Dear Reader,
Today could be a BIG day for one small group of stocks.
That's because, as we speak... a groundbreaking emergency order has now gone into effect, issued directly by Trump.
This move is about to reset the U.S. economy in a way we haven't seen in 50 years... radically change the lives of 65 million Americans... and create a huge opportunity for you to grow your portfolio - if you take the right steps now.
In short, Trump is about to tap into a force worth an estimated $257 trillion.
Starting right now, this force is about to make millions of Americans vastly wealthier and improve the standard of living across our entire nation... just as it's done before – many times – over hundreds of years.
This has nothing to do with tariffs... or interest rates... or anything you're probably hearing about in the news right now.
Most people have no idea this is happening. And even if they do know about it, they don't truly understand it.
But I'll tell you who does know about it:
Billionaires and insiders.
Warren Buffett called this, "The greatest transfer of wealth in history."
And that's why Buffett and billionaires like Elon Musk, Jeff Bezos, and Bill Gates have already started moving billions of dollars into the small group of investments that will benefit from what's about to happen.
If you want to take full advantage of this, you're quickly running out of time.
Again, Trump's new emergency order is now live as we speak. By the time you see this in the news, it may already be too late.
Regards,
Rob Spivey, CFA
Director of Research, Altimetry
P.S. I'm giving away one of those tickers for free, on camera. It's a stock directly at the heart of this story. Warren Buffett has been buying millions of shares recently, even while selling big tech stocks like Apple. Click here to see Warren Buffett's #1 stock for this development - for free.
Investors Boost American Electric Power on AI Growth
Written by Chris Markoch. Published 10/30/2025.
Key Points
- American Electric Power stock is up 5% after mixed earnings as investors focus on its $72 billion CapEx plan and AI-driven demand growth.
- AEP raised its long-term earnings growth forecast to 7–9% and plans a 10% annual rate base increase through 2030 to support AI infrastructure expansion.
- With utilities gaining from the AI data center boom, AEP’s plan to limit rate hikes to 3–5% makes it a stable long-term buy on any pullback.
American Electric Power Inc. (NASDAQ: AEP) stock is up roughly 5% after the company reported mixed earnings on Oct. 29. The move extends the stock's strong 2025 performance, which is now up about 31% year-to-date.
AEP reported revenue of $6.01 billion, about 7.9% above the consensus estimate of $5.57 billion. The company slightly missed on the bottom line: earnings per share (EPS) of $1.80 compared with the $1.81 consensus. Still, through the first three quarters of 2025 both revenue and earnings are higher on a year-over-year basis.
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"We're Entering the Greatest Energy Bull Market Since the Industrial Revolution" — Larry Benedict
Utilities stocks are often cyclical. Over the long term, rising energy demand and the need to modernize aging infrastructure create an attractive backdrop for companies like American Electric Power, which owns and operates the largest transmission network in the U.S.
Many investors have added exposure to utilities in 2025 as part of a longer-term artificial intelligence (AI) trade. AEP's post-earnings surge suggests investors are willing to play the long game given the company's critical role in expanding AI-related power infrastructure.
The Next Generation of AI Infrastructure
The concept of AI infrastructure increasingly extends beyond chips and software. Companies like NVIDIA Corp. (NASDAQ: NVDA) and hyperscalers such as Microsoft Corp. (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META) will remain central to the new economy. The electricity demands of their data centers, however, make a strong, long-term case for utilities like AEP.
The company raised its forecast for long-term operating earnings growth to 7%–9% over the next five years. To support that goal, AEP announced a $72 billion capital expenditures (CapEx) program that assumes about 10% annual growth in the company's rate base.
Most of the aggressive growth is expected between 2028 and 2030 as projects come online. For 2026, AEP guided EPS of $6.15 to $6.45, roughly an 8% increase from the company's midpoint guidance.
Modest Rate Increases Will Be a Win-Win
An unwelcome side effect of the data center buildout is upward pressure on residential electric bills. Preliminary data from the U.S. Energy Information Administration (EIA) indicate about a 6% increase in U.S. residential electricity prices in 2025 compared with August 2024.
The growing need for data center power is one of the drivers behind that increase. The EIA also projects that U.S. data center electricity use has nearly doubled since 2022 and will continue to grow into 2026 and beyond.
AEP addressed these concerns by outlining efforts to limit the impact on customers. The company says it will cap residential rate increases at between 3% and 5% annually across its system.
AEP Remains a Buy-the-Dip Candidate After Earnings
Investors reacted positively to the update. The stock gapped higher on trading volume of 4.65 million shares, about 138% of its average daily volume.
The move pushed AEP above October resistance between $117 and $119 and suggests bullish momentum that may attract follow-through buying in the near term. Combined with the 6.8 days needed to cover short positions, the current volume could exacerbate a short-covering rally if short sellers choose to unwind.
That said, technical indicators merit some caution. The MACD shows a recent bearish crossover, and the Relative Strength Index (RSI) is around 65 — a level that suggests the stock is approaching overbought territory. These signals imply investors may need fresh catalysts beyond the earnings report to sustain the rally.
If the stock pulls back, the 50-day simple moving average (SMA) should provide meaningful support, making any dip a potential buying opportunity for longer-term investors.
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