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Vistra has underperformed the S&P 500 over the past year, but analysts are highly optimistic about the stock’s prospects.

The fear of higher rates slowing the debt-fueled AI buildout is battering shares in firms across the data-center supply chain. Companies ranging from construction firms to fiber-optic cable manufacturers to cooling specialists are down: Contractor Sterling Infrastructure and fiber provider Corning slid more than 10%.

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

What recent trading performance suggests about Talen Energy (TLN) Talen Energy (TLN) has drawn investor attention after a month where the stock declined 1.3%, while it remains up about 13.4% over the past 3 months and 46% over the past year. See our latest analysis for Talen Energy. For context, the share price has eased recently, but the 1-year total shareholder return of 46% and very large 3-year total shareholder return above 7x suggest momentum has been strong over a longer horizon as...

The real AI growth story has shifted to physical infrastructure. Keith Kaplan of TradeSmith identifies 5 stocks across memory, photonics, cooling, power, and the grid that still have significant upside.

BE has surged 199% in 6 months as AI data centers fuel demand for its Energy Server, clean power and earnings estimates keep rising.

The leadership change places former Vistra executive Daniel Kelly in charge of Talen’s legal and regulatory functions as the company continues positioning itself around power infrastructure and AI-driven energy demand growth. Key Investor TakeawaysTalen Energy (NASDAQ:TLN) appointed Daniel Kelly as General Counsel and Corporate Secretary following the retirement of longtime legal executive John Wander.

NextEra Energy and Dominion Energy need signoff from six agencies before completing their historic merger.

NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercy

Talen Energy (TLN) is back in focus after weak first quarter 2026 GAAP earnings and insider selling coincided with a 5 day, 14% slide in the stock, sharpening investor attention on the quality of profitability. See our latest analysis for Talen Energy. The recent 5 day slide sits within a mixed picture, with a 7 day share price return down 9.65% and year to date share price return down 11.05%, while the 1 year total shareholder return is 44.15%. This suggests momentum has cooled in the short...

(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 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 […]

Nuclear stocks Vistra, NuScale Power and Energy Fuels prepare to report earnings on Thursday, while Oklo awaits. Oklo stock jumped on news Wednesday that also lifted most of its peers, but not S&P 500 nuclear stock Vistra.

Wondering if Talen Energy's recent run means the stock is already fully priced, or if there could still be value on the table. The stock trades at US$384.90 after recent returns of 6.6% over 7 days, 17.5% over 30 days, a 3.0% decline year to date and a 64.0% return over 1 year. This naturally raises questions about what is already reflected in the price. Recent market attention has centered on Talen Energy's position in the US utilities sector and how investors are treating power and energy...

Talen Energy (NASDAQ:TLN) reported first-quarter 2026 results that management said reflected strong operational performance through winter weather events, continued tightening in PJM power markets, and the early benefits of recent acquisitions. The company also reaffirmed its 2026 guidance, outlined

Talen Energy Corporation (TLN) delivered earnings and revenue surprises of +5.03% and +11.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of Talen Energy Corporation's Q1 2026 earnings call

Terry and Cole will discuss all of this in more detail later. Also in the first quarter, we signed a Cornerstone transaction advancing our Talen Energy Corporation flywheel strategy and adding meaningful free cash flow per share growth through acquisitions.

Talen Energy Corporation (NASDAQ:TLN) is one of the utility stocks riding the 2026 “Reliability Shock.” The latest investor-relevant update came on April 17, 2026, when Talen Energy Corporation (NASDAQ:TLN) priced $4.0 billion of senior notes, with proceeds intended partly to fund its previously announced acquisition of 2,451 megawatts of additional capacity across the Lawrenceburg Power […]

If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat or aging infrastructure alone. The AI boom is colliding with a power grid that wasn’t built for it, and the bill is getting ... How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)

Talen Energy Corporation (NASDAQ:TLN) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. A caller inquired about the stock, and here’s what Cramer had to say in response: I’ll tell you, if it hasn’t gone up yet with this market that […]

Earlier in April, a Talen Energy subsidiary completed a private placement of US$4.00 billion in senior notes to help finance the purchase of 2,451 megawatts of power generation capacity and to refinance existing higher-interest debt due 2030. A separate long-term agreement with Amazon Web Services to supply up to 1,920 MW of carbon-free nuclear power over 17 years is expected to deliver roughly US$18.00 billion in revenue, underlining how hyperscaler demand can reshape Talen’s contracted...

Talen Energy Corporation (TLN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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 […]

Talen Energy Corporation (NASDAQ:TLN) is one of the 10 Best New Stocks to Invest In According to Hedge Funds. Talen Energy Corporation (NASDAQ:TLN) is one of the best new stocks to invest in according to hedge funds. On April 17, Talen Energy’s subsidiary, Talen Energy Supply/TES, priced a private placement of senior notes totaling $4 […]

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

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

GE Vernova heads into Q1 earnings with strong growth forecasts, but a negative ESP clouds chances of another surprise beat.

Talen Energy (TLN) drew fresh attention after signing a letter of intent with X-energy Reactor Company to explore Xe-100 small modular reactors in Pennsylvania and the PJM Interconnection power market. See our latest analysis for Talen Energy. The recent letter of intent with X-energy appears to have coincided with a sharp shift in sentiment, with a 15.87% 7 day share price return and a 78.12% 1 year total shareholder return. This comes even though the year to date share price return is still...

BE trades above its 50 and 200-day SMAs as clean-power demand from AI data centers lifts momentum after a 91.8% six-month run.