Cohen & Steers Infrastructure Fund (UTF) continues to be a Buy as it capitalizes on the surge in electricity demand fueled by artificial intelligence and the rapid growth of data centers. The fund's portfolio has shifted towards major utilities like NextEra Energy and TC Energy, with a modest increase in monthly distributions to $0.165 per share. This AI-driven demand is creating a unique infrastructure investment opportunity despite risks from regulation and capital intensity. UTF's focus on utilities provides resilience against market volatility, interest rate uncertainty, and stressed equity valuations, positioning it well for future growth.
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...
