The Hidden Winners of the AI Power Crunch: 3 Utilities to Watch As data centers strain the grid and hyperscalers race to secure reliable electricity, utilities with nuclear and renewable assets are moving from sleepy dividend plays to essential AI infrastructure stocks.
BAM (BAM) Q2 2026 Earnings Call Transcript Record fundraising and Oaktree completion drive AI infrastructure expansion.
Brookfield Asset Management Q2 Earnings Call Highlights Brookfield Asset Management (
NYSE:BAM ) reported second-quarter fee-related earnings of $808 million, or $0.50 per share, up 20% from a year earlier, as the alternative asset manager posted its strongest fundraising quarter on record and highlighted growing activity in AI infrastructure, credit and r
Bloom Energy vs. the Grid: Why Data Centers Are Choosing Fuel Cells AI data centers face major power constraints, and Bloom Energy offers a quickly deployable solution with its fuel cell technology.
Why NuScale Power Stock Is Soaring Today Just because the company hasn't reported any news doesn't mean a catalyst to drive its stock higher doesn't exist.
Powering Up: NextEra and Brookfield Build an Off-Grid Empire NextEra Energy and Brookfield are using dedicated power for a Kentucky AI campus as grid limits and data center moratoriums lift utilities’ leverage.
Why Bloom Energy Shares Are Tanking Ahead of Earnings Investors are locking in profits before Bloom Energy reports later today.
Why Bloom Energy Stock Soared 248% in the First Half of 2026 Bloom Energy is one of the biggest beneficiaries of the AI data center build-out, making it a buy on every dip.
Why Bloom Energy Stock Jumped Over 10% Today One analyst projects 75% upside in the fuel cell stock.
The 3 Energy Stocks I'd Buy With My Next $1,000 These energy companies are capitalizing on the surge in AI power demand.
The AI Trade Is Rotating From Chips to Infrastructure. 2 Stocks Riding the Shift. As money moves past the chipmakers, the companies that power and cool AI data centers are having a moment.
Could Investing $10,000 in Bloom Energy Make You a Millionaire? Bloom Energy catapulted higher after announcing an expansion to a strategic partnership. Can this be the beginning of another fantastic run?
Brookfield Is Launching Another Renewable Energy Company. Here's What Investors Need to Know. This often overlooked dividend-focused outfit continues to expand its cash-generating engine in a savvy way.
Brookfield Asset Management vs. Blackstone: Which Financial Stock Is a Better Buy in 2026? Brookfield posts net margins above 50%, while Blackstone leads in global scale with $1.3 trillion in assets. How do their strategies and risk profiles compare?
Nuclear Is the Energy Story of 2026. Here Are 3 Stocks to Own All Year. Cameco, BWX, and Oklo will all benefit from the expansion of the nuclear energy market.
3 Dividend Stocks You Can Buy and Hold Forever The market may be hyperfocused on growth right now, but there are some overlooked dividend-paying treasures just waiting to be discovered.
This Alternative Asset Manager Looks Built for a Higher-for-Longer World Brookfield Corporation had a strong first quarter despite high interest rates; that isn't a fluke.
Brookfield Asset Management vs. Ares Management: Which Financial Stock Is a Better Buy in 2026? One firm boasts a trillion-dollar global footprint and robust margins, while the other leads private credit with rapid revenue growth but higher leverage.
