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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.