Quotes
This is going to be a real challenge for traditional utilities,
said Walter Todd, chief investment officer at Greenwood Capital Associates, which owns stocks like Eaton Corp. and Hubbell Inc The AI narrative is capturing the biggest amount of investor interest, ... It has the potential to be the biggest driver of the industry.”
said Ryan Levine, who heads utilities coverage at Citigroup Inc Power demand from data centers has already been humongous, then came the AI hype and the need for power skyrocketed,
said Manju Naglapur, senior vice president and general manager for cloud, applications and infrastructure solutions at Unisys Corp We’re recommending buying Southern Co. on this thesis,
We consider these themes, along with Goldman’s Broad AI basket, to be the most popular in the next few years,
Faris Mourad, the firm’s vice president of US custom baskets, said in a phone interview We believe renewables and storage are a key enabler to help meet this increased demand
NextEra CEO John Ketchum said during the company’s first-quarter earnings call on Tuesday That also benefits a company like CMS Energy Corp., which operates out of Michigan,
Alphabet is tremendously well managed, its free cash flow is absolutely astonishing, and it has a massive R&D budget, so while no one knows what company the best AI products will have, this is a tough one to bet against,
said Wayne Kaufman, chief market analyst at Phoenix Financial Services