News

TLN heads into second-quarter results with sharply higher estimates, added gas-fired capacity and a strategy focused on locking in new power demand.

Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Bloom Energy, Talen Energy and Montauk Renewables are highlighted as alternative energy stocks despite industry headwinds from tariffs and policy changes.

Talen Energy Corporation (TLN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

BE, TLN and MNTK are well positioned to benefit from the long-term growth of renewable energy, supported by expanding wind power, rising EV adoption and improving clean energy demand.

Talen Energy Corporation (TLN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Talen Energy stock has delivered a very large 3 year return, yet the current valuation checks and recent pullback raise questions about how much of that strength is already reflected in the price. Over the past 3 years, Talen Energy has returned a very large multiple on the share price. This puts extra focus on whether current buyers are paying a premium for that recovery. The recent PJM capacity auction result, which secured contracted revenue visibility for Talen Energy’s generation fleet,...

Fresh analyst commentary on Talen Energy (TLN), along with its latest quarterly report showing higher revenue and net profit than a year earlier, has put the stock back on the radar for many investors. See our latest analysis for Talen Energy. The recent analyst attention and earnings update come after a period of mixed momentum for Talen Energy, with the share price down 11.33% over the past 30 days and 9.28% year to date. However, the company has delivered a very large 3 year total...

Investing.com -- Global data center capacity is set to expand far faster than previously expected over the rest of the decade, driven by surging AI infrastructure demand, but supply is still likely to remain tight as hyperscalers and emerging cloud providers race to secure computing power.

City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity […]

Artificial intelligence needs enormous amounts of electricity, and that has turned power companies into some of the most closely watched stocks in the market. Talen Energy (TLN) gave investors a hard number on July 14. The Houston power producer said it had secured about $1.2 billion in revenue for ...

(Bloomberg) -- Hedge fund Carronade Capital Management will close to new investors at year-end after reaching $3.7 billion in assets under management.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOnePlus, Once Popular with Tech Fans, to Pull Out of US and

(Bloomberg) -- The biggest US grid operator is about to learn how tight power supplies may get in coming years as the data-center boom sparks unprecedented electricity demand growth.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All the Way to Wall

Shares of some upstream, services, and independent power producers could gain more than 20%. Where to invest.

Goldman Sachs is warning that a collapse in Chinese oil demand may be only partly reversible, and the reason has less to do with the Strait of Hormuz than with what Chinese drivers and truckers are quietly doing right now.

XE builds momentum with reactor projects and regulatory progress, yet its recent stock decline may leave investors weighing next steps.

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

Talen Energy has a deal to supply Amazon Web Services with nuclear-powered electricity. The Stock Of The Day is near highs and a buy point.

Talen Energy Corporation (NasdaqGS: TLN) has been added to multiple Russell growth and small/mid-cap indices and recently filed a US$983.54 million shelf registration covering 2,399,998 common shares, following its acquisition of three power plants from Energy Capital Partners that lifted its portfolio to nearly 16 GW. These index inclusions and the expanded generation footprint could broaden institutional ownership, deepen liquidity, and reinforce Talen’s role as a key supplier to...

Talen Energy Corporation (NASDAQ:TLN) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. Talen Energy Corporation (NASDAQ:TLN) is a leading independent power producer and energy infrastructure company that owns and operates nearly 16 GW of power infrastructure in the United States. On June 23, Jefferies downgraded Talen Energy Corporation […]

AI's real bottleneck isn't chips, it's power. Meet the stocks delivering the electricity, grid, and equipment behind every data center, from Constellation to GE Vernova.

Microsoft’s 20-year power deal with Chevron secures AI infrastructure capacity, lowers energy risk, and strengthens Azure’s competitive advantage.

IBM upgrade, SpaceX initiation among today's top calls on Wall Street

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...

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.

SpaceX initiated, Salesforce upgraded: Wall Street's top analyst calls

The once-hot nuclear fission stock Oklo climbed 3.5% on Thursday. Meanwhile, Centrus Energy rose about 8.5% after news of the deal broke.

NRG Energy has underperformed other technology stocks over the past year, yet analysts remain highly optimistic about the stock's growth potential.