Utilities Stocks

Oklo Posts Record Highs in Nuclear Sector Rally

"Oklo right now up more than 16%, trading at a record high, up on the week. Guys, about 50%. And new scale up about 14%. This is coming after news that Trump was going to use nuclear as part of kind of trade talks and coming after that meeting with the UK."

AES Receives Boost from AI Power Narrative and BlackRock Talks

"AES Corp, ticker AES. Deer shares, yeah, have been up like it's 14%. BlackRock, apparently, BlackRock's global infrastructure partner, apparently in talks to buy the company. But this is an AI power story, because we've been talking about the need for power. And then investors are hoping that the AI boom is going to lift demand."

Hidden Gem in Water Storage: Trade Call on CDZI (Cadiz)

"Yes. A water solutions, water storage out there. Here the ticker is CDZI or Cadiz. I think it's Spanish. Uh, Cadiz if you want to say it in a we'll say a Spanish way but CDZI and it is a low low price stock for you. You know, right there shortly above it around 6 a share. So, it's what I love and it's a name that I actually wouldn't have found if it wasn't for my newsflow scanner. It really caught my attention earlier this month in October where I saw a call buyer step in. And I was like, whoa, what is this trader doing in this stock? And I think this could be a growth story that maybe hits that double digit mark and prints over 10 to even 12 dollars a share by first quarter of 2026."

Trade Call: Bullish Play on NRG Energy with Cup Base Pattern

"NRG Energy. This went up 4% today. And again, looking like maybe there's a little bit of a handle here, Justin, but in this cup base on a pattern wreck here on market surge."

SEMPRA Benefits from Major Asset Sale

"Well, Paul, let's dig into SEMPRA, which is an energy infrastructure company. So SEMPRA, ticker SRE. Those shares are popping this morning. They're up more than 3% at the moment. And that's because it's benefiting from news that it is agreeing to sell a 45% equity stake in its infrastructure arm to affiliates of KKR and the Canada Pension Plan Investment Board for a hefty $10 billion. So the idea is that the sale will help it achieve its goal of deriving approximately 95% of its earnings from regulated U.S. utilities."

Vistra Hit by Downgrade Despite Strong YTD Performance

"Vistra, this is also a stock that's in focus. But on the downside here, down as much as 5.5%. This is after we saw a rating change here. It was downgraded at Jeffries. ... no announcement yet is what's giving him pause here. So you are seeing shares pressured here as we are seeing that downgrade."