Utilities

Qualcomm soars after introducing new artificial-intelligence servers meant to compete with Nvidia and AMD, while MP Materials falls as Treasury Secretary Scott Bessent says he expects China to defer its tightened export controls on rare-earth materials.

The merger will result in a combined utility company valued at roughly $40 billion.

The restart of an abandoned South Carolina project would be the most dramatic example yet of a nuclear comeback in the U.S.

As utilities build power plants to power the AI industry, their earnings should grow.

The bulls are back, our Big Money poll shows. They see profit growth, lower interest rates, and AI driving the market higher. A strong vote for gold.

NuScale Power is seen as a leader in SMRs, but some analysts say the enthusiasm has gone too far.

Apple stock rises after analysts at Loop Capital boost their rating on the iPhone maker to Buy from Hold, while Nvidia unveils the first Blackwell wafer made in the U.S. with a chip produced by Taiwan Semiconductor Manufacturing.

The Fed heads into its October meeting with less clarity than usual, Tesla shareholders told to reject CEO Musk’s $1 trillion pay, and more news to start your day.

CEO Olivier Le Peuch says revenue grew in the quarter

Quanta Services is poised to benefit from increased electricity demand.

Broadcom is working with OpenAI to develop and deploy 10 gigawatts of custom artificial-intelligence accelerators, while MP Materials and other rare-earth stocks extend sharp gains.

Industrial and utility companies that mention the technology when discussing their results are outperforming those that don’t, according to 22V Research.

Utilities have become linked to the AI trade. American Electric Power looks particularly promising.

Google says it plans to invest $4 billion in the state, with a focus on cloud and AI infrastructure.

Nike trades higher after the sneaker and athletic apparel company’s quarterly earnings beat Wall Street estimates.

The sector has attracted attention lately and is set up for more gains.

As the Fed eases up, it could pay to own a mix of defensive and cyclical stocks, and non-U. S. bonds.

The company that has been decommissioning Indian Point says it could technically return it to service, given sufficient government subsidies and community support.

Meta CEO Mark Zuckerberg said it was “quite possible” his company could invest more than a planned $600 billion in the U.S. through 2028. Watch these stocks.

A NiSource-owned utility company wants to spin off a subsidiary. Things are getting complicated.

Tech, consumer and industrial companies, and utilities have powered the index higher. They could keep gaining for a while.

Powell signals potential for cuts, furniture is the next tariffs frontier, Nvidia highlights this week’s earnings, and more news to start your day.

Companies are building advanced reactors to accommodate the needs of users like AI data centers. It’s a hot investment area, but largely unproven.

The chemicals manufacturer beat the Street's expectations.

Last week’s shooting of four people in Midtown Manhattan comes just seven months after the slaying of UnitedHealth executive Brian Thompson.