In the last few years, there have been 2 key changes to the investment prospects for utilities: Valuation has gotten cheaper Fundamental growth has improved. With higher growth than normal and ...

AI infrastructure requires massive baseload power that utilities can supply more profitably than before due to regulatory changes enabling direct co-location of data centers at power plants and ...

While utilities used to be seen as defensive, income-driven plays, investors are now treating them more like growth stocks. Enormous demand for artificial intelligence technologies sent utilities ...

Utilities’ great revaluation might finally be here. After the sector’s 14% drop since mid-September, we think utilities offer a compelling investment opportunity. Valuations recently reached levels ...

Electricity from the California Valley Solar Ranch will be sold to Pacific Gas & Electric, one of a growing number of utility scale solar power plants. Image source: SunPower. Depending on where ...

Ho-Hum utility stocks have been anything but in the past few months and are enjoying one of the best years in recent memory with gains over 29% outpacing the S&P 500’s 23% rise. Kevin Mahn, president ...

What's the hot defensive play right now? Exactly what you'd think: utilities stocks, which are tried-and-true dividend payers, are trending higher. The Utilities Select Sector SPDR Fund (NYSEARCA: XLU ...

“After a volatile stretch for utilities stocks, we expect a return to steady, fundamental growth.” “We think utilities’ growth opportunities are better than the sector has had in many decades.” For ...

The utilities sector is often richly valued relative to the broader market due to its low beta posture and reputation for above-average dividends. The sector is also seen as a fixed income substitute.