Google signs a 20-year nuclear power deal with Constellation: Why utility stocks still lag

Alphabet has agreed to buy 20 years of nuclear power from Constellation Energy, covering 890 megawatts of new power that Constellation will spend $4.3 billion to bring online on the PJM grid. Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian break down Big Tech's growing list of nuclear deals, why power has become one of the AI buildout's biggest bottlenecks, why behind-the-meter power may only temporarily ease stress on the grid, and why utility stocks, including Constellation, are lagging the rest of the AI infrastructure trade.

Yahoo Finance • Oct 6, 2026

U.S. Grid Congestion Intensifies As Data Centers Compound Transmission Constraints

Renewable energy curtailment continues to accelerate across US wholesale power markets as transmission development struggles to keep pace with generation additions and electricity demand. Hyperscalers account for significant shares of regional data center demand growth.

Seeking Alpha • Sep 26, 2026

Should You Invest in the iShares U.S. Utilities ETF (IDU)?

If you're interested in broad exposure to the Utilities - Broad segment of the equity market, look no further than the iShares U.S. Utilities ETF (IDU), a passively managed exchange traded fund launched on June 12, 2000.

Zacks Investment Research • Sep 22, 2026

Buy Utilities At 16x While Demand Climbs

The Global X U.S. Electrification ETF (ZAP) offers targeted exposure to both utilities and industrials benefiting from U.S. electrification and grid modernization trends. ZAP's unique blend—77.2% utilities, 22.8% industrials—positions it to capture growth from rising industrial electricity demand and ongoing infrastructure buildout.

Seeking Alpha • Sep 20, 2026

Worried About Lingering Market Volatility? Defensive ETFs to Consider

Markets remain under pressure as geopolitical and economic risks rise. Defensive ETFs could help investors navigate volatility without abandoning growth.

Zacks Investment Research • Sep 9, 2026

Are Inflation Fears Back? ETFs May Help Protect Your Portfolio

Rising oil prices and geopolitical risks are reigniting inflation fears. Explore ETFs that may help investors build a more resilient portfolio.

Zacks Investment Research • Aug 18, 2026

Utility ETFs to Buy as Rapid AI Buildout Sparks Energy Crisis

AI's power surge is creating a major growth opportunity for utilities, and ETFs like IDU offer diversified exposure to the trend.

Zacks Investment Research • Aug 14, 2026

A 200-Day Divide

At the end of last week, 75% of S&P 500 Technology stocks closed above their 200-DMAs for the first time in 219 trading days. Even after its recent improvement, Technology is hardly exceptional compared with the rest of the market.

Seeking Alpha • Aug 11, 2026

FERC's Data Center Order Recalibrates The Utility And Infrastructure Income Playbook

US utility capital expenditure is tracking toward approximately 1.3 trillion dollars through 2030, according to an April 2026 forecast from S&P Global Market Intelligence. A tripling of data center power demand within five years requires transmission, generation, and distribution investment on a timeline that utilities are only now beginning to fully underwrite into their capital plans.

Seeking Alpha • Jul 22, 2026

Utilities Keep Flipping The Breadth Switch

The Utilities sector of the S&P 500 slid 0.98% yesterday, making it the index's worst-performing sector. Just 5 of 31 member stocks finished higher as the percentage of stocks trading above their 50-DMAs sank from 93.5% to 67.7%, a one-day drop of 25.8 percentage points.

Seeking Alpha • Jul 16, 2026