- Will There Be a Recession in 2026?
May 11, 2026
(1:00) - Breaking Down The Current State of The Stock Market (26:30) - Where Should You Be Looking To Invest Right Now? (47:00) - Episode Roundup: XOM, AES, AXP Podcast@zacks.com
Welcome to Episode #484 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.
This week, Tracey was joined by Zacks Chief Equity Strategist, John Blank, for another podcast episode examining the US economy and the odds of a recession.
Will there be a recession this year?
Tune into the podcast to find out what Tracey and John think about the possibility of an economic contraction.
Tracey and John, who is a PhD economist, discussed the employment situation, which is improving over 2025.
Will the Iran War be a factor on the US economy this year? Some retailers, and the housing industry, have seen consumers get more cautious because of the war. But the consumer remains resilient in the face of any of these shocks, including tariffs.
The Challenge Facing the Federal Reserve
The Federal Reserve is about to get a new Chairman after eight years of Jerome Powell. How will that impact monetary policy?
Inflation remains elevated over the Federal Reserve’s preferred level of 2%. And with gasoline, jet fuel, and other petrochemical products, like plastics, on the rise, it’s expected to remain elevated.
Will the Fed cut rates this year? Or will the Federal Reserve be forced to raise rates instead?
3 Stocks for Your Watch List Right Now
Warren Buffett is sitting on $400 billion in cash in the Berkshire equity portfolio. What does Warren know?
If you don’t want to chase the AI Revolution stocks, which are booming, here are some other stocks which you might want to include on a watch list.
1. Exxon Mobil Corp. (XOM)
If you think oil is going to stay higher for longer, then investors should consider a big oil company like Exxon Mobil. Exxon Mobil is expected to grow earnings 63.8% this year on higher oil prices. The 2026 Zacks Consensus Estimate has jumped to $11.45 from $6.58 after the start of the Iran War in the last 90 days.
Shares of Exxon Mobil are up 20.1% year-to-date but it’s still cheap. It trades with a forward price-to-earnings (P/E) ratio of 12.8. A P/E ratio under 15 usually indicates value.
Exxon Mobil is also a dividend aristocrat with a long history of paying, and raising, its dividend. It is currently yielding 2.8%.
Exxon Mobil is a Zacks Rank #1 (Strong Buy) due to rising earnings estimates.
Story Continues
Should you buy an oil company stock like Exxon this summer?
2. The AES Corp. (AES)
The AES Corporation is a Fortune 500 energy company. It will report first quarter 2026 earnings on May 13, 2026, after the close.
AES beat the Zacks Consensus Estimate on earnings last quarter by 30.7%. The Zacks Consensus for Q1 is looking for $0.50.
Shares of AES are flat year-to-date. It’s a value stock. AES trades with a forward P/E of 6.2. A P/E ratio under 10 usually means a company is extremely cheap.
AES pays a dividend, with a current yield of 4.9% to reward investors for their patience.
Should a utility like AES be on your watch list this year?
3. American Express Co. (AXP)
American Express is one of Warren Buffett’s favorite companies. Berkshire Hathaway has owned shares of this global payments company since 1991.
American Express is expected to grow earnings by 14.4% this year and another 14.3% next year. Shares have fallen 14.6% year-to-date, however, and that has made them more attractive on a valuation basis. American Express now has a forward P/E of 18.1.
American Express pays a dividend, currently yielding 1.2%.
Is now the time to consider buying a financial company like American Express?
What Else Should You Know About the Outlook for the Economy in 2026?
Tune into this week’s podcast with Tracey and John to find out more.
[In full disclosure, John owns shares of AES in Zacks Large-Cap Trader portfolio.]
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This article originally published on Zacks Investment Research (zacks.com).
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- SA Asks: What's the long-term outlook for wind energy stocks?
May 10, 2026
[wind turbines in the mountains]
KE ZHUANG/E+ via Getty Images
Ongoing turmoil in the Middle East has been fueling renewed interest in locally sourced power options such as wind, despite the Trump administration's efforts to curtail the building of new wind farms in the United States.
We asked Seeking Alpha analysts Melissa Tucker [https://seekingalpha.com/author/melissa-tucker] and Ritabrata Das [https://seekingalpha.com/author/ritabrata-das] if they thought wind stocks were a good long-term investment, given the world's evolving energy demands.
Melissa Tucker [https://seekingalpha.com/author/melissa-tucker]: The long-term outlook for the wind sector remains fundamentally strong, and the IEA still expects wind generation to more than double by 2040, supported by structural electricity demand growth driven by AI data centers and industrial electrification. Moreover, I expect another push in Europe after the Iran war, driven by a national security-focused agenda to reduce dependence on imported gas and oil.
While the industry continues to navigate short-term headwinds related to policy uncertainty and offshore project cost pressures, some companies are well positioned to capitalize on this long cycle infrastructure and electrification boom. My favorite was AES Corp. (AES [https://seekingalpha.com/symbol/AES]); however, it is being acquired at a very cheap valuation. Other beneficiaries could include GE Vernova (GEV [https://seekingalpha.com/symbol/GEV]), once its wind division stabilizes and orders surge, and firms like Vistra (VST [https://seekingalpha.com/symbol/VST]) that blend renewables with dispatchable power to capture value in an increasingly volatile load environment.
Ritabrata Das [https://seekingalpha.com/author/ritabrata-das]: While wind energy, like other renewable energy sources such as solar, is experiencing growth and positive tailwinds, it remains highly dependent on policy decisions. The business model is shifting from a growth-only approach towards profitability as well.
The sector remains sensitive to margins, and therefore, the picture remains mixed because it is currently going through a maturation period. Hence, each player in the segment has to be studied based on their strategic decisions and past financial performance before making a bet.
* Top Independent Power Producers and Traders Stocks [https://seekingalpha.com/screeners/9408376086-Top-Independent-Power-Producers-and-Energy-Traders-Stocks]
* Heavy Electrical Equipment Stocks [https://seekingalpha.com/screeners/967048cac38b-Top-Heavy-Electrical-Equipment-Stocks]
* Top Utilities Stocks [https://seekingalpha.com/screeners/96793117-Top-Utility-Stocks]
MORE ON GE VERNOVA, VISTRA
* Vistra Corp. (VST) Q1 2026 Earnings Call Transcript [https://seekingalpha.com/article/4900484-vistra-corp-vst-q1-2026-earnings-call-transcript]
* Vistra: A Strong Start To 2026, Solid EPS Growth Might Be Overlooked [https://seekingalpha.com/article/4900393-vistra-a-strong-start-to-2026-solid-eps-growth-might-be-overlooked]
* Vistra Corp. 2026 Q1 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4900323-vistra-corp-2026-q1-results-earnings-call-presentation]
* Vistra reaffirms 2026 guidance while projecting $10B+ cash generation through 2027, ahead of Cogentrix close [https://seekingalpha.com/news/4588860-vistra-reaffirms-2026-guidance-while-projecting-10b-cash-generation-through-2027-ahead-of]
* Vistra reports Q1 results [https://seekingalpha.com/news/4588266-vistra-reports-q1-results]
- Algonquin Power & Utilities (AQN) Q1 Earnings and Revenues Beat Estimates
May 8, 2026
Algonquin Power & Utilities (AQN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +21.84%. A quarter ago, it was expected that this utility operator would post earnings of $0.04 per share when it actually produced earnings of $0.06, delivering a surprise of +50%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Algonquin Power & Utilities, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $792.4 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 13.54%. This compares to year-ago revenues of $692.4 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Algonquin Power & Utilities shares have added about 2.1% since the beginning of the year versus the S&P 500's gain of 7.2%.
What's Next for Algonquin Power & Utilities?
While Algonquin Power & Utilities has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Algonquin Power & Utilities was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Story Continues
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.06 on $548.5 million in revenues for the coming quarter and $0.36 on $2.53 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Utility - Electric Power is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, AES (AES), is yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This power company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of +85.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
AES's revenues are expected to be $3.1 billion, up 6% from the year-ago quarter.
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This article originally published on Zacks Investment Research (zacks.com).
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- Assessing AES (AES) Valuation After Haven Safety AI Edison Award Recognition
May 8, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
AES (AES) is back in focus after Haven Safety AI, which it cofounded with AI Fund, was named a finalist for the 2026 Edison Award. This recognition is putting its workplace safety platform under closer investor scrutiny.
See our latest analysis for AES.
The Edison Award spotlight comes after a mixed price pattern, with AES posting a 1 year total shareholder return of 38.86% yet a 90 day share price return decline of 10.97%, suggesting momentum has cooled after a strong run.
If this kind of AI focused safety story has caught your attention, it could be a good moment to check out 39 AI infrastructure stocks
With AES trading at $14.29, delivering a 1-year total return of 38.86% but a 90-day decline of 10.97%, and an estimated intrinsic discount near 27%, is the stock mispriced, or has the market already accounted for future growth?
Most Popular Narrative: 99.3% Overvalued
According to the most followed narrative, AES's fair value sits at $7.17 compared with the recent $14.29 close, which sets up a sharp valuation gap.
The AES Corporation, together with its subsidiaries, operates as a diversified power generation and utility company in the United States and internationally. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries, and owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors, and generates and sells electricity on the wholesale market. It uses various fuels and technologies to generate electricity, such as coal, gas, hydro, wind, solar, and biomass. Death Cross 8/1/2024 MB 2/13/2025 AES has received a consensus rating of Moderate Buy.
Read the complete narrative.
The narrative leans heavily on AES's shift toward diversified generation, its profitability turn, and assumed compounding of earnings and margins that support a much lower fair value anchor.
Result: Fair Value of $7.17 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this story could shift quickly if the recent 90-day share price decline for AES deepens or if expectations around its earnings trajectory and margins reset lower.
Find out about the key risks to this AES narrative.
Another View: Multiples Point the Other Way
While the most popular narrative sees AES as 99.3% overvalued at $14.29 versus a $7.17 fair value, the market ratios tell a different story. AES trades on a 7.4x P/E compared with 17x for the global renewable energy industry and 46.7x for peers, while the fair ratio sits at 25.1x. That wide gap cuts both ways. Is the stock cheap for a reason, or is sentiment too pessimistic?
Story Continues
See what the numbers say about this price — find out in our valuation breakdown.NYSE:AES P/E Ratio as at May 2026
Next Steps
With such mixed signals on value and growth, sentiment can be hard to read. Review the key risks and rewards and shape your own view with 4 key rewards and 3 important warning signs
Looking for more investment ideas?
Do not stop at a single story. Use the tools available and line up a watchlist of quality stocks so you are not reacting after the market moves.
Spot potential value opportunities early by checking out 51 high quality undervalued stocks. Prioritise financial strength and resilience with the solid balance sheet and fundamentals stocks screener (44 results). Hunt for off-the-radar opportunities before others notice them by scanning the screener containing 23 high quality undiscovered gems.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AES.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Consolidated Edison (ED) Lags Q1 Earnings Estimates
May 7, 2026
Consolidated Edison (ED) came out with quarterly earnings of $2.17 per share, missing the Zacks Consensus Estimate of $2.32 per share. This compares to earnings of $2.25 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -6.63%. A quarter ago, it was expected that this utility would post earnings of $0.84 per share when it actually produced earnings of $0.89, delivering a surprise of +5.95%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Con Ed, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $5.1 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.98%. This compares to year-ago revenues of $4.8 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Con Ed shares have added about 7.6% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Con Ed?
While Con Ed has performed in line with the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Con Ed was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.75 on $3.73 billion in revenues for the coming quarter and $6.07 on $17.34 billion in revenues for the current fiscal year.
Story Continues
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Utility - Electric Power is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, AES (AES), has yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This power company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of +85.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
AES's revenues are expected to be $3.1 billion, up 6% from the year-ago quarter.
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This article originally published on Zacks Investment Research (zacks.com).
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- How Haven Safety AI Could Shape AES Growth And Risk Profile
May 7, 2026
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Haven Safety AI, co founded by AES, has been selected as one of three finalists for the 2026 Edison Award for innovation in the electric power industry. The Edison Electric Institute is recognizing Haven Safety AI for its work applying artificial intelligence to improve safety and efficiency in power operations.
For investors watching NYSE:AES, this recognition points to how the company is involved in applying AI to core electric power operations, including safety and reliability. Within the power sector, companies are spending more time on grid resilience, worker safety and real time monitoring, and AI tools are increasingly part of that toolkit.
Looking ahead, readers can track how AES and Haven Safety AI translate this industry attention into deployed projects, partnerships or commercial offerings. For AES, the key questions are how widely these tools are adopted across its asset base and what that might mean for long term risk management, operating costs and capital allocation priorities.
Stay updated on the most important news stories for AES by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on AES.NYSE:AES Earnings & Revenue Growth as at May 2026
We've flagged 3 risks for AES. See which could impact your investment.
Haven Safety AI being the only AI based finalist for a 2026 Edison Award in electric power puts AES directly in the conversation about how utilities apply data and automation to core operations. For you as an investor, this sits alongside AES’s first quarter results, where revenue was reported at US$3,180m and net income at US$487m, as another signal that the company is focusing on operational systems as well as project build out. If Haven’s safety tools are deployed widely across AES’s renewables and utility projects, they could influence the economics of large capital programs by affecting incident related downtime, investigation costs, and project execution. The award recognition also matters for competitive positioning against large peers such as NextEra Energy, Duke Energy and Dominion Energy, where AI powered safety and reliability tools are increasingly a differentiator when bidding for long term contracts or working with regulators focused on reliability. The key for AES is whether Haven remains a primarily internal platform or builds a broader customer base, which could affect how investors think about the revenue mix between regulated and non regulated activities.
Story Continues
How This Fits Into The AES Narrative
Haven Safety AI aligns with the narrative focus on technology investments that support project execution and could reinforce expectations for more predictable margins and cash flows from AES’s renewables and utility build out. If AI driven safety tools require higher upfront spending or complex integration across older coal and gas assets, that could weigh on the margin improvement story that some investors expect from the transition toward renewables and storage. The Edison Award recognition for Haven’s external impact and potential customer reach is not fully reflected in a narrative that is mostly centered on power purchase agreements, fair value estimates and the proposed take private transaction.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for AES to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ AES has interest payments that analysts say are not well covered by earnings, which can limit flexibility to fund new technology platforms like Haven Safety AI alongside its large capital program. ⚠️ Dividend payments, with a yield cited at 4.91%, are not well covered by free cash flow, so additional spending on AI and safety tools could sharpen the trade off between balance sheet strength and shareholder payouts. 🎁 Earnings are forecast to grow 6.26% per year and AES is described as trading at good value compared with peers and industry, which may give investors some room to factor in incremental benefits from AI driven efficiency gains. 🎁 The stock is described as trading at 27% below one estimate of fair value and already has a pipeline of renewables and storage projects, so any commercial traction for Haven Safety AI could be viewed as an additional upside lever rather than the core thesis.
What To Watch Going Forward
From here, focus on how AES communicates adoption metrics for Haven Safety AI, such as the proportion of its U.S. utilities and renewables fleet using the platform and any quantified changes in investigation timelines or incident rates. Watch for external contracts, for example if other utilities or grid operators adopt Haven, which would show whether the Edison Award recognition is turning into a standalone revenue stream. It is also worth tracking how regulators and customers respond to AI powered safety tools, especially in comparison with peers like NextEra Energy and Duke Energy, because that can influence project approvals and contract awards for future renewables and grid projects.
To ensure you're always in the loop on how the latest news impacts the investment narrative for AES, head to the community page for AES to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AES.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Haven Safety AI Named Finalist for EEI's Prestigious Edison Award
May 6, 2026
Recognition highlights Haven's role in advancing AI-driven safety innovation across the electric power and utilities industry
ATLANTA, GA / ACCESS Newswire / May 6, 2026 / Haven Safety AI, an AI-native safety intelligence platform, has been selected as one of three finalists for the 2026 Edison Award by the Edison Electric Institute (EEI), one of the electric power industry's highest honors recognizing distinguished leadership, innovation, and contributions to the advancement of the industry. Haven is the only AI-based solution that made the finalists' list.
Haven was cofounded by The AES Corporation (NYSE:AES) and AI Fund, a venture studio founded by Andrew Ng.
Built to address a persistent industry challenge, Haven enables organizations to move beyond traditional ways of safety reporting toward a continuous system of learning and risk reduction. By structuring evidence, standardizing root cause analysis, and linking corrective actions to defensible reasoning, Haven significantly improves both the speed and the insights gathered from investigations.
At AES, Haven has demonstrated measurable impact, including up to an 80% reduction in investigation labor effort, compression of investigation timelines from weeks to hours, and expanded investigation coverage across incidents, near misses, and lower-severity events.
"Instead of spending time compiling reports behind a desk, our teams can now focus on understanding risk on site," said Chantz Horman, Director of U.S. Operations and Construction Health & Safety at The AES Corporation. "We have seen an 80% reduction in root cause analysis safety investigation labor time with the adoption of Haven Safety AI. With its intuitive interface, Haven has quickly become a force multiplier. It's helping us capture better information from the field, structure investigations more consistently, and learn faster."
"This recognition from EEI reflects a broader shift underway in the EHS industry," said Joseph Hanna, Co-Founder and CEO of Haven Safety AI. "For decades, safety systems have focused on documenting the past. Haven is built to change that. By applying AI directly within investigation workflows, we are enabling safety teams to learn faster, act earlier, and ultimately prevent incidents before they happen."
Haven's platform combines structured evidence capture with advanced causal analysis through its integrated modules and AI agents, enabling organizations to identify systemic risks, standardize investigation quality across sites, and generate corrective actions grounded in both operational and regulatory contexts.
Story Continues
The Edison Award finalists are selected by a review committee composed of industry experts, and the final winners are determined by a panel of former EEI chairs and senior electric industry leaders. Winners will be announced at EEI's Annual Conference in June.
Haven's selection underscores the growing importance of AI-native solutions in strengthening safety performance, improving regulatory defensibility, and enabling more resilient operations across the electric power industry.
For more information, visit www.havensafety.com.
About Haven
Haven Safety AI, a product of Haven Safety Corporation, provides an AI-native platform for incident investigations, root cause analysis, and proactive risk reduction. By combining artificial intelligence with a structured industry knowledge graph, Haven helps organizations capture frontline insights, analyze systemic causes, and continuously improve safety performance. For more information, visit www.havensafety.com.
Media contact: jane@havensafety.com.
SOURCE: Haven Safety Corporation
View the original press release on ACCESS Newswire
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- Exelon (EXC) Surpasses Q1 Earnings and Revenue Estimates
May 6, 2026
Exelon (EXC) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.92 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.63%. A quarter ago, it was expected that this energy company would post earnings of $0.53 per share when it actually produced earnings of $0.59, delivering a surprise of +11.32%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Exelon, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $7.24 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.75%. This compares to year-ago revenues of $6.71 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Exelon shares have added about 5.9% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Exelon?
While Exelon has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Exelon was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.54 on $5.55 billion in revenues for the coming quarter and $2.85 on $25.29 billion in revenues for the current fiscal year.
Story Continues
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Utility - Electric Power is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, AES (AES), is yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This power company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of +85.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
AES's revenues are expected to be $3.1 billion, up 6% from the year-ago quarter.
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This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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- BlackRock reveals surprising new asset class
May 6, 2026
Global demand for computing power is rising so fast that it could create an entirely new type of financial market, according to Larry Fink.
Speaking at the Milken Institute Global Conference, the BlackRock CEO said traders may one day buy and sell futures tied to computing capacity — similar to how markets already price commodities like energy or agriculture.
"A new asset class will be buying futures of compute," Fink said during a panel discussion Tuesday, adding that current supply is far from enough. "We just don’t have enough compute power right now."
Fink’s comments come as demand for artificial intelligence infrastructure continues to outpace supply.
He pointed to multiple bottlenecks, including shortages in chips, memory and power, which are slowing the pace of expansion despite rising demand.
Related: BlackRock warns there isn't enough stock to buy
"We're short power, we're short compute, we're short chips," Fink said, warning that the industry is not scaling quickly enough to keep up.
"I don't believe we're moving fast enough."
He also pushed back on concerns that the rapid growth in AI could be forming a bubble.
“There is not an AI bubble,” Fink said.
“There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated.”
BlackRock ramps up AI infrastructure investments
To address these gaps, BlackRock is committing significant capital to the sector.
The firm is investing tens of billions of dollars in data centers and energy companies through partnerships with Microsoft, Nvidia and MGX, an investment vehicle based in the United Arab Emirates.
A consortium led by BlackRock’s Global Infrastructure Partners agreed to acquire Aligned Data Centers for about $40 billion in October 2025. The group is also working with private equity firm EQT to purchase power provider AES Corp. for $10.7 billion in cash.
The Aligned deal is part of a broader push to expand AI infrastructure.
The investment group, which includes Microsoft, Nvidia and others, aims to deploy $30 billion in equity capital to support the buildout of data centers and related systems.
Data centers become backbone of AI growth
The surge in investment reflects how central data centers have become to the global economy.
These facilities house the hardware needed to train AI models and run large-scale computing workloads. As demand grows, so does the need for energy and infrastructure to support them.
At least $3 trillion is expected to flow into data center-related investments over the next five years, according to Moody’s Ratings. The firm said this capital will support spending across servers, computing equipment, facilities and power capacity.
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Large technology companies are already leading that push. Six US hyperscalers — Microsoft, Amazon, Alphabet, Oracle, Meta and CoreWeave — are on track to spend $500 billion on data centers this year alone, Moody’s said.
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Economy shifts toward AI and cloud infrastructure
Other industry leaders see the same long-term transformation underway.
At the same panel, Bruce Flatt said the global economy is being reshaped around data centers, cloud computing and artificial intelligence.
“For the next 10 years, we will be rewiring the global economy,” Flatt said.
Fink believes the growing importance of computing power could eventually change how companies manage costs and risk.
Just as businesses hedge against fluctuations in commodities like fuel or crops, a futures market for computing could allow firms to lock in pricing for the resources needed to run AI systems.
While such a market does not yet exist, the scale of demand — combined with persistent supply shortages — is already pushing investors to think of computing power as a tradable asset in its own right.
For crypto investors, the idea of turning compute into a tradable asset may sound familiar. Blockchain networks already rely on computation as a core input, with miners and validators effectively monetizing it. Extending that logic to AI infrastructure could create new ways to price and trade access to computing resources, bringing traditional finance closer to models already seen in crypto markets.
Related: Goldman Sachs, JPMorgan sharply diverge on quantum computing
This story was originally published by TheStreet on May 5, 2026, where it first appeared in the MARKETS section. Add TheStreet as a Preferred Source by clicking here.
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- PSEG (PEG) Q1 Earnings and Revenues Surpass Estimates
May 5, 2026
PSEG (PEG) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.43 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.59%. A quarter ago, it was expected that this parent company of PSEG Power and Public Service Electric & Gas Co. would post earnings of $0.71 per share when it actually produced earnings of $0.72, delivering a surprise of +1.41%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
PSEG, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $3.85 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 17.59%. This compares to year-ago revenues of $3.22 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
PSEG shares have added about 0.2% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for PSEG?
While PSEG has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for PSEG was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.80 on $2.68 billion in revenues for the coming quarter and $4.36 on $12.08 billion in revenues for the current fiscal year.
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Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Utility - Electric Power is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, AES (AES), has yet to report results for the quarter ended March 2026.
This power company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of +85.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
AES's revenues are expected to be $3.1 billion, up 6% from the year-ago quarter.
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This article originally published on Zacks Investment Research (zacks.com).
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