Data center power boom in focus as 12 of 16 utility stocks beat EPS estimates this week: Earnings Scorecard

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Most utility companies reported better-than-expected earnings, providing a boost to sector outlook and contributing to year-to-date gains, though lagging the S&P 500.
Firms like CenterPoint and FirstEnergy are raising long-term capital investments and contracts due to accelerating large-load and data center demand, indicating positive long-term growth potential.
Exelon reduced its data center forecasts due to consumer concerns about higher bills, reflecting potential friction between growth opportunities and affordability for end-users.

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