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✕ clear all filtersticker: TLNsentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Does Talen Energy’s (TLN) Aggressive Buyback and PJM Bets Redefine Its Post-Loss Investment Story?
Simply Wall St.23h agobullish
Does Talen Energy’s (TLN) Aggressive Buyback and PJM Bets Redefine Its Post-Loss Investment Story?

Talen Energy Corporation recently reported second-quarter 2026 results showing sales rising to US$959 million and revenue to US$747 million, but swinging from net income of US$72 million a year earlier to a net loss of US$92 million, or US$2 basic and diluted loss per share from continuing operations. Despite the quarterly loss, Talen has materially strengthened its forward profile by completing a US$1.48 billion share buyback retiring 18.96% of shares and boosting Adjusted EBITDA and...

Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up
24/7 Wall St.37d agobullish
Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all the way back in August 2006. Dan Leonard, Director of Forecasting for the USA at MetDesk, joined CNBC on July 1st ... Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

Investing.com55d agobullish
Goldman starts Talen at buy, sees PJM power tightness boosting earnings

Investing.com -- Goldman Sachs initiated coverage of two major U.S. independent power producers, arguing that tightening electricity supply and surging demand from data centers in the PJM power market will support higher power prices and earnings growth through the end of the decade.

Junk-Rated Firms Rush to Reprice Debt as Demand for Loans Surges
Bloomberg92d agobullish
Junk-Rated Firms Rush to Reprice Debt as Demand for Loans Surges

(Bloomberg) -- Junk-rated firms are rushing to reprice and refinance existing US-dollar debt, seizing on renewed investor appetite for riskier loans to slash borrowing costs. Most Read from BloombergInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After Year of Travels With TrumpMore than 20 companies have kicked off deals to c

Talen Energy (TLN) Reports Q1 EPS Beat
Insider Monkey96d agobullish
Talen Energy (TLN) Reports Q1 EPS Beat

Talen Energy Corporation (NASDAQ:TLN) is one of the 15 Best Power Generation Stocks To Buy For Data Center Demand. On May 5, 2026, Talen Energy Corporation (NASDAQ:TLN) reported Q1 EPS of $1.33 compared to ($2.94) last year, while revenue came in at $1.12B versus $1.07B consensus. CEO Mac McFarland said the company generated $473M in […]

Talen Energy (TLN): Billionaire Howard Marks Is Buying This Energy Stock
Insider Monkey107d agobullish
Talen Energy (TLN): Billionaire Howard Marks Is Buying This Energy Stock

We just covered the Billionaire Howard Marks’ 10 Stock Picks with Huge Upside Potential and Talen Energy Corporation (NASDAQ:TLN) ranks 7th on this list. Talen Energy Corporation (NASDAQ:TLN) first appeared in the 13F portfolio of Oaktree Capital Management in the third quarter of 2023. This position comprised just under 700,000 shares. The fund reduced this […]

The 1 Energy Stock You Should Be Buying for the $700 Billion AI Spending Spree
24/7 Wall St.110d agobullish
The 1 Energy Stock You Should Be Buying for the $700 Billion AI Spending Spree

The market has a funny way of chasing what’s visible while missing what actually powers it. Everyone is focused on AI chips, software, and trillion-dollar tech giants. But here’s the question investors should be asking: what happens when all that computing power needs electricity — lots of it? Data centers don’t run on code alone. ... The 1 Energy Stock You Should Be Buying for the $700 Billion AI Spending Spree

Billionaire Howard Marks Is Buying These 3 Power and Real Asset Stocks for the AI Boom
24/7 Wall St.111d agobullish
Billionaire Howard Marks Is Buying These 3 Power and Real Asset Stocks for the AI Boom

Howard Marks, co-founder of Oaktree Capital Management, built his reputation by focusing on cycles, capital flows, and where the risk-reward has shifted in his favor. When Oaktree starts adding to positions, it usually reflects a broader view about where real-world demand is heading, not just short-term price action. Recent filings show the asset manager has been building ... Billionaire Howard Marks Is Buying These 3 Power and Real Asset Stocks for the AI Boom