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AEP has turned the utility growth story into a transmission-led data-center and industrial load story, lifting its 2026-2030 capital plan to $78 billion while preserving 2026 guidance. The investment case now depends on rate recovery, balance-sheet funding and
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Anfield Energy's updated PEA makes the Shootaring mill restart look explosive, but AEC is still a no-revenue uranium developer that has to clear permits, capital, reserves, construction, and first production.
OpenArcosa just became a cleaner infrastructure bet: fewer barges, more aggregates, and a bigger utility-structure backlog. The question is whether the simpler company can turn those tailwinds into cash instead of another capital cycle.
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