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...

Talen Energy Corporation recently reported second-quarter 2026 results showing sales rising to US$959 million and revenue to US$747 million, but swinging from net income of US$72 million a year earlier to a net loss of US$92 million, or US$2 basic and diluted loss per share from continuing operations. Despite the quarterly loss, Talen has materially strengthened its forward profile by completing a US$1.48 billion share buyback retiring 18.96% of shares and boosting Adjusted EBITDA and...

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.

Talen Energy Corporation (TLN) delivered earnings and revenue surprises of -95.00% and -5.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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

Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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 Corporation (TLN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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 ...

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(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

Shares of some upstream, services, and independent power producers could gain more than 20%. Where to invest.