AI-driven demand

2 articles
BenzingaBenzinga··Lekha Gupta

AEP Surges on AI Boom: $78B Plan Targets 63 GW Growth by 2030

$AEP hits 52-week high after beating Q1 earnings and signing 7 GW load deals. Company raises capex plan to $78B, targeting AI-driven demand from data centers.
AEPdata centersQ1 earnings
BenzingaBenzinga··Erica Kollmann

Tech Giants and Retailers Face Earnings Gauntlet as AI Growth Meets Consumer Caution

Major tech and retail firms report earnings this week, testing AI growth and consumer spending resilience amid economic uncertainty.
ORCLORCLpDADBEDGPATH+3consumer spendingrevenue growth