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AI capex: 17 stocks, 3 tiers, 1 question
Algert Global LLC bought a new position in Talen Energy Corporation (NASDAQ: TLN) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 17,360 shares of the utilities provider's stock, valued at approximately $6,671,000. Several other hedge funds also recently modified
OKLO and Talen Energy offer contrasting nuclear-power bets, balancing future commercialization potential with operating assets and cash flow.
AI compute is a power problem before it is a chip problem.
A pullback in the AI trade has created opportunities for bargain-hunting investors, according to analysts at Bank of America.
Bank of America Corp DE cut its holdings in shares of Talen Energy Corporation (NASDAQ: TLN) by 10.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 145,451 shares of the utilities provider's stock after selling 16,400 shares during the
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.
Talen Energy raises 2026 guidance and its 2028 cash-flow outlook while advancing grid-connected data centers and preserving merchant upside in PJM.