Data centers and hyperscalers are now big enough to reset the whole plan: American Electric Power expanded its five-year capital budget to $100 billion through 2031. Earnings and revenue both beat expectations, and management introduced 2027 and 2028 EPS targets.
Latest Activity
A utility that just lifted its capital plan to $78 billion on data center demand now has a dedicated nuclear development chief on the insider roster, a signal that executive weight is going behind new generation. Watch for how nuclear fits into the next capital plan update.
A new Form 3 puts another executive vice president's holdings on the public record at the $70.6 billion utility, which means his future buys and sells now print for everyone to see. Worth tracking at a company whose capital plan is being stretched by data center load growth.
AEP Coverage
AEP and Xcel Energy Face Surging Power Demand. Which Dividend Is Safer?
Both utilities are chasing the same data center boom and paying nearly identical dividends, but one carries a risk that could quietly drain cash away from shareholders before the next raise ever…
NextEra Energy Lost 15% in 6 Months: A Respected Analyst Predicts 40% Returns in 12 Months
NextEra Energy runs America's largest electric utility and holds the biggest renewable backlog in the country, yet the stock keeps sliding while every major rival climbs. One top analyst sees a very…
4 Companies Just Boosted Their Dividends. Not All the Raises Are Equally Safe
A dividend raise signals board confidence in future cash flow, but four recent raises from utilities, a coffee giant, and a fast food empire hide very different levels of safety underneath the…
AEP’s Dividend Keeps Growing. But Can the Utility Afford Bigger Payouts?
AEP just raised its dividend for the fifteenth straight year, but the cash flow math tells a different story than the press release. Here is what the capital spending numbers and a…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Akamai Technolgies, Apple, Blackrock, Ford Motor, Healthcare Realty Trust, Noble, Sunoco LP, Venture Global, Western Midstream Partners, Zoetis, and More
Apple just got cut, BlackRock got a lift, and chipmakers are under pressure ahead of a week packed with big-tech earnings. Find out which stocks Wall Street is moving on Tuesday and…
Tax-Free Utility Investing: How to Keep the IRS Away From Your Dividends
At the 24% federal bracket, a $500,000 utility portfolio making about $17,530 in annual dividends hands roughly $4,210 to the IRS every year when that income is taxed at ordinary rates. Inside…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: AT&T, Adobe, Albemarle, American Electric Power, Pershing Square, RTX, SoFi Technologies, Technip FMC, YETI Holdings, and More
Pre-Market Stock Futures: Futures are trading mixed after a slow start to the week, ahead of the 3rd-quarter earnings season, which kicks off today with four large-cap financial stocks reporting, and for…
5 Monthly Dividend Stocks That Could Turn Your Portfolio Into a Second Paycheck
Some dividends are backed by nothing more than last quarter's earnings, but a handful of companies collect rent, regulated utility bills, and trash pickup fees under contracts that make next year's cash…
Is American Electric Power’s Dividend Built to Survive the Data Center Buildout
AEP is borrowing heavily and selling stock to fund a $78 billion buildout for data center demand, all while its dividend raise pace quietly shrinks. Whether that combination protects income investors or…
4 Utility Stocks With Reliable Dividends and a Massive New Growth Engine
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…
Carl Icahn Added Nearly 69 Million Shares of His Own Company Last Quarter
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…
Queen of Capital Gains: Pelosi Bets $3 Million on Bloom Energy — Then It Got Added to the S&P 500
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…
XLU’s AI Power Story Crumbles as Texas Freezes Data-Center Demand
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…
Forget XLU: These 3 Utility Dividend Stocks Offer More Exposure to AI
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…
Peter Thiel’s $418 Million Bet On These 8 Companies Reveals AI’s Biggest Bottleneck
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.