The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.

US data center demand has outrun the grid's ability to add generation, and the power buyers know it. PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.

24/7 Wall Street • Sep 17, 2026

Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet?

Constellation Energy boasts the nation's largest nuclear fleet and has long-term agreements with Microsoft and Meta Platforms. Vistra also has large energy capacity and long-term agreements with Amazon Web Services, Meta Platforms, and Helix Digital Infrastructure.

The Motley Fool • Sep 17, 2026

Talen Energy: The Cash Flow Behind The Data Center Story

Talen Energy offers a compelling entry point after a price decline, leveraging existing assets and a major Amazon nuclear contract to enhance earnings durability. The Amazon deal secures up to 1,920 MW of nuclear power through 2042, improving cash flow visibility but not guaranteeing indefinite margin expansion. TLN guides to $2.125B adjusted EBITDA and $1.275B adjusted free cash flow for the year, with next year's base case at $2.5B EBITDA and a target price of $431 per share.

Seeking Alpha • Sep 11, 2026

3 Small Nuclear Stocks Wall Street Has Not Fully Priced for the AI Power Shortage Yet.

Small modular reactors sit at the intersection of the two biggest stories in power right now: hyperscalers scrambling for firm, carbon-free baseload, and a US grid that has not built meaningful new nuclear capacity in a generation.

24/7 Wall Street • Sep 8, 2026

12 stocks for ‘bottom-fishing' investors looking for cheap growth opportunities

Companies with stocks near 52-week lows that analysts expect to roar back include Dick's Sporting Goods, McDonald's and L3Harris.

Market Watch • Aug 26, 2026

3 Nuclear Energy Stocks for the AI Power Era

AI compute is a power problem before it is a chip problem.

24/7 Wall Street • Aug 24, 2026

OKLO vs. TLN: Which Nuclear Energy Stock Looks Better Now?

OKLO and Talen Energy offer contrasting nuclear-power bets, balancing future commercialization potential with operating assets and cash flow.

Zacks Investment Research • Aug 24, 2026

Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks

A pullback in the AI trade has created opportunities for bargain-hunting investors, according to analysts at Bank of America.

Investopedia • Aug 14, 2026

Talen Energy: Very Solid FCF Yield, With More Upside If Data Center Pipeline Converts

Talen Energy remains a buy, with robust FCF growth visibility driven by data center demand and the Cornerstone acquisition. TLN raised 2026 adj. EBITDA guidance to $2.025–2.225 billion and adj. FCF to $1.2–1.35 billion, excluding Keystone, implying further upside. The 2028/2029 PJM capacity auction and a growing data center pipeline underpin a more predictable, resilient earnings base and margin mix.

Seeking Alpha • Aug 12, 2026

TLN Q2 Earnings Call Emphasizes Cash Flow and Data Center Strategy

Talen Energy raises 2026 guidance and its 2028 cash-flow outlook while advancing grid-connected data centers and preserving merchant upside in PJM.

Zacks Investment Research • Aug 7, 2026