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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.

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

BUENOS AIRES, Aug 15 (Reuters) - Palantir chair and co-founder Peter Thiel has bought a 1% stake in Argentina's Vista, one of the largest oil companies operating in the country's Vaca Muerta shale

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.