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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

(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

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.

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.

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.

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...

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

BE's 69% surge, premium valuation and clean-energy demand from AI data centers build the case for adding the stock despite its lofty price.

Talen Energy (NasdaqGS:TLN) is moving toward closing a US$3.45b gas plant acquisition after securing final regulatory approvals. The transaction is tied to growing power demand on the PJM grid, a major U.S. wholesale electricity market. The deal is not yet closed but is described as nearing completion, with potential to reshape Talen Energy's generation mix and scale. Talen Energy (NasdaqGS:TLN) operates in competitive power markets, with a focus on supplying electricity to the PJM grid,...

Chief Investment Officer at Bornite Capital, Dan Dreyfus, offered Talen Energy (NASDAQ:TLN) as one of his highest-conviction stock ideas during the All-In Podcast’s Best Ideas Pitch Competition, arguing the independent power producer could at least double from current levels and potentially deliver triple-digit returns if electricity demand grows as he expects. His thesis centers on ... Veteran Investor: Talen Energy Is a Double at Minimum, With Triple-Digit Upside as Power Demand Rises

Investors need to pay close attention to TLN stock based on the movements in the options market lately.

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.