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PJM capacity prices just hit the ceiling for the third straight auction, and the utilities scrambling to meet hyperscaler demand are not all playing the same game. Three names are getting paid to solve the grid crisis in very different ways, with very different risks hiding behind the same tailwind.

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

AI data centers are driving enormous demand for reliable, around-the-clock electricity, and these companies provide it.

Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.

Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out on the chart.

Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains. The reasoning behind that call cuts against almost everything the market currently believes about power prices and AI demand.

The midterm elections can’t come soon enough for AI power stocks. Politicians in red and blue states are vowing to slow data center development. Developers and power companies may be more inclined to announce deals after voting ends and the political pressure eases.

On August 24, Talen Energy Corporation (NASDAQ:TLN) was initiated by Mizuho with an ‘Outperform’ rating and a price target of $405, implying an upside of over 32% from the current levels. The positive outlook by Mizuho’s Anthony Crowdell reflects the utility’s growing presence in the tightening PJM power markets. Talen has approximately 98% of its […]

AI data centers are devouring power faster than the grid can supply it, and three nuclear stocks sitting at different layers of the fuel-to-reactor stack are pricing in very different pieces of that scarcity trade.

Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.

Gov. Josh Shapiro’s new rules require data-center operators to pay for energy generation and transmission.

Under a new permitting framework for loads over 25 MW, applicants that commit to abide by the state’s recently introduced infrastructure development standards for data centers will receive preferential treatment.

The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.

Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE

Bloom Energy's 143% YTD surge reflects rising AI power demand, but its premium valuation raises questions for investors.

Talen Energy stock has delivered a very large return over the past three years, yet the broader valuation checks now flag a possible mismatch between that history and what investors are paying today. After a fresh move higher in the past week, the stock screens as expensive on market multiples while the overall value score points to a more mixed picture instead of a clear bargain. Over the past three years, Talen Energy has returned more than 7x, which sets a high bar for what needs to...

On August 5, Talen Energy (NASDAQ:TLN) posted a net loss for the second quarter, and yet the same release raised the company’s full-year 2026 outlook and lifted its expectations for 2027 and 2028. That looks like a contradiction until you separate the accounting from the cash. One line tells you what hit the income statement. […]

Talen Energy raises 2026 guidance and its 2028 cash-flow outlook while advancing grid-connected data centers and preserving merchant upside in PJM.

Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha

Talen Energy Corp (TLN) boosts 2026 EBITDA and free cash flow guidance while outlining a $4 billion cash flow forecast and enhanced shareholder returns through 2028.

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

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 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