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NASDAQ:XEL News 2 December 2025 - 4 February 2026

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks are ending 2025 with a split personality. On one hand, the group is still a classic “defensive” trade—regulated cash flows, dividend support, and historically lower volatility than the broader market. On the other, utilities have quietly become one of the most important “real economy” beneficiaries of the AI boom, because every new data center and electrified industrial process ultimately needs one thing: reliable megawatts. With U.S. markets closed for the Christmas holiday on December 25, 2025, the utilities sector enters 2026 under intense scrutiny from investors, regulators, and consumers. Electricity bills are rising, grid operators are sounding
25 December 2025
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Utilities Stocks Outlook for 2026: AI Data Center Demand, Rate Cuts, and the New Power-Grid Investment Cycle

Utilities Stocks Outlook for 2026: AI Data Center Demand, Rate Cuts, and the New Power-Grid Investment Cycle

Dec. 20, 2025 Utilities stocks are having a moment that would’ve been hard to imagine just a few years ago. The sector long known for predictable dividends and regulated earnings is now being pulled into the center of the AI buildout—because none of it runs without electricity. As of Dec. 20, 2025, the utilities story is no longer just “bond-proxy, defensive, yield.” It’s increasingly about load growth, grid reliability, data centers, and a multi-year capital spending wave—with investors trying to decide whether the sector’s recent pullback is a warning sign or an entry point. Below is a detailed roundup of
20 December 2025
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Xcel Energy Halves North Dakota Electricity Rate Hike Request, but 13% Residential Increase Still Looms

Xcel Energy Halves North Dakota Electricity Rate Hike Request, but 13% Residential Increase Still Looms

BISMARCK, N.D. — Xcel Energy has agreed to cut its requested electricity rate increase for North Dakota customers roughly in half under a proposed settlement, easing—but not eliminating—the hit to household and business power bills in 2025. Under the agreement, overall electric rates would rise by 10.37%, with residential customers facing a 12.92% increase. That’s down from the utility’s original request for a 19.34% overall hike and a residential increase of more than 24%. North Dakota Monitor+1 The deal still needs approval from the North Dakota Public Service Commission (PSC), which could vote on the case as early as January.
2 December 2025
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
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