Global X U.S. Electrification ETF

TimesSquare Increases Stake in Bloom Energy by 92.4%, Bloom Energy Beats Earnings Expectations

Bloom Energy General Counsel Shawn Soderberg Sells 5,625 Shares for $1.54 Million

Bloom Energy Stock Surges 217% YTD on Oracle Partnership and Strong Q1 Earnings

Dominion Energy CEO expects S&P to upgrade rating at market close

NextEra Energy and Dominion Energy Agree to All-Stock Merger to Create World's Largest Regulated Utility

Beacon Hill Wealth Management Increases AMETEK Stake by 3,051.1% to $80.3M

Southern Power Q1 EPS Beats Expectations and Raises Dividend, Gains Institutional Stake Increase

Eaton Corp Stock Price Target Raised to $462.36, Analysts Maintain "Buy" Rating

Bloom Energy Receives 'Moderate Buy' Consensus from Analysts with Average Target Price of $217.48

National Grid released FY2026 9 Months Earnings on May 14 (EST), actual revenue USD 16.74 B, actual EPS USD 2.6163

National Grid released FY2026 Q3 earnings on May 14 (EST), actual revenue USD 7.151 B, actual EPS USD 1.7681

Coinbase to Launch Four AI Infrastructure Stock Perpetual Contracts on May 18

Analysts Update Ametek Stock Valuation Estimates and Ratings

National Grid released FY2026 annual earnings on May 14 Pre-Market EST, actual revenue USD 23.8 B (forecast USD 24.81 B), actual EPS USD 4.3866 (forecast USD 4.552)

National Grid released FY2026 Q4 earnings on May 14 Pre-Market (EST), actual revenue USD 7.003 B, actual EPS USD 1.7315

Swiss bank Julius Baer reduces stake in AMETEK

Federal Pacific Secures Major Contract from Bloom Energy for AI Data Center Project

Eaton Director Buys Company Shares

Antero 冻结 executive retirement benefits

Antigo Shareholders Elect Directors and Approve Executive Compensation and Independent Auditors

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

NextNRG

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

Generation Income Properties

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

MetaVia

CFRA maintains a buy opinion on NextEra Energy, Inc. (NEE) but expresses concerns over its merger with Dominion Energy, citing potential regulatory challenges and a risk of incurring a $4.83B breakup fee. While they see merits in the deal, execution risks are significant. The 12-month target price is set at $106, with EPS estimates for 2026 and 2027 at $4.13 and $4.50, respectively.

Fidelity

Nextera Energy

Dominion Energy

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Research Alert: CFRA Reiterates Buy Opinion On Shares Of Nextera Energy, Inc.

Morgan Stanley reports that NextEra Energy's merger with Dominion Energy will create a $400 billion utility company, enhancing data center growth opportunities. The deal is expected to yield modest near-term earnings accretion and over 9% long-term EPS growth through 2035. NextEra shareholders will own 74.5% of the combined entity, which will have a pipeline of over 130 gigawatts of demand. Morgan Stanley maintains an overweight rating on NextEra and raises its price target to $115.

fidelity

Select Sect Spdr Util

ISHRS S&P Glb Utilities

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

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NextEra, Dominion Merger Expands Data Center Growth Opportunities, Morgan Stanley Says

GRID

Bloom Energy Corp (NYSE: BE) shares are down 2.66% to $251.82 as traders assess post-earnings volatility. Despite a strong first-quarter performance with adjusted EPS of 44 cents and revenue of $751.05 million, the stock faces selling pressure. Key technical levels show resistance at $303.00 and support at $249.00. The stock remains bullish long-term but is currently digesting gains, with a neutral RSI of 53.38 indicating a potential consolidation phase.

benzinga_article

Bloom Energy

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Bloom Energy Shares Are Sliding Tuesday: What's Driving The Action?

Yesterday, Dominion Energy's stock price surged by 9.44% to close at $67.56, breaking through multiple short-term moving averages. The 5-day and 10-day moving averages both turned upward, quickly forming a short-term bullish arrangement. On the daily MACD level, the bullish signal was re-established above the zero line, indicating that buying power is not just a short-term impulse but is further increasing based on a medium-term bullish trend. In terms of trading volume, the day's transaction amount reached $2.7 billion, far exceeding the recent average level, with a remarkable influx of funds, presenting a typical right-side volume expansion pattern. On the news front, the utility sector has recently been favored by risk-averse funds. Against the backdrop of intensified selling in the global bond market and the 10-year Japanese government bond yield reaching a 30-year high, market risk aversion has increased, and utility stocks, with their high dividends and defensive attributes, have become a "safe haven" for funds. As a leading player in various utilities, Dominion Energy naturally benefits from this logic. Additionally, Goldman Sachs' latest research report points out that interest rate cut expectations continue to shift, but AI-driven productivity improvements are becoming a new macro support variable, which means an expectation of long-term operating cost improvements for capital-intensive utility companies. From a technical perspective, the current stock price has risen above the previous dense trading area around $68, which was previously a resistance zone; once effectively broken, it will turn into support. The intraday high yesterday reached $68.97, and the low was $66.45, with a fluctuation of over 3.6%, showing that after fierce competition between bulls and bears in the key area, the bulls gained the upper hand

Technical Forecast

Goldman Sachs

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Pre-market trend | Dominion Energy (D) surged nearly 10% on 5/18, can the rebound continue?

NextEra Energy's acquisition of Dominion Energy for $67 billion is prompting investors to seek potential utility consolidation targets. The deal is fueled by rising electricity demand from AI data centers and the need for stronger financial positions. Analysts suggest that this may lead to further consolidations in the utility sector, with several companies identified as potential takeover candidates, including Black Hills and OGE Energy, both offering attractive dividends.

OGE Energy

Black Hills

After Next Era’s Dominion Purchase, Are These High-Yield Dividend Utilities Next?

NextEra Energy, Inc.'s stock price target has been raised to $99.48, indicating a potential upside of 12%. This estimate comes from 16 analysts, with a consensus rating of 'Buy' from 22 analysts, including 13 Buys, 8 Holds, and 1 Sell. The price forecasts range from $55 to $115 per share.

TradingView

NextEra Energy, Inc. Stock 12‑Month Price Target Raised to $99.48, Implies 12% Upside

TimesSquare Capital Management LLC increased its holdings in Bloom Energy Corporation (NYSE:BE) by 92.4% in Q4, owning 336,800 shares valued at approximately $29.27 million. Other institutional investors also raised their stakes. Analysts have mixed ratings on the stock, with a consensus price target of $217.48. Bloom Energy reported strong earnings, exceeding estimates with $0.44 EPS and $751.05 million in revenue, up 130.4% year-over-year.

Market Beat

NANO Nuclear Energy

JPMorgan Chase

UBS Group AG

Jefferies Financial

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

TimesSquare Capital Management LLC Has $29.27 Million Holdings in Bloom Energy Corporation $BE

NextEra Energy has announced a $67 billion all-stock acquisition of Dominion, creating the world's largest regulated electric utility. This merger positions NextEra to capitalize on the growing demand for electricity, particularly from AI data centers, and is expected to accelerate its earnings growth through at least 2032. The combined company will serve over 10 million customers and enhance operational efficiency, making NextEra a leading player in renewable energy and a must-own stock for the future.

nasdaq

NVIDIA

Intel

Exxon Mobil

Chevron

S&P Global

NVIDIA Corporation

NextEra Energy's $67 Billion Dominion Acquisition Will Make It the Dominant Power Player in the AI Era and a Must-Own Energy Stock

Electricity demand is expected to grow five times faster than in the past decade, fueled by AI, EVs, and industrial expansion. Leading companies like Cameco, Nextpower, Brookfield Renewable, Enbridge, and NextEra are positioned for success in nuclear, solar, and infrastructure sectors. Both traditional and renewable energy investments are set to yield strong returns as global power needs increase.

Cameco

Nextpower

Brookfield Renewable

Brookfield Renewable Partners

iShares US Infra

First Trust North American Energy Infra Fd

FlexShares STOXX Global Broad Infrastructure Index Fund

iShares S&P Global Infra

Glob X US Infra

GLOBAL X MLP & Energy Infra

Enbridge

Energy investors' guide to future power growth

SBGSY

The global Outdoor Circuit Breaker Market is projected to grow from USD 9.62 billion in 2025 to USD 12.52 billion by 2030, with a CAGR of 5.4%. Growth is driven by demand for durable outdoor protection equipment due to renewable energy expansion. Gas-insulated circuit breakers lead the market, favored for their reliability and compact design. Key players include Eaton and Schneider Electric, focusing on innovative solutions and market expansion.

prnewswire

Eaton

Schneider Electric

Siemens AG

Mitsubishi Electric Corp.

Siemens

Mitsubishi Electric

05:00 ETOutdoor Circuit Breaker Market worth $12.52 billion by 2030 | MarketsandMarkets™

Global X U.S. Electrification ETF(ZAP.US)

Research Alert: CFRA Reiterates Buy Opinion On Shares Of Nextera Energy, Inc.

NextEra, Dominion Merger Expands Data Center Growth Opportunities, Morgan Stanley Says

Bloom Energy Shares Are Sliding Tuesday: What's Driving The Action?

Pre-market trend | Dominion Energy (D) surged nearly 10% on 5/18, can the rebound continue?

After Next Era’s Dominion Purchase, Are These High-Yield Dividend Utilities Next?