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Stocks Resilient to Tariffs: Investors are seeking stocks less affected by new tariffs, with Costco, NextEra Energy, and Kroger identified as companies that can better withstand potential price increases and economic slowdowns due to their strong domestic focus and pricing power.

Analyst Insights on Stock Performance: Analysts predict significant upside for NextEra Energy (NEE) with a target of $86.36 per share, while Kroger (KR) is seen as fully valued despite its strong performance this year, indicating varied expectations among these resilient stocks.

Fossil Fuels in U.S. Power Mix: In March, fossil fuels accounted for less than 50% of the U.S. power mix for the first time, dropping to 49.2%, while renewable sources like wind and solar reached a record 24.4% share of total generation.

Future Power Demand Trends: The U.S. is expected to see a significant rise in electricity demand, particularly from data centers, with forecasts indicating a tripling of their power consumption by 2028 and a 55% increase in overall power demand over the next 20 years.

Funding Cuts to Energy Projects: The U.S. Department of Energy is considering significant cuts to funding for energy storage and carbon capture projects, which could hinder the development of crucial technologies aimed at reducing carbon emissions.

Impact on Industry and Innovation: The proposed cuts have raised concerns among industry leaders and trade groups, who argue that these projects are vital for energy resilience and innovation, with some companies already facing layoffs due to uncertainty over federal support.

Nuclear Power Expansion Efforts: Major tech companies like Meta, Google, and Amazon are backing initiatives to triple global nuclear power capacity by 2050, despite challenges such as high costs and slow construction times compared to renewable energy sources.

Challenges for Small Modular Reactors (SMRs): While SMRs promise reduced costs through mass production, they face significant hurdles in proving their economic viability against larger reactors and established renewable technologies, with the U.S. projected to add more solar and battery capacity than new nuclear power in the near future.

Market Overview: U.S. stock futures showed mixed results following a volatile session, with the S&P 500 down 4.59% in Q1 2025 and concerns over President Trump's upcoming tariffs affecting investor sentiment. Analysts predict a potential market rebound despite fears of tariffs, citing oversold conditions.

Economic Indicators and Stock Performance: Economic data revealed a rise in Chicago PMI but a decline in the Dallas Fed's manufacturing index, while several companies reported strong earnings ahead of their announcements, indicating varied performance across sectors.

Company Overview: Evergy, Inc., based in Kansas City, has a market cap of $15.9 billion and provides clean energy across Kansas and Missouri through various sources, including renewables. Despite a recent decline in share price due to missed earnings expectations, it has outperformed the Nasdaq Composite over the past year.

Analyst Outlook: Analysts maintain a "Moderate Buy" consensus on Evergy's stock, which is currently trading below the average price target of $71.25, reflecting cautious optimism about its future performance despite some recent challenges.

Nextera Energy Inc Analysis: Nextera Energy Inc (NEE) receives a high rating of 91% from Validea's P/E/Growth Investor model, indicating strong interest based on its fundamentals and valuation in the Electric Utilities industry.

Peter Lynch's Investment Philosophy: The report highlights Peter Lynch's successful investment strategies, emphasizing his common-sense approach and notable performance as a mutual fund manager, which has influenced stock analysis methodologies.

Investment Trends: Investors are currently favoring energy, healthcare, and utilities sectors, with Vanguard ETFs showing strong performance in these areas due to factors like favorable policies and consistent demand for services.

ETF Recommendations: The Vanguard Energy ETF, Health Care ETF, and Utilities ETF are highlighted as potential investments, each offering dividends and stability, but investors should consider their own investment style and time horizon before purchasing.

Market Overview: The S&P 500 index has entered correction territory, prompting increased interest in dividend stocks that provide steady income and potential for growth amid economic volatility and inflation concerns.

Top Dividend Stocks: Three notable S&P 500 dividend stocks to consider are NextEra Energy, Devon Energy, and Caterpillar, all of which have seen significant price declines but continue to show strong fundamentals and commitment to returning value to shareholders.

NextEra Energy and Stryker: Jim Cramer expresses positive views on NextEra Energy and Stryker, indicating they are good investment choices in the current market environment.

BlackRock Investment Strategy: Cramer supports investing in BlackRock, highlighting it as a reliable stock backed by thorough research and analysis.

Nextera Energy Inc Analysis: Nextera Energy Inc (NEE) receives a high rating of 91% from Validea's P/E/Growth Investor model, indicating strong interest based on its fundamentals and valuation in the Electric Utilities industry.

Peter Lynch's Investment Philosophy: The report highlights Peter Lynch's successful investment strategies, emphasizing his common-sense approach and notable performance as a mutual fund manager, which has influenced stock analysis methodologies.

After Hours Market Activity: The NASDAQ 100 After Hours Indicator rose to 20,302.97 with a total volume of 125,871,535 shares traded, highlighting significant trading activity in various stocks.

Notable Stock Performances: NVIDIA saw a slight decline, while Tesla and GameStop experienced gains; both companies have had recent revisions in their earnings forecasts, indicating positive market sentiment.

Market Overview: Investors are adopting a defensive approach due to shaky tariff policies and declining stock performance, with the S&P 500 down nearly 4% and Nasdaq Composite down about 6% over the past month. Goldman Sachs has identified stocks with strong dividend yields and growth potential as safer investments.

Highlighted Stocks: Among the recommended stocks are Zions Bancorporation, PepsiCo, and NextEra Energy, all of which have attractive dividend yields and positive growth forecasts despite recent share price declines. Analysts generally maintain a cautious but optimistic outlook on these companies, suggesting potential upside in their stock prices.

Market Opportunities Amid Turmoil: Hightower Chief Investment Strategist Stephanie Link identifies four stocks—Amazon, Palo Alto Networks, Target, and NextEra Energy—as strong investment opportunities despite current market volatility caused by tariffs.

Strategic Buy-the-Dip Approach: Link emphasizes a strategy of purchasing quality companies at discounted prices, suggesting that investors can benefit from price fluctuations during uncertain times.

NASDAQ 100 After Hours Performance: The NASDAQ 100 is down by 6.7 points to 20,173.75 with a total after-hours volume of approximately 203.8 million shares traded.

Active Stocks Overview: Several stocks including NVIDIA, Cisco, and Comcast remain in the "buy range" according to Zacks, while Rivian's last sale is at 87% of its target price, indicating varied performance among active stocks.

Nextera Energy Inc Analysis: Nextera Energy Inc (NEE) receives a high rating of 91% from Validea's P/E/Growth Investor model, indicating strong interest based on its fundamentals and valuation in the Electric Utilities industry.

Peter Lynch's Investment Philosophy: The report highlights Peter Lynch's successful investment strategies, emphasizing his common-sense approach and notable performance as a mutual fund manager, which has influenced stock analysis methodologies.

Palisades Nuclear Plant Restart Efforts: The Palisades nuclear power plant in Michigan aims to become the first U.S. reactor to restart after shutting down for dismantling, pending major repairs and approval from the Nuclear Regulatory Commission (NRC). The project is backed by significant federal and state funding but faces challenges due to aging infrastructure and safety concerns regarding steam generator tube integrity.

Industry Implications and Safety Concerns: The successful restart of Palisades could set a precedent for other closed reactors, amidst a growing demand for nuclear energy as a reliable, carbon-free power source. However, any incident during the restart could have severe repercussions for the nuclear industry, potentially undermining the current "nuclear renaissance" trend.

Nextera Energy Inc Analysis: Nextera Energy Inc (NEE) has received a high rating of 91% from Validea's P/E/Growth Investor model, indicating strong interest based on its fundamentals and valuation in the Electric Utilities industry.

Peter Lynch's Investment Strategy: The report highlights Peter Lynch's successful investment approach, emphasizing the importance of reasonable stock pricing relative to earnings growth and strong balance sheets, which contributed to his impressive average annual return during his tenure at Fidelity.

Investment Strategy Amid Market Volatility: Bank of America suggests that buying stocks with a strong history of performance during market pullbacks, such as Church & Dwight and Clorox, could be a viable strategy to navigate current market uncertainties influenced by President Trump's trade policies.

Stock Performance and Analyst Insights: Analysts highlight companies like Johnson & Johnson and PepsiCo, which have consistently outperformed in past corrections, indicating potential for growth despite economic challenges, with specific price targets set above current share prices.

BofA's Stock Screening Strategy: Bank of America recommends investing in stocks that have historically performed well during market downturns, focusing on those with low crowding risk and minimal earnings volatility. They identified 36 high-quality stocks that have outperformed in at least 80% of significant market pullbacks since the 1980s.

Highlighted Stocks: Among the 36 stocks recommended by BofA are well-known companies such as Verizon, Costco, Johnson & Johnson, and Procter & Gamble, which are characterized by strong S&P quality ratings and underweight positions by active fund managers.