Brookfield Renewable

BEPC

Market cap $7.45B

There is a major market disconnect emerging in the midst of the AI boom. I discuss why this disconnect provides investors with one of the most attractive high-yielding investment opportunities I have ever seen with near-term catalysts. I also share some of my top picks to profit from this disconnect.

Renewable energy stocks have outpaced their fossil fuel counterparts over the past 12 months, returning twelve times more than oil, gas and mining companies, despite Donald Trump's "Drill Baby Drill" advocacy of oil and gas and his opposidtion to clean energy.   According to new analysis by IG, an equal-weighted basket of leading renewable stocks rose 24% in the year to November, compared with a 2% gain for a comparable set of traditional energy firms.

Brookfield Renewable's dividend yield is triple the S&P 500's level. The company backs its high-yielding payout with stable cash flow.

All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, News, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable Partners”, "BEP") today reported financial results for the three and nine months ended September 30, 2025.

AI-driven data center growth is straining the power grid, fueling surging electricity prices and bottlenecks in natural gas and turbine supply. Renewable energy companies like First Solar, Tesla, Generac, and Brookfield Renewable are positioned to benefit as consumers and hyperscalers seek alternatives. FSLR and TSLA are experiencing strong demand growth for solar and battery storage, while GNRC's backlog is surging due to data center expansion needs.

The stock market is historically expensive. Even as a recession is more and more plausible in the near future. Fortunately, many defensive dividend payers remain opportunistic.

Brookfield Renewable (BEPC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Brookfield Renewable is a global leader in producing renewable energy. It expects to grow briskly in the coming years.

The transition to lower-carbon energy sources, such as renewables, is inevitable. The world can't burn fossil fuels forever.

AI is now driving a meaningful portion of U.S. economic growth even as consumption and traditional industries lag. Billionaire Stephen Schwarzman says the boom is “stunning”—but will it last? Here's how I am allocating capital to safely play the AI build-out.