Yahoo Finance • 7 days ago

Peter Thiel’s $418 Million Bet On These 8 Companies Reveals AI’s Biggest Bottleneck

Quick Read Thiel's $419M portfolio bets 7-to-1 that power supply is the bottleneck for AI rather than chips, with Vistra and AEP capturing hyperscaler demand too fast for new plants to absorb. Amazon's AWS revenue surged 37% to $42B in Q2... Full story

Yahoo Finance • 11 days ago

LG Energy Solution Starts Production at 35-GWh Michigan Battery Plant

LG Energy Solution has started production at its new battery manufacturing facility in Lansing, Michigan, as the South Korean company expands its North American supply base for both energy storage systems and electric vehicles. The 226-ac... Full story

Yahoo Finance • 12 days ago

LGES starts production at Lansing battery plant in US

South Korea's LG Energy Solution (LGES) has begun production at its new battery plant in Lansing, Michigan, US, adding capacity for electric vehicle (EV) and energy storage system (ESS) batteries. The company is targeting annual battery-m... Full story

Yahoo Finance • 14 days ago

Peter Thiel's Thiel Macro buys stake in Vista Energy Q2 2026

Peter Thiel's hedge fund, Thiel Macro LLC, acquired a roughly 1% stake in Argentine shale oil producer Vista Energy, according to a U.S. Securities and Exchange Commission filing published Friday, according to CNBC. Vista Energy stock clim... Full story

Yahoo Finance • 15 days ago

Peter Thiel invests $118 million in surging big tech stock

Peter Thiel's Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That's why Thiel Macro's Q... Full story

Yahoo Finance • 15 days ago

Billionaire Peter Thiel buys 1% interest in Argentina’s Vista Energy

[Bitcoin 2022 Conference Draws Cryptocurrency Industry Professionals And Investors To Miami] Marco Bello Peter Thiel, the billionaire co-founder and chair of Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]), acquired a... Full story

Yahoo Finance • 21 days ago

Deutsche Telekom (XTRA:DTE) Could Be 25% Undervalued Following Results And Buyback Expansion

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Deutsche Telekom (XTRA:DTE) has given investors fresh information to assess after reporting second... Full story

Yahoo Finance • 23 days ago

Fortis (FTS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, July 31, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Vice President, Investor Relations - Stephanie AmaimoPresident and CEO - David HutchensExecutive VP and CFO - Jocelyn PerryCEO of FortisBC - Ro... Full story

Yahoo Finance • 25 days ago

Prediction: DTE Energy Will End The Year At This Price

Quick Read DTE trades at $141.72 with a BUY rating and $163.72 price target, anchored by Oracle and Google hyperscale contracts totaling 2.4 GW. CMS and Xcel both trade at 19x forward earnings with comparable data center pipelines, confir... Full story

Yahoo Finance • 28 days ago

World’s Largest Energy Lender Steers Federal Financing Toward Baseload, Transmission, and Nuclear

The U.S. Department of Energy's (DOE's) Office of Energy Dominance Financing (EDF) closed a loan of up to $3.26 billion to American Electric Power (AEP) Texas on July 8, the office's third utility financing and the latest marker of how tho... Full story

Yahoo Finance • 30 days ago

Utilities sector slips in July; Constellation Energy leads gainers, Alliant Energy leads decliners

The utilities sector (XLU [https://seekingalpha.com/symbol/XLU]) declined 0.25% during the month, compared with a 0.61% decline for the S&P 500. UTILITIES SECTOR SCORECARD * Sector Return: -0.25% * Best Performer: Constellation Energ... Full story

Yahoo Finance • 30 days ago

Data center power boom in focus as 12 of 16 utility stocks beat EPS estimates this week: Earnings Scorecard

[Electricity pylons at sunset] James O'Neil Utility stocks stayed in focus this week as investors assessed quarterly earnings from CenterPoint Energy (CNP [https://seekingalpha.com/symbol/CNP]), DTE Energy (DTE [https://seekingalpha.com/... Full story

Yahoo Finance • last month

DTE Energy Co (DTE) Q2 2026 Earnings Call Highlights: Navigating Challenges and Capitalizing on ...

This article first appeared on GuruFocus. Operating Earnings: $274 million for the second quarter, translating to $1.32 per share. DTE Electric Earnings: $270 million for the quarter, $48 million lower than the second quarter of 2025. DTE... Full story

Yahoo Finance • last month

Stocks Mixed on Earnings Results and Weakness in Chipmakers

The S&P 500 Index ($SPX) (SPY) today is up +0.05%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.738%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.12%.  September E-mini S&P futures (ESU26) are up +0.05%, and September E-mi... Full story

Yahoo Finance • last month

Stocks Mixed as Weakness in Chipmakers Deepens

The S&P 500 Index ($SPX) (SPY) today is down -0.22%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.68%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.50%.  September E-mini S&P futures (ESU26) are down -0.29%, and September E... Full story

Yahoo Finance • last month

Stocks Settle Mixed as AI Angst Offsets Easing Geopolitical Tensions

The S&P 500 Index ($SPX) (SPY) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.51%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.32%.  September E-mini S&P futures (ESU26) rose +0.02%, and S... Full story

Yahoo Finance • last month

4 Big Tech earnings reports, a Fed meeting, and $100 oil: It's the busiest week of the quarter

As another frenetic week in the markets comes to a close, investors prepare to step into a new five-day stretch that might get even busier, with a ream of Big Tech earnings, a Fed decision, and rapidly worsening conditions in the Middle Ea... Full story

Yahoo Finance • last month

Spain's Cellnex explores strategic options, Bloomberg News reports

July 23 (Reuters) - Mobile phone tower group Cellnex is studying strategic options including ‌taking the company private or ‌a merger with a competitor, Bloomberg News reported on ​Thursday. Spain-based Cellnex's market capitalisation has... Full story

Yahoo Finance • 2 months ago

Business Customer Brand Trust Softens, but Leading Energy Utilities Continue to Raise the Bar

LIVONIA, Mich., July 14, 2026 (GLOBE NEWSWIRE) -- Business gas, electric and combination utility customer engagement declined through mid-2026 after reaching a high point in mid-2025, led by a significant year-over-year decline in Brand... Full story

Yahoo Finance • 2 months ago

Here Are Wednesday’s Best Wall Street Analyst Research Calls: Alcoa, Commercial Metals, DTE Energy, Dollar Tree, Occidental Petroleum, PayPal, Pinterest, Snap, Travelers, and More

Quick Read Trump ending Iran's ceasefire sent oil surging over 5%, Treasury yields spiking, and pre-market futures lower heading into Q2 earnings season. Evercore ISI upgraded OXY to Outperform with a $65 target, while Morgan Stanley slas... Full story