Bank of America Turns Bullish on Oklo After Major Meta Deal
Bank of America upgraded Oklo stock to Buy after a binding deal with Meta to build a 1.2 GW nuclear campus, highlighting growing data center demand.
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#Energy & Utilities↓
SDCL and FuelCell Energy Partner to Power Data Centers with Clean Fuel Cells
Sustainable Development Capital and FuelCell Energy announce plans to deploy 450 megawatts of fuel-cell systems for AI data centers, offering reliable, low-emission power solutions.
Trump & Governors Push Emergency Electricity Auction to Make Tech Giants Pay for AI Data Centers
Trump administration and Northeast governors plan emergency PJM auction forcing tech companies to fund $15B in new power plants for AI data centers, protecting consumers from rising electricity bills.
Coterra and Devon Energy Eye Major Permian Basin Merger Deal
Coterra Energy and Devon Energy are in merger talks that could create a $44B oil giant.
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.
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.