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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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.
Google and Clearway Sign Massive Clean Energy Deal
Google partners with Clearway Energy for 1.2 GW of carbon-free power across Missouri, Texas, and West Virginia to support data center operations through 2040s.
Ormat Signs 20-Year Clean Energy Deal with Switch for Nevada Data Centers
Ormat Technologies signs a 20-year power deal with Switch to supply geothermal and solar energy to Nevada data centers, supporting clean and reliable power for AI growth.
TD Cowen Upgrades Solar Stocks: SolarEdge & Array Technologies
TD Cowen upgrades SolarEdge and Array Technologies to Buy, citing strong execution, new products, and market growth opportunities.
TD Cowen Starts Coverage on Constellation Energy with Buy Rating
TD Cowen initiates coverage of Constellation Energy with a Buy rating and a $440 price target, highlighting growth opportunities despite regulatory risks.