← NiSource overview

NiSource vs Entergy: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

NiSource Inc (NI)

Q3 2026
▲2▼1

NiSource's data-center growth story meets storm costs and a governor's probe

  • Data centers and $28.6B buildout drive growth NiSource won Indiana approval for its Amazon and Alphabet data center contracts, which should return about $1.4 billion in bill relief to existing customers. It has 3 gigawatts of data centers in talks and plans $28.6 billion of investment through 2030, growing its rate base 9-11% a year.

    This is the core long-term force lifting NI: new large power customers and a big regulated construction plan.

  • Weak Q2 profit, but guidance held Second-quarter profit fell to $45.5 million from $102.2 million, with adjusted earnings of $0.16 a share, hurt by record tornadoes and higher storm and labor costs. Management still reaffirmed full-year guidance of $2.02-$2.07 and 6-8% long-term growth, so investors looked past the weak quarter.

    The earnings drop is the main near-term drag, while reaffirmed guidance is the offset that keeps the story intact.

  • Indiana governor seeks NIPSCO investigation Governor Mike Braun asked the state consumer office to file a complaint over NIPSCO's slow storm restoration, with 9,000-plus customers still out nearly two weeks later. A regulatory probe could bring penalties, added costs, or pressure on future rate requests, weighing on NI shares.

    This is the newest and clearest risk to NI: regulatory scrutiny that could cost money and hurt trust.

  • Dividend kept steady, funds still hold NI NiSource declared its usual $0.30 quarterly dividend, payable in August and again in November, keeping its long record of annual increases. Goldman Sachs also listed NI among AI infrastructure stocks bought by both hedge funds and mutual funds, a sign of steady institutional demand.

    Shows the income and fund-ownership support that underpins NI's valuation while growth projects play out.

August 2026
▲2▼1

NiSource's data-center growth story meets storm costs and a governor's probe

  • Data centers and $28.6B buildout drive growth NiSource won Indiana approval for its Amazon and Alphabet data center contracts, which should return about $1.4 billion in bill relief to existing customers. It has 3 gigawatts of data centers in talks and plans $28.6 billion of investment through 2030, growing its rate base 9-11% a year.

    This is the core long-term force lifting NI: new large power customers and a big regulated construction plan.

  • Weak Q2 profit, but guidance held Second-quarter profit fell to $45.5 million from $102.2 million, with adjusted earnings of $0.16 a share, hurt by record tornadoes and higher storm and labor costs. Management still reaffirmed full-year guidance of $2.02-$2.07 and 6-8% long-term growth, so investors looked past the weak quarter.

    The earnings drop is the main near-term drag, while reaffirmed guidance is the offset that keeps the story intact.

  • Indiana governor seeks NIPSCO investigation Governor Mike Braun asked the state consumer office to file a complaint over NIPSCO's slow storm restoration, with 9,000-plus customers still out nearly two weeks later. A regulatory probe could bring penalties, added costs, or pressure on future rate requests, weighing on NI shares.

    This is the newest and clearest risk to NI: regulatory scrutiny that could cost money and hurt trust.

  • Dividend kept steady, funds still hold NI NiSource declared its usual $0.30 quarterly dividend, payable in August and again in November, keeping its long record of annual increases. Goldman Sachs also listed NI among AI infrastructure stocks bought by both hedge funds and mutual funds, a sign of steady institutional demand.

    Shows the income and fund-ownership support that underpins NI's valuation while growth projects play out.

Latest
▲2▼1

NiSource's data-center growth story meets storm costs and a governor's probe

  • Data centers and $28.6B buildout drive growth NiSource won Indiana approval for its Amazon and Alphabet data center contracts, which should return about $1.4 billion in bill relief to existing customers. It has 3 gigawatts of data centers in talks and plans $28.6 billion of investment through 2030, growing its rate base 9-11% a year.

    This is the core long-term force lifting NI: new large power customers and a big regulated construction plan.

  • Weak Q2 profit, but guidance held Second-quarter profit fell to $45.5 million from $102.2 million, with adjusted earnings of $0.16 a share, hurt by record tornadoes and higher storm and labor costs. Management still reaffirmed full-year guidance of $2.02-$2.07 and 6-8% long-term growth, so investors looked past the weak quarter.

    The earnings drop is the main near-term drag, while reaffirmed guidance is the offset that keeps the story intact.

  • Indiana governor seeks NIPSCO investigation Governor Mike Braun asked the state consumer office to file a complaint over NIPSCO's slow storm restoration, with 9,000-plus customers still out nearly two weeks later. A regulatory probe could bring penalties, added costs, or pressure on future rate requests, weighing on NI shares.

    This is the newest and clearest risk to NI: regulatory scrutiny that could cost money and hurt trust.

  • Dividend kept steady, funds still hold NI NiSource declared its usual $0.30 quarterly dividend, payable in August and again in November, keeping its long record of annual increases. Goldman Sachs also listed NI among AI infrastructure stocks bought by both hedge funds and mutual funds, a sign of steady institutional demand.

    Shows the income and fund-ownership support that underpins NI's valuation while growth projects play out.

Entergy Corporation (ETR)

Q3 2026
▲3

Entergy's AI Data Center Pipeline Drives Growth, With Execution Risks

  • AI Data Center Demand Pipeline Entergy reported a pipeline of 7-12 GW of hyperscale data center potential and 3-5 GW of industrial interest, with signed deals like Meta's $50B Louisiana data center and AWS supporting 8.5-9% annual retail sales growth. This boosts future revenue and earnings, pushing the stock up.

    This is the core growth driver, directly linking AI demand to Entergy's financial outlook.

  • Google's Arkansas Data Center Commitments Google agreed to pay $526M for solar and $190M for transmission upgrades, expanding Entergy's rate base and reducing costs for existing customers. This supports earnings growth and shows large customers funding infrastructure, a positive for the stock.

    It's a concrete example of how data center demand translates into rate base growth and customer benefits.

  • Carbon Capture Cost Reduction MOU Entergy signed an MOU with Mitsubishi Heavy Industries to cut carbon capture costs by 50%, positioning it as an early leader in integrated gas turbine and CCS technology. This could lower future compliance costs and open new business opportunities, supporting the stock.

    It shows a strategic move to manage environmental costs and potentially gain a competitive edge.

  • Execution Risks and Short Interest While AI demand is strong, risks include construction delays, cost overruns, and regulatory scrutiny. Short interest is 4.36% of float, reflecting tension between growth potential and execution challenges. This creates uncertainty that can cap stock gains.

    It provides a balanced view, highlighting real counterweights that could pressure the stock.

August 2026
▲3

Entergy's AI Data Center Pipeline Drives Growth, With Execution Risks

  • AI Data Center Demand Pipeline Entergy reported a pipeline of 7-12 GW of hyperscale data center potential and 3-5 GW of industrial interest, with signed deals like Meta's $50B Louisiana data center and AWS supporting 8.5-9% annual retail sales growth. This boosts future revenue and earnings, pushing the stock up.

    This is the core growth driver, directly linking AI demand to Entergy's financial outlook.

  • Google's Arkansas Data Center Commitments Google agreed to pay $526M for solar and $190M for transmission upgrades, expanding Entergy's rate base and reducing costs for existing customers. This supports earnings growth and shows large customers funding infrastructure, a positive for the stock.

    It's a concrete example of how data center demand translates into rate base growth and customer benefits.

  • Carbon Capture Cost Reduction MOU Entergy signed an MOU with Mitsubishi Heavy Industries to cut carbon capture costs by 50%, positioning it as an early leader in integrated gas turbine and CCS technology. This could lower future compliance costs and open new business opportunities, supporting the stock.

    It shows a strategic move to manage environmental costs and potentially gain a competitive edge.

  • Execution Risks and Short Interest While AI demand is strong, risks include construction delays, cost overruns, and regulatory scrutiny. Short interest is 4.36% of float, reflecting tension between growth potential and execution challenges. This creates uncertainty that can cap stock gains.

    It provides a balanced view, highlighting real counterweights that could pressure the stock.

Latest
▲3

Entergy's AI Data Center Pipeline Drives Growth, With Execution Risks

  • AI Data Center Demand Pipeline Entergy reported a pipeline of 7-12 GW of hyperscale data center potential and 3-5 GW of industrial interest, with signed deals like Meta's $50B Louisiana data center and AWS supporting 8.5-9% annual retail sales growth. This boosts future revenue and earnings, pushing the stock up.

    This is the core growth driver, directly linking AI demand to Entergy's financial outlook.

  • Google's Arkansas Data Center Commitments Google agreed to pay $526M for solar and $190M for transmission upgrades, expanding Entergy's rate base and reducing costs for existing customers. This supports earnings growth and shows large customers funding infrastructure, a positive for the stock.

    It's a concrete example of how data center demand translates into rate base growth and customer benefits.

  • Carbon Capture Cost Reduction MOU Entergy signed an MOU with Mitsubishi Heavy Industries to cut carbon capture costs by 50%, positioning it as an early leader in integrated gas turbine and CCS technology. This could lower future compliance costs and open new business opportunities, supporting the stock.

    It shows a strategic move to manage environmental costs and potentially gain a competitive edge.

  • Execution Risks and Short Interest While AI demand is strong, risks include construction delays, cost overruns, and regulatory scrutiny. Short interest is 4.36% of float, reflecting tension between growth potential and execution challenges. This creates uncertainty that can cap stock gains.

    It provides a balanced view, highlighting real counterweights that could pressure the stock.