Bank of America ranks ten power and utility stocks poised to benefit from rising data‑center infrastructure demand, listing GE Vernova top.
GE Vernova partners with Blue Energy on a Texas nuclear‑gas plant; BNP Paribas Exane downgrades neutral, Mizuho and Jefferies raise price targets.
Caterpillar, Sempra, DTE, Evergy and Talen Energy posted Q1 2026 earnings with EPS beats; DTE missed consensus and paused rate hikes.
The remaining stocks—EVE Energy, CMS Energy, Wartsila OYJ and PPL Corp—complete the list, reflecting exposure across utilities, battery makers and power equipment.