Google, Amazon and Microsoft are gaining influence in spaces long occupied by electric utilities. Logos of Amazon, Google and Microsoft were seemingly everywhere for several days in November at a ...
Duke Energy Corporation (NYSE:DUK), a major player in the regulated utility sector with a market capitalization of $87.5 billion, is navigating a significant transition towards clean energy while ...
The massive financial resources and cost-of-capital advantages of AI-focused tech giants enable them to build and operate power plants independently. Utilities face significant challenges as tech ...
Solar, wind and batteries are increasingly undercutting fossil-fuel power because they have lower operating and financing costs, putting traditional utilities at a structural disadvantage. The century ...
FirstEnergy Corp. (FE) looks stronger today than it did a few years ago. It, however, still doesn’t offer a large margin of safety against regulatory delays. Their Q1 results came out well. Core EPS ...
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