poisar

Stocks · News reference

BlackRock CEO Larry Fink Warned of an AI Power Crunch—New York Just Halted Large Data Centers: CEG, VST, NEE in Focus

BenzingaJul 16, 2026, 7:40 AMRishabh Mishra

NY's data center ban makes BlackRock CEO Larry Fink's AI grid warning a reality. See why utility stocks CEG, VST, and NEE are in focus.

Reference details

Connected markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

Source
benzinga
Observed
Jul 16, 2026, 7:40 AM
Checked
Jul 16, 2026, 7:40 AM
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. The Motley FoolAug 27, 2026, 9:13 AMDominic Basulto

    Wall Street Is Now Backing the Clarity Act. Here's the Most Likely Scenario for What Happens Next With Crypto.

    Goldman Sachs has joined Wall Street in backing the Digital Asset Market Clarity Act, but prediction markets suggest final passage is unlikely until mid-2027 at the earliest due to Democratic concerns about ethics provisions. The crypto industry may need to rely on regulatory support from the SEC, CFTC, and OCC if the legislation stalls. Companies with strong Wall Street relationships like Coinbase and Circle are positioned to grow regardless of the Clarity Act's passage.

    Read original at the-motley-fool
  2. The Motley FoolAug 26, 2026, 8:05 PMJames Halley

    Constellation's New Power Deals Are Piling Up. Here's Why the Stock Isn't Reflecting It Yet.

    Constellation Energy has secured 920 megawatts of new power purchase agreements with major clients like Microsoft, Comcast, and Bank of America to support AI data center growth. However, the stock has declined 51% from its 52-week high due to delayed cash flows (2027-2032), significant debt from the $26.6 billion Calpine acquisition, and regulatory approval timelines. Despite near-term headwinds, the company's stable utility revenue and long-term AI power demand position it for future growth.

    Read original at the-motley-fool
  3. The Motley FoolAug 26, 2026, 6:05 AMCourtney Carlsen

    Constellation Energy Just Raised Guidance. Here's What's Driving It.

    Constellation Energy raised its full-year adjusted operating earnings guidance by $0.50 per share to $11.50-$12.50 after reporting a 33% year-over-year increase in Q2 adjusted operating earnings. The company's strong performance is driven by its Calpine acquisition, which added 22 GW of power generation capacity, and major long-term power purchase agreements with hyperscalers like Microsoft and Meta. With 55 GW total capacity and the largest U.S. nuclear fleet, Constellation is positioned to benefit from surging energy demand from data centers.

    Read original at the-motley-fool