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Which podcasts are discussing NEE?
6 ATTRIBUTED IDEAS · 6 EPISODES · 6 SHOWS
The shows
CNBC Fast Money
Marketplace
Monetary Matters with Jack Farley
Motley Fool Money
The Dividend Cafe
WSJ What's News
Where the discussion went deepest
18 JUN18 JUNMONETARY MATTERS WITH JACK FARLEY
Regulated utilities offer high-duration growth
“Regulated utilities serving rural growth areas provide attractive risk-adjusted returns supported by long-term contracts with data centers and major industrials.”
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI · with Chris Semenuk
Core thesis · 5/5Verify in source →
25 JUN25 JUNMOTLEY FOOL MONEY · 10:15
Speculation versus investment in early-stage energy
“Pre-revenue nuclear and novel energy startups carry high zero-bound risks due to utility sector conservatism.”
Nuclear Energy Gets a Big Government Boost (Again)
In depth · 4/5Verify in source →
18 MAY18 MAYCNBC FAST MONEY · 5:00
Utility consolidation driven by AI power demand
“The bull case was made that the NextEra-Dominion deal highlights the need for size and scale to meet AI data center power demand, signaling more utility sector consolidation.”
Countdown to Walmart Earnings and What’s Next in the Musk/OpenAI Battle? 5/18/26
In depth · 4/5Verify in source →
13 AUGYESTERDAYMARKETPLACE · 17:30
Market forces driving coal's decline
“The report argued that market economics, not policy, are responsible for coal's declining share of US electricity generation, as it is outcompeted on cost and flexibility by natural gas and renewables.”
Long-term bond yields hit a long-term high · with Greg Ip
Substantive discussion · 3/5Verify in source →
22 JUL3W AGOWSJ WHAT'S NEWS · 06:12
Utilities and data centers sign cost-sharing pledge
“Major utilities and data center operators pledged to cover AI energy expansion costs to insulate retail electricity consumers from rising power bills.”
Trump to Help Saudi Arabia Go Nuclear · with Saudi Arabia. WSJ
Notable comment · 2/5Verify in source →
18 MAY18 MAYTHE DIVIDEND CAFE · 7:45
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