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Investing.com48d 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.

Constellation Energy’s Calpine Deal Reshapes Clean Power And AI Earnings Story
Simply Wall St.87d agoneutral
Constellation Energy’s Calpine Deal Reshapes Clean Power And AI Earnings Story

Constellation Energy (NasdaqGS:CEG) has closed its acquisition of Calpine, creating what it describes as the world’s largest private power producer. The combined company now has about 55 gigawatts of generation capacity and supplies a significant share of US clean energy. This larger platform is targeting rising demand from AI driven data centers that require reliable, carbon free electricity. Constellation Energy, trading around $311.28, now controls a very large power portfolio after...