Nvidia is still leading the AI revolution. But it may not be the best way to invest in it anymore.

youtube.com - 2026-07-09 15:10:23

Skyrocketing demand from artificial intelligence data centers is exacerbating shortages of critical grid equipment like transformers across the U.S., driving up costs, stretching out wait times and spurring utilities ​and developers to lock in orders far in advance.

reuters.com - 2026-07-09 05:36:56

Utility American Electric ​Power said on Wednesday ‌its Texas unit has secured a loan of up to $3.26 billion ​from the U.S. Department ​of Energy to help fund infrastructure investments.

reuters.com - 2026-07-08 09:33:23

AEP (AEP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

zacks.com - 2026-07-03 13:10:14

American Electric Power is positioned to benefit from surging data center-driven electricity demand, underpinned by robust contracted load growth. AEP guides for 7–9% earnings growth, supported by a $78 billion five-year capital plan targeting transmission and generation expansion. Shares trade at a forward P/E of 21.8, above the historical average, yet this premium is justified by strong visibility into future growth and contracted demand.

seekingalpha.com - 2026-07-03 11:07:52

SpaceX wants to launch orbital AI data centers to dominate the AI market. Orbital data centers would cost three times as much as terrestrial ones in the near term.

fool.com - 2026-06-27 14:30:00

American Electric Power operates the largest electric transmission system in the U.S., providing a stable backbone for domestic energy distribution. GE Vernova is a global leader in power generation and grid modernization, serving nearly 25% of the world's electricity needs.

fool.com - 2026-06-22 05:10:01

AI stocks are the hot trade in 2026 and may continue to dominate markets. However, knowing which AI stock will experience the next pop or drop is tricky, driving the need for diversification.

marketbeat.com - 2026-06-20 08:11:25

Passive income arrives whether you work, sleep, or travel.

247wallst.com - 2026-06-18 12:51:24

American Electric Power invests in grid modernization and renewable energy as rising demand drives long-term infrastructure expansion.

zacks.com - 2026-06-17 09:25:45

Dan Dreyfus, founder of Borneite Capital, warned on the All-In Podcast that America's grid is in such poor shape that blackouts, when power is completely lost, and brownouts, when voltage is reduced, and electricity becomes less reliable, are coming from ordinary electrification alone.

247wallst.com - 2026-06-10 11:49:38

The largest U.S. utility is about to buy Dominion Energy, a big peer with data-center exposure. What's not to like?

wsj.com - 2026-06-10 05:30:00

Earned income requires trading hours for pay. Passive income arrives on schedule whether markets are open or closed, whether you're working or sleeping.

247wallst.com - 2026-06-08 16:06:59

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

seekingalpha.com - 2026-06-05 18:19:56

AEP (AEP) reported earnings 30 days ago. What's next for the stock?

zacks.com - 2026-06-04 12:31:28

As the hyperscalers pour record sums into data centers, the electric utilities that power them are emerging as an overlooked way to play the boom.

fool.com - 2026-06-03 22:11:00

Between Bloom Energy and Plug Power, one company is generating positive cash flows and growing its revenue at a torrid pace.

fool.com - 2026-05-30 15:02:19

Atlas Engineered Products Ltd. (AEP:CA) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-25 12:47:03

Utilities stocks and the related ETFs have warded off interest rate disappointment this year. Indeed, they've delivered admirable performances, particularly in the context of the sector as a slow-moving bond proxy.

etftrends.com - 2026-05-20 11:38:09

NextEra and Dominion Energy's massive merger may depend on ​whether the combined company can keep power bills in check even as it rushes to supply the energy-hungry data ‌centers that have pushed consumer electricity prices higher.

reuters.com - 2026-05-20 07:03:41

Every retail trader on FinTwit is still arguing about Wingstop (NASDAQ:WING | WING Price Prediction) after another headline-grabbing earnings beat and a fresh debate over whether the selloff is finally a buying opportunity.

247wallst.com - 2026-05-19 11:13:01

The AI power infrastructure trade is no longer a side bet. Two deals from the first week of May 2026 confirm that the $725 billion AI buildout runs on land, grid access, and energy storage.

benzinga.com - 2026-05-14 12:30:12

On May 13, 2026, American Electric Power Co Inc (AEP) shares fell 3.0% to a current price of $127.95. The stock has seen a 52-week range between $97.46 and $139

gurufocus.com - 2026-05-13 17:15:00

COLUMBUS, Ohio, May 12, 2026 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) today announced the pricing of a registered underwritten offering of 20,472,442 shares of its common stock at a price to the public of $127.00 per share. Subject to certain conditions, all shares are expected to be borrowed by the forward counterparties (as defined below) (or their respective affiliates) from third parties and sold to the underwriters and offered in connection with the forward sale agreements described below.

prnewswire.com - 2026-05-12 22:16:00

COLUMBUS, Ohio, May 12, 2026 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) today announced the commencement of a registered underwritten offering of $2,600,000,000 of shares of its common stock. Subject to certain conditions, all shares are expected to be borrowed by the forward counterparties (as defined below) (or their respective affiliates) from third parties and sold to the underwriters and offered in connection with the forward sale agreements described below.

prnewswire.com - 2026-05-12 16:05:00

Darcy Reese to Retire at End of Year COLUMBUS, Ohio, May 8, 2026 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) has named Andy Gurgol vice president of Investor Relations, effective May 9. He will succeed Darcy Reese, who will retire at the end of the year.

prnewswire.com - 2026-05-08 12:30:00

American Electric Power Company, Inc. (NASDAQ:AEP) on Tuesday reported upbeat first-quarter results.

benzinga.com - 2026-05-06 14:34:04

Triple-net lease with high-investment-grade tenant valued at up to $25.1 billion if all renewal options are exercised Transaction expands Hut 8's total contracted AI data center capacity to 597 MW with aggregate base-term contract value of approximately $16.8 billion Hut 8 to deliver a 352 MW AI factory designed to NVIDIA's DSX reference architecture for gigawatt-scale AI infrastructure Executed under Hut 8's repeatable delivery model with Tier 1 counterparties: American Electric Power (Nasdaq: AEP), Vertiv Holdings Co (NYSE: VRT), and Jacobs (NYSE: J) MIAMI, May 6, 2026 /PRNewswire/ -- Hut 8 Corp. (Nasdaq, TSX: HUT) ("Hut 8" or the "Company"), an energy infrastructure platform integrating power, digital infrastructure, and compute at scale to fuel next-generation, energy-intensive technologies, today announced the commercialization of the first phase of its Beacon Point data center campus in Nueces County, Texas through a 15-year, $9.8 billion lease (the "Agreement") for 352 megawatts (MW) of IT capacity (the "Transaction"). The tenant, a high-investment-grade company, will deploy dedicated compute infrastructure at the campus to support AI training and inference workloads at hyperscale.

prnewswire.com - 2026-05-06 06:30:00

American Electric Power Company, Inc. (AEP) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-05 19:51:18

AEP beats Q1 earnings estimates as revenues rose 10% and new load deals in Ohio and Texas support contracted growth toward 63 GW by 2030.

zacks.com - 2026-05-05 12:31:09

American Electric Power Company (AEP) remains a buy, underpinned by robust Q1 earnings and accelerating AI-driven power demand. AEP raised its capital plan to $78B through 2030, targeting transmission, natural gas generation, and potential $10B in further opportunities. Q1 operating EPS of $1.64 and 10.3% revenue growth outpaced expectations, with strong segment performance and disciplined expense management.

seekingalpha.com - 2026-05-05 11:25:43

The headline numbers for AEP (AEP) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

zacks.com - 2026-05-05 10:36:20

American Electric Power (AEP) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.55 per share. This compares to earnings of $1.54 per share a year ago.

zacks.com - 2026-05-05 09:26:37

American Electric Power on Tuesday raised its five-year capital investment plan to $78 billion and beat Wall Street estimates for first-quarter profit, ​as surging power demand from data centers and industrial customers ‌drives expansion across its network.

reuters.com - 2026-05-05 08:06:26

First-quarter 2026 GAAP earnings of $1.61 per share; operating earnings of $1.64 per share AEP reaffirms full-year 2026 operating earnings guidance of $6.15 to $6.45 per share New load additions expand to 63 gigawatts by 2030 Cost offsets for existing customers of up to $16 billion driven by signed customer agreements Accelerating demand drives five-year capital plan to $78 billion, with line of sight to over $10 billion in additional investment anticipated New capital plan additions of $6 billion raise the expected operating earnings CAGR to greater than 9% through 2030 COLUMBUS, Ohio, May 5, 2026 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) today reported first-quarter 2026 GAAP earnings of $874 million or $1.61 per share, compared with GAAP earnings of $800 million or $1.50 per share in first-quarter 2025. Operating earnings for first-quarter 2026 were $891 million or $1.64 per share, compared with operating earnings of $823 million or $1.54 per share in first-quarter 2025.

prnewswire.com - 2026-05-05 06:57:00

Atlas Engineered Products Ltd. (AEP:CA) Q4 2025 Earnings Call Transcript

seekingalpha.com - 2026-04-30 13:51:49

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for AEP (AEP), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.

zacks.com - 2026-04-30 10:16:23

D.A. Davidson and CO. lifted its stake in shares of American Electric Power Company, Inc. (NASDAQ: AEP) by 12.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,446 shares of the company's stock after buying an additional 5,542 shares

defenseworld.net - 2026-04-29 14:20:50

Edison International (EIX) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.37 per share a year ago.

zacks.com - 2026-04-28 18:48:10

COLUMBUS, Ohio, April 28, 2026 /PRNewswire/ -- The Board of Directors of American Electric Power (Nasdaq: AEP) has declared a regular quarterly cash dividend of 95 cents per share on the company's common stock. The dividend is payable June 10, 2026, to shareholders of record as of May 8, 2026, and is the company's 464th consecutive quarterly common stock cash dividend.

prnewswire.com - 2026-04-28 13:50:00

AEP (AEP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-04-28 11:01:46

American Electric Power Company, Inc. (AEP) Shareholder/Analyst Call Prepared Remarks Transcript

seekingalpha.com - 2026-04-28 09:41:41

GE Vernova and American Electric Power are connected through transmission and grid expansion, which are the key to handling AI/data center-driven demand.

zacks.com - 2026-04-27 13:06:51

First National Bank and Trust Co. of Newtown raised its position in shares of American Electric Power Company, Inc. (NASDAQ: AEP) by 227.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,713 shares of the company's stock after acquiring

defenseworld.net - 2026-04-27 05:24:52

Calamos Advisors LLC reduced its position in shares of American Electric Power Company, Inc. (NASDAQ: AEP) by 3.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 135,218 shares of the company's stock after selling 5,490 shares

defenseworld.net - 2026-04-26 04:18:58

Arizona State Retirement System reduced its stake in shares of American Electric Power Company, Inc. (NASDAQ: AEP) by 3.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 150,758 shares of the company's stock after selling 5,246 shares during the quarter.

defenseworld.net - 2026-04-25 04:08:45

American Electric Power (NASDAQ: AEP - Get Free Report) and WEC Energy Group (NYSE: WEC - Get Free Report) are both large-cap utilities companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, valuation, profitability, institutional ownership, risk, dividends and earnings. Profitability This table compares American

defenseworld.net - 2026-04-24 02:31:22

Eagle Global Advisors LLC boosted its holdings in shares of American Electric Power Company, Inc. (NASDAQ: AEP) by 76.9% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 34,820 shares of the company's stock after purchasing an additional 15,140

defenseworld.net - 2026-04-22 05:18:46

CPC Advisors LLC purchased a new stake in shares of American Electric Power Company, Inc. (NASDAQ: AEP) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 53,271 shares of the company's stock, valued at approximately $6,143,000. A number

defenseworld.net - 2026-04-22 04:44:17

The utility sector is attracting investors due to a sharp increase in electricity demand, driven by AI data centers. American Electric Power and NextEra Energy are two utility operators that offer reliable dividend payments.

fool.com - 2026-04-20 11:00:00