Yahoo Finance • 9 days ago

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Quick Read Tepper exited SanDisk after a 591% run and trimmed Micron, rotating profits into power utilities Vistra and NRG, both trading below 16x forward earnings. Tepper pushed Amazon to 5 million shares and opened a new CoreWeave stake... Full story

Yahoo Finance • 10 days ago

Better Value ETF: Vanguard's Small Cap-Focused VBR vs. the iShares IJJ Targeting Mid-Cap Stocks

While the iShares S&P Mid-Cap 400 Value ETF (NYSEMKT:IJJ) targets the middle of the market, the Vanguard Morningstar Small-Cap Value ETF (NYSEMKT:VBR) provides more affordable access to smaller-sized value companies with a much larger port... Full story

Yahoo Finance • 21 days ago

NRG Energy Q2 Earnings Call Highlights

Key Points Interested in NRG Energy, Inc.? Here are five stocks we like better. NRG reported strong Q2 results, with adjusted EBITDA up 34% year over year to $1.2 billion and free cash flow before growth reaching $1.025 billion. Growth wa... Full story

Yahoo Finance • 21 days ago

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Risks Linger

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly... Full story

Yahoo Finance • 22 days ago

NRG outlines 1.2 gw Texas BYOP project targeting $500M annual adjusted EBITDA and late 2029 COD

Earnings Call Insights: NRG Energy (NRG) Q2 2026 MANAGEMENT VIEW * "We are aligned on the principal commercial terms with the leading global cloud and AI hyperscaler, including their capital commitment to support 1.2 gigawatts of new g... Full story

Yahoo Finance • 22 days ago

Tuesday's ETF Movers: FTXL, UTES

In trading on Tuesday, the First Trust Nasdaq Semiconductor ETF is outperforming other ETFs, up about 7.3% on the day. Components of that ETF showing particular strength include shares of Coherent, up about 15.1% and shares of Advanced En... Full story

Yahoo Finance • 22 days ago

NRG Energy Reports Net Income In Q2; Reaffirms 2026 Guidance

(RTTNews) - NRG Energy, Inc. (NRG) reported net income of $506 million for the three months ended June 30, 2026, compared to a net loss of $104 million, a year earlier. On a per-share basis, NRG reported GAAP profit of $2.31 versus a loss... Full story

Yahoo Finance • 25 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 • last month

Stock index futures edge higher as investors seek rebound after Thursday selloff

[Wall Street New York stock exchange stock market] alexsl Stock index futures were higher on Friday as the stock market hoped to recover from Thursday's selloff. Dow futures (INDU [https://seekingalpha.com/symbol/INDU]) +0.33%, S&P 500... Full story

Yahoo Finance • last month

Soaring Energy Profits Won’t Last. Where to Find Bargains Now.

Shares of some upstream, services, and independent power producers could gain more than 20%. Where to invest. Continue Reading... Full story

Yahoo Finance • 2 months ago

AI Needs Electricity And NRG Energy (NRG) Is Well Placed To Deliver That

NRG Energy Inc. (NYSE:NRG) is one of the 10 Best AI Stocks to Watch in July. Gabriele Sorbara from Siebert Williams Shank & Co started coverage of NRG Energy Inc. (NYSE:NRG) with a Buy rating and assigned it a $184 price target on July 6.... Full story

Yahoo Finance • 2 months ago

Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

Quick Read VST trades 30% below its $223 analyst target while CEG, down 30% year-to-date, sits well below analysts' $360 consensus despite running the largest US nuclear fleet. PJM's Friday forecast of 166 GW would smash the 2012 all-time... Full story

Yahoo Finance • 2 months ago

Here Are Monday’s Best Wall Street Analyst Research Calls: Agnico Eagle Mines, Datadog, Delta Air Lines, Gilead Sciences, Okta, Pfizer, Regions Financial, T-Mobile, and More

Quick Read T-Mobile (TMUS) and Gilead Sciences (GILD) both earned Buy upgrades Monday, with Bank of America and HSBC setting targets of $220 and $155 respectively. Pfizer (PFE) and Datadog (DDOG) both took ratings cuts Monday, though Bern... Full story

Yahoo Finance • 2 months ago

Largest U.S. power grid orders emergency curbs to avoid blackouts

[Electricity concepts. High voltage transformers with night city lights] s-cphoto/iStock via Getty Images The largest U.S. power grid operator, PJM Interconnection, said Friday ​it is ​under a federal emergency alert [https://www.reuters.... Full story

Yahoo Finance • 2 months ago

U.S. issues emergency order for largest power grid as record heat nears

[High Voltage Electric Power Lines At Sunset] imaginima/iStock via Getty Images The Trump administration declared a power emergency [https://www.bloomberg.com/news/articles/2026-06-30/emergency-ordered-for-largest-us-power-grid-as-record-... Full story

Yahoo Finance • 2 months ago

Not Even Musk Has The Answer To AI’s Power Shortage

The White House issued a stark warning in July 2025: Without $1.4 trillion in new infrastructure investment, electricity prices could surge as much as 58% by 2030. That's driven mostly by the insatiable power demand from the rise of AI da... Full story

Yahoo Finance • 2 months ago

Portfolio check: The biggest SA Quant upgrades over the past week

_Recent upgrades and downgrades from Seeking Alpha's Quant Ratings provide tactical ways investors can track shifting momentum and emerging risk, as well as early indicators for bullish or bearish sentiment. _ [Seeking Alpha Quant Ratings]... Full story

Yahoo Finance • 2 months ago

Should You Buy NRG Energy, Inc. (NRG)’s Shares?

We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. NRG Energy, Inc. (NYSE:NRG) is one of the long-term stock picks. NRG Energy, Inc. (NYSE:NRG) is an independent power production company. It first made an appear... Full story

Yahoo Finance • 2 months ago

NRG Energy (NRG) Hits 52-Week Low As Analysts See Upside

NRG Energy, Inc. (NYSE:NRG) is one of the undervalued infrastructure stocks to buy now. The stock's sharp pullback has drawn attention, but the underlying fundamentals tell a more nuanced story.NRG Energy (NRG) Hits 52-Week Low As Analysts... Full story

Yahoo Finance • 3 months ago

Noteworthy Wednesday Option Activity: NRG, UNP, NEM

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in NRG Energy Inc (Symbol: NRG), where a total volume of 12,090 contracts has been traded thus far today, a contract volume which... Full story