Nearly all earnings become utility-based after 2027: management reaffirmed 2026 and 2027 adjusted guidance and says the NorthStar Clean Energy wind-down finishes by year-end, with the restructuring removing more than $500 million of funding needs through 2030. The NorthStar impairment buried GAAP earnings, while adjusted results beat expectations.
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CMS Coverage
DTE Energy Is Becoming More Interesting as America’s Power Needs Soar
Data centers are reshaping which utility stocks deserve a second look, and one Michigan company just signed agreements with Oracle and Google that could quietly supercharge its earnings growth for years to…
America Needs More Electricity. Here’s What It Could Mean for DTE Energy
Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creating a rare gap between what the market sees…
DTE Could Be One of the Quiet Winners of the Data Center Boom
DTE Energy has been quietly signing contracts with some of the biggest hyperscalers on the planet, and the numbers behind that pipeline suggest most investors are not yet pricing in what it…
DTE Is Sitting on an AI-Era Power Opportunity
Michigan's largest utility just signed hyperscale data center deals that could rewrite its earnings story, but a recent sell-off near 52-week lows is raising questions about whether the opportunity is real or…
Peter Thiel’s $418 Million Bet On These 8 Companies Reveals AI’s Biggest Bottleneck
Peter Thiel's firm just filed a strikingly focused $418 million portfolio that ignores chips entirely and bets everything on a single constraint choking the AI boom before it can fully ignite.
Prediction: DTE Energy Will End The Year At This Price
Michigan's data center buildout is reshaping the math for one overlooked regulated utility, and most defensive-sector investors haven't caught on yet. Here is where we see DTE Energy heading before the year…
Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, CMS Energy, Commercial Metals, FedEx Freight, Medtronic, Murphy Oil, Sherwin-Williams, TeraWulf, and More
Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big…
Inflation Is Still Here: Grab These 4 High-Yield Dividend Blue Chips to Fight It Now
These four blue chip stocks with dependable, high-yield dividends should continue to deliver regardless of inflation.
Leading Wall Street Firm Has 5 Dividend Blue-Chips As Top 2024 Picks
Every year, the premier Wall Street firms release a list of their top stock picks for the coming 12 months, and typically, they are companies that the stock analysts have incredibly high…
Big Companies Keep Raising Prices: 7 ‘Strong Buy’ Dividend Stocks Offer Inflation Protection
These seven companies typically do not feel as much pressure from rising input costs and so likely still will be standing years from now. Thus, these outstanding inflation-fighting stocks make good sense…
Before the Bell: FOMC, Oil, Banks, and GameStop and AMC Return for an Encore
Investors are keeping their powder dry (and holding their breath) for the FOMC interest rate announcement due Wednesday afternoon. But a short squeeze could be in the making, and that would be…
Disney’s Board Hopes to Rekindle the Magic: Analysts Upgrade or Downgrade American Express, Carvana and More
Monday’s additional top analyst upgrades and downgrades were on American Express, Canadian Natural Resources, Carvana, Cigna, Comerica, ConocoPhillips, Walt Disney and more.
Are Employment Numbers Good Enough? Analysts Upgrade or Downgrade Pinterest, Transocean, Verizon and More
Thursday's additional top analyst upgrades and downgrades were on Ally Financial, CMS Energy, Credit Suisse, Freeport-McMoRan, Pinterest, Transocean, Verizon Communications and more.
2 Big Ideas From BMO Capital Markets With Up to 45% Upside Potential
BMO Capital Markets takes a look at a few stocks with potentially huge upside and where they could go in light of a possible recession.
Even More Big Earnings on the Way: Analyst Upgrades and Downgrades on Alphabet, Amazon, Dow, Newmont, Spotify and More
Tuesday’s additional top analyst upgrades and downgrades included Alphabet, Amazon.com, Archer Daniels Midland, Casa Systems, CMS Energy, Dow, Newmont, NXP Semiconductors and Spotify Technology.