$AEP American Electric Tape Reports
Per Ticker.id: $AEP American Electric Tape Reports — 2 podcast mentions across 1 podcast (30 days), latest 2026-08-20 00:04 UTC.
Hey guys, Kyle from Texas here, just calling about American Electric Power, ticker AEP, down about 10% in it. See what you guys think about it. Thank you guys, love the show.
Speaker D — InvestTalk · Small caps woke up: is the rally finally broadening? · 2026-08-20All right, let's take a look at American Electric Power, which is ticker AEP. It is actually a name Excuse me, uh, it is actually a name that we own for clients in one of our strategies. They are an electricity generation, transmission, and distribution company, and you know, they're down about 2% over the past 3 months. In spite of that, still about 9.5% year-to-date, of about 12% over the past 52 weeks. Now, most recently they had a bit of a mixed quarter. They missed Q2 operating earnings per share, but raised their full year guidance and actually expanded its data center load commitment to about 69 gigawatts through 2030. We like this name, right? They are an AI power infrastructure utility at the largest scale. And although they had a bad quarter, I think the guidance, the CapEx plan, the earnings per share growth they've seen over the past couple of years still makes them a company that we want to hold for our clients and a company that I think is poised to capture a lot of the spending that has been going around from these hyperscalers. If AI data centers continue to grow and power demand continues to be there, this company certainly can stand to benefit. But understand the risks inherent in these utility companies in a rising rate environment. On the next Invest Talk, we'll look into this story, the dollar slide and what it does to your foreign holdings. That's tomorrow. We still got plenty of show today. I'm Luke Garrow, and we're ready to take your calls any time at 888-99-CHART.
Luke Guerrero — InvestTalk · Small caps woke up: is the rally finally broadening? · 2026-08-20