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They're Closer to Inking Data-Center Deals. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2637878792","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637878792?lang=en_us&edition=fundamental","pubTime":"2026-05-21 04:16","pubTimestamp":1779308160,"startTime":"0","endTime":"0","summary":"Shares of power producers Constellation Energy, Talen Energy, Vistra, and NRG Energy soared on Wednesday after the companies got more clarity on how soon they can start inking data-center deals.Constellation was up 7.9%, its biggest increase in more than a year. Talen rose 9.5%, Vistra was up 6.9%, and NRG rose 8.3% on the day.The three companies all have power plants that connect to a grid network known as PJM, which serves about 65 million customers in the Midwest and Mid-Atlantic. Their stocks have languished this year, because there aren't clear rules in PJM about how the companies can sell their power to tech companies, who want it for their data centers.Late on Tuesday, PJM said in a letter that it will hold an auction this September allowing companies to sell power from new plants to data centers, moving the date up from September 2027. Evercore analyst Nicholas Amicucci wrote that the auction will be a \"materially constructive\" event for the companies. 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The combined company would have an enterprise value of roughly $420 billion, making it the third-biggest American energy company behind oil majors Exxon and Chevron but bigger than the next two largest U.S. power companies combined.The deal underscores how utility companies now need larger balance sheets, broader generation portfolios, and faster infrastructure deployment to compete in the AI era.Here are some of the biggest U.S. utilities and power producers:. The biggest independent power company, valued at about $94.63 billion, operates across the U.S. and is more focused on power generation and retail energy supply than a 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Critical Energy Defence appoints Ramtin Rasoulinezhad to board of directors","url":"https://stock-news.laohu8.com/highlight/detail?id=2636856869","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636856869?lang=en_us&edition=fundamental","pubTime":"2026-05-19 20:09","pubTimestamp":1779192592,"startTime":"0","endTime":"0","summary":"Appointed Ramtin Rasoulinezhad to its board of directors, following an April 2, 2026 announcement.Rasoulinezhad is a technology executive and CEO focused on secure, high-reliability energy platforms for critical infrastructure, with experience across utilities, oil and gas, marine, and defense sectors.Previously held senior roles including CTO at AMPS in Baton Rouge, CTO at Shift Clean Energy in Vancouver, and Director of Hybrid Solutions at AVL in Hamilton, Ontario.Management positioned the appointment as supporting its strategy in secure hybrid power systems, resilient microgrids, SMR-adjacent architectures, and quantum-enabled cybersecurity for defense-energy uses.Career experience cited included energy and infrastructure projects with combined value above $1 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Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2636539072","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636539072?lang=en_us&edition=fundamental","pubTime":"2026-05-18 22:59","pubTimestamp":1779116392,"startTime":"0","endTime":"0","summary":"NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the \"AI-driven power demand supercycle is not a cyclical trade but a decades-long infrastructure build,\" Wedbush said in a note 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AI is repricing energy across the U.S. economy, but not uniformly.Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.Big Tech's AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.The hyperscalers are largely insulated. 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the Nvidias of power - 5 stocks winning Big Tech's $700 billion AI energy grab","url":"https://stock-news.laohu8.com/highlight/detail?id=2636069691","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636069691?lang=en_us&edition=fundamental","pubTime":"2026-05-17 00:45","pubTimestamp":1778949900,"startTime":"0","endTime":"0","summary":"Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid. AI is repricing energy across the U.S. economy, but not uniformly.Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.Big Tech's AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.The hyperscalers are largely insulated. Amazon, Microsoft, Google and 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Yields Blindside Markets After Trump Fails to Seal China Breakthrough -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2635008548","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635008548?lang=en_us&edition=fundamental","pubTime":"2026-05-15 18:51","pubTimestamp":1778842260,"startTime":"0","endTime":"0","summary":"The stock market's soaring tech-led rally may have finally met its match as an old foe returned to the fore.U.S. Treasury yields climbed to the highest levels in nearly a year in overnight trading, matching a selloff in global fixed-income markets tied to rising inflation pressures, elevated crude prices, and a lackluster end to President Donald Trump's two-day China summit.Trump's suggestion that the U.S. doesn't need the Strait of Hormuz open \"at all,\" following a series of discussions with President Xi Jinping that offered little support for U.S. efforts in the Gulf region, added upward pressure to global crude prices -- taking this week's gain to around 9%, that layered across markets in Asia and Europe.Wall Street looks caught off guard by the yield surge, and the lack of detail on Trump's China visit beyond his insistence of \"fantastic trade deals\" that he declined to 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Stocks That Benefit From the Government's $94 Million Nuclear Reactor Spending Spree -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2635702208","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635702208?lang=en_us&edition=fundamental","pubTime":"2026-05-15 17:03","pubTimestamp":1778835780,"startTime":"0","endTime":"0","summary":"The Trump administration is giving out money to small nuclear reactor projects, and a handful of public companies should benefit.The Energy Department announced $94 million worth of cost-sharing grants to build out America's nuclear infrastructure. The government will pay for up to 50% of the projects.It's the second such grant given out to nuclear players. The first one went to the Tennessee Valley Authority, a federally controlled utility, and Holtec, a privately held nuclear operator that's building small reactors. Holtec is expected to go public sometime this year.The government's involvement is meant to fast-track a U.S, nuclear renaissance, which has moved slowly so far because most private companies don't want to take the financial risk.The winners of the new grants include Constellation Energy, the country's largest nuclear reactor owner. A unit of Constellation will receive up to $17.3 million to obtain an early site permit for small nuclear reactors in New York state, which 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performing stocks at about 03:30 p.m. EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=2635730673","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635730673?lang=en_us&edition=fundamental","pubTime":"2026-05-14 03:30","pubTimestamp":1778700605,"startTime":"0","endTime":"0","summary":"BUZZ - S&P 500 top and bottom performing stocks at about 03:30 p.m. EDTS&P 500 .SPXTop PerformersPercent ChangeFord Motor Co F.N+15.8%ON Semiconductor Corp ON.OQ+10.1%Akamai Technologies Inc AKAM.OQ+9.7%Coherent Corp COHR.N+9.0%Hewlett Packard Enterprise Co HPE.N+7.2%Bottom PerformersPercent ChangeInsulet Corp PODD.OQ-7.1%Accenture PLC ACN.N-6.7%Factset Research Systems Inc FDS.N-6.6%Bio-Techne Corp TECH.OQ-6.3%Constellation Energy Corp CEG.OQ-6.3%As of 03:30 p.m., the S&P 500 .SPX gained 55.41 points, or 0.75%, to 7,456.37 and had posted 36 new 52-week highs and 46 new 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the Nvidias of power - 5 stocks winning Big Tech's $700 billion AI energy grab","url":"https://stock-news.laohu8.com/highlight/detail?id=2635738404","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635738404?lang=en_us&edition=fundamental","pubTime":"2026-05-13 22:03","pubTimestamp":1778680980,"startTime":"0","endTime":"0","summary":"Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid. AI is repricing energy across the U.S. economy, but not uniformly.Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.Big Tech's AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.The hyperscalers are largely insulated. Amazon, Microsoft, Google and 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