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Category: Utilities

California Water Still Offers Defensive Upside If You Pick the Right Utility
Utilities

California Water Still Offers Defensive Upside If You Pick the Right Utility

Julia RostovaJuly 30, 2026July 30, 2026

California Water Service Group delivered the kind of quarter that reminds investors why regulated utilities can still surprise on the…

GE Vernova: Powering the AI Supercycle Through the Grid Bottleneck
Utilities

GE Vernova: Powering the AI Supercycle Through the Grid Bottleneck

Ralph SunJune 15, 2026June 15, 2026

With a $163 billion backlog and gas turbine orders stretching into the 2030s, GE Vernova is the infrastructure backbone of…

GE Vernova in the Energy-AI Nexus: Powering the Future of Industrial Energy Infrastructure
Utilities

GE Vernova in the Energy-AI Nexus: Powering the Future of Industrial Energy Infrastructure

Julia RostovaApril 25, 2026April 25, 2026

The convergence of energy infrastructure and artificial intelligence (AI) is reshaping the industrial landscape, creating unprecedented demand for robust, reliable…

Vistra Corp. (VST) in the Energy-AI Nexus: A Nexus of Physical Energy Assets and Digital Demand
Utilities

Vistra Corp. (VST) in the Energy-AI Nexus: A Nexus of Physical Energy Assets and Digital Demand

Julia RostovaApril 25, 2026April 25, 2026

In the evolving landscape of the energy sector, few companies embody the intersection of traditional power generation and emerging digital…

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