BofA Ranks 10 Data Center Power Stocks

Bank of America identified 10 power generation and equipment firms crucial for data center growth, ranking them 27‑38 of 67 sector stocks.
GE Vernova leads the list, announcing a Texas nuclear‑gas plant partnership while receiving a neutral rating downgrade from BNP Paribas Exane.
Caterpillar posted Q1 EPS 20% above forecasts, prompting price‑target hikes from Argus, Bernstein and BofA Securities.
Several utilities (Sempra, DTE, Evergy, Talen) reported Q1 earnings and revenue beats or misses, with DTE pausing rate hikes for two years.