NextEra Energy continues to grow briskly.Utilities like NextEra Energy (NEE 0.29%) tend to be all about their dividends. NextEra Energy's payout is certainly attractive at a 2.7% yield more than double the S&P 500's 1.2% yield. Meanwhile, it has a magnificent record of paying dividends. The utility has increased its payments for more than 30 consecutive years, growing the dividend at a powerful 10% compound annual rate over the past two decades. However, unlike most other utility stocks, NextEra Energy is m ...

Key Points Amazon's online shopping services offer convenience and time savings. Nvidia is enabling the AI revolution, which will save humans time. NextEra Energy produces electricity to power TVs for people to enjoy watching in their free time. 10 stocks we like better than Nvidia › This Sunday, Nov. 2, ends the 2025 Daylight Saving Time (DST) season, which started on March 9 this year. At 2 a.m. Sunday local time, clocks across nearly the entire United States will "fall back" one hour to 1 a.m. ...

Correct me if I'm wrong, but I believe for active investors there is no better feeling than when an investment thesis plays out as expected. When I turned bullish on NextEra Energy ( NEEDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, with a particular f ...

Steel Dynamics Inc (STLD) - 公司第三季度营收达48.3亿美元 超出分析师预期的48亿美元 [1] - 公司第三季度每股收益为2.74美元 超出分析师预期的2.64美元 [1] - 公司股价在周三上涨1.5% 收盘报163.47美元 [5] FTAI Aviation Ltd (FTAI) - RBC Capital分析师维持公司“跑赢大盘”评级 并将目标价从185美元上调至200美元 [2] - 公司股价在周三下跌3% 收盘报174.00美元 [5] NextEra Energy Inc (NEE) - 公司第三季度每股收益为1.13美元 超出分析师预期的1.04美元 [3] - 公司股价在周三下跌2.2% 收盘报81.76美元 [5] iShares Expanded Tech-Software Sector ETF (IGV) - 该ETF在周三交易时段下跌1.3% [5]

Juno Beach, Florida-based NextEra Energy, Inc. (NEE) is one of the largest electric power companies in the U.S. and a global leader in renewable energy. Valued at $172.1 billion by market cap, it delivers electricity to millions in Florida through FPL and develops wind, solar, storage, and clean-fuel projects across North America via its NextEra Energy Resources unit. The utilities giant has notably underperformed the broader market over the past year. NextEra’s stock prices have surged 2.8% over the past ...

NextEra Energy, Inc. (NYSE:NEE) is one of the best high-growth utility stocks to buy. It is an energy company in North America that generates, transmits, and distributes electricity, with a portfolio comprising wind, solar, nuclear, natural gas, and other clean energy sources. BTIG Remains Positive on NextEra Energy (NEE), Highlighting its “Premier Generation Development Platform” Copyright: lassedesignen / 123RF Stock Photo On October 22, BTIG initiated coverage of NextEra with a Buy recommendation and ...

合作项目概述 - 谷歌与NextEra Energy合作重启爱荷华州一座于2020年关闭的核电站[1] - 该核电站（Duane Arnold Energy Center）因2020年夏季的强风暴损坏了防止放射性气体泄漏的二次安全壳系统而关闭[2] - 项目计划在2029年重启该设施，谷歌已同意在25年内购买其大部分电力[3] 项目具体细节 - 该核电站原设计发电能力为601兆瓦，改造后反应堆将能额外输出14兆瓦电力[2] - 剩余电力将在类似条款下出售给Central Iowa Power Cooperative，该合作社目前持有该核电站20%的股份[3] - NextEra表示已达成协议，将收购该合作社及其他少数股东的股份[3] 行业趋势背景 - 核电正经历复兴，科技公司和数据中心开发商在电力需求经过十多年低迷后复苏的背景下寻找新的电力来源[4] - 重启反应堆被视为增加电网核电能力的捷径，可能比新建电厂节省数年时间[8] - 去年微软与Constellation Energy合作，计划重启2019年关闭的三哩岛核电站一座反应堆，预计成本16亿美元，该835兆瓦反应堆计划于2028年上线[7] 替代能源策略 - 在等待核电项目的同时，谷歌等公司也转向太阳能和电池储能，这些可在数月内部署，大幅缩短为新数据中心供电的时间[8]

If you enjoyed this analysis, consider subscribing to Green Growth Giants . With its focus on a high performing nuclear energy portfolio, the service regularly updates subscribers on key stock related developments and the sector. The service also includes top-down sectoral coverage and rankings of ETFs based on proprietary methodology.The profile is run by Manika Premsingh , who heads the investing group Green Growth Giants and also runs another Seeking Alpha profile in her own name. She is a macroeconomist ...

项目背景与核心交易 - 2020年8月10日，杜安·阿诺德核电站因遭遇历史级derecho风暴导致冷却设施严重损坏而提前退役[4] - 五年后，NextEra Energy与谷歌宣布合作，计划在监管许可到位后重启这座615兆瓦的核电站，目标最早于2029年第一季度并网发电[6] - 谷歌与NextEra签署了为期25年的长期购电协议，同时NextEra将合资方30%股权并入，成为电站100%所有者，交易结构为“电力直签+资产方重启”而非谷歌收购核电业务[6] 重启项目的关键驱动因素 - AI训练与推理需要稳定、洁净、可7×24小时交付的“基荷电力”，而核电恰好能满足数据中心对“零碳、可调度”电力的核心需求[7][8] - 科技巨头正回归核能等“可调度清洁能源”，微软牵手Constellation推动宾州三里岛重启，亚马逊与Talen就宾州Susquehanna核电站签下1920兆瓦级长期PPA[10] - 在去碳化方向下，核能成为“清洁+稳定”的少数解决方案之一，以填补光伏与风电间歇性供电留下的7×24小时算力电力缺口[11][12] 项目时间线与监管进展 - 项目时间线为：2020年风暴关停 → 2024-2025年NextEra评估重启 → 2025年8月FERC豁免通过 → 2029年一季度目标并网[13] - 2025年8月联邦能源监管委员会已发豁免，为重启扫清一项关键流程，但仍需核管会逐项核查与许可[6] - 重启需完成设备更换、冷却系统修复、变压器与安措升级，难点在于工程与审批的“双路径按时落地”[15] 行业影响与投资逻辑 - 能24/7发电的“可调度清洁电力”将获得明确的估值确定性溢价[19] - 20–25年的长协将把电价波动与碳排目标固化进企业经营模型，降低波动性[20] - 传统公用事业中的“被忽视角落”（如退役核电）在AI时代可能获得估值的“第二生命”，资产再配置趋势显现[21] 项目的社会与经济价值 - 重启意味着本地核电工程、检修、运维岗位的再出现，对县与市的税基、职业教育产生“二次分红”[18] - 把退役核电站修回并网，本质上是为区域电网增加一块“抗冲击”的稳定锚，提升电网韧性[17] - 核电的容量系数稳定在高位，PPA锁定的“实电”能直接托底大模型夜间批量训练等算力排程，降低碳强度与断电风险[16]

Google continues to lock up power supply.Alphabet (GOOG 0.47%)(GOOGL 0.59%) subsidiary Google recently signed a transformative nuclear power deal with leading energy supplier NextEra Energy (NEE 2.86%). The tech giant will buy power from a currently shuttered nuclear energy facility that NextEra plans to restart by 2029. The companies also plan to explore developing new nuclear power plants in the future to help meet the country's surging power needs. This deal is part of a broader trend, following on the h ...