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Four US-listed companies, including Marriott Vacations Worldwide (VAC) and Zoetis (ZTS), announced dividend increases in mid-December as investors seek safer assets due to rising market volatility.
Political pressure on electricity rates creates uncertainty for utility stocks in 2026, despite the sector delivering 16% returns so far this year driven by AI data center demand.
CenterPoint Energy (CNP) reported strong Q3 earnings but issued cautious 2026 guidance, creating a mixed market signal. The company simultaneously announced a $1 billion increase to its long-term capital investment plan, positioning itself to capitalize on surging energy demand from the technology sector.
Grid technology and utility stocks are experiencing a significant rally as investors reassess the sector as a primary beneficiary of the AI boom's immense energy requirements. This has led to premium valuations and heightened M&A activity.
Nvidia is hosting a summit to address the escalating power demands of AI, a bottleneck threatening the industry's growth. The event highlights a sector-wide scramble for energy, creating new investment narratives around power infrastructure and efficiency.
Astris AI, a Lockheed Martin subsidiary, has launched a secure AI platform for government agencies, partnering with Oracle, Nvidia, and Meta. The move positions it as a stable alternative in a volatile market and underscores the broader race to build secure, reliable AI infrastructure.
Nvidia's stock rose after a proposed U.S. bill restricting AI chip exports to China was excluded from a key defense package. CEO Jensen Huang's lobbying efforts coincided with this legislative win, which removes a significant near-term risk for the company.