power generation

Atlas Energy Solutions pivots from proppant supplier to AI power provider, signing $840M deal with Caterpillar to build 2 gigawatts of capacity by 2030.

NextEra Energy leverages nuclear partnerships and 32-year dividend growth to capitalize on global atomic energy resurgence, targeting 8% EPS growth through 2035.

Maxim Power's 2025 net income fell to $16.7M from $21.9M, while securing GE turbine for Prairie Lights expansion with planned 2026 spending.

GE Vernova outperforms First Solar in 2025 with $59.3B orders and raised 2026 guidance, while First Solar faces flat outlook amid reduced federal tax credits.

AI data centers spark nuclear interest as NuScale and Oklo pursue small modular reactors. $2.2 trillion market opportunity faces significant technology and regulatory risks.

NovaGold and Paulson Advisers award engineering contracts to WSP, Worley, and Hatch for Donlin Gold's bankable feasibility study, targeting 2027 completion.

Global exhaust scrubber nozzle orifice market projected to reach USD 444.89M by 2035 from USD 220.24M in 2025, driven by tightening emissions regulations.

Broadwind reports 10.4% annual revenue growth to $158.1M, but Q4 net loss of $0.9M. Company divested industrial unit, reaffirms 2026 guidance.

Generac Holdings announces 2026 Investor Day on March 25 featuring CEO Aaron Jagdfeld discussing strategic priorities and growth opportunities via webcast.

NuScale Power, the only U.S. firm with NRC-approved small modular reactor design, positions itself for AI data center demand amid $10 trillion nuclear opportunity.

Nvidia's selloff shifts investor focus to power infrastructure. Constellation Energy and GE Vernova positioned to profit from AI-driven electricity demand through major tech contracts and massive equipment backlogs.

Caterpillar emerges as unexpected AI infrastructure play via data center construction, surging electricity demand (200% jump expected), and manufacturing reshoring—though valuation reflects investor awareness.

Two nuclear stocks offer different risk-reward profiles: $SMR pursues high-growth small reactors; $GEV provides diversified energy exposure with near-term growth catalysts.

Capital Power declares $0.6910 quarterly dividend on common shares payable April 30, 2026, with all dividends 100% eligible under Canadian tax law.

Power Solutions International acquires MTL Manufacturing, a Wisconsin fabrication company, strengthening vertical integration and supply chain control in the data center equipment market.

Brookfield Renewable and Infrastructure companies are securing major AI infrastructure deals with tech giants, positioning for $7 trillion buildout opportunity with double-digit growth and 4% yields.

TransAlta posts strong 2025 results with $1.1B EBITDA and raises dividend 8%. Data centre demand accelerates growth through major partnership and strategic acquisitions.

Vistra Energy fell below $200 after tripling in three years. Low dividend yield of 0.54% offset by strong 10.7% annual growth and conservative payout ratio.

TPL stock rose on analyst upgrade recognizing power generation opportunity. KeyBanc raised price target to $639, citing AI data center infrastructure potential on Permian Basin lands.

Seldon Capital invests $12.6M in Argentine energy company Pampa Energía, acquiring 4.36% stake. Move reflects confidence in long-term value despite recent underperformance.