Talen Energy.
an independent power producer founded in 2015
- Reports this week
- 0
- Active events
- 0
- Connections
- 88
What's happening
Earlier this month
One to three months ago
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Amazon bought land in Luzerne County, which is near Talen Energy's nuclear plant.Some support1 report
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Talen Energy expanded its power deal and acquired gas plants in PJM markets to serve hyperscale data centers.Some support3 reports3 developments inside
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Talen Energy operates a nuclear plant in the US and holds a major long-term contract for power.Some support1 report
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Talen Energy, headquartered in Houston, is well-positioned to provide power infrastructure for AI data centers.Well supported6 reports
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Talen Energy is involved in a data center project in Bethlehem, partnering with Peron Development.Some support1 report
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Talen Energy cleared capacity in PJM auctions and acquired assets through Cornerstone Acquisition.Some support2 reports
Gone quiet
No new reports in 90+ days-
Talen Energy is involved in data center proposals in Northampton County, with visits from Doug Burgum.Some support1 report
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Healthcare of Ontario Pension Plan Trust Fund acquired a new stake in Talen Energy stock on July 31, 2026.Some support1 report
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Eastern's grid conditions may affect the valuation of Talen Energy.Some support1 report
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Talen Energy and Slate Belt Holdings partnered to challenge local data center regulations.Some support1 report
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Talen Energy Corporation operates within the Alternative Energy Industry and outperformed the S&P 500 this year.Some support1 report1 development inside
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Talen Energy is benefiting from electrification trends and was highlighted in an investor update.Some support1 report
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Janney Montgomery Scott reduced its stake in Talen Energy while Amundi acquired a new stake in the company.Some support4 reports
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A complex energy partnership involving Amazon, Talen Energy, Microsoft, and Chevron is powering an AI project in West Texas.Some support1 report1 development inside
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Talen Energy received research reports from Morgan Stanley regarding stock valuation on June 18, 2026.Some support2 reports
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Talen Energy is listed on the Nasdaq stock exchange, receiving ratings and price targets from analysts.Some support5 reports
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Trump pledged to unleash American oil and gas production, involving Talen Energy.Some support3 reports
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Morgan Stanley reaffirmed an overweight rating on Talen Energy on June 19, 2026.Some support1 report
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Talen Energy filed with the SEC regarding its institutional holdings on June 15, 2026.Some support2 reports
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Trump-backed initiatives led to the signing of orders and multi-decade contracts to revive the Three Mile Island nuclear plant, involving Talen Energy and Microsoft.Some support2 reports
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ClearBridge released a strategy commentary highlighting Talen Energy's potential benefit from Trump-era tariffs and AI stocks' upside.Some support1 report
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Talen Energy Corporation, based in Houston, benefits from Trump-era tariffs and onshoring, receiving a Buy rating from BofA Securities.Some support4 reports
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Raymond James initiated coverage of Talen Energy stock.Speculative1 report
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Talen Energy announced on July 18, 2025, that it acquired equity interests from Global Infrastructure Partners and enhanced its capacity for low-carbon energy solutions.Some support1 report
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Trump announced AI hub investment while Talen secured carbon-free electricity for Amazon AWS data centers and acquired Caithness Energy plants.Well supported3 reports
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Oklo, Constellation Energy, and Talen Energy are identified as companies operating within the energy sector.Some support1 report
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AI hyperscalers, including Amazon, Microsoft, and Meta, are actively seeking nuclear power solutions to meet the massive energy demands of their AI infrastructure.Some support1 report2 developments inside
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Zacks model provides insight into business conditions for Talen Energy.Some support1 report
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Analyst raised price target on Talen Energy on August 15, 2025, noting the company's role in providing nuclear energy from the Susquehanna facility, including services for Amazon Web Services.Some support2 reports
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Talen Energy received a Zacks Rank of #2 and a Momentum Style Score of B, comparing its performance to the industry average on August 20, 2025.Some support1 report
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Talen Energy and Clearway Energy were considered value stocks for investors on August 21, 2025.Some support1 report
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Talen Energy secured a nuclear power deal with Amazon, an AI hyperscaler.Some support1 report
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Crescent Energy Company and Talen Energy are experiencing surging demand for natural gas and NGLs.Some support1 report
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Talen Energy's business outlook improved due to rising earnings estimates, leading to valuation model adjustments on August 28, 2025.Some support1 report
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Loomis Sayles included Talen Energy in its database in September 2025.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Talen Energy
Events traced to Talen Energy, step by step, newest first- AI infrastructure demand may boost Talen Energy's power contractsTalen Energy may benefit from increased power demand driven by AI infrastructure spending.Possible
- Microsoft's data center could increase power demand for Talen EnergyMicrosoft's new data center may boost power demand and utilization for Talen EnergyPossible
Explainers that pass through Talen Energy
Talen Energy is a step on the way to someone elseAround Talen Energy this week
News at the entities that move Talen Energy most-
Amundi TransactionalKinder Morgan filed reports with the SEC while Amundi increased its stock holdings in the company.Moves Talen Energy
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Amazon StructuralDemocrats gained control of both chambers of Congress while major tech companies like Amazon, Microsoft, and Meta continue to deploy AI infrastructure in the US.Moves Talen Energy
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Susquehanna StructuralAffirm received analyst rating updates from Susquehanna and Citigroup, with Benzinga reporting the changes.Moves Talen Energy
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Amazon Web Services StructuralABB Robotics, AWS, Deloitte, and AsiaInfo released a white paper combining perspectives on robotics and cloud services.Moves Talen Energy
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Nasdaq StructuralAn AI stock sell-off impacted Nasdaq on November 5, 2026, following the election results.Moves Talen Energy
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Morgan Stanley OperationalSurrozen utilized conference platforms hosted by Morgan Stanley in South San Francisco on September 1, 2026.Moves Talen Energy
Connections
The 40 strongest of 88, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Amazon Structural
Talen Energy provides critical, carbon-free nuclear power supply to support Amazon's data center and corporate operations via a PPA.
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Susquehanna Structural
Talen Energy relies on Susquehanna's nuclear power plant for energy supply, which directly impacts its earnings and valuation.
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Cornerstone Structural
Talen Energy acquired Cornerstone, establishing a parent-subsidiary relationship.
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Amazon Web Services Structural
Talen Energy holds a major long-term contract to supply nuclear power and energy to Amazon Web Services data centers.
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Nasdaq Structural
Talen Energy is formally listed on the Nasdaq stock exchange.
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Caithness Energy Transactional
Caithness Energy sold its assets and plants to Talen Energy in a series of acquisitions.
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SEC Structural
Talen Energy is subject to regulatory oversight by the SEC, requiring the submission of official operational and financial reports.
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Morgan Stanley Operational
Morgan Stanley provides financial research reports and rating upgrades that influence Talen Energy's market valuation.
Show all 40 connections
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Northern Virginia Structural
Talen Energy's business model is functionally dependent on the data center market concentrated in Northern Virginia.
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Vistra Operational
Vistra and Talen Energy are Independent Power Producers that operate in the same evolving energy market and exhibit correlated performance.
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Pennsylvania Structural
Talen Energy's power sales are formally dependent on and subject to the regulatory orders and market conditions established by the State of Pennsylvania.
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Amundi Transactional
Amundi acquired a new stake in Talen Energy valued at $299,000.
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PJM Interconnection Operational
PJM Interconnection operates within agreements with Talen Energy, and PJM's auction results influence Talen's market performance.
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Peron Operational
Talen Energy and Peron are collaborating on a shared development team.
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Securities and Exchange Commission Structural
Talen Energy must comply with regulatory filings made to the Securities and Exchange Commission regarding its institutional holdings.
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Dominion Energy Operational
The evidence indicates that Talen Energy and Dominion Energy are active competitors in the energy market.
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Texas Shared context
Talen Energy is headquartered in Houston and operates power infrastructure within Texas.
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Raymond James Financial Mentioned together
The relationship is based on shared market coverage, specifically analyst ratings and price targets.
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Delaware River Shared context
Talen Energy is planning data center operations situated near the Delaware River.
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Scotiabank Mentioned together
Scotiabank analysts provide financial assessments and target price recommendations for Talen Energy stock.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group has reviewed Talen Energy's stock performance.
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North Dakota Shared context
Talen Energy operates within the geographic and regulatory context of North Dakota.
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MarketBeat Operational
Talen Energy provides company data that is reported and featured on the MarketBeat platform.
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Baltimore Shared context
Talen Energy operates within Baltimore to provide power and maintain grid reliability.
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Fermi Mentioned together
Both Talen Energy and Fermi are grouped thematically as operating within the power generation sector.
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Barclays Mentioned together
The relationship is based on the shared market context where market research firms influence investor sentiment and pricing.
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Manufacturers Life Insurance Company Transactional
Manufacturers Life Insurance Company reduced its holdings in Talen Energy by 6.5% during Q1 2026.
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HSBC Mentioned together
HSBC provided financial coverage and analysis on Talen Energy.
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Norway Shared context
Talen Energy operates within the market context provided by Norway.
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Luzerne County Shared context
Talen Energy's nuclear plant is situated in the geographical area influenced by Luzerne County.
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Northampton County Shared context
Talen Energy operates and proposes data center projects within the jurisdiction of Northampton County.
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Ohio Shared context
Talen Energy operates within the geographical context of Ohio.
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Bethlehem Shared context
Talen Energy is operating as part of a data center project located in Bethlehem.
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Houston Shared context
Talen Energy is headquartered and based in Houston, Texas.
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Illinois Shared context
Talen Energy operates within the geographical context of Illinois.
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Sergio Castro Structural
Sergio Castro serves as Vice President & Treasurer of Talen Energy.
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TD Cowen Mentioned together
TD Cowen initiated financial coverage on Talen Energy shares.
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Eastern Shared context
Eastern's grid conditions are cited as a factor potentially affecting Talen Energy's valuation.
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Riverstone Holdings Mentioned together
No evidence available regarding the relationship between Talen Energy and Riverstone Holdings.
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Finland Mentioned together
No evidence linking Talen Energy and Finland was provided in the timeline.
History
Events by the month they beganOctober 2026
2 eventsSeptember 2026
1 eventAugust 2026
4 events- Talen Energy operates a nuclear plant in the US and holds a major long-term contract for power.
- Talen Energy is involved in a data center project in Bethlehem, partnering with Peron Development.
- Talen Energy cleared capacity in PJM auctions and acquired assets through Cornerstone Acquisition.
- Talen Energy is involved in data center proposals in Northampton County, with visits from Doug Burgum.
Show 2 earlier months
July 2026
5 events- Healthcare of Ontario Pension Plan Trust Fund acquired a new stake in Talen Energy stock on July 31, 2026.
- Eastern's grid conditions may affect the valuation of Talen Energy.
- Talen Energy and Slate Belt Holdings partnered to challenge local data center regulations.
- Talen Energy is benefiting from electrification trends and was highlighted in an investor update.
- Janney Montgomery Scott reduced its stake in Talen Energy while Amundi acquired a new stake in the company.
June 2026
25 events- Talen Energy expanded its power deal and acquired gas plants in PJM markets to serve hyperscale data centers.
- Talen Energy, headquartered in Houston, is well-positioned to provide power infrastructure for AI data centers.
- Talen Energy Corporation operates within the Alternative Energy Industry and outperformed the S&P 500 this year.
- A complex energy partnership involving Amazon, Talen Energy, Microsoft, and Chevron is powering an AI project in West Texas.
- Talen Energy received research reports from Morgan Stanley regarding stock valuation on June 18, 2026.
- Talen Energy is listed on the Nasdaq stock exchange, receiving ratings and price targets from analysts.
- Trump pledged to unleash American oil and gas production, involving Talen Energy.
- Morgan Stanley reaffirmed an overweight rating on Talen Energy on June 19, 2026.
- Talen Energy filed with the SEC regarding its institutional holdings on June 15, 2026.
- Trump-backed initiatives led to the signing of orders and multi-decade contracts to revive the Three Mile Island nuclear plant, involving Talen Energy and Microsoft.
- ClearBridge released a strategy commentary highlighting Talen Energy's potential benefit from Trump-era tariffs and AI stocks' upside.
- Talen Energy Corporation, based in Houston, benefits from Trump-era tariffs and onshoring, receiving a Buy rating from BofA Securities.
- Raymond James initiated coverage of Talen Energy stock.
- Talen Energy announced on July 18, 2025, that it acquired equity interests from Global Infrastructure Partners and enhanced its capacity for low-carbon energy solutions.
- Trump announced AI hub investment while Talen secured carbon-free electricity for Amazon AWS data centers and acquired Caithness Energy plants.
- Oklo, Constellation Energy, and Talen Energy are identified as companies operating within the energy sector.
- AI hyperscalers, including Amazon, Microsoft, and Meta, are actively seeking nuclear power solutions to meet the massive energy demands of their AI infrastructure.
- Zacks model provides insight into business conditions for Talen Energy.
- Analyst raised price target on Talen Energy on August 15, 2025, noting the company's role in providing nuclear energy from the Susquehanna facility, including services for Amazon Web Services.
- Talen Energy received a Zacks Rank of #2 and a Momentum Style Score of B, comparing its performance to the industry average on August 20, 2025.
- Talen Energy and Clearway Energy were considered value stocks for investors on August 21, 2025.
- Talen Energy secured a nuclear power deal with Amazon, an AI hyperscaler.
- Crescent Energy Company and Talen Energy are experiencing surging demand for natural gas and NGLs.
- Talen Energy's business outlook improved due to rising earnings estimates, leading to valuation model adjustments on August 28, 2025.
- Loomis Sayles included Talen Energy in its database in September 2025.