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Constellation Energy Corporation (NASDAQ:CEG) and Talen Energy Corporation (NASDAQ:TLN) own generation assets that can benefit as data centers compete for dependable electricity. Talen offers the lower earnings price, but its latest repurc…
Oklo Inc. OKLO is navigating a difficult stretch as investors weigh its long-term nuclear opportunity against mounting near-term execution risks. Expectations for wider losses in 2026, rising capital requirements and potential shareholder…
Bloom Energy Corporation BE is trading above its 50 and 200-day simple moving averages (SMAs), signaling a bullish trend. BE's shares have gained significantly in the past 12 months, and it has reported positive earnings surprises in the p…
Constellation Energy's CEG new agreement with Alphabet Inc.'s GOOGL Google gave nuclear stocks a sharp lift after a difficult stretch for the sector. The deal matters because Google is putting long-term money behind nuclear power to meet r…
[Global Market Trends] MicroStockHub Stock index futures were mixed on Wednesday as traders looked forward to the release of the Federal Reserve's latest meeting minutes later in the day. Here are the five news items investors should watch…
Talen Energy Corporation previously announced that President Terry L. Nutt will become CEO and join the Board on January 1, 2027, with current CEO Mark "Mac" A. McFarland stepping down then and serving as Senior Advisor until his retiremen…
Talen Energy Corporation (TLN) shares soared 12.4% in the last trading session to close at $373.11. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.7% gain ov…
AI data centers need dependable electricity, and Vistra Corp. (NYSE:VST) and Talen Energy Corporation (NASDAQ:TLN) offer two ways to own the plants supplying it. Both have nuclear generation and dispatchable fossil capacity. The harder que…
[Three Mile Island Nuclear Towers] lissart/E+ via Getty Images Constellation Energy (CEG [https://seekingalpha.com/symbol/CEG]) surged 12.2% on Tuesday, making it one of the top two gainers on the S&P 500, after unveiling a 20-year power p…
Companies that sell electricity have finally figured out a way to make money off the data center boom without ending up on the wrong side of the political fight against data centers. Continue Reading
Talen Energy (TLN) has put a US$3b share repurchase authorization and a US$1.5b accelerated buyback at the center of investor attention, funded by monetizing cleared PJM capacity revenues. Talen Energy's latest buyback move comes after a m…
Talen Energy Corporation TLN is stepping up shareholder returns by launching a $1.5 billion accelerated share repurchase (ASR) program and expanding its broader share repurchase authorization to $3 billion through 2028. The move reflects t…
The Zacks Utility-Electric Power industry stocks are drawing increased investor attention as the power generation landscape continues to evolve. Growing environmental concerns, stricter emission regulations and supportive government polici…
[High Voltage Electric Power Lines At Sunset] imaginima/iStock via Getty Images Talen Energy (TLN [https://seekingalpha.com/symbol/TLN]) said Tuesday it named President Terry Nutt as its next CEO [https://seekingalpha.com/pr/20668401-tale…
Talen Energy (TLN) said late Tuesday it has planned a CEO succession, $1.5 billion accelerated share PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Mac McFarland to retire as CEO at year-end and serve as senior advisor through March 2027 Upsizes share repurchase program to a total of $3.0 billion through 2028 HOUSTON, Sept. 29, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation ("Talen…
During these busy times, it pays to stay on top of the latest profit opportunities. And today's blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company's fu…
NuScale Power SMR and Talen Energy TLN are both positioned to benefit from rising U.S. electricity demand, but their investment stories are quite different. NuScale is working to commercialize small modular reactor technology, while Talen…
Talen Energy Corporation TLN shares have dropped 33.3% over the past 12 weeks, compared with a 18.2% decline for the Zacks sub-industry. The gap reflects a stock facing weaker earnings signals even as operating cash generation improves. Th…
Talen Energy Corporation TLN raised its 2026 financial outlook after closing the Cornerstone acquisition, even as second-quarter adjusted earnings of 16 cents per share and revenues of $747 million missed the Zacks Consensus Estimate of $3…
Talen Energy Corporation TLN has a clearer cash-flow story as power demand rises and its contracted revenue base expands. Recent acquisitions and stronger PJM market conditions have broadened the company's earnings base. The trade-off is a…
The most prominent voices in AI, including Sam Altman and Dario Amodei, sent stark warnings: Development needs to slow, lest the technology outruns our ability to rein it in (or something to that effect). The thinking goes that if AI train…
Talen Energy has delivered a very large 3 year share price gain while more recent trading has been weaker, and that mix of outcomes raises a simple question for investors who care about what they are paying for the company's sales. The sto…
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 di…
Advanced chips from Nvidia and others deliver impressive computing power but also consume massive amounts of electricity. As a result, hyperscalers are searching high and low for reliable power as these data centers come online. The energy…
Constellation Energy Corporation CEG is strengthening its generation portfolio to capitalize on rising electricity demand while focusing on reliable power and attractive returns. Its broad asset base can support customer needs and enhance…
Quick Read Vistra (VST) trades at $152, nearly 43% below the Wall Street consensus target of $217, with Scotiabank's Street-high $298 target implying a near-doubling. Peers Talen (TLN) and NRG both show strong implied upside of ~41% and ~5…
During these busy times, it pays to stay on top of the latest profit opportunities. And today's blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company's fu…
Shares of Bloom Energy Corporation BE have gained 20% in the past month against the Zacks Alternative Energy - Other industry's decline of 0.1%. The company has also outperformed the Zacks Oil & Energy sector's return of 3.6% and the S&P 5…
A SpaceX Falcon Heavy rocket launches with NASA'S Nancy Grace Roman Space Telescope onboard from Launch Complex 39A, at NASA's Kennedy Space Center on August 30, 2026 in Cape Canaveral, Florida. - Joel Kowsky/NASA/Getty Images The artifici…
[Power lines and sunset landscape] Gargolas/iStock via Getty Images With the second-quarter earnings season now largely behind us, investors are turning their attention to how utilities companies are allocating capital and positioning thei…
During these busy times, it pays to stay on top of the latest profit opportunities. And today's blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company's fu…
Quick Read Guggenheim's Shahriar Pourreza targets $300 for VST, implying ~119% upside, anchored by nuclear PPAs with AWS and Meta covering over 3,800 MW. CEG, NRG, and TLN each dropped over 20% YTD alongside VST, pointing to sector-wide se…
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 th…
Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%. A copy of the letter can be downloaded here. While these results are acceptable, they are overshadowe…
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 r…