The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

Adjusted EBITDA surged 34% on LS Power integration and smart home growth.

August is off to a rocky start for this utility stock.

NRG builds its growth strategy around a 1.2-GW Texas data-center power project, targeting protected returns and customer-backed cash flows.

Clearway Energy (CWEN) delivered earnings and revenue surprises of +316.67% and +1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Broadcom's AI momentum, Coca-Cola's resilient growth and Palantir's expanding AI strategy headline today's top analyst reports.

Although NRG Energy has underperformed relative to the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects.

NRG Energy (NYSE:NRG) reported second-quarter 2026 adjusted EBITDA of $1.2 billion, up 34% from a year earlier, while outlining plans for a 1.2-gigawatt Texas power plant intended to support a cloud and artificial intelligence hyperscaler’s data center load. President and Chief Executive Officer Ro