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Southern Co Shareholders Approve Governance Changes, Reject Proposals
Exelon (EXC) Gets a Sell From KeyBanc
Goldman Sachs: U.S. data center electricity demand will double within two years despite project delays and cancellations.
Goldman Sachs stated that, based on Aterio data forecasts, even considering project delays and cancellations, approximately 60% of planned capacity within the next year and about 50% within two years is expected to be delivered on schedule. The total installed capacity of data centers in the United States will double from the end of 2025 to 95GW by the end of 2027, with corresponding electricity demand rising from 31GW to 66GW. By then, data centers are projected to account for 8.5% of the United States' summer peak electricity demand.
Truist Financial Sticks to Its Buy Rating for ONE Gas (OGS)
Citi Warns: Global Markets Enter 'Stagflation' Pricing Mode, Energy Stocks May Become the Last Safe Haven
The latest quantitative report from Citi indicates that the global market is entering the early stages of 'stagflation' pricing. As geopolitical tensions push up oil prices, the simultaneous decline in stocks and bonds signals risks of slowing economic growth and persistently high inflation. Defensive strategies and the energy sector are expected to outperform the broader market.
10-Q: Q1 2026 Earnings Report