Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

It's good to have you here on this Friday, the 16th of January. I'm Julie Morgan.

Energy names are moving fast on Washington headlines. Disney resets the force at Lucas Film, and Jamie Diamond draws a clear line on the Fed

while keeping one door cracked open. Power producers such as Constellation Energy and Vistra,

as well as NRG Energy, are on our biggest movers list this morning. According to multiple media

reports, the White House is

expected to issue a directive today to propose an emergency power auction in which tech

companies would bid for new plants built. According to the Wall Street Journal, citing people familiar

with the matter, under the directive, power grid operator PJM Interconnection

will be told to hold a power auction for tech companies to bid on 15-year contracts to build

new power plants. PJM is the largest grid operator in the U.S., spanning 13 states.

Data centers built amid the AI boom have strained grid capacity and raised costs

in recent power auctions. The White House said its National Energy Dominance Council and the

governors of several states, including Pennsylvania, Ohio, and Virginia, want to try to push the grid

operator to take urgent steps to boost energy

supply and curb price hikes. C.EG is up 1.1% in pre-market action after rising 3.2% on Thursday.

Vistra is up 2% after seeing a 6.6% increase, and NRG is up 1.8% after closing 5.8% higher.

By the way, you probably hear a beep in the back. It just happened. That's, of course, one of my smoke detectors, and as soon as I find a ladder, I'm going to do something about it.

It's time for a new wave to pick up the lightsaber for Disney, as Kathleen Kennedy is stepping down

from her longtime position as the Sense of Star Wars. Kennedy is departing Lucas Film where she's

held a leadership position for nearly 14 years.

She joined the production company as a co-chair with Star Wars creator-director George Lucas

...