Talen Energy Acquires $3.45B Gas Plants to Power AI Data Center Boom
Talen Energy buys 2.6 GW of natural gas capacity from Energy Capital Partners for $3.45B, doubling output to meet surging AI data center power demand in PJM market.
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Rosenblatt Starts Coverage on Quantum Computing with Buy Rating
Rosenblatt gives Quantum Computing a Buy rating with $22 target, highlighting its strong quantum assets and growth in photonics and computing.
Instacart Shares Drop as Uber Partners with Kroger for Grocery Delivery
Instacart stock falls 3% following Uber's announcement of Kroger grocery delivery across nearly 2,700 stores on Uber Eats, Uber, and Postmates apps nationwide.
Canadian Solar Wins Patent Battle Against Maxeon Solar Technologies
Canadian Solar secures victory in U.S. patent dispute as Patent Trial and Appeal Board invalidates all Maxeon Solar's infringement claims related to TOPCon solar technology.
KeyBanc Downgrades Rocket Lab to Sector Weight
KeyBanc lowers Rocket Lab to Sector Weight, citing that its growth catalysts are largely realized. Stock risk/reward now appears balanced.
JPMorgan Upgrades F5 After Strong Post-Incident Performance
JPMorgan upgrades F5 to Overweight with a $345 target, citing strong post-incident execution and upside potential in earnings.