Why Electric Utility Stocks Are A Smart Way To Bet On AI [Yahoo! Finance]
Talen Energy Corporation (TLN)
Company Research
Source: Yahoo! Finance
Skip the vendors of chips and large language models. Invest in the power supply. Shares of electric utilities under contract with giant data centers are sizzling. The past three years have seen a doubling for Entergy, a quadrupling for Constellation Energy and a sixfold gain for Talen Energy. Riding this electric wave is Jay Rhame, chief executive of W.H. Reaves & Company, a somewhat obscure money manager in Jersey City, New Jersey, that has an uncommon focus: utilities. Its Virtus Reaves Utilities ETF has, since opening in 2015, raced ahead with a 14.5% annual return, three points ahead of the Morningstar utilities category. A key element of Reaves' success: anticipating which power producers will benefit from AI electric demand. Rhame totes up the wins: Entergy is building a custom plant for Meta Platforms in gas-rich, regulation-light rural Louisiana. Constellation has a deal with Microsoft to power computers with a resurrected nuclear plant at Three Mile Island. Talen Energy
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TLN
News
- Talen Energy Is A Rare AI Infrastructure Winner Hiding In Plain Sight [Seeking Alpha]Seeking Alpha
- Analysts Project 40%+ Upside for Talen Energy (TLN) Despite Tempered Valuation Outlook [Yahoo! Finance]Yahoo! Finance
- Talen Energy to Report First Quarter 2026 Financial Results on May 5, 2026GlobeNewswire
- Regulators Weigh Talen Energy PJM Deal And Its Impact On Market Power [Yahoo! Finance]Yahoo! Finance
- BGE moving forward with controversial powerline project in 3 Maryland counties [CBS News]CBS News
TLN
Earnings
- 2/26/26 - Miss
TLN
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/19/26 - Form DEFA14A
- 3/19/26 - Form ARS
- TLN's page on the SEC website