power generation

Energy stocks Vistra and Quanta Services poised for growth through 2028, driven by data center demand, grid modernization, and electrification trends.

Broadwind sells Texas wind facility to IES Infrastructure for $19.5M, exits renewable energy sector to focus on precision manufacturing for power generation and critical infrastructure.

AI Power Infrastructure ETF AIPO surpasses $500M in AUM in under ten months with 30% returns, crushing broader market indices and earning industry recognition.

Long Ridge Energy, backed by $FTAI, schedules May earnings call amid shift toward data center development on its 485MW power plant and Ohio-West Virginia assets.

Generac stock surged 17% this week on strong Q1 earnings and raised guidance, buoyed by 28% growth in its data center-focused commercial and industrial segment.

MARA Holdings to acquire Long Ridge Energy & Power for $1.5B, boosting capacity 65% and adding $144M annual EBITDA.

TransAlta declares Q2 2026 preferred dividends ranging from 4.2% to 6.9% across six series, with June 1 record date and June 30 payment date.

FuelCell Energy launches 12.5 MW power block targeting AI data centers as pipeline surges 275%, but faces steep competition from Bloom Energy's $20 billion backlog.

Three companies—Navitas Semiconductor, Argan, and NuScale Power—are positioned to capitalize on surging electricity demand from AI data centers and industrial operations.

FuelCell Energy surges 80% in April on AI data center demand and $1B backlog, but remains unprofitable despite 61% revenue growth and 275% pipeline expansion.

Global coal mining market valued at $780M in 2025, projected to reach $977M by 2035, driven by rising electricity demand and industrial growth in Asia.

Meta's $27 billion Louisiana data center investment will fund seven natural gas power plants, highlighting surging energy demand from AI workloads expected to grow 50% by 2027.

Bloom Energy soars 20% after securing expanded 2.8-gigawatt fuel cell deal with Oracle, positioned to capitalize on $625 billion AI data center investment boom.

AI demand surge positions three energy infrastructure stocks for growth: MasTec, Regal Rexnord, and EQT. Two unprofitable entrants—CoreWeave and Oklo—present greater risks.

Global gas engine market projected to grow from $5.84B in 2025 to $9.51B by 2034, driven by emissions regulations and urbanization.

Brookfield Renewable and GE Vernova emerge as top utility picks as cloud computing and AI drive unprecedented grid expansion demands.

Vistra stock surges 530% over three years, vastly outpacing S&P 500, fueled by AI data center demand and major power deals with Meta.

Chevron and Engine No. 1 plan $7B natural gas plant for Microsoft's AI data center in West Texas, monetizing Permian Basin excess gas.

Ormat Technologies ($ORA) announces Q1 2026 earnings release May 6, followed by conference call May 7, showcasing its 1,835 MW renewable energy portfolio.

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