News

Data centers are quietly reshaping which utility stocks deserve a spot in an income portfolio, and four regulated electric companies just locked in contracts that could rewrite their dividend growth stories for the next decade.

SB Energy’s planned public listing is turning into a stress test for the financing side of the AI buildout. The SoftBank-backed developer has slowed preparations for an IPO that had been discussed around a $50 billion valuation, according to a September 22 Financial Times report, while a $4.9 billion debt package has faced weak demand […]

The most prominent voices in AI, including Sam Altman and Dario Amodei, sent stark warnings: Development needs to slow, lest the technology outruns our ability to rein it in (or something to that effect). The thinking goes that if AI training slows, Big Tech will pull back on capital spending, which could lead to ewer data centers being built and lower electricity demand. This would be bad news for utilities, electricity providers, equipment and services companies.

American Electric Power Company (NasdaqGS:AEP) has filed updated technical and digital documentation for the Niagara Project with FERC. The submission covers refreshed engineering details and digital system information tied to the Niagara Project's regulatory review. The new materials support ongoing federal oversight of the Niagara Project as part of the broader approval and compliance process. The fresh Niagara Project filing is useful context, but investors should weigh it alongside...

Carl Icahn keeps piling into his own holding company even as its units sink to multi-year lows, and the reasons behind his accumulation are far more complicated than a simple vote of confidence.

Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in...

Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises uncomfortable questions about who really benefits from congressional oversight.

Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight. Whether that unravels the entire investment case for the most popular utility ETF on the market depends on a number almost no one is auditing.

Peter Thiel is a billionaire investor who co-founded PayPal and Palantir. He was the first outside investor in Facebook, and he runs Founders Fund, the venture firm that put the first institutional money into SpaceX. Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows […]

XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of names that will miss the surge entirely.

NextEra Energy tops AEP with stronger earnings revisions, higher margins and ROE, and a larger capital investment plan despite its premium valuation.

Both GEV and AEP are positioned to benefit from surging electricity demand, AI data centers, and the massive U.S. grid expansion.

Peter Thiel's firm just filed a strikingly focused $418 million portfolio that ignores chips entirely and bets everything on a single constraint choking the AI boom before it can fully ignite.

Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.

NVIDIA previously agreed to backstop up to US$105.00 billion of financing for OpenAI’s large Ohio data center project and invest US$1.50 billion in SB Energy, with American Electric Power’s Ohio utility positioned to supply up to 4.25 gigawatts of initial capacity supported by a US$4.20 billion transmission upgrade funded by project partners. Alongside fresh federal funding for modernization at its Mitchell plant and Carl Icahn trimming his stake, AEP’s role in powering energy‑intensive data...

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

Thiel Macro is suddenly back in action with a roster that seems less concerned about an AI bubble, and more concerned with an AI bottleneck.

NVIDIA's guarantee strengthens the financial foundation beneath an enormous data-center campus requiring $4.2 billion of new grid infrastructure.

Thiel Macro put $76 million into Vista Energy, making the Argentine oil producer its second-largest position after Amazon.

The activist investor’s largest stockholding, CVR Energy, lost nearly 20% of its value in the second quarter.

Texas Gov. Greg Abbott went from being one of the biggest boosters of data centers to becoming the second governor to impose a data center moratorium, on Aug. 3. Last November, Abbott announced a $40 billion investment in Google parent Alphabet. Recent polls show a close race for governor against state Democratic Rep. Gina Hinojosa, who has seized on public opposition to data centers.

Oklahoma residents fear toxic emissions, threatening an effort to restore US industrial might.

American Electric Power Co Inc (NASDAQ:AEP) recently announced a total dividend of $0.95 per share, with the ex-dividend date set for 2026-08-10. This upcoming payment includes a $0.95 per share cash dividend payable on 2026-09-10. As investors look forward to this payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

American Electric Power has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Turbines are “a scarce resource and will become increasingly more valuable,” AEP’s Bill Fehrman said. “We're going to continue to be aggressive in our positions on this.”

American Electric Power Company (NasdaqGS:AEP) has appointed David S. Marriott and Charles J. Meyers as new independent directors to its Board of Directors. The appointments add leadership experience from outside industries to AEP's boardroom. These changes expand the Board's mix of operational and governance backgrounds. American Electric Power Company is one of the largest regulated utilities in the United States, supplying electricity to millions of customers. Investors follow board...

American Electric Power highlights rising demand, a $78B capital plan and new generation capacity as it targets long-term infrastructure growth.

Utility raises guidance on strong industrial demand and $78 billion capital plan.

Despite a slight dip in quarterly earnings, AEP boosts full-year outlook and secures massive contracted load additions.

Moby summary of American Electric Power Company, Inc.'s Q2 2026 earnings call