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NYSE:SRE 25 December 2025 - 16 July 2026

SDG&E reliability could slip by up to 3.4 minutes from South Orange County outage
SDG&E reliability could slip by up to 3.4 minutes from South Orange County outage

SDG&E reliability could slip by up to 3.4 minutes from South Orange County outage

A power outage overnight left 22,525 San Diego Gas & Electric customers in South Orange County without electricity. If power comes back by the utility’s 1 a.m. target, that outage would nudge the systemwide outage-duration metric up by only about 3.4 minutes, according to early calculations from reported milestones. The event is enough to show up in annual reliability stats, but seems too small for now to affect near-term earnings at Sempra, which owns the utility.
16 July 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.
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.