Constellation Energy, Talen Energy, and Uranium Energy are positioned to benefit from surging AI data center power demand, with Constellation raising its 2026 adjusted EPS guidance to $11.50-$12.50 an…
Morgan Stanley says it's time to buy the dip in AI infrastructure stocks, highlighting 13 US AI power infrastructure stocks including two 'standout' energy storage plays. Analyst Stephen Byrd wrote th…
AI companies have signed enough nuclear power purchase agreements to supply the equivalent of 7 million homes, driving uranium stocks higher. Microsoft, Google, Amazon, and Meta have each inked deals …
PJM Interconnection, the largest US power grid, has begun curtailing data centers during heat emergencies after receiving federal approval, signaling the end of unlimited power access for AI infrastru…
Talen Energy's stock rose as the company delivers power for Amazon and AI data centers, highlighting the growing demand for energy infrastructure to support artificial intelligence operations.…
Goldman Sachs initiated coverage of Talen Energy with a Buy rating and $499 price target, citing nuclear power demand from AI and data centers. The stock trades near $406, implying 23% upside, with 14…