AEP

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 is highlighted for its data‑center demand and raised FY2026 EPS guidance. The company plans $78B in capital expenditures to support growth.

The article describes AEP as a defensive income play with AI‑driven data center demand. It notes $78B in capex, 7.9% EPS growth, and a 3.05% yield.

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.

This piece lists dividend updates for champions, contenders, and challengers, including changes and upcoming ex‑dividend and pay dates.

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 […]

It argues that the AI data‑center boom is concentrated in a few utilities, suggesting that broad funds like XLU may dilute exposure.

The article states that AI data‑center power demand is expected to double by 2027, reshaping utilities into growth plays.