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Why Vertiv (VRT) Is Becoming More Important to AI Data Center Buildouts
Insider Monkey84d agoneutral
Why Vertiv (VRT) Is Becoming More Important to AI Data Center Buildouts

Vertiv Holdings Co (NYSE:VRT) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 6, when Reuters reported that Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point data center campus in Texas, with the first phase covering 352 megawatts of IT capacity. […]

Bloomberg85d agoneutral
AI Boom Shows Top US Grid ‘Too Big to Function,’ Regulator Says

(Bloomberg) -- The chairman of the top US energy regulator has put America’s biggest power grid on notice, warning that its operator may be too big to function adequately amid the AI data center boom.Most Read from BloombergInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After Year of Travels With TrumpLaura Swett, who oversee

Apple Upgraded, American Express Downgraded: Updated Rankings on Top Blue-Chip Stocks
InvestorPlace85d agoneutral
Apple Upgraded, American Express Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 143 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Up

American Electric Power Company (AEP) Beats Profit and Revenue Estimates in Q1
Insider Monkey86d agobullish
American Electric Power Company (AEP) Beats Profit and Revenue Estimates in Q1

American Electric Power Company, Inc. (NASDAQ:AEP) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. American Electric Power Company, Inc. (NASDAQ:AEP) is one of the nation’s largest electricity producers with approximately 29,000 megawatts of diverse generating capacity. American Electric Power Company, Inc. (NASDAQ:AEP) reported strong results for its […]

Scotiabank Raises its Price Target on American Electric (AEP) to $140
Insider Monkey88d agoneutral
Scotiabank Raises its Price Target on American Electric (AEP) to $140

American Electric Power Company, Inc. (NASDAQ:AEP) is one of the 15 Best Power Generation Stocks To Buy For Data Center Demand. On May 6, 2026, Scotiabank raised its price target on American Electric Power Company, Inc. (NASDAQ:AEP) to $140 from $131 previously and maintained a Sector Perform rating on the shares. The firm pointed to […]

How Investors Are Reacting To American Electric Power (AEP) Data Center Demand And US$78 Billion Grid Plan
Simply Wall St.90d agoneutral
How Investors Are Reacting To American Electric Power (AEP) Data Center Demand And US$78 Billion Grid Plan

In early May 2026, American Electric Power Company, Inc. reported first-quarter results showing higher revenue of US$6.02 billion and net income of US$874 million year over year, reaffirmed its 2026 operating EPS guidance of US$6.15–US$6.45, and maintained its long-running quarterly dividend of US$0.95 per share. Beyond the headline earnings, AEP highlighted rapidly growing contracted data center demand out to 2030 and lifted its five-year capital plan to US$78.00 billion, underscoring how...

Bloomberg90d agoneutral
Biggest US Grid Must Redesign to Cope With AI Boom, CEO Says

(Bloomberg) -- The biggest US power grid needs a revamp to cope with the unprecedented surge in electricity demand stemming from the data-center boom, said Chief Executive Officer David Mills.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksStocks Hit All-Time Highs on Hopes War Is

This Boring Utility ETF Just Became a Stealth AI Play, and It’s Up 20%
24/7 Wall St.91d agoneutral
This Boring Utility ETF Just Became a Stealth AI Play, and It’s Up 20%

For most of its life, the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) was the financial equivalent of a thermostat. You set it, you forgot it, and it quietly produced a check every quarter while the rest of your portfolio did the interesting work. Then artificial intelligence showed up and started plugging in server farms the ... This Boring Utility ETF Just Became a Stealth AI Play, and It’s Up 20%

American Electric Power Q1 Earnings Call Highlights
MarketBeat92d agoneutral
American Electric Power Q1 Earnings Call Highlights

American Electric Power (NASDAQ:AEP) reported first-quarter 2026 operating earnings of $1.64 per share, or $891 million, and reaffirmed full-year operating earnings guidance of $6.15 to $6.45 per share. Chairman, President and CEO Bill Fehrman said the company is seeing accelerating demand across it

AEP Q1 2026 Earnings Transcript
Motley Fool92d agoneutral
AEP Q1 2026 Earnings Transcript

The pace of change is accelerating, and the opportunities ahead of us are expanding. Within this environment, American Electric Power Company, Inc. is extremely well situated to capture growth given our scale, leadership position in generation and transmission, exceptional execution capabilities, and our operational footprint in some of the fastest growing regions in the country. As customer needs evolve, scale, innovation, and intense focus on execution will define the next generation of utility growth.