poisar

Stocks · News reference

Shares of utility companies are trading higher. Reports suggesting OpenAI will increase its cloud spending to about $750 billion through 2030 lends confidence that hyperscaler growth and competition will fuel electricity demand.

Jul 22, 2026, 5:49 PMBenzinga Newsdesk
Read original sourceMore stocks news

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.

CEGEIXENLTETRNRGPCGSREVST
Source
benzinga
Observed
Jul 22, 2026, 5:49 PM
Checked
Jul 22, 2026, 5:49 PM
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. Aug 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
    CEGMSFTCCZCMCSABAC
  2. Aug 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
    CEGMSFTMETAWMT
  5. Aug 26, 2026, 4:52 PMUnknown

    Camus Energy Selected for Google for Startups Accelerator Program Focused on AI Solutions for the Energy Industry

    Camus Energy, a Google and Amazon alumni-founded startup, has been selected for Google's 10-week accelerator program focused on AI energy solutions. The company will demonstrate its FlexConnect software to major utilities including Duke Energy, Edison International, and PG&E, enabling AI data centers to connect to the grid 3-5 years faster using flexible operating limits and existing infrastructure.

    Read original at globenewswire-inc
    GOOGGOOGLGOOGMGOOGNDUK