A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG |…
XLU just posted its steepest monthly drop in nearly two years, and one analyst sees the floor still a painful distance away. Here is what rising Treasury yields and a regulatory curveball…
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Treasury yields just hit levels the bond market has not seen since before the financial crisis, and the pain is spreading fast into corners of the market most investors assumed were safe.
The U.S. grid rebuild is accelerating fast enough that three very different ETFs are all chasing the same dollars, but they disagree sharply on where the real money gets made.
Energy is the year’s best-performing sector, and on Wednesday the options market bet heavily that it is about to break. Volume in Energy Select Sector SPDR (NYSEARCA:XLE) options ran roughly 70% above…
Gas prices just posted their biggest monthly jump in years, and a Wall Street economist has put a precise dollar figure on the oil price that tips the American consumer into recession…
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…
XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of…
California lawmakers handed utility investors a brutal surprise over the weekend, and the fallout raises an urgent question about whether PG&E and Edison International can absorb what comes next without a credit…
AI data centers are reshaping the American power grid, but most investors betting on this theme are only capturing a fraction of it. Owning the full electricity value chain from transformer to…
XLU was supposed to be the smart way to play the AI power surge, but investors chasing that thesis may have bought into something else entirely. Two ETFs tracking the same energy…
Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain…
XLU built its reputation as the go-to defensive utility holding, but a rival fund just raised its payout for the 14th time and pays monthly, raising the question of whether the most…
Paying five times the fee of a passive utility fund sounds hard to justify, until you look at what the AI power buildout has done to the case for active management in…
