
American Electric Power
Yahoo Finance • 4 days ago
Investors Climbing Proverbial Wall of Worry: Mahn
Kevin Mahn, President & CIO of Hennion & Walsh Asset Management, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the concentrated gains on the S&P 500 and the AI ecosystem. Video Transcript 00:00 Speaker A Kevin Mon, pres... Full story
Yahoo Finance • 12 days ago
Jefferies Lifts Bloom Energy Target but Flags Project Risks
This article first appeared on GuruFocus. Jefferies raised its price target on Bloom Energy (NYSE:BE), the fuel cell maker, to $264 from $229 while keeping a Hold rating, saying its behind-the-meter power thesis remains intact despite fri... Full story
Yahoo Finance • 19 days ago
Nvidia Backed SB Energy’s $50 Billion Valuation Push. Wall Street Just Hit the Brakes
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... Full story
- NVDA
Mentioned:
Yahoo Finance • 21 days ago
American Electric Power Company (AEP) Files Updated Niagara Project Documents With FERC
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... Full story
Yahoo Finance • 26 days ago
Bloom Energy vs. NANO Nuclear Energy: Which Stock Is a Better Buy in 2026?
Deciding between Bloom Energy (NYSE:BE) and NANO Nuclear Energy (NASDAQ:NNE) requires choosing between a growing fuel cell manufacturer and a pre-revenue developer of portable micro-nuclear reactor technology for the future. Bloom Energy... Full story
Yahoo Finance • 26 days ago
Bloom Energy vs. Diamondback Energy: Which Industrials Stock Is a Better Buy in 2026?
Choosing between a clean energy innovator and a traditional oil giant reflects a core tension in today's market. Investors must decide if Bloom Energy (NYSE:BE) or Diamondback Energy (NASDAQ:FANG) is the better buy. Bloom Energy manufactu... Full story
Yahoo Finance • 26 days ago
Bloom Energy vs. Oklo: Which Industrials Stock Is a Better Buy in 2026?
As energy demand from artificial intelligence centers surges, investors are searching for the next big power play. Choosing between Bloom Energy (NYSE:BE) and Oklo (NYSE:OKLO) requires weighing established technology against future potenti... Full story
Yahoo Finance • last month
Want to Make a Fortune From the AI Power Boom? Buy These 2 Industrial Stocks
Data centers will need a lot more electricity. That's the takeaway from Goldman Sachs research published Sept. 1, 2026, which estimates U.S. data center power demand could approach 108 gigawatts by 2030. That surge creates opportunities n... Full story
Yahoo Finance • last month
Queen of Capital Gains: Pelosi Bets $3 Million on Bloom Energy — Then It Got Added to the S&P 500
Quick Read Pelosi's spouse bought up to $12 million in Bloom Energy (BE) six weeks before its S&P 500 inclusion sent shares surging, now up 209% year to date. Broadcom (AVGO) and AMD posted triple-digit AI revenue growth, validating the h... Full story
Yahoo Finance • last month
XLU’s AI Power Story Crumbles as Texas Freezes Data-Center Demand
Quick Read Texas froze new data-center hookups while regulators audit demand authenticity, threatening XLU's AI-power growth story built on phantom interconnection queue filings. CEG signed 920 megawatts of nuclear PPAs at an average 18-y... Full story
Yahoo Finance • last month
There Are Only a Handful of Nasdaq-100 Stocks That Yield Over 3%. Here's My Top Pick to Buy Now.
The Nasdaq-100 is many things. Widely followed index? Check. A roster of famed large- and mega-cap growth companies? Definitely. A history of long-term outperformance over other domestic equity indexes? You bet. A dividend destination? No... Full story
Yahoo Finance • last month
From Talen Energy to Southern: 10 utilities stocks with the biggest CapEx growth
[Power lines and sunset landscape] Gargolas/iStock via Getty Images With the second-quarter earnings season now largely behind us, investors are turning their attention to how utilities companies are allocating capital and positioning the... Full story
Yahoo Finance • last month
Billionaire Peter Thiel’s Fund Is Betting on the Grid Behind AI: 2 Energy Stock Picks
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... Full story
Yahoo Finance • last month
Forget XLU: These 3 Utility Dividend Stocks Offer More Exposure to AI
Quick Read Southern Company signed a 3.2 GW, 25-year OpenAI deal while Duke deploys over $1 billion monthly with 7.8 GW in data-center agreements signed. XLU's 30-plus holdings dilute the AI growth story, as slower regional water and gas... Full story
Yahoo Finance • last month
Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?
Energy infrastructure is shifting as AI data centers demand massive amounts of constant power. Choosing between Bloom Energy Corp (NYSE:BE) and Eos Energy Enterprises Inc (NASDAQ:EOSE) requires weighing established fuel cell technology aga... Full story
Yahoo Finance • last month
Bloom Energy vs. NuScale Power: Which Energy Innovator Stock Is a Better Buy in 2026?
As artificial intelligence and data centers drive massive demand for electricity, investors are choosing between two very different power providers. Bloom Energy Corp (NYSE:BE) and NuScale Power Corp (NYSE:SMR) offer unique solutions for t... Full story
Yahoo Finance • 2 months ago
GE Vernova vs. American Electric Power: Which Power Stock Has the Edge?
GE Vernova GEV and American Electric Power AEP are closely aligned with the long-term expansion and modernization of the U.S. power grid, although they participate in different parts of the electricity value chain. As electricity consumpti... Full story
- GEV
Mentioned:
Yahoo Finance • 2 months ago
Peter Thiel’s $418 Million Bet On These 8 Companies Reveals AI’s Biggest Bottleneck
Quick Read Thiel's $419M portfolio bets 7-to-1 that power supply is the bottleneck for AI rather than chips, with Vistra and AEP capturing hyperscaler demand too fast for new plants to absorb. Amazon's AWS revenue surged 37% to $42B in Q2... Full story
Yahoo Finance • 2 months ago
These 3 AI stocks are bought by both hedge funds and mutual funds
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-relate... Full story
Yahoo Finance • 2 months ago
How Massive Ohio AI Data Center Power Deal Will Impact American Electric Power Company (AEP) Investors
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 giga... Full story
- NVDA