Utilities

It's expected to hit consumer spending and could weigh on U.S. economic growth if prices remain high.

Nvidia stock pares back gains following a solid jump on the first day of the chip maker’s annual developer conference.

One reason for utilities’ success is investors appear to be gravitating toward defensive, hard-asset stocks.

A utility, an energy equipment stock, and a large-cap financial feature in this week’s note.

Sadek Wahba, founder of I Squared Capital, sees opportunity in public-private partnerships. Why well-run funds are generating roughly 20% annualized returns.

Big Tech’s decision to foot more of the electricity bill has begun to benefit companies that provide power and their stocks.

Electric companies are gaining the upper hand in deals with Alphabet, Amazon, and others.

Advanced Micro Devices rallies after the chip maker unveils a multiyear deal to supply computing power to Meta Platforms.

Renewable energy is here to stay. Investors get diversified exposure by buying the shares.

Nvidia shares rise after Meta Platforms expands an existing partnership with the AI chip designer.

Paramount Skydance stock rises after Warner Bros. Discovery says it will restart deal talks with the company.

It’s not just U.S. investors getting jittery about the impact of artificial intelligence on stocks.

Applied Materials shares surged after the semiconductor-equipment maker beat analysts’ quarterly earnings estimates.

AppLovin and Cisco slide after reporting earnings while Fastly soars on better-than-expected quarterly profit and solid guidance.

Robinhood reports weaker-than-expected growth in the fourth quarter while shares in Moderna tumble after the company says the Food and Drug Administration refuses to review a seasonal flu vaccine application.

Spotify posts significant gains in monthly active users, while CVS slips after earnings.

Kyndryl’s chief financial officer, David Wyshner, departs the company amid a review of its accounting practices.

When Scott Strazik became head of General Electric’s energy business, GE Vernova, in 2021, the electricity business felt very different than it does today.

Amazon shares tumble after the tech and online retailing giant forecasts $200 billion in capital expenditures for 2026.

Google parent Alphabet beats analysts’ expectations for quarterly earnings and revenue but its capital spending forecasts widely top estimates.

It’s on track to be the third most expensive winter storm in history.

Strategy, Coinbase and Robinhood stocks tumble after the price of Bitcoin drops to a 10-month low.

Verizon stock heads for its largest single-day percent increase since 2008 after earnings top Wall Street’s expectations.

Microsoft shares tumble as Azure revenue growth slows, while Meta rises even after the Facebook parent ramps up its spending plans.

Susan Bao’s large-cap JPMorgan fund has outperformed the S&P 500 over many years. She’s bullish on stocks, focused on bargains.