The United States is expected to see robust demand for electric power from artificial intelligence (AI)-driven data center growth, widespread adoption of electric vehicles (EV), and an increase in residential demand. Aside from electric power utility, alternative energy is emerging as an industry promising gains in the long term.The Zacks Alternative Energy industry can be fundamentally segregated into two sets of companies. While one group is involved in the generation and distribution of electricity from ...

In the latest market close, Constellation Energy Corporation (CEG) reached $189.87, with a -0.29% movement compared to the previous day. The stock's change was less than the S&P 500's daily loss of 0.16%. Elsewhere, the Dow saw a downswing of 0.14%, while the tech-heavy Nasdaq depreciated by 0.06%.Coming into today, shares of the company had lost 11.88% in the past month. In that same time, the Oils-Energy sector lost 7.84%, while the S&P 500 gained 1.96%.The upcoming earnings release of Constellation Energ ...

The clean-energy producer soared to start this year.Shares of Constellation Energy (CEG -1.56%) rocketed 71.3% in the first half of 2024, according to data from S&P Global Market Intelligence. That easily outperformed the S&P 500, which got off to a strong start by rallying 14.5% in the first half. The clean-energy producer's stock surged because of its strong financial outlook and a growing belief that technology companies will use nuclear energy to power their AI data centers. Here's a closer look at what ...

The increasing focus on finding clean energy sources and diminishing global reliability on fossil fuels has resulted in a surge in investment in alternative energy. Escalating climate challenges have made investments in clean energy a top priority.Per the International Energy Agency’s (IEA) latest World Energy Investment report published in June 2024, global spending on clean energy technologies and infrastructure is likely to reach $2 trillion in 2024. This includes renewables, electric vehicles, nuclear p ...

文章核心观点 - 2024年上半年,标普500指数录得14%的强劲涨幅,这是自上世纪90年代互联网泡沫以来上半年表现最强劲之一 [1] - 人工智能热潮、降息预期和强劲的企业利润增长是推动股市上涨的最大催化剂 [2] - 科技巨头如英伟达、微软、亚马逊、Meta和苹果等占据了标普500指数60%的涨幅,其中英伟达贡献了31% [3] - 美联储在最近的FOMC会议上预计今年仅加息一次,并预计2025年将有4次降息,这有利于企业扩张和股市上涨 [4] - 第二季度标普500指数的盈利预计将同比增长8.3%,为2022年一季度以来最高增速 [5] - 历史数据显示,标普500指数上半年涨幅超过10%的情况下,下半年通常还会上涨约10% [6] 行业总结 半导体行业 - 超微计算机(SMCI)是一家专注于能源高效服务器解决方案的公司,上半年股价飙升188.2%,预计本财年盈利增长44.1% [7] - 英伟达(NVDA)是全球视觉计算技术领导者,上半年股价上涨149.5%,预计本财年盈利增长106.1% [8] 电力行业 - 维斯特拉能源(VST)是一家提供电力及相关服务的公司,上半年股价飙升123.2%,预计本年盈利增长10% [9] - 康斯特利能源(CEG)是一家发电及销售天然气、可再生能源等的公司,上半年股价上涨71.3%,预计本年盈利增长52.7% [10] 医药行业 - 礼来制药(LLY)是全球最大制药公司之一,上半年股价上涨55.3%,预计本年盈利增长115.3% [11]

AI could significantly increase power demand in the coming years.AI is a game-changing technology. It can significantly boost productivity and reduce costs. That's driving companies to pour billions of dollars into buying AI chips to train models and power applications. The AI investment frenzy has driven up semiconductor stocks like Nvidia. However, chip sellers aren't the only ones benefiting from the AI boom. One potential beneficiary that might come as a surprise is Constellation Energy (CEG -2.20%). Th ...

Loading... Loading... While the broader market had its ups and downs in the first half of 2024, two utility stocks have defied expectations, delivering stellar returns and significantly outpacing their peers. The Utility sector, tracked by the SPDR Select Sector Fund – Utilities XLU, is up over 8% year-to-date, but Vistra Corp. VST and Constellation Energy Corp. CEG have soared to new heights, making them the standout performers in the sector. Vistra: A Shocking Surge Vistra has been the lightning bolt in t ...

文章核心观点 - 美国电动车市场预计将在近期内实现稳定增长,这应该有利于替代能源股票的前景 [1][4] - 但是风力涡轮机价格上涨和美中关系紧张可能会负面影响这些股票的增长率 [5][6][7] - 根据美国能源信息署(EIA)的预测,2024年美国风力发电量将增加5%,这应该有利于替代能源行业 [3] 行业概况 - 替代能源行业可以基本分为两类公司:一类从事替代能源和电力的生产和分销,另一类从事可再生项目的开发、设计和安装 [2] - 该行业还包括一些提供燃料电池能源解决方案的公司,这些解决方案最近作为一种经济实惠的清洁能源受到青睐 [2] - 根据国际能源署的报告,2024年全球清洁能源技术和基础设施投资有望达到2万亿美元,这反映了该行业拥有良好的增长机会 [2] 行业未来趋势 - 风能是一个关键的增长动力:根据EIA的数据,2023年风力涡轮机占美国公用事业规模发电量的10.2%,预计2024年将增加5% [3] - 电动车市场繁荣将推动清洁能源:随着交通领域电气化的蓬勃发展,更多人选择从汽油车转向电动车,这将推动电动车市场的增长 [4] - 成本上升和其他不利因素:近期可再生能源装机成本不断上升,特别是钢材价格上涨推高了风电成本 [5][6] - 中美关系恶化可能会影响绿色能源供应链,从而影响替代能源行业 [7] 行业评级和表现 - 替代能源行业在Zacks行业排名中位于前34%,反映了良好的近期前景 [9][10] - 该行业在过去一年中的表现优于标普500指数和能源板块 [13] - 该行业当前的EV/EBITDA估值水平低于标普500指数和能源板块 [13][14] 5只值得关注的替代能源股票 1. Crescent Energy Company (CRGY): - 宣布以21亿美元收购SilverBow Resources,预计将带来6500-1亿美元的年度协同效应 [15] - 过去4个季度的平均盈利惊喜为112.25%,2024年销售额预计增长20.4% [16] 2. NextEra Energy Partners (NEP): - 2024年第一季度营收同比增长4.9% [18] - 上季度盈利惊喜525%,2024年销售额预计增长7.3% [19] 3. Diversified Energy Company (DEC): - 将被纳入罗素2000指数,有望提高公司在美国投资者中的曝光度 [20] - 2024年盈利和销售额预计同比分别增长12.9%和7.9% [21] 4. Texas Pacific Land (TPL): - 董事会批准每股10美元的特别股息 [21] - 过去4个季度平均盈利惊喜9.71%,2024年销售额预计增长14.7% [22] 5. Constellation Energy (CEG): - 发布2024年可持续发展报告,重点介绍公司加速实现无碳能源未来的可持续业务战略 [23] - 过去一年股价上涨128.1%,长期盈利增长率为14.6% [24]

Constellation Energy Corporation (CEG) closed the most recent trading day at $216.10, moving -0.93% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.31%. At the same time, the Dow added 0.67%, and the tech-heavy Nasdaq lost 1.09%.Shares of the company have depreciated by 5.42% over the course of the past month, underperforming the Oils-Energy sector's loss of 4.31% and the S&P 500's gain of 2.73%.Analysts and investors alike will be keeping a close eye on ...

Constellation Energy ((CEG) is now a $70 billion generator and marketer of electricity throughout the Mid-Atlantic and Midwest after shares rallied 90% this year.My colleague Ben Rains, who runs the Zacks Alternative Energy Innovators portfolio, bought CEG in late January and his members are enjoying the bulk of those gains as nuclear power regains its stature and attracts capital for long-term energy development projects.In a recent article, Ben described why CEG remains a core holding...Constellation Ener ...