Polish cybersecurity authorities have attributed a wave of disruptive cyberattacks in late December to a hacking group linked to Russia's FSB, marking a potential escalation in tactics against energy and heating infrastructure during a severe winter storm.
Wedbush Securities raises its price target on Willdan Group (WLDN) to $145, citing a robust pipeline of projects driven by infrastructure spending and energy efficiency mandates. The firm's recent acquisition is seen as a strategic move to expand its municipal advisory footprint.
Cisco Systems is making strategic, long-term bets on the future of enterprise infrastructure, signing a major renewable energy deal in Poland and forging new AI partnerships in Asia Pacific, while upgrading campus networks with Wi-Fi 7.
Mitsubishi Corporation and U.S.-based Aethon Energy have announced a strategic global alliance aimed at co-developing projects across liquefied natural gas (LNG), carbon capture, geothermal energy, and digital infrastructure, marking a significant step in the Japanese conglomerate's lower-carbon expansion.
Ukraine's energy minister has issued a stark warning that planned power outages could intensify in the coming days, citing significant generation shortfalls and the threat of new Russian aerial attacks targeting the nation's critical energy infrastructure.
Ukrainian President Volodymyr Zelenskiy condemned Russia's latest wave of attacks on energy infrastructure, calling them a deliberate blow to U.S.-led diplomatic efforts. He vowed to coordinate with Washington on potential consequences.
Ukrainian President Zelenskiy notes a 24-hour pause in targeted Russian strikes on energy grids, yet civilian casualties mount in frontline regions. The reported lull follows a disputed, short-term truce brokered by the U.S., as both sides prepare for talks in Abu Dhabi.
Atmos Energy (NYSE: ATO) has approved a significant dividend increase and unveiled a multi-billion dollar capital expenditure plan, drawing investor attention to its valuation and long-term growth trajectory amid ongoing regulatory scrutiny.
As AI's voracious appetite for power reshapes the energy landscape, companies like GE Vernova are emerging as critical enablers, presenting a compelling investment thesis beyond traditional tech stocks.
GE Vernova and Xcel Energy have entered a strategic partnership aimed at modernizing the U.S. power grid through wind, gas, and AI-driven projects, highlighting both the sector's growth potential and investor valuation debates.
Bloom Energy's stock surged nearly 75% in January, propelled by a landmark agreement with American Electric Power and soaring demand from the data center sector.
Argan, Inc., a specialized engineering and construction firm, is drawing investor attention with its robust financial performance, zero-debt balance sheet, and strategic positioning in the evolving energy sector. Despite a premium valuation, its record backlog and cash-generating prowess present a compelling bull case.
Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.
Following a brief diplomatic pause, Russian forces launched a massive wave of drones and missiles against Ukrainian cities overnight, severely damaging critical energy infrastructure as temperatures plunged below zero.
Bitcoin miner turned infrastructure player TeraWulf has acquired two large industrial sites, significantly expanding its energy and computing capacity as it pivots to serve the booming AI data center market, with Alphabet's Google providing crucial strategic and financial support.
Amid market volatility, investors are turning to reliable dividend payers. We examine three established energy infrastructure leaders with strong yields and the potential to benefit from long-term trends like AI-driven power demand.
Brazilian conglomerate Ultrapar sees a major investor trim its stake below a key threshold, even as the company secures board approval for a decade-long strategic plan heavily focused on artificial intelligence and continued expansion in energy and infrastructure.
Atmos Energy reported a robust fiscal first quarter, with net income reaching $403 million. Performance was supported by a Texas regulatory benefit, operational resilience during Winter Storm Fern, and ongoing investments in infrastructure and customer growth, as the company reaffirms its full-year guidance.
NexGen Energy Ltd. (NXE) has unveiled exceptional high-grade uranium assay results from its Patterson Corridor East discovery, adjacent to its flagship Arrow deposit in Saskatchewan's Athabasca Basin. The findings, including an ultra-high-grade intercept of 74.8% U₃O₈, bolster the case for a world-class resource and potential infrastructure synergies, positioning the company amid strong uranium market fundamentals.
Since its 2024 spin-off, GE Vernova's stock has soared over 100%, fueled by the AI-driven energy infrastructure boom. We analyze whether the momentum can last.
