reuters.com · 9 jul

US power companies scramble to secure equipment as surging data center demand strains supplies

Skyrocketing demand from artificial intelligence data centers is exacerbating shortages of critical grid equipment like transformers across the U.S., driving up costs, stretching out wait times and spurring utilities ​and developers to lock in orders far in advance.

zacks.com · 7 jul

What Makes NiSource (NI) a New Buy Stock

NiSource (NI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

seekingalpha.com · 4 jul

NiSource: A Premier Play On Data Center Electricity Demand

NiSource (NI) remains a 'buy' as its innovative data center agreements, notably with Amazon, position it for sustained growth and regulatory favor. NI's model isolates data center capex and returns, protecting existing customers from rate hikes while securing guaranteed returns and surcharges to reduce bills. With a $29B five-year capex plan and at least 8% projected EPS growth, NI offers a compelling blend of income and growth.

247wallst.com · 2 jul

Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

Pre-Market Stock Futures: Futures are trading higher as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the... Here Are Thursday's Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

seekingalpha.com · 24 jun

NiSource: A Utility AI Winner Worth Buying On Pullbacks

NiSource Inc. has secured a regulatory framework in Indiana requiring hyperscale data centers to fund their own infrastructure, directly benefiting existing customers. NI's GenCo structure isolates large-load risks, enabling expedited agreements and a replicable template for future data center contracts. I expect adjusted EPS growth of 9–10% through 2033, supported by 4 GW of signed capacity and robust pipeline visibility.

businesswire.com · 23 jun

Regulatory Approvals Underscore Strength of NiSource's Customer-Focused Data Center Strategy Supporting Growth in Indiana

MERRILLVILLE, Ind.--(BUSINESS WIRE)--NiSource Inc. (NYSE: NI) announced the Indiana Utility Regulatory Commission (IURC) has approved key agreements supporting the company's previously announced partnership with Amazon to serve new data center development in northern Indiana. This marks an inaugural milestone that reinforces the meaningful benefits this approach will provide for existing customers. On June 17, the IURC fully approved the settlement agreement, Amazon special contract and related.

zacks.com · 11 jun

NI Gains From Systematic Investment & Expanding Data Center Demand

NiSource rides on data center power demand with 4 GW contracts and a target of up to 9 GW, while Project Apollo aims for $40-$60M in savings to protect margins.

zacks.com · 5 jun

NiSource (NI) Down 2.5% Since Last Earnings Report: Can It Rebound?

NiSource (NI) reported earnings 30 days ago. What's next for the stock?