NextEra Energy is transforming from a traditional utility into a scalable electricity platform focused on the AI and data center boom. The company plans to add 15–30 GW of new data center-related capacity by 2035, supported by a 30 GW renewables backlog and strong growth in its Florida Power & Light (FPL) and NextEra Energy Resources (NEER) businesses. Management reaffirmed its 2026 adjusted earnings per share guidance of $3.92–$4.02 and projects over 8% annual EPS growth through 2035. This growth outlook has led the analyst to upgrade NextEra Energy to a buy, while recommending cautious incremental investment due to its premium valuation and execution risks.
Halper Sadeh LLC is investigating whether shareholders of NextEra Energy (NEE), Corebridge Financial (CRBG), RE/MAX Holdings (RMAX), and Apogee Therapeutics (APGE) are receiving fair deals in their companies' proposed mergers or sales. The firm highl...
Holtec International's Palisades nuclear reactor in Michigan is nearing operational restart after being shut down and entering decommissioning in 2022, marking the first U.S. plant to attempt such a turnaround. This restart, along with similar projec...
Despite a selloff in AI-related stocks, the S&P 500 rose 1.23% in July, showing market resilience. Investor Amrita Roy increased holdings in Meta, Mercado Libre, and GE Vernova, citing strong growth prospects and company-specific strengths like Meta'...
NextEra Energy is approaching its Q2 earnings with a significant development: the acquisition of Dominion, which expands its geographic reach and exposure to data centers but introduces regulatory uncertainty. Key growth drivers remain backlog growth...
