The S&P 500 is down 7% year-to-date. VPU is up 7% over the same stretch. That divergence is exactly what utilities are supposed to do. What VPU Is Actually Designed to Do…
The nuclear energy stocks have really come in over the past month, and while the appetite for such plays that are doing their part to fuel the nuclear renaissance might be fading,…
Utilities have long been the portfolio’s boring backbone: predictable dividends, regulated cash flows, and a tendency to hold up when riskier assets sell off. Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY) packages that…
Every month, without checking the price first, one investor buys more shares of the VanEck Uranium and Nuclear ETF (NYSE:NLR). This isn’t because they think they can time the nuclear energy cycle…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up roughly 2% in Monday morning trading, offering a modest but welcome rebound after a rough stretch to start 2026. The stock closed Friday…
Constellation Energy trades at a 40x trailing P/E with a beta of 1.1. That is not how utilities are supposed to behave. It is how high-growth tech infrastructure companies behave, and that…
One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
The largest producer of carbon-free energy in the United States, Constellation Energy (NASDAQ:CEG | CEG Price Prediction) is trading near $293, down 17% year-to-date after starting 2026 at on a high. Retail…
David Beren This week has started out poorly for nuclear stocks with Vistra down 3.1%, Constellation down 1.2%, and Cameco 2.4% as of 2:40 p.m. ET. The past week saw the market split in…
Constellation Energy Corp (NASDAQ:CEG | CEG Price Prediction) surged 10.33% this week, closing at $288.43 on Friday, February 13. The move reversed recent losses, though the stock remains down 18.35% year-to-date. Three…
In this piece, we’ll check in on a few nuclear energy names that might be worth a second look now that the AI-driven hype has cooled off a bit. Undoubtedly, even a…
The AI revolution has a power problem. Training GPT-4 required as much electricity as 10,000 U.S. homes use in a year. Multiply that by thousands of models being trained simultaneously, plus billions…
NRG Energy (NYSE:NRG | NRG Price Prediction) dropped 4.7% over the past week while the S&P 500 slipped just 0.5%. Year to date, NRG is down 5.1% versus the market’s 1% gain.…
Welcome to Today’s Smart Money Roundup. Software stocks are getting crushed, and Barron’s is calling it “overdone.” Salesforce (CRM) is down 27% over the past year despite Wall Street hyping its Agentforce…
What could be a better avenue than utility stocks that pay dependable, often large, dividend payments every quarter? These five stocks could be perfect for Boomer and Gen X investors.
