Roughly 11 GW of high-probability data center load sits behind the $41.7 billion capital plan, which is why management nudged long-term growth toward the top of its 5% to 7% target. Eight straight quarters of beating consensus say the plan is funded, not aspirational.
Latest Activity
EXC Coverage
I Bonds Now Pay 5.51%. Can Dividend Stocks Compete?
The Treasury is paying more than any stock in this month's income basket, but the comparison gets complicated fast once you factor in taxes, timing, and what happens the moment inflation cools.
Stock Market Today: Nasdaq Futures Plunge 2% as Big Tech Sells Off
Big Tech is pulling Wall Street toward a lower open on Friday, while a lot of earnings reports from energy, healthcare and utility companies keeps blue chips steady. Before the open, a…
The Hidden Catalyst That Could Send Exelon Stock Back to $50 on Oct. 30
Exelon (NASDAQ:EXC | EXC Price Prediction) reports third-quarter results before the open on Friday, Oct. 30. Shares trade at $44.42, about 12.6% below $50. I think data center demand is the driver…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: AT&T, Adobe, Albemarle, American Electric Power, Pershing Square, RTX, SoFi Technologies, Technip FMC, YETI Holdings, and More
Pre-Market Stock Futures: Futures are trading mixed after a slow start to the week, ahead of the 3rd-quarter earnings season, which kicks off today with four large-cap financial stocks reporting, and for…
Dividend Reliability vs. Expansion Plans: How Eversource Energy and Exelon Diverge on Income Growth
Eversource yields more and has raised its dividend every year since 2015, but its cash flow tells a different story, and a pending Connecticut storm cost ruling could flip the entire income…
EXC vs. DUK: Which Utility Dividend Will Actually Survive the Next Rate Battle?
Two utility giants, two very different dividend histories, and one rate environment that could break the wrong one. The gap between Exelon and Duke Energy runs deeper than yield, and retirement investors…
Exelon’s 4.07% Dividend Yield Depends on Regulator Approval and Rising Debt
Exelon's dividend yield has climbed to its most attractive level in years, but a single regulatory decision this December could determine whether that income stream grows, stalls, or forces a flood of…
Exxon’s 11 Million-Gallon Refinery Goes Dark. How High Can Midwest Gas Prices Go?
Gasoline and diesel prices were already moving higher before a floodwater-overwhelmed pump forced Exxon Mobil (NYSE:XOM | XOM Price Prediction) to keep its Joliet, Ill., refinery offline. This is critical because fuel…
Alphabet, Exelon, and Patterson-UTI Just Paid Shareholders. Here’s What They Got.
Three companies with nothing in common all sent checks to shareholders within the same two-day window, and the reasons behind each payment reveal something very different about where each business is headed.
XLU’s AI Power Story Crumbles as Texas Freezes Data-Center Demand
Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight. Whether that unravels the entire investment case for the most popular utility ETF…
How Much Do You Need Invested by 55 to Retire on Dividends at 65?
Retiring at 65 on dividends sounds straightforward until you realize the number you need today at 55 depends entirely on which yield tier you trust with your financial future, and the wrong…
How Much Do You Need Invested to Out-Earn the Average American Household Income With Dividends?
Chasing a higher dividend yield feels like a shortcut to financial freedom, but the math hiding inside that trade-off can quietly dismantle an entire retirement plan before you notice anything went wrong.
How to Build $8,200 a Month in Dividend Income (And the Tax Bill Almost Nobody Plans For)
Generating nearly six figures a year from dividends sounds straightforward until the tax bill arrives, and most investors targeting the highest yields end up keeping far less than the investors who chose…
4 High-Yield Stocks That Hand the IRS Nothing Inside a Roth
Every dollar of dividend income sitting in the wrong account quietly funds a tax bill most investors never stop to calculate. These four high-yield stocks expose exactly how much placement costs you…
5 High-Yield Dividend Stocks for Retirement Income
With Treasury yields near multi-year highs, dividend stocks have to justify their place in a retirement portfolio through more than yield alone. These five names have multi-decade payout track records and live…