Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…
Ryan Canady 4 clicks
Vistra's 12% pullback coincides with higher EBITDA expectations, electricity demand from ERCOT and PJM data centers, and long-term Meta and…
Investor Overview @GatorBizAlum yes, for anyone holding $BE here you have to believe in the longer term bull case. i do but no guarantees
