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 […]

Bloom Energy chases AI-driven growth with mounting losses and debt, while NextEra Energy delivers stable profits backed by 6 million utility customers.

Bloom Energy is profitable on a free cash flow basis, while Eos Energy Enterprises is burning cash despite explosive revenue growth, a critical divide for risk-conscious investors.

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...

Key Stats for American Electric Power 52-Week Range: $106. 12 to $140.

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.

One company is already powering AI data centers at scale with record revenue and expanding profits. The other is developing portable nuclear reactors that could one day do the same, but is still waiting on regulatory approval to begin construction.

Bloom Energy is doubling its revenue on the back of AI data center demand. Diamondback is generating extraordinary free cash flow, paying a growing dividend, and quietly positioning itself at the intersection of oil and AI infrastructure.

One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.

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...

Data-center power demand could exceed 100 gigawatts by 2030 -- a big tailwind for these stocks.

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.

American Electric Power has lagged behind the S&P 500 Index over the past year, and analysts remain somewhat bullish about the stock’s growth prospects.

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.

Bloom Energy is scaling fuel cell capacity with major partnerships, while Eos Energy is ramping production amid heavy losses, each presents a starkly different risk profile.

Bloom Energy is already profitable at scale with $2 billion in revenue, while NuScale has yet to deliver a single power module.

Soros Fund Management opened a $105 million position in American Electric Power.

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.

Event overview for American Electric Power Company stock Carl Icahn has trimmed his position in American Electric Power Company (AEP), according to recent 13F filings. This development puts fresh attention on how investors view the utility alongside several major project and policy developments. See our latest analysis for American Electric Power Company. At a share price of $126.35, American Electric Power Company has had a 7-day share price return of 2.24% but is down 4.38% over 30 days. A...

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.