Utilities


Goldman Sachs Says to Buy MP Stock. Here’s What It Says to Sell.

The investment bank launched coverage of the rare-earth company with a Buy rating and $77 price target.

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Dycom Stock Soars After Earnings. The AI Data-Center Building Boom Hasn’t Slowed.

Dycom reported fiscal third-quarter earnings per share of $3.63 from sales of $1.5 billion. Wall Street was looking for $3.20 and $1.5 billion, respectively, according to FactSet.

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The Market Is Tanking. It's an Odd Time for Defensive Stocks.

Recent market turmoil led by an artificial-intelligence selloff seems like the perfect opportunity for lagging, less risky areas of the market to shine. Not all seem up to the task. 

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New York Still Needs Fossil Fuels. Energy Policy Hits Reality.

Gov. Kathy Hochul was forced to U-turn after utility bills soared, Carolyn Kissane writes in a guest commentary.

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Alphabet, Apple, Dell, HPE, Nvidia, XPeng, Tesla, Quantum Computing, and More Stock Market Movers

Alphabet rose after Berkshire Hathaway disclosed that it bought $4.3 billion worth of shares in the third quarter.

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What Industrial Stocks Say About the Market’s Selloff

Heading into Friday trading, the highest-flying industrial stocks were the ones hit hardest in the recent spate of selling.

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The Stock Market Is Tumbling. Here’s How to Play Defense.

It may seem crazy to move money out of shares, considering how well equities have done.

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AI Data Centers Need More Power Right Now. These Companies Can Deliver It.

A new group of players in the AI power race are posting huge stocks gains. Their futures look bright.

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Chevron Is Ready to Grow Its Power Plant Business

The energy giant said it could have multiple gigawatts of power plant capacity by 2030.

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CoreWeave, Nvidia, Rigetti, Rocket Lab, Nebius, and More Stock Market Movers

BigBear.ai surges after striking a deal to acquire a generative AI platform, while Nebius falls after missing analysts’ estimates.

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Metsera, Nvidia, Tesla, Rumble, MP Materials, Viasat, Monday.com, CoreWeave, and More Stock Market Movers

Metsera falls sharply after Pfizer agrees to buy the weight-loss drug start-up in a deal that could be worth more than $10 billion.

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10 Defensive Stocks with Market-Beating Yields 

It’s been a great year for stocks, but in the past few days the bull market seems to have lost some of its mojo.

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Tesla, Expedia, Take-Two, Block, Affirm, Sunrun, Globus Medical, JFrog, and More Stock Market Movers

Tesla declines after the electric-vehicle maker's shareholders approve a massive pay package for CEO Elon Musk.

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Duolingo, Marvell, Tesla, Qualcomm, Robinhood, CarMax, Datadog, DoorDash, and More Stock Market Movers

Duolingo declines sharply after its bookings forecast misses estimates, and DoorDash tumbles following an earnings miss.

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Solstice Advance Materials Stock Falls. Why It Was an Odd Quarter.

Solstice reported quarterly Ebitda of $235 million from sales of $969 million, Thursday. Wall Street was looking for $236 million and $964 million, respectively, according to FactSet.

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AMD, Humana, Novo Nordisk, Kratos, Arista, Axon, Trex, Rivian, Super Micro, and More Stock Market Movers

Shares in AMD rise after the chip maker posts better-than-expected third-quarter earnings and revenue.

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Election Shows Electricity Politics Are Hot. This Stock Was Downgraded.

Democrats in New Jersey, Virginia, and Georgia all won their races after running campaigns based in part on making electricity more affordable.

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Electricity Prices Are on the Ballot This Election. Watch Utility Stocks.

Elections could shed light on whether rising electricity prices will be a major liability for Republicans. Some races could also determine the fortunes of utilities.

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Amazon Files Complaint Against Berkshire Utility. It’s About Data Centers.

The dispute, now before the Oregon Public Utility Commission, involves four data centers.

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Kenvue, Kimberly-Clark, Amazon, uniQure, Palantir, Idexx, Cipher Mining, and More Stock Market Movers

Kimberly-Clark agrees to buy Tylenol maker Kenvue in a cash-and-stock deal valued at about $48.7 billion, including debt.

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Amazon, Nvidia, Apple, Netflix, DexCom, Exxon, Coinbase, Reddit, Newell Brands, and More Stock Market Movers

iPhone maker Apple and cloud-computing and online retailing giant Amazon post better-than-expected earnings.

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Meta, Microsoft, Alphabet, FMC, C.H. Robinson Worldwide, Roblox, Metsera, Chipotle, and More Stock Market Movers

Alphabet stock rises but Microsoft and Meta fall after the tech giants report quarterly earnings.

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Nvidia, Fiserv, Stride, Caterpillar, Verizon, Micron, Microsoft, Alphabet, Meta, Centene, and More Stock Market Movers

Nvidia rises after President Donald Trump says he may discuss the company’s advanced Blackwell chips with Chinese President Xi Jinping when they meet Thursday. Earnings are expected Wednesday from Microsoft, Alphabet, and Meta Platforms.

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Nvidia, OpenAI Advances Power Next Leg of AI Rally. How to Play It.

Trump-Xi meeting nears, PayPal stock gets a lift, U.S. throws weight behind nuclear power, and more news to start your day.

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UPS, PayPal, Microsoft, Nokia, Skyworks, Royal Caribbean, Wayfair, Cameco, and More Stock Market Movers

UPS rises after the shipping and logistics giant posts better-than-expected third-quarter earnings, and Microsoft’s market cap crosses $4 trillion for the first time.

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