28 January 2026 | 9:13PM EST Equity Research AMERICAS US Power Pipeline: Total capacity additions reached 80% of GSe in 2025 with ~50 GW added The pace and sourcing of US power infrastructure is a front and center area of focus for investors given implications for the pace of AI deployment as a driver of our 2.6% CAGR in US power demand through 2030. In this note, we analyze the generation capacity data from the EIA to track currently planned and added capacity. We believe Parts/People availability are amon ...

In this article, we will take a look at the 14 High Yield Dividend Stocks with Sustainable Payouts.Dividends have been doing a lot of the quiet work in investing for a long time. Anchor Capital points out that when you step back and look at markets over decades, their impact becomes much clearer. They mattered a great deal through the late 1980s, then faded into the background during the growth-heavy markets of the 1990s. When that cycle ended, dividends came back into focus. In the 2000s, often called the ...

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Tariffs have been a centerpiece of U.S. President Donald Trump’s strategy, who has boasted of having used tariff threats to end multiple wars across the world. U.S. tariff collections have surged under Trump’s watch, helping to narrow the burgeoning budget deficit, although the numbers still appear ugly and are frankly unsustainable over the long term. Ever since the president announced wide-ranging tariffs on “Liberation Day” last April, he has blown hot and cold over them. While the tariffs have been a ...

American Electric Power Company, Inc. (NASDAQ:AEP) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. American Electric Power (AEP) Draws Focus as Barclays Refreshes Utilities Models Barclays, on January 22, raised its price target on American Electric Power Company, Inc. (NASDAQ:AEP) to $121 from $117. The firm kept an Equal Weight rating. The update came as the firm refreshed valuations across the power and utilities group ahead of fourth-quarter earnings. AEP has also been g ...

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Group 1 - American Electric Power Company, Inc. (AEP) is recognized in the Dividend Contenders List as one of the top 20 stocks [1] - Morgan Stanley has raised its price target for AEP to $125 from $120, maintaining an Overweight rating, while noting that utilities lagged behind the S&P's return in December [2] - AEP's unit is set to purchase a significant portion of its option for solid oxide fuel cells in a deal valued at approximately $2.65 billion, aligning with its plan to develop a fuel cell power generation facility [3][4] Group 2 - AEP has secured a long-term offtake agreement for 20 years with an unnamed customer, which will take the full output of the planned fuel cell facility near Cheyenne, Wyoming, contingent on certain conditions expected to be met by Q2 2026 [5] - AEP operates as an electric utility holding company, providing services to over five million retail customers across multiple states including Arkansas, Indiana, Kentucky, and others [6]

Company Overview - American Electric Power Company, Inc. (NASDAQ:AEP) is involved in generating, transmitting, and distributing electricity using a mix of coal, natural gas, nuclear, renewable, and other energy sources [2]. Investment Insights - AEP is considered a strong utility stock and has been favored by investment analysts for multiple years [1]. - There is a comparison made between AEP and other sectors such as transport (Uber), retail (Amazon), tobacco (Philip Morris), and technology (NVIDIA), highlighting the diversification of the portfolio [1]. Market Position - While AEP shows potential as an investment, some analysts suggest that certain AI stocks may offer greater upside potential and carry less downside risk [3].

Data center campus with glowing network lines at sunset, symbolizing AI infrastructure and power demand. Key Points American Electric Power finalized a major commercial agreement with Bloom Energy to purchase fuel cells that will supply immediate power to growing data center hubs. The rapid construction of artificial intelligence data centers is outpacing traditional grid upgrades and creating urgent demand for on-site generation. Market sentiment has shifted to reward companies with executed commercia ...

Core Viewpoint - American Electric Power Company, Inc. (AEP) has been downgraded from 'Buy' to 'Neutral' by BofA analyst Ross Fowler due to valuation concerns despite its strong growth outlook and recent performance [3]. Group 1: Company Performance - AEP is one of the largest electric utilities in the United States, serving millions of homes and businesses daily [2]. - In 2025, AEP's stock surged by 25%, outperforming the overall S&P Utility index, which gained approximately 12.7% [3]. - AEP is currently trading at a 4% premium compared to its peers, which limits its upside potential [3]. Group 2: Growth Initiatives - AEP announced plans to acquire solid oxide fuel cells from Bloom Energy for $2.65 billion, aiming to develop a fuel cell power generation facility in Wyoming [4]. - The company has signed a 20-year offtake agreement for 100% of the output from the planned facility with an unnamed customer [4]. Group 3: Analyst Insights - BofA acknowledges AEP's strong growth outlook, particularly in Texas, but expects regulatory relationships to take time to develop, leading to limited near-term prospects [3].