Meta Becomes America's Biggest Corporate Nuclear Power Buyer with 6.6 GW Deal
Meta announces major nuclear energy partnerships with Vistra, TerraPower, and Oklo to power AI data centers with up to 6.6 gigawatts by 2035.
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#Energy & Utilities↓
AEP Invests $2.65B in Bloom Energy Fuel Cells for Wyoming Power Plant
American Electric Power exercises option to buy 900MW of solid oxide fuel cells from Bloom Energy, securing 20-year power supply deal for new Wyoming facility.
Jefferies Turns Cautious on First Solar on 2026 Visibility Concerns
Jefferies cut First Solar to Hold from Buy, lowered its price target, and raised concerns about 2026 visibility, strategy, and limited upside for the stock.
Vistra Corp. Acquires Cogentrix Energy for $4 Billion to Expand Power Generation
Vistra Corp. announces $4B acquisition of Cogentrix Energy's 10 natural gas facilities (5,500 MW) across PJM, ISO New England, and ERCOT, expanding to 50,000 MW total capacity.
Vantage Data Centers and Liberty Energy Team Up for Massive Power Project
Vantage Data Centers partners with Liberty Energy to develop 1 gigawatt of power solutions for AI and cloud data centers across North America over the next five years.
Enphase Energy Upgraded as Risks Appear Priced In
KeyBanc upgrades Enphase Energy to Sector Weight, saying major risks are already priced in, with limited downside and potential upside from strategic changes.