Updated Sep 1, 2026
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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…
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 payi…
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…
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.
The state of Indiana has called on utilities to take action to make energy more affordable, and Indiana Michigan Power (I&M) is meeting that call with a plan t…
Both GEV and AEP are positioned to benefit from surging electricity demand, AI data centers, and the massive U.S. grid expansion.
Not investment advice. Past performance does not guarantee future results. Full disclaimer